Your first step in onboarding: set the tone, set the boundaries, and start the client relationship on the right foot.
The Welcome Pack is what you send after the contract is signed. It’s where you outline how you work, what to expect, and everything your new client needs to feel clear and confident (including boundaries).
This template helps you kick things off professionally, avoid awkward “just checking in” messages later, and make sure everyone’s on the same page from day one.
Set clear expectations for communication, timelines + deliverables
Create a seamless, pro-level onboarding experience
Customise in minutes via Canva
Your first step in onboarding: set the tone, set the boundaries, and start the client relationship on the right foot.
The Welcome Pack is what you send after the contract is signed. It’s where you outline how you work, what to expect, and everything your new client needs to feel clear and confident (including boundaries).
This template helps you kick things off professionally, avoid awkward “just checking in” messages later, and make sure everyone’s on the same page from day one.
Set clear expectations for communication, timelines + deliverables
Create a seamless, pro-level onboarding experience
Customise in minutes via Canva
Refund Policy:
Due to the nature of digital products, all sales are final and non-refundable. Once purchased, you’ll have lifetime access to this resource. Please review all details carefully before purchasing. Have questions? Reach out anytime—I’m happy to help!
