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.


$127 USD

CLIENT ON-BOARDING GUIDE

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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
10. Deliverables
11. Frequently Asked Questions
12. Index of Terms
13. End Note

+ 2 Additional Page Layouts

CONTENTS

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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).

FONTS

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! 

IMAGES

Includes:

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.

Client On-boarding Guide

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.


$127 USD

PURCHASE FOR USD $127

Contents

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
10. Deliverables
11. Frequently Asked Questions
12. Index of Terms
13. End Note

+ 2 Additional Page Layouts

Fonts

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).

Images

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! 

PURCHASE FOR USD $127

*Please note that as this is a digital product, all sales are final and non-refundable.

Includes:

Editable Adobe Illustrator File (.ai)
Editable Adobe InDesign File (.indd + .idml)

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