Minimal Client Onboarding Guide Canva Template: Soft Collection
What’s Included:
8-page PDF Canva template
Landscape orientation for easy viewing and clear readability on computers
Strategic copy prompts and examples included for every section
Designed to help you onboard your new clients and make their process smooth, seamless, and simple
Templates are fully customizable to your business needs and brand style
Video tutorial on how to add to your Canva account and customize
Provide a premium experience to new clients with the Minimal Client Onboarding Guide in the Soft Collection. This 8-page PDF template includes pages to introduce yourself and your team (if you have one), let clients know what to expect right away, share your mission, purpose, and values, provide links to all the resources your clients may need, give them details for any onboarding homework, and communicate your office hours and contact info. Gathering all the details in one easily accessible place will make your client experience feel truly VIP, and help establish expertise and boundaries.
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