Client Onboarding Template (Canva)
First impressions matter. Our Client Onboarding Template (built on Canva) is a fully customizable Canva deck that includes a welcome letter, key contact information, communication guidelines, project scope, timeline, and onboarding checklist. It’s designed to give your clients a clear, organized overview of who you are, how you work, and what they can expect throughout your partnership.
What’s Inside:
Welcome Letter: A branded intro page where you can share your background, mission, and a personal note to kick off the relationship
Important Info: A clear, organized section for key contact details, working hours, preferred communication methods, and start/end dates
Meet Your Team: Space to introduce collaborators or team members with roles and contact info
Scope of Work: A detailed breakdown of the services included in the project, responsibilities, and task ownership
Onboarding Checklist: A step-by-step task list for your client to complete before the project begins
Project Timeline: A visual layout of major dates, milestones, and deadlines across the duration of the project
Referral Program Note: A closing page that highlights your referral policy or incentive to encourage word-of-mouth growth
PLEASE NOTE: Seventh House Marketing is in no way affiliated with Canva, and these resources are not official templates provided by those platforms. PRICING IS IN USD (see conversion rates here)
First impressions matter. Our Client Onboarding Template (built on Canva) is a fully customizable Canva deck that includes a welcome letter, key contact information, communication guidelines, project scope, timeline, and onboarding checklist. It’s designed to give your clients a clear, organized overview of who you are, how you work, and what they can expect throughout your partnership.
What’s Inside:
Welcome Letter: A branded intro page where you can share your background, mission, and a personal note to kick off the relationship
Important Info: A clear, organized section for key contact details, working hours, preferred communication methods, and start/end dates
Meet Your Team: Space to introduce collaborators or team members with roles and contact info
Scope of Work: A detailed breakdown of the services included in the project, responsibilities, and task ownership
Onboarding Checklist: A step-by-step task list for your client to complete before the project begins
Project Timeline: A visual layout of major dates, milestones, and deadlines across the duration of the project
Referral Program Note: A closing page that highlights your referral policy or incentive to encourage word-of-mouth growth
PLEASE NOTE: Seventh House Marketing is in no way affiliated with Canva, and these resources are not official templates provided by those platforms. PRICING IS IN USD (see conversion rates here)
First impressions matter. Our Client Onboarding Template (built on Canva) is a fully customizable Canva deck that includes a welcome letter, key contact information, communication guidelines, project scope, timeline, and onboarding checklist. It’s designed to give your clients a clear, organized overview of who you are, how you work, and what they can expect throughout your partnership.
What’s Inside:
Welcome Letter: A branded intro page where you can share your background, mission, and a personal note to kick off the relationship
Important Info: A clear, organized section for key contact details, working hours, preferred communication methods, and start/end dates
Meet Your Team: Space to introduce collaborators or team members with roles and contact info
Scope of Work: A detailed breakdown of the services included in the project, responsibilities, and task ownership
Onboarding Checklist: A step-by-step task list for your client to complete before the project begins
Project Timeline: A visual layout of major dates, milestones, and deadlines across the duration of the project
Referral Program Note: A closing page that highlights your referral policy or incentive to encourage word-of-mouth growth
PLEASE NOTE: Seventh House Marketing is in no way affiliated with Canva, and these resources are not official templates provided by those platforms. PRICING IS IN USD (see conversion rates here)