New Client Pack & Onboarding Guide

Impress new clients from the very first interaction

This 76-page client onboarding template helps you organize and present services clearly, it includes sections for client introductions, social media proposals, team details, and helpful resources to make onboarding easier. It's perfect for virtual assistants and coaches.

You can edit everything in Canva to fit your brand and workflow. It’s a simple, professional way to welcome new clients, set expectations, and keep your process consistent.

What you'll get

Ready to onboard clients smoothly and professionally? This package gives you everything you need to create a consistent, polished experience from day one.

• 65-page client onboarding template: A structured, editable Canva layout with sections for introductions, team details, social media proposals, resources, checklists, and next steps;

• Print-ready and Canva compatible: Download immediately and start customizing with your branding, text, and images;

• Step-by-step guidance: Clear prompts and pre-written sections help you organize information, set expectations, and keep your onboarding process consistent.

This template provides all the tools you need to welcome new clients confidently, streamline communication, and create a professional first impression every time.

Table of contents

• Welcome: Personalized page to start on a professional, friendly note;

• About us & team: Short bios and photos to build trust;

• How it works: Step-by-step overview of services and processes;

• Kickoff checklist: Key steps to start projects smoothly;

• What’s next: Immediate next actions after onboarding;

• Communication: Guidelines for staying in touch;

• Helpful resources: Guides, tutorials, and articles for clients;

• Q&A: Answers to common client questions;

• Testimonials: Real feedback to reinforce credibility.

Why you’ll love this Template

1. Streamline your onboarding process

Create a clear, consistent system for welcoming new clients, introducing your team, and presenting your services. Keep every step organized so clients feel confident and supported from day one.

• • Make a professional first impression every time

  • Keep your client communication structured and easy to follow
    

2. Perfect for virtual assistants, coaches, and teams

Use this template to onboard clients, share social media proposals, provide essential resources, or guide project kickoffs. Every section is designed to help you deliver a smooth, professional experience.

3. Fully customizable in Canva

Adjust colors, fonts, images, and layouts to match your brand. With 65 pages of editable content, you can personalize every detail, creating a welcome packet that feels uniquely yours.

Who is this template for?

This onboarding template is perfect for anyone who wants to give clients a professional, seamless start.

• Virtual assistants & freelance: Ensure every new client feels welcomed and informed

• Coaches & consultants: Organize resources, proposals, and onboarding checklists in one place

• Team leaders & HR professionals: Standardize client or employee introductions and project kickoffs

Use this template to save time, stay organized, and give clients a polished experience that reflects your professionalism.

💡 Quick fact: A well-structured onboarding process increases client satisfaction, reduces confusion, and boosts long-term retention.

Key features of the client onboarding template

• Instant download: Start using immediately after purchase;

• Canva compatible: Fully editable for colors, fonts, images, and text;

• 65 pages: Includes checklists, questionnaires, kickoff templates, and resources;

• Digital & print-ready: Use online or print as a professional welcome packet;

• Professional design: Clean layouts designed for clarity and client-friendly presentation.

Important notes

Digital product only; no physical items will be shipped

Requires a free Canva account to edit

Refunds are not available due to instant download, please review before purchasing

Start onboarding clients like a pro today!

With this Client Onboarding Template, you’ll gain clarity, organization, and confidence in every client interaction. Save time, impress your clients, and make every onboarding experience seamless.

💬 Questions? Send a message—we’re happy to help you get started!

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