A guided setup structure so you know exactly what to customize before your first send.

+ Welcome Message Page:
Sets the tone before the project begins. Fully editable to match your voice and brand.

+ What to Expect Timeline: 
Shows the client the full process from signed contract to final delivery. Removes the guessing about what comes next and when.

+ Contact and Communication Guidelines: 
Lays out how to reach you, how quickly you respond, and what falls outside the scope of your communication. Eliminates the off-hours messages and unscheduled calls.

+ Project Overview Section: 
A place to document the deliverables, timeline, and scope the client agreed to. Keeps both of you anchored to what was decided, not what was remembered.

+ Next Steps Section: 
Tells the client exactly what they need to do after they receive this document. One clear action, no confusion about where to start.

+ Fully Customizable Throughout: 
Every section uses standard Canva editing tools. Swap your brand colors, fonts, and logo in minutes without a designer.

WHAT YOU'LL RECEIVE:

+  This template is built inside Canva. You will need a free Canva account to use it. Once you purchase, you receive a link to duplicate the template directly into your Canva account. Make a copy before you edit anything so the original stays clean for every future client.

+ This template covers the core sections every client needs after they sign. It does not replace your proposal or contract. It lives between the signed contract and the kickoff call. If a section does not fit your specific service, remove or rename it. The layout is fully flexible.

+ TThis works for photographers, strategists, designers, coaches, and any service provider who wants their onboarding to feel as professional as the work they deliver. It does not work if you are looking for a fully custom packet built around your specific process from scratch. That is a service, not a template.

IMPORTANT – PLEASE READ:

One fully editable Canva template with six built-in sections, customizable with your brand colors, fonts, and logo, ready to send to your next client within an hour of purchase.

Format: Canva Template
Delivery: Instant access link sent to your inbox after purchase
Requirements: Free Canva account at canva.com
Access: Lifetime, yours to keep and update as your business grows
Works on: Desktop and mobile inside Canva

PRODUCT DETAILS

This template is for your personal and business use only. You may not resell it, redistribute it, share the template link, or use it to build a product you sell to others. One purchase covers one business.

ABOUT THE LICENSE: