Client Onboarding Bundle CANVA

Services and Pricing Guide, Client Welcome Packet and Client Goodbye Packet template bundle for service-based business owners and coaches to help you save time, attract new clients and streamline your client onboarding and offboarding experience. --- SPECIAL OFFER: SAVE OVER 30% WITH THIS 3 IN 1 BUNDLE - Regular retail price for all products is $117.00 when purchased separately. --- STREAMLINE YOUR CLIENT EXPERIENCE: - attract new clients with a professional Services and Pricing Guide - welcome new clients and introduce them to your process with a stylish Welcome Guide - find out more about your client's needs with a welcome survey - handover and recap your project with a Goodbye Packet - ask for client feedback and testimonials with a feedback questionnaire - cross-sell other services and stay in touch easily - BONUS! includes Invoice and Clients Contract templates Designed with CANVA users in mind, this Canva template will help you save time and create a pixel-perfect, professional-looking business guides and surveys in no time. Use the intuitive drag-and-drop interface to add text and images or change fonts and colours. Choose from multiple page variations, duplicate and rearrange pages to create endless layouts. --- SERVICES AND PRICING GUIDE 60 PAGES - 3 guide cover variations - 2 table of contents pages - 8 welcome and meet the team pages - 4 guide section cover variations - 6 vision board and quote pages - 10 case study and testimonial pages - 10 price list and coaching package pages - 8 coaching framework and process pages - 4 client homework and Q&A pages - 2 terms & conditions and contact pages - 3 final call to action pages --- WELOME GUIDE 55 PAGES - 3 cover page variations - 1 table of contents page - 4 section cover variations - 8 welcome, meet the team and guide pages - 10 what to expect and resource pages - 10 coaching framework & timeline pages - 10 client homework and survey pages - 3 FAQ pages and what's next pages - 1 payment options page - 4 terms and client contract pages - 1 client invoice --- GOODBYE PACKET 40 PAGES - 3 cover page variations - 4 thank you and gift pages - 6 project or service recap pages - 2 download your assets pages - 6 useful resources pages - 2 FAQ pages - 8 feedback request and questionnaire pages - 2 additional services pages - 2 referral program pages - 1 call to action page - 4 invoice page and client contract pages --- NOT INCLUDED: stock photos and magazine presentation mockups are NOT included with your purchase --- FEATURES: - edit online for FREE at www.canva.com - can be used to create digital or printed guidebooks - quick and easy to edit - fully customisable text, fonts and colours - free fonts used for personal and commercial use - download instructions getting started notes PDF --- WHEN YOU PURCHASE: - you will receive a PDF document with shared links to Canva templates - create a FREE www.canva.com account this template will also work in Canva PRO - use the links provided in the PDF document to access the templates on your computer - edit your template and export as a PDF document for print or digital use - use over and over again --- MATCHING TEMPLATES YOU MAY LIKE : Coaching and Course Creation : - Course Creator 4 in 1 Bundle: - Workbook: - Ebook: - Slide Deck: - Challenge Lead Magnet: Social Media Marketing : - Instagram Coach 4 in 1 Bundle: - Instagram Coach Carousels: - Instagram Coach Notifications: - Instagram Coach Educational Content: - Digital Product Social Media Mockups: - Pinterest Pins: Business Client Onboarding : - Services and Pricing Guide: - Client Welcome Packet: - Client Goodbye Packet: --- These designs are copyrighted to Studio Loire.