Client Welcome Pack


The purpose of a Client welcome pack

Send your clients a Welcome Packet that makes a great first impression, sets boundaries, and gets you started on the right path for a smooth & successful project!

Like the saying β€œA stitch in time saves nine”, this Welcome Pack can save you lots of headache and confusion by addressing the most important details BEFORE you start working together.

This Client Welcome Pack includes:
β˜‘οΈ A warm welcome!
β˜‘οΈ Project deliverables & deadlines
β˜‘οΈ Communication preferences (including how to contact you in case of emergencies)
β˜‘οΈ Billing & payment process
β˜‘οΈ Contract & Referrals
β˜‘οΈ A big β€œthank you”

Click the button below to customize the template to match your services and deliver that WOW factor to clients. Make it shine! ✨

How To Use This Template

  1. Click the button to download the template

  2. Add your information in the areas highlighted in yellow

  3. Customize the document with your colors & logo

  4. Send a PDF version to your new client!