Client Welcome Packet

This welcome packet template is the perfect way to welcome clients and set boundaries within your service based business in a professional manner that will have them coming back for more!

Please Note: Images are NOT included!

Does this sound familiar to you?

You’ve spent hours trying to design your own welcome packets but your attempts doesn’t exactly scream ‘professional’​

People are reaching out to work with you but you don’t feel confident about your services when handing over your business information.​

You want to create a professional on-boarding system that has your clients trusting your process and willing to fork out the cash to hire you.​

You’re tired of signing on clients who do not respect your boundaries, contacting you at all sorts of crazy hours with new tasks that you did not sign up for.

I've been there too - it's not pretty.

You know your service is amazing and you are so sure that you can help your audience with your work. If only your onboarding process reflected this. You’d be fully booked for MONTHS in advance with clients who are ready to invest in your skills!

This is EXACTLY why I created this Client Welcome Packet!


It is entirely possible for you to work with your dream clients on YOUR terms!

This Client Welcome Packet was created to help you set the tone for the experience you’ll be offering your clients during your time working together. This is perfect for you if you’ve had trouble dealing with problem clients in the past – eek!

What pages are included in the packet?

A cover page, contents page and introduction page to welcome your new/potential client.

Service and project process pages to help you set boundaries respectfully and professionally.

Portfolio, conditions, contact information pages and end page with space for a quote.

PDF with your link to the templates so you never lose access to your download and any future updates.

The Client Welcome Packet contains:

  • 1 Cover Page
  • 1 Content/Index Page
  • 1 Introduction Page
  • 1 Service Page
  • 2 Project Process Pages
  • 1 Past Project/Portfolio Page
  • 1 What to Expect/Conditions Page
  • 1 Contact Page
  • 1 End Page with space for a quote

Simple and easy to use, these templates are eagerly awaiting your content and unique branding style! Use your FREE Canva account to populate each template with your own content and personalize the colours, fonts and pictures to suit your branding.

Copy and paste the email copy file so you never have to waste time thinking of what you have to send your client! Or use them as a starting point to craft your own emails that will have your clients jumping at the chance to work with you again!​


  • Someone who wants easy to use Canva templates to set boundaries in their business
  • Someone who cannot hire a graphic designer for custom ebooks
  • Someone who does not have the skills to create their own ebooks
  • Someone who is not really “tech-savvy” who wants to use a simple, free design platform, i.e. Canva


  • Someone looking for custom-made ebooks/business templates – these are sold multiple times
  • Someone who is more “tech-savvy” and wants to use Photoshop or Illustrator to create graphics
  • Someone who wants readymade graphics – these templates needs to be populated with your own content and branding (if you prefer) before it can be used.


This template is fully customizable! You can change the colours, font, content and add your own images to make the graphic completely your own.


You need a Free Canva Account to use these templates. PLEASE NOTE: You need to first add the templates to your Canva account using the Desktop version. Once the templates are in your dashboard, you may use them in the Canva mobile app.


The images are NOT included with these templates. You are required to add your own images and content to the templates via Canva. All fonts are available for Free in Canva.


This is a digital product which is delivered via instant download, therefore, no refund can be issued. However, should there be a problem I will gladly help to make sure you are satisfied with your purchase.

  • These templates may not be resold or redistributed in any way other than to share with clients or customers to set boundaries in business.
  • The images used in these templates belongs to the owner and creator of said images, and can only be used for these templates.
  • The templates may be used in your own business/blog as many times as you want.


This is a digital product which is delivered via instant download, therefore, no refund can be issued. However, should there be a problem I will gladly help to make sure you are satisfied with your purchase.

These files are for personal use only and may not be sold or redistributed in digital or printed form.

All designs, content and writing in this listing are the property of Polished Pages. Plagiarism is not welcome and will not be tolerated.These templates are fully customizable in Canva. All you’ll need is a free Canva account and some basic editing skills to transform each graphic with your personal brand style.

Thank you for respecting these terms and conditions, it is very much appreciated

"I'm so amazed at how well it's turned out. Thanks a million. You rescued me tonight. I just enrolled a client into a premium package and had to whip this up super fast."
Ileana Nguyen
Holistic Health Care ltd

Wave goodbye to nightmare clients and step in front of your DREAM clients with confidence!