There are a lot of things to cover when onboarding a new client — How can they contact you? When will each stage of the project be complete? How should they give feedback?
Our 15 page onboarding template is made to help you clearly establish expectations with clients, so you can both feel confident going into the process.
We've shared the exact language we use when communicating with our clients, to help you create the same seamless and professional process every time.
1. Cover Page
2. Table of Contents
3. Welcome Note
4. Next Steps
5. Proposed Timeline with Client + Designer Deadlines
6. Client Checklist
7. How to Give Purposeful Feedback
8. Methods of Communication
9. Quick Facts: Tell the client what platforms you'll be using and how to reach you
11. Frequently Asked Questions
12. Index of Terms
13. End Note
+ 2 Additional Page Layouts
All fonts used are linked in the instruction document that comes with your digital download. All fonts are free, but some are Adobe fonts (available to all users with an Adobe plan).
All images used in the template are sourced from Unsplash. I have saved them all to a collection and included the link in the instruction document that comes with your digital download!
Editable Adobe Illustrator File (.ai)
Editable Adobe InDesign File (.indd + .idml)
*Please note that as this is a digital product, all sales are final and non-refundable.