Client Onboarding Template - New Originals Template Shop Canva Pro account recommended (but

Canva Pro account recommended (but not required) *Please note that some template design elements may need to be replaced in order to save / share with free Canva account

10 Canva Templates – 5 Email Headers & 5 Email Footers

so you can keep your clients in the loop on how things are going on a regular basis

we’ve done the hard work for you — now it’s time to start your email list

pricing & next steps with a lead (and follow up if necessary)

Client Onboarding Template - New Originals Template Shop Canva Pro account recommended (but11 Page Canva Client Onboarding Template Includes pages for welcoming your new client, introducing your team members, sharing your most important operational guidelines, sections to help you create supportive boundaries around things like office hours & holidays, communication channels, content approvals, and service specific procedures, a referral bonus page (if applicable), a kickoff timeline, and an onboarding checklist Copy prompts to guide you