Get-to-Know Guide | Welcome Guide | Info and Intro Packet | Services and Pricing Guide | for Adobe Indesign and Canva

This highly versatile template (US Letter and A4!) can be used either as an initial Intro/Info Packet (also known as a Pricing Guide or Services Guide) to provide to potential clients interested in your services and pricing OR can easily be customised to be an onboarding Welcome Guide once your client has booked in and needs to know more about the process.

Created in Canva and Indesign, this template has been designed with any biz owner in mind, not just designers. It does feature some snippets of my own content but can be swapped for any niche – wedding and event planning, copywriting, photography, social media, interior design + more!ve the power to make that happen. If they fail to properly plan out and execute their project, they may not meet the deadline set, scope creep will begin, and so will the frustration. Providing them with templates like this ensure they understand the process and will be well prepared for all to come.

Please see https://www.creativeprocesscollective.com/shop/p/get-to-know-guide for COMMERCIAL LICENSE

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INCLUDED:

- 20 page Indesign template (Indd + Idml) and Canva template
- US LETTER & A4 sizing
- Cover page, contents, introduction, mission and values
- Contact info & hours
- Process, roles and responsibilities, project expectations
- Services guide, 4 x services pages
- 2 x timeline pages (specific + general)
- Good match
- Payments, restarts or cancellation details
- FAQs, client testimonials
- Back page/next steps
- Fully customisable layout to your own branding, fonts, colours, copywriting
- Basic help links for editing in Adobe Indesign + Canva

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NOT INCLUDED:

- Images. Images are for context only and are not included. Please check out Moyo Studio for fabulous stock imagery or our Pexels Collection for the exactly images used that you can download in your own time.


- Full on help guide for Indesign/Canva editing. This is not a training exercise, you will need to know how to edit an Indesign/Canva document or else learn at your own pace using tutorials/Youtube.

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REQUIREMENTS:

Adobe Indesign and/or Canva account

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FEATURES:

- A mix of actual copy and lorem ipsum
- Thoughtfully designed layouts and typographic choices
- - All text, colours and fonts can be easily changed to match the look and feel of your own branding and style
Free fonts that you can download with ease; links included in txt help file

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HOW DO I USE IT?

Open the template (Adobe Indesign or Canva) and replace the content with your own. Save it as a Interactive PDF for web and upload to your website, where you can then link to if sending to a client via email. These templates include some original text too so you have a guide on what to write where!

It can be printed off at a pinch but you may need to add bleed and crop if using it this way, and change the colour mode.

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WHAT CAN I CUSTOMISE?

Everything! You can move, edit or change all the elements in the template. You can add, remove or duplicate pages as well as change the order. All colours and fonts are completely editable so you can swap them out for your own branded ones.