Client experience is incredibly important.
And this needs to start from the second you start working together (in fact, it needs to start before that, in initial communications.) A welcome pack is the perfect place to make your customers feel valued and valuable, and it gives them a hint at how amazing an experience they’ll have when they work with you.
This template gives you an example outline, along with options for sections and the all-important wording. You can also download two different PDF versions of the template in action (one formal, one not-so) to serve as some inspiration for your own client onboarding.
Make sure you keep an eye out for the Magic Words Tutorial on how I put my own Welcome Pack together in Canva - I’ll be adding it this month.