Client Welcome Guide

Client Onboarding / Welcome Guide Template for Canva, Created with Social Media Managers / Social Media Service Providers in Mind! What you get: - 11 Page Canva Client Onboarding Template - Includes pages for welcoming your new client, introducing your team members, sharing your most important operational guidelines, sections to help you create supportive boundaries around things like office hours & holidays, communication channels, content approvals, and service-specific procedures, a referral bonus page if applicable , a kickoff timeline, and an onboarding checklist - Copy prompts to guide you through template customization we tell you what information to include where - Flexible & easy to customize to reflect your business' branding - Canva basics tutorial which walks you through how to access the template & start customizing no design background needed - Images not included - Canva Pro account is required to upload the custom font used in this template the font is free to use and included with your Getting Started Kit . If you do not have a Canva Pro account, you can still use the template with an alternative font available with the free plan. Establish clear expectations & look like a total pro with this customizable Canva template specifically for social media managers & digital marketers. Ready to sweep a new client off their feet?! With this onboarding template you can create a smooth system that supports new clients as they enter into the working relationship communicating, in detail, how you & your team operate, while highlighting exactly what you'll need from them to get started on their services. This template takes a new client through the onboarding process in a smooth, seamless way. Simply add your own branded images & change the template's colors, fonts, and other design elements to fit your business.