In this blog post, we'll explore what welcome packets are, why they matter, and how you can create a compelling one to leave a lasting impression on your clients using different tools like Canva or Dubsado.

Onboard your clients with ease and impress them with this Client Welcome Packet. This Client Welcome template is perfect for virtual assistants, social media managers, coaches, interior designers or any other service-based business. Our Welcome Packet templates are easy to customize and are great for Entrepreneurs to market their brands with ease. This Welcome Packet was expertly designed so you can IMPRESS your clients, and start your working relationship off right. This Canva template is easily customizable by YOU to fit your brand’s aesthetic. You can change colors, fonts, graphics, photos, and even upload your own logo! This is all done through the FREE version of Canva, an easy-to-use design program. With LIFETIME ACCESS to this template, you can use it time and time again for your BEST INVESTMENT yet! LOOKING FOR MORE TEMPLATES? Check out our shop for more marketing templates ------> www. https://www.etsy.com/shop/HelloMediaTemplates HOW IT WORKS 5. Purchase this template. 6. Once payment is confirmed, download your PDF document with a link to your templates. 7. Create a FREE Canva account. (Also works in the Pro Version). 8. Customize each template to your needs. NEW TO CANVA? No worries, it’s easy! Check out these tutorials…. https://www.canva.com/designschool/tutorials/getting-started/ WHAT’S INCLUDED? 33 Pages in: A4 Document US Letterhead QUESTIONS? If you have any questions regarding this item, please message us through Etsy Messaging. BY PURCHASING YOU ARE AGREEING TO THE FOLLOWING 1. While you may use these templates to promote your business, the sharing and re-selling of these templates for commercial use is strictly prohibited. 2. These templates are not legally associated with Canva.com. 3. You acknowledge that these templates only work with Canva. 4. You acknowledge that there are no refunds or exchanges offered.

Make things clear and easy for you and your clients! Whether you're a photographer, virtual assistant or designer, this Client Welcome Packet is made with service-based businesses in mind! Made with Canva users in mind, this template is easy to use and fully customizable for all your brand needs. **What You Get** --- 28 fully customizable 8.5 x 11" pages that include: - Business Hours + Communication - Processes + Timelines - Package Details - Add-on Options - Terms & Conditions - FAQs - and more! **How it Works** --- Once purchased, you will receive a PDF download with instructions that contain the link to your Canva template **Details** --- - 8.5" x 11" pages - Final files can be downloaded as PDF, PNG, or JPG files - Free Canva account necessary (Canva Pro not required)

Welcome your clients effortlessly and make a great impression with our Client Welcome Packet. This versatile template is ideal for virtual assistants, social media managers, coaches, interior designers, and other service-based businesses. This Welcome Packet template is designed to be easily customizable, allowing entrepreneurs to market their brands effectively. Expertly crafted, this Welcome Packet ensures you impress your clients and set the stage for a successful working relationship. This Canva template is fully customizable to match your brand’s style. You can adjust colors, fonts, graphics, photos, and even add your own logo—all using the FREE version of Canva. With LIFETIME ACCESS to this template, it’s a valuable investment you can use over and over! HOW TO USE 1. Purchase this template. 2. After payment is confirmed, download your PDF with a link to your templates. 3. Create a FREE Canva account (also compatible with the Pro Version). 4. Customize the templates to fit your needs. NEW TO CANVA? No problem! Check out these easy tutorials: [Canva Design School](https://www.canva.com/designschool/tutorials/getting-started/) WHAT’S INCLUDED? - 17 Pages: -3 Welcome Pages -"Package Details" -2 "What To Expect" -2 "How It Works" - 2 "Communication" -"Content Approval Process" -"Scheduling and Posting" -"Emergency Procedures / Billing Termd" -"Kickoff Checklist" -"Video Tutorials" -"Thank You" Page QUESTIONS? For any inquiries, please contact us through Etsy Messaging. BY PURCHASING YOU AGREE TO THE FOLLOWING 1. These templates are for personal business promotion only; sharing or reselling them is prohibited. 2. These templates are not affiliated with Canva.com. 3. Templates are designed to work exclusively with Canva. 4. No refunds or exchanges are offered. Instant Download Your files will be available for download once payment is confirmed. Please note that instant download items cannot be returned, exchanged, or canceled. Contact the seller with any issues regarding your order.

Are you ready to take your interior design business to the next level? Try our comprehensive Interior Design Client Welcome Packet Services Guide as your client onboarding template with Canva. The perfect solution for streamlining your project management processes and creating a professional welcome packet for your clients. Easy-to-use business template to simplify and know more about your client regarding home decorating and interior styling. Elevate your design projects effortlessly! [INSTANT DOWNLOAD] ▶ This is a DIGITAL ITEM, INSTANTLY CUSTOMIZABLE VIA CANVA (FREE). NO PHYSICAL ITEM WILL BE SHIPPED IN THIS PURCHASING Naturally, no refund/exchange can be issued ◀ ▶This DIY template is fully customizable and simple to use with Canva (free) using PC, tablet or mobile device. As simple as Edit, Download, and Print in anywhere!◀ *Please note - Mobile editing is limited. To edit your template fully use a desktop or laptop computer.* [WHATS' INCLUDE] ◥1 PDF to access your template in 38 pages of Interior Design Services Guide (39 with cover) ● US Letter size (8.5x11") ● A4 paper size Plus: ● Print guidance ● Basic guidance and instructions with video [WHAT CAN I EDIT WITH CANVA] ● All fonts are editable (font style, color, size) ● Add new text boxes / resize the already available text box ● Add your own logo, photos or images, simply drag and drop ● Unlimited edits with no expiration [You can NOT edit the following] ● Size or Orientation of the Template ● Artwork Colors or Placement [HOW TO GET STARTED] ● Purchase this item ● After Etsy confirms your payment, Etsy will let you know when your order is ready ● Download PDF, access your template, edit, and print! --------------------------------- [ PRINTING ] ● Home Printer: Download your template as a PDF Print. To see print bleed, go to File, select view settings, and select Show print bleed. ● Local Print Shop: We recommend contacting print shops to ensure they can print in the sizes you require and have the card stock/paper you want. ● Online Print vendor **Please note** ● Print colors may vary slightly from those on your computer monitor. ● When a template is purchased, the customer is responsible for editing and ensuring spelling, grammar and event information is accurate. BlueSpacePaper is not responsible for errors. --------------------------------- [ RETURN POLICY ] Due to the digital nature of our products, we are unable to accept returns and exchanges or offer refunds. --------------------------------- [ TERMS OF USE ] ▶ All items sold by BlueSpacePaper are FOR PERSONAL USE ONLY. Please do not share, resell, or use commercially, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store ▶ The purchase of a template is for one-time use only. You may edit, save, and download your template as many times as needed for editing and proofing purposes only. ▶ Purchasing does not transfer rights; the copyright remains with the author. Purchasing does not transfer rights; the copyright remains with the author. ▶ FOR PERSONAL USE ONLY. You may not resell, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store Copyright © BlueSpacePaper **Please read the FAQ for more information** If you can't find what you need, feel free to convo me :) Thank you for your understanding :) See more our products : bluespacepaper.etsy.com © Copyright by BlueSpacePaper PERSONAL USE ONLY . NOT FOR COMMERCIAL USE. DO NOT RESELL AND DISTRIBUTE FOR ANY MEANS

Client Welcome Packet for Creatives & Small Businesses & Entrepreneurs- Impress your clients from the beginning with this elegant welcome packet. Effortlessly share the details of your processes, contact info, frequently asked questions, payment terms, and more! With this easy-to-use template, you can maximize productivity and devote more time to what matters. 
 What’s included? - Cover Page - Welcome - Meet the team - What Can you Expect - Our process - FAQ - Services - Next Steps - Contact Us
 - 20 pages total

 How it Works: - All you need to edit and customize your template is a free Canva account. Canva is a free design software that allows you to edit your template on a computer or through the mobile app. Detailed instructions are included with purchase. - Customize the color, font, and images to fit your brand. - Add your contact info & logo - All products are designed for easy use and are completely customizable. - Reuse this digital product over and over again, maximizing your productivity. - Edit your templates and export them as PDFs

Elevate Your Practice with Seamless Client Management In the world of healing and therapy, every minute counts. The first step to building a trusting relationship with your clients begins long before they walk through your door—it's the very first impression they have of your practice. Meet the Private Practice Client Intake Forms for Couples: a comprehensive, compassionate solution designed to simplify your practice management so you can focus on what truly matters—your clients. There is over 15 pages of customizable intake forms that allow you to get started in your business quick and easy! Key Features and Benefits: Complete Form Set: Complete integrated set of forms that meet your requirements without compromising your time or energy. This packet includes most major forms needed to get started with a client. Comprehensive and Customizable: Tailor each form to your unique needs with just a few clicks. Our forms are fully customizable and editable through Canva. You will need a minimum of a free Canva account to access and edit these forms. From the very first touchpoint to a lifetime of well-being, your practice, and your clients deserve nothing less! This Packet Includes: -Welcome cover -Welcome letter with example text -Adult contact information and basic health history forms -Consent to treat forms -Fee outline -Notice of Privacy Practices example (HIPAA) -Surprise Billing Protection form example

Are you ready to take your interior design business to the next level? Try our comprehensive Interior Design Client Welcome Packet Services Guide as your client onboarding template with Canva. The perfect solution for streamlining your project management processes and creating a professional welcome packet for your clients. Easy-to-use business template to simplify and know more about your client regarding home decorating and interior styling. Elevate your design projects effortlessly! [INSTANT DOWNLOAD] ▶ This is a DIGITAL ITEM, INSTANTLY CUSTOMIZABLE VIA CANVA (FREE). NO PHYSICAL ITEM WILL BE SHIPPED IN THIS PURCHASING Naturally, no refund/exchange can be issued ◀ ▶This DIY template is fully customizable and simple to use with Canva (free) using PC, tablet or mobile device. As simple as Edit, Download, and Print in anywhere!◀ *Please note - Mobile editing is limited. To edit your template fully use a desktop or laptop computer.* [WHATS' INCLUDE] ◥1 PDF to access your template in 38 pages of Interior Design Services Guide (39 with cover) ● US Letter size (8.5x11") ● A4 paper size Plus: ● Print guidance ● Basic guidance and instructions with video [WHAT CAN I EDIT WITH CANVA] ● All fonts are editable (font style, color, size) ● Add new text boxes / resize the already available text box ● Add your own logo, photos or images, simply drag and drop ● Unlimited edits with no expiration [You can NOT edit the following] ● Size or Orientation of the Template ● Artwork Colors or Placement [HOW TO GET STARTED] ● Purchase this item ● After Etsy confirms your payment, Etsy will let you know when your order is ready ● Download PDF, access your template, edit, and print! --------------------------------- [ PRINTING ] ● Home Printer: Download your template as a PDF Print. To see print bleed, go to File, select view settings, and select Show print bleed. ● Local Print Shop: We recommend contacting print shops to ensure they can print in the sizes you require and have the card stock/paper you want. ● Online Print vendor **Please note** ● Print colors may vary slightly from those on your computer monitor. ● When a template is purchased, the customer is responsible for editing and ensuring spelling, grammar and event information is accurate. BlueSpacePaper is not responsible for errors. --------------------------------- [ RETURN POLICY ] Due to the digital nature of our products, we are unable to accept returns and exchanges or offer refunds. --------------------------------- [ TERMS OF USE ] ▶ All items sold by BlueSpacePaper are FOR PERSONAL USE ONLY. Please do not share, resell, or use commercially, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store ▶ The purchase of a template is for one-time use only. You may edit, save, and download your template as many times as needed for editing and proofing purposes only. ▶ Purchasing does not transfer rights; the copyright remains with the author. Purchasing does not transfer rights; the copyright remains with the author. ▶ FOR PERSONAL USE ONLY. You may not resell, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store Copyright © BlueSpacePaper **Please read the FAQ for more information** If you can't find what you need, feel free to convo me :) Thank you for your understanding :) See more our products : bluespacepaper.etsy.com © Copyright by BlueSpacePaper PERSONAL USE ONLY . NOT FOR COMMERCIAL USE. DO NOT RESELL AND DISTRIBUTE FOR ANY MEANS

Create the best client experience with these 11 Vital Details to Include in a Client Welcome Packets in 2024 and wow your clients

The first time I learned about how to create a welcome packets, my clientele looked a *little* different than it does now. ;) I was a traveling consultant for a collegiate-based women's organization. I lived out of 2 suitcases and 1 carry-on for a year, and it was my job to communicate with the chapters

Create a client goodbye packet with this step-by-step guide to streamline your client offboarding and end projects on a great note.

Ending your client process on a high note is possible (and easy!) with a Client Goodbye Packet. Continue reading to find out 9 important details to include so you can provide epic client experiences from start to finish.

You’ve signed on a new client, congratulations! Do you have a client onboarding process and an onboarding packet ready for your new client? If not, keep reading this post to help you create an even more ‘wow’ client experience right off the start of your working relationship. Disclaimer: As an Amazon Associate, I earn from […]

Step up your goodbye game with our Coaching Goodbye Packet Template. It's everything you need to create a powerful, emotion-packed farewell for your clients!

Concluding a project leaves a lasting impression on your clients and influences their future referrals. Our Goodbye Packets are thoughtfully designed to ensure your clients have everything they need to fully embrace and enjoy their newly designed space. From care instructions to warranty details, our templates offer user-friendly customisation options in Canva and Adobe InDesign, allowing you to effortlessly tailor the package to your client's unique needs and preferences. Our Feedback and Testimonial Request Form is also available in Google Forms as another option, designed for ease of use and efficient data collection. Please note that while this version is highly functional, it will not mirror the aesthetic customisability provided by the Canva and Adobe InDesign versions. The Gallo Goodbye Packet template is crafted to complement the Gallo Collection of templates, ensuring a seamless and cohesively branded experience for your clients. Upon purchase, you'll gain immediate access to our template links and Help Guide.

Are you ready to take your interior design business to the next level? Try our comprehensive Interior Design Client Questionnaire as your client onboarding template with Canva. The perfect solution for streamlining your project management processes and creating a professional welcome packet for your clients. Easy-to-use business template to simplify and know more about your client regarding home decorating and interior styling. Elevate your design projects effortlessly [INSTANT DOWNLOAD] ▶ This is a DIGITAL ITEM, INSTANTLY CUSTOMIZABLE VIA CANVA (FREE). NO PHYSICAL ITEM WILL BE SHIPPED IN THIS PURCHASING Naturally, no refund/exchange can be issued ◀ ▶This DIY template is fully customizable and simple to use with Canva (free) using PC, tablet or mobile device. As simple as Edit, Download, and Print in anywhere!◀ *Please note - Mobile editing is limited. To edit your template fully use a desktop or laptop computer.* [WHATS' INCLUDE] ◥1 PDF to access your template in 12 pages of Interior Design Client Questionnaire (13 with cover) ● US Letter size (8.5x11") ● A4 paper size Plus: ● Print guidance ● Basic guidance and instructions with video [WHAT CAN I EDIT WITH CANVA] ● All fonts are editable (font style, color, size) ● Add new text boxes / resize the already available text box ● Add your own logo, photos or images, simply drag and drop ● Unlimited edits with no expiration [You can NOT edit the following] ● Size or Orientation of the Template ● Artwork Colors or Placement [HOW TO GET STARTED] ● Purchase this item ● After Etsy confirms your payment, Etsy will let you know when your order is ready ● Download PDF, access your template, edit, and print! --------------------------------- [ PRINTING ] ● Home Printer: Download your template as a PDF Print. To see print bleed, go to File, select view settings, and select Show print bleed. ● Local Print Shop: We recommend contacting print shops to ensure they can print in the sizes you require and have the card stock/paper you want. ● Online Print vendor **Please note** ● Print colors may vary slightly from those on your computer monitor. ● When a template is purchased, the customer is responsible for editing and ensuring spelling, grammar and event information is accurate. BlueSpacePaper is not responsible for errors. --------------------------------- [ RETURN POLICY ] Due to the digital nature of our products, we are unable to accept returns and exchanges or offer refunds. --------------------------------- [ TERMS OF USE ] ▶ All items sold by BlueSpacePaper are FOR PERSONAL USE ONLY. Please do not share, resell, or use commercially, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store ▶ The purchase of a template is for one-time use only. You may edit, save, and download your template as many times as needed for editing and proofing purposes only. ▶ Purchasing does not transfer rights; the copyright remains with the author. Purchasing does not transfer rights; the copyright remains with the author. ▶ FOR PERSONAL USE ONLY. You may not resell, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store Copyright © BlueSpacePaper **Please read the FAQ for more information** If you can't find what you need, feel free to convo me :) Thank you for your understanding :) See more our products : bluespacepaper.etsy.com © Copyright by BlueSpacePaper PERSONAL USE ONLY . NOT FOR COMMERCIAL USE. DO NOT RESELL AND DISTRIBUTE FOR ANY MEANS

HOME CARE AGENCY CLIENT PACKET (NON-MEDICAL) INCLUDES THE FOLLOWING FORMS: HOME CARE FAQ SHEET TO SEND CLIENTS WELCOME NEW CLIENT LETTER CLIENTS RIGHTS & RESPONSIBILITIES FORM HIPAA (USA) DOCUMENTS PHI CONSENT FORM CARE PLAN (2 OPTIONS) CARE PLAN REVIEW WEEKLY MENU PLAN (3 SIZE OPTIONS) AGENCY SERVICES & CONTACT INFORMATION SHEET SERVICE QUOTE FOR CLIENTS HOME CARE SERVICE RATES CLIENT SERVICE AGREEMENT PERSONAL ITEM CHECKLIST-INVENTORY INVOICE / BILLING EXCEL SHEET EMERGENCY CONTACT INFORMATION INCIDENT REPORT FORM CLIENT PROGRESS NOTES CLIENT OUTING DESCRIPTION & PERMISSION HOME CARE VISIT REPORT CLIENT SATISFACTION SURVEY Main Features of Forms: ✔️ MICROSOFT WORD DOCUMENTS ✔️ ALL FORMS ARE EDITABLE ✔️ Form fill digitally/manually ✔️ Send electronically to clients ✔️ Fill digitally -OR- Printable and fill by hand ⭐ How to add your logo instructions included If this is your first time browsing in the shop then welcome! If you are returning then please know that I appreciate your trust in the quality of the items! Each form as you may or may not know is 'ONE OF A KIND' and meticulously put together by Danielle who is an experienced owner in the non-medical home care industry. Drawing on firsthand knowledge working with clients, families, care facilities, trustees, curators, and medical professionals, Danielle's templates are tailored to support your home care business in achieving organization, expansion, and security. ♥ MORE OF THE SHOP PRODUCTS ♥ You can check out all of the products at: (copy & paste link below) https://www.etsy.com/shop/WiseCaregiving 🔗SHOP BUNDLE LINKS: ➡️ ⭐HOME CARE BUSINESS COMPLETE SHOP BUNDLE & WORKS WITH ALL STATES FOR COMPLIANCE https://www.etsy.com/ca/listing/1083858686 ➡️ HOME CARE BUSINESS PLAN https://www.etsy.com/ca/listing/1287102190 ➡️ 50 WAYS TO PROMOTE A HOME CARE BUSINESS https://www.etsy.com/ca/listing/1445305906 ➡️ NEW HOME CARE CLIENT PACKET https://www.etsy.com/listing/1490073402 ➡️ NEW HOME CARE CLIENT PACKET HANDBOOK https://www.etsy.com/listing/1491612772 ➡️ 80+ HOME CARE DAILY OPERATIONS TEMPLATES https://www.etsy.com/ca/listing/857713478 ➡️ HOME CARE COMPANY POLICY & PROCEDURE MANUAL https://www.etsy.com/ca/listing/1166244609 ➡️ HOME CARE EMPLOYEE HANDBOOK https://www.etsy.com/ca/listing/1066812912 ➡️ HOME CARE TRAINING PROCESS LOG BUNDLE https://www.etsy.com/ca/listing/1083239744 ➡️ INFECTION CONTROL BUNDLE https://www.etsy.com/ca/listing/1272006779 ➡️ HOME CARE WEEKLY SCHEDULING BUNDLE https://www.etsy.com/ca/listing/1111275226 ➡️ CAREGIVING TASK LIST BUNDLE https://www.etsy.com/ca/listing/1036042375 ⚖️ WISECAREGIVING COPYRIGHT DISCLAIMER ★ Original One of a Kind Creations: All templates are designed and made by Danielle, the shop owner, and are NOT generated by AI. ★ Copyright Notice: All the TEMPLATES and online SHOP IMAGES to describe the digital products in this shop are subject to Copyright©️ 2020-2024 by Danielle Foley. ★ Prohibition on Reselling or Sharing: Reselling, distributing, or sharing these templates for financial gain is strictly prohibited. ★ Monitoring for Infringement: Daily online scans are performed for unauthorized use of the shop's templates. ★ Reporting Infringement: Any copyright infringement will be reported to the appropriate T&S Team, and the U.S. Copyright Office. If a case persists, a US IP attorney will be assigned and legal action will be taken. By purchasing, you confirm that you understand and agree to these terms. Thank you for supporting original work and we look forward to supporting your business's success🙌🚀 Danielle Foley

Do you have students/clients who have developmental language disorder? Do they know that they have DLD? Do their parents know? Do their teachers know? And does anyone know what DLD is, anyway? We know that providing our clients with a clear diagnosis and teaching them what that means is best practice. We know that this can give clients the answers they need about why they have been struggling, what we can do about it, and what lies ahead. This packet includes a range of handouts that you can use to help your clients with DLD (and their support networks) to understand the diagnosis. The packet includes: What is developmental language disorder? - includes wording variations for child and teenage/adult clients, each in colour and b/w editions What is language? - in colour and b/w editions DLD: What do teachers need to know? - two-page handout DLD across the lifespan - two-page handout, in colour and b/w editions

Are you ready to take your interior design business to the next level? Try our comprehensive Interior Design Client Questionnaire as your client onboarding template with Canva. The perfect solution for streamlining your project management processes and creating a professional welcome packet for your clients. Easy-to-use business template to simplify and know more about your client regarding home decorating and interior styling. Elevate your design projects effortlessly [INSTANT DOWNLOAD] ▶ This is a DIGITAL ITEM, INSTANTLY CUSTOMIZABLE VIA CANVA (FREE). NO PHYSICAL ITEM WILL BE SHIPPED IN THIS PURCHASING Naturally, no refund/exchange can be issued ◀ ▶This DIY template is fully customizable and simple to use with Canva (free) using PC, tablet or mobile device. As simple as Edit, Download, and Print in anywhere!◀ *Please note - Mobile editing is limited. To edit your template fully use a desktop or laptop computer.* [WHATS' INCLUDE] ◥1 PDF to access your template in 12 pages of Interior Design Client Questionnaire (13 with cover) ● US Letter size (8.5x11") ● A4 paper size Plus: ● Print guidance ● Basic guidance and instructions with video [WHAT CAN I EDIT WITH CANVA] ● All fonts are editable (font style, color, size) ● Add new text boxes / resize the already available text box ● Add your own logo, photos or images, simply drag and drop ● Unlimited edits with no expiration [You can NOT edit the following] ● Size or Orientation of the Template ● Artwork Colors or Placement [HOW TO GET STARTED] ● Purchase this item ● After Etsy confirms your payment, Etsy will let you know when your order is ready ● Download PDF, access your template, edit, and print! --------------------------------- [ PRINTING ] ● Home Printer: Download your template as a PDF Print. To see print bleed, go to File, select view settings, and select Show print bleed. ● Local Print Shop: We recommend contacting print shops to ensure they can print in the sizes you require and have the card stock/paper you want. ● Online Print vendor **Please note** ● Print colors may vary slightly from those on your computer monitor. ● When a template is purchased, the customer is responsible for editing and ensuring spelling, grammar and event information is accurate. BlueSpacePaper is not responsible for errors. --------------------------------- [ RETURN POLICY ] Due to the digital nature of our products, we are unable to accept returns and exchanges or offer refunds. --------------------------------- [ TERMS OF USE ] ▶ All items sold by BlueSpacePaper are FOR PERSONAL USE ONLY. Please do not share, resell, or use commercially, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store ▶ The purchase of a template is for one-time use only. You may edit, save, and download your template as many times as needed for editing and proofing purposes only. ▶ Purchasing does not transfer rights; the copyright remains with the author. Purchasing does not transfer rights; the copyright remains with the author. ▶ FOR PERSONAL USE ONLY. You may not resell, redistribute or share these in whole or in part for any reason; claim these designs as your own; or sell any design digital or printed on any store Copyright © BlueSpacePaper **Please read the FAQ for more information** If you can't find what you need, feel free to convo me :) Thank you for your understanding :) See more our products : bluespacepaper.etsy.com © Copyright by BlueSpacePaper PERSONAL USE ONLY . NOT FOR COMMERCIAL USE. DO NOT RESELL AND DISTRIBUTE FOR ANY MEANS

Create a client goodbye packet with this step-by-step guide to streamline your client offboarding and end projects on a great note.

Ending your client process on a high note is possible (and easy!) with a Client Goodbye Packet. Continue reading to find out 9 important details to include so you can provide epic client experiences from start to finish.

The BALANCE SERVICE EXPERIENCE BUNDLE TEMPLATES is a collection of three different products: Service and Pricing Guide, Client Welcome Packet and Client Goodbye Packet. A total of 115 fully editable pages for Canva. These templates will help you save time, get your potential client's attention and organize in a professional way your client on-boarding and off-boarding experience. This product is perfect for service providers, freelancers and creators. With this bundle you'll save 28$ compared to buying everything separately. Features: Quick and easy to edit in Canva using an intuitive drag-and-drop concept. Compatible with FREE Canva accounts and Canva Pro. All fonts and colors are fully customizable to match your brand. Available in both US letter and A4 size. Choose from multiple page variations, duplicate the pages you need and delete the ones you don't to create endless guide designs. What’s included: 1. Balance | Service & Pricing Guide Canva Template (44 pages). You can find all the details about this product here on this link: https://creativemarket.com/SierraCreativeStudio/7230880-Services-Pricing-Guide-Template 2. Balance | Client Welcome Packet Canva Template (40 pages). You can find all the details about this product here on this link: https://creativemarket.com/SierraCreativeStudio/7232037-Client-Welcome-Packet-Canva-Template 3. Balance | Client Goodbye Packet Canva Template (31 pages). You can find all the details about this product here on this link: https://creativemarket.com/SierraCreativeStudio/7232556-Client-Goodbye-Packet-Canva-Template What’s not included: ✗ Stock photos and mockups are for preview purpose only and are not included. How to use: If you are not a Canva user already, make sure you create a free Canva account https://www.canva.com Once purchased, you will receive a PDF that contains the direct link to your new Canva Template. Edit your template to match your brand and export as JPG/ PNG / PDF file. Contact & Support: If you have any questions at all, please do not hesitate to contact me via email at [email protected] or direct message here on Creative Market. I will be happy to help you! Term of use, Policies & Licenses: Due to the digital nature of this product, you will not receive a physical shipment and I cannot offer refunds or exchanges on your purchase. These files may not be shared, resold, redistributed, or reproduced for any purpose. All products by Sierra Creative Studio are copyright protected. Please note the sale of this product is not affiliated with Canva. Have a wonderful day! Thank you :)

You’ve signed on a new client, congratulations! Do you have a client onboarding process and an onboarding packet ready for your new client? If not, keep reading this post to help you create an even more ‘wow’ client experience right off the start of your working relationship. Disclaimer: I earn from qualifying purchases. Some of […]

Uncover the do's and don'ts of crafting a coaching welcome package that makes your clients excited to work with you.

The BALANCE SERVICE EXPERIENCE BUNDLE TEMPLATES is a collection of three different products: Service and Pricing Guide, Client Welcome Packet and Client Goodbye Packet. A total of 115 fully editable pages for Canva. These templates will help you save time, get your potential client's attention and organize in a professional way your client on-boarding and off-boarding experience. This product is perfect for service providers, freelancers and creators. With this bundle you'll save money compared to buying everything separately. FEATURES: - Quick and easy to edit in Canva using an intuitive drag-and-drop concept. - Compatible with FREE Canva accounts and Canva Pro. - All fonts and colors are fully customizable to match your brand. - Available in both US letter and A4 size. - Choose from multiple page variations, duplicate the pages you need and delete the ones you don't to create endless guide designs. WHAT'S INCLUDED: 1. Balance | Service & Pricing Guide Canva Template (44 pages). 2. Balance | Client Welcome Packet Canva Template (40 pages). 3. Balance | Client Goodbye Packet Canva Template (31 pages). WHAT'S NOT INCLUDED: ✗ Stock photos and mockups are for preview purpose only and are not included. HOW TO USE: - If you are not a Canva user already, make sure you create a free Canva account https://www.canva.com - Once purchased, you will receive a PDF that contains the direct link to your new Canva Template. - Edit your template to match your brand and export as JPG/ PNG / PDF file. CONTACT & SUPPORT: If you have any questions at all, please do not hesitate to contact me, I will be happy to help you! TERM OF USE, POLICIES & LICENSES: - Due to the digital nature of this product, you will not receive a physical shipment and I cannot offer refunds or exchanges on your purchase. - These files may not be shared, resold, redistributed, or reproduced for any purpose. All products by Sierra Creative Studio are copyright protected. - Please note the sale of this product is not affiliated with Canva. Have a wonderful day! Thank you :)

Uncover the do's and don'ts of crafting a coaching welcome package that makes your clients excited to work with you.

How to create the ultimate photographer welcome packet step by step! Plus you can shop for your own customizable Canva Template!

Instagram marketing shouldn’t have to take up so much of your time. If you want to speed up content creation, continue reading for 31 no-fluff Instagram content ideas to help you maximize this social media platform as a coach.

"I could not have asked for a more enthusiastic, artistic, caring person to help us get some amazing pictures!"

The Onboarding Process - What you need to know Finding and signing new clients consistently is nearly impossible without the right systems and processes. Here are a few questions you need to ask yourself before you're ready to onboarding a new client: What services and packages do you offer at what price point? How do

You’ve signed on a new client, congratulations! Do you have a client onboarding process and an onboarding packet ready for your new client? If not, keep reading this post to help you create an even more ‘wow’ client experience right off the start of your working relationship. Disclaimer: I earn from qualifying purchases. Some of […]

Elevate Your Practice with Seamless Client Management In the world of healing and therapy, every minute counts. The first step to building a trusting relationship with your clients begins long before they walk through your door—it's the very first impression they have of your practice. Meet the Private Practice Client Intake Forms for Adult Clients: a comprehensive, compassionate solution designed to simplify your practice management so you can focus on what truly matters—your clients. There is over 20 pages of customizable intake forms that allow you to get started in your business quick and easy! Key Features and Benefits: Complete Form Set: Complete integrated set of forms that meet your requirements without compromising your time or energy. This packet includes most major forms needed to get started with a client. Comprehensive and Customizable: Tailor each form to your unique needs with just a few clicks. Our forms are fully customizable and editable through Canva. You will need a minimum of a free Canva account to access and edit these forms. From the very first touchpoint to a lifetime of well-being, your practice, and your clients deserve nothing less! This Packet Includes: -Welcome cover -Welcome letter with example text -Adult contact information and basic health history form -Consent to treat form -Fee outline -Notice of Privacy Practices example (HIPAA) -Surprise Billing Protection form example -Adult treatment letter for adults needing defined boundaries -Adult treatment letter (initial) -Adult treatment review letter (90 days)

Welcome to our Client Portal Notion Template – the ultimate Project Management solution! Enhance customer engagement with a comprehensive Client Dashboard. Simplify your business using Notion for Business now! What is Notion? Notion is a free, easy-to-use, intuitive productivity app that helps you plan, take notes, create task lists, organize your calendar, define goals, and achieve them. You won't need a subscription to use this planner! It can be used on any device - be it a smartphone, a computer, a laptop, or an iPad. How does it work? 1. Purchase (Instant Download) 2. Download the PDF and access the Template 3. Click on "Duplicate" 4. Start Planning :) What do I need? ⦁ Desktop, Laptop (recommended), Smartphone, or Tablet to access Notion (Mac or Windows) ⦁ A free Notion Account What is included? Start Here (Welcome Page) Questionnaire Task Manager Contract Account Access Meetings Moodboard Brand Kit Revisions Final Deliverables Financial Transactions Feedback FAQ • The template is optimized for desktop or laptop usage and will not appear like the listing photos when used on smaller devices. However, the function of the template remains the same for all devices. • This template only works with the Notion App or the Notion Website. Any other applications will not work with this template. • This is a digital download. No physical items will be sent after purchase. • All materials are for personal use only. No part of it may be redistributed, sold, copied, or used in any form without the author's written permission. Should you have any questions, please feel free to reach out to me!