Complete Canva Template: Coaching & Virtual Assistant Welcome Packet | New Client Onboarding Guide & Service Introduction
50 Pages ready to edit in Canva | Easy to use Template for multiple purposes e.g. Client welcome or new service presentation
Start your new project witht this dynamic and easy to use Canva Template.
Crafted to simplify your welcoming process or presentation of a new service to your clients. This template offers an all-in-one solution to greet new team members or clients with efficiency and warmth. Featuring editable sections for introductions, company guidelines, team structures, training resources, and more.
This customizable Template is designed for easy editing, allowing you to personalize photos, texts, and backgrounds. Whether you're an HR professional or a team leader, we offer the structure you need to create a welcoming and informative experience.
Case Studies or Testimonials: Showcasing success stories of past projects or testimonials from other clients can build confidence in your client about their decision to hire your services.
Table of content of the Template:
🔵 Welcome
Start with a personalized welcome page from your company.
🔵 About us and meet the team
Include short bios and photos of the team members who will be working with the client. This helps to build a personal connection and makes the client feel more comfortable knowing who they will be interacting with.
🟢How it works
This section can provide a clear and concise breakdown of how your services or processes function. It includes step-by-step explanations and diagrams to ensure that your clients understand exactly what to expect and how you operate.
🟢 Kickoff Checklist
The Checklist serves as a pre-project launchpad, detailing all the necessary steps and requirements to get your project off to a smooth start.
🟢 What’s Next
In the "What’s Next" section outline the immediate steps following the current phase of your project or after your initial onboarding.
🟢 Communication
This part details communication protocol, explaining how to keep in touch with you.
🟡 Helpful Resources
A list of resources such as articles, tutorials, and guides that can enhance understanding of youe services and the industry.
🟡 Q&A
The Q&A section addresses frequently asked questions that new clients often have. It covers a range of topics from billing inquiries to service specifics.
🟡 Testimonials
In our Testimonials section, you can put firsthand accounts and reviews from past and current clients.
Why do you need this Canva Template?
✔️ To facilitate a smooth onboarding process for new team members or present your service to the new clients
✔️ To ensure consistency and clarity in conveying important information
👀 IMPORTANT
The digital files can be used multiple times. This is a digital product a Canva Template, instant download only. No physical product will be sent.
💰 REFUNDS
Please ensure you carefully review the product description before purchasing. Refunds are not offered for this digital product due to its instant download nature.
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