Welcome Packet | Canva Template | Simple Style

Working with clients is frustrating.

You've finally gotten a signed contract and you're ready to dive in, but your clients are calling you at weird hours asking how they should save their files.

You're spending more time answering emails, guessing what revisions to make, and reformatting what your clients send you, than creating something amazing for them.

Wouldn't it be nice to streamline this entire process, so both you and the client are getting what you need, without all the jumbled communication?

That's where the Welcome Packet Template comes in! This 7-page template helps you make custom (but streamlined) welcome packets for your clients that simplify client onboarding and project management.

You'll get an outline of what to include to reduce the questions you get during your projects, set the right expectations, and make things easy for both you and your clients! 

And the best part? You'll look like the professional you are, which will set the tone for clients treating you like a professional (instead of an intern!).

Simply load into Canva, edit to match your business and brand, and send to potential clients to streamline your project management process!

Includes:

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

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

+ 7 Page Designs:

• Cover
• Welcome
• Office Hours
• Project Management
• What You Need
• FAQ
  
• 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!