Client Welcome Packet

$7.00

First impressions matter—and this 20-page welcome packet makes sure yours says professional, polished, and totally on-brand.

Designed to help you set the tone for a smooth client experience, this fully customizable Canva template walks new clients through everything they need to know about working with you.

It’s more than just a pretty document. It’s your all-in-one tool to set expectations, share key details, and show off your brand personality in a clean, professional way.

This template is your plug-and-play guide to look professional, organized, and totally in control, while giving your clients everything they need to feel excited and supported from day one.

This Client Welcome Packet is perfect for coaches, creatives, and service providers, who want to look legit and give their clients the kind of first impression they won’t forget.

20 beautifully designed pages ready to customize with your branding
Sections for welcome messages, processes, FAQs, and next steps
Room to outline communication guidelines, office hours, and boundaries.

1. What is the format of this template?

This packet is a Canva template. To access and edit it, all you need a free Canva account.

2. Will this template work for my niche?

Yes. Once you get access in Canva, you can add your own guidelines, images, links, and business info.

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BECAUSE…

When you start strong, everything that follows flows smoothly.

No more piecing together random PDFs or sending endless emails. With this Client Welcome Packet, you can:

Create a polished, professional first impression that wows new clients.
Communicate your process, timelines, and next steps clearly and confidently.
Reduce back-and-forth emails by highlighting necessary guidelines and next steps.
Customize the entire packet to fit your brand — fonts, colors, images, and tone.

A packet to welcome and impress your clients

From expectations and timelines to policies and next steps, it’s your go-to tool for setting expectations, building trust, and showing off your personality in one stunning, easy-to-edit document.

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Why This Works

Most templates and DIY solutions are either too generic or too complicated. Every product from the SO Shop hits the sweet spot:

Proven Psychology

As a conversion copywriter, I make sure my templates follow behavioral triggers and conversion touchpoints that are proven to work.

Easy Customization

The template is structured so you can plug in your own stories, products, and personality without starting from scratch.

Beginner-Friendly

Even if you’ve never written a single piece of copy or email campaign before, this resource will make it reidiculously easy for you.

BUT WHY SHOULD YOU TAKE ME SERIOUSLY?

Hi, I’m Sally—Your Resident Sales Funnel Strategist & Copywriter

I help creatives and entrepreneurs turn their ideas into simplified, client-attracting machines on autopilot.

After 5+ years in the marketing trenches, 50+ happy clients, and an ADHD brain that just needs system to thrive, I’m all about bringing structure to the chaos.

Every template, prompt, and strategy I create is designed to keep things simplified, strategic, and high-impact. Because your time is better spent creating, not overthinking your business.

MORE ABOUT ME