Intro Packet | Canva Template | Simple Style

Going back and forth with potential clients takes forever.

You have to explain your policies, what you need from the client, and how long the project will take.

And you haven’t even gotten them to sign a contract yet.

Wouldn’t it be nice to streamline this entire process, and at the same time weed out clients who don’t agree with the fact you only accept scheduled phone calls?

That’s where the Intro Packet template comes in. With this 10-page Canva template, you’ll create your own intro packet that walks potential clients through all your major policies, the basic steps of the process, and helps both you AND your potential clients decide if you’re going to be a great match. 

And the best part? The Intro Packet template does all that before you waste time going back and forth via email or having awkward meetings.

PLUS, it makes you look ultra-professional and organized, setting potential projects up for success from the very beginning.

Simply load into Canva, edit to match your business and brand, and send to potential clients to streamline your client-screening process!

Includes:

+ Canva template that you can easily edit to match your brand

+ Video walk-through on how to edit the template easily

+ 10 Page Designs:

• Cover
• Intro
• Office Hours
• What You Get
• Before We Start
• Process 1
• Process 2
• FAQ
• Payments
• Next Steps

+ BONUS: Google Doc text template if you want to copy and paste into something other than Canva!

How it works:

1) Checkout and you'll be directed to download a PDF file.

2) The PDF will tell you how to access your template, as well as provide information like a video tutorial and how to create your Canva account if you don't have one.

3) Click the link in the PDF to automatically load the template into your own Canva account.

4) Edit to make the template look exactly how you want, and include all of your information.

5) Download and start using with your clients!

NOTES:

1) A Canva account is required to use this template. You can join for free to use this template!

2) Due to the nature of this product and the fact it can't be returned, it is non-refundable.

3) You may not resell or distribute this product except for use in your own business sending copies about your policies to your clients. Please contact hello[at]erinflynn.com for extended licensing options.

4) Support is not included, but there is a handy walk-through video showing you how to customize the template to your own brand!

5) Photos are not included, but the template is set up to make it easy to drag and drop your own into place! :)

Sound great? Get it now!