The Luxe Client Welcome Packet | Editable Onboarding Guide for Coaches, Designers & Service Providers
Make your client experience feel as luxe as your offers.
This done-for-you client welcome packet is your plug-and-play onboarding system, designed to wow your clients, streamline your workflow, and give your brand a polished, high-touch feel from day one.
From your welcome message to timelines, team intros, and even editable invoices and agreements, this fully editable Canva template walks your clients through everything they need to feel held, hyped, and perfectly clear on what’s next.
Coaches, designers, creatives, and service providers: This is how you roll out the red carpet to your brand new clients without starting from scratch, second-guessing your systems, or spending hours in Google Docs every time someone new decides to work with you.
Drag, drop, and deliver a white-glove experience with zero overwhelm, and no designer necessary!
✅ What You’ll Love:
Fully editable in Canva: Change colors, fonts, content, and layouts to match your brand
Includes 36 custom pages for a truly seamless client onboarding experience
Professional, elevated, editorial-inspired layout that looks like you spent $$$ on a designer
Covers everything from welcome notes and team intros to FAQs, goal-setting worksheets, invoices, and legal-friendly agreements
Designed for service-based businesses, brand studios, agencies, health practitioners, and high-end 1:1 offers
Your business evolves, and your welcome packet can too! Just pop into Canva, tweak what you need, and hit export
Sets clear expectations so your inbox stays calm and your boundaries stay firm
Saves time with a rinse-and-repeat system that keeps you polished and prepared for whatever comes next
⚒️ What You Can Use It For:
New client onboarding
VIP day or high-ticket service prep
Group program orientation
Coaching or consulting intake
Done-for-you or agency client guides
🔥 What’s Included:
A downloadable PDF with instant access to your editable Canva template, which comes in both 8.5 × 11 and A4 sized versions, including:
Cover & Table of Contents Options
Welcome Note + About Pages
Team + Contact Info
Package Breakdown
Timeline + Process Overview
FAQs + Resources
Goal Setting + Tracking
Agreement Template + Invoice
To-Do-List + Kickoff Checklist
Questionnaire Pages
Space for Testimonials + Case Studies
Make your client experience feel as luxe as your offers.
This done-for-you client welcome packet is your plug-and-play onboarding system, designed to wow your clients, streamline your workflow, and give your brand a polished, high-touch feel from day one.
From your welcome message to timelines, team intros, and even editable invoices and agreements, this fully editable Canva template walks your clients through everything they need to feel held, hyped, and perfectly clear on what’s next.
Coaches, designers, creatives, and service providers: This is how you roll out the red carpet to your brand new clients without starting from scratch, second-guessing your systems, or spending hours in Google Docs every time someone new decides to work with you.
Drag, drop, and deliver a white-glove experience with zero overwhelm, and no designer necessary!
✅ What You’ll Love:
Fully editable in Canva: Change colors, fonts, content, and layouts to match your brand
Includes 36 custom pages for a truly seamless client onboarding experience
Professional, elevated, editorial-inspired layout that looks like you spent $$$ on a designer
Covers everything from welcome notes and team intros to FAQs, goal-setting worksheets, invoices, and legal-friendly agreements
Designed for service-based businesses, brand studios, agencies, health practitioners, and high-end 1:1 offers
Your business evolves, and your welcome packet can too! Just pop into Canva, tweak what you need, and hit export
Sets clear expectations so your inbox stays calm and your boundaries stay firm
Saves time with a rinse-and-repeat system that keeps you polished and prepared for whatever comes next
⚒️ What You Can Use It For:
New client onboarding
VIP day or high-ticket service prep
Group program orientation
Coaching or consulting intake
Done-for-you or agency client guides
🔥 What’s Included:
A downloadable PDF with instant access to your editable Canva template, which comes in both 8.5 × 11 and A4 sized versions, including:
Cover & Table of Contents Options
Welcome Note + About Pages
Team + Contact Info
Package Breakdown
Timeline + Process Overview
FAQs + Resources
Goal Setting + Tracking
Agreement Template + Invoice
To-Do-List + Kickoff Checklist
Questionnaire Pages
Space for Testimonials + Case Studies
Make your client experience feel as luxe as your offers.
This done-for-you client welcome packet is your plug-and-play onboarding system, designed to wow your clients, streamline your workflow, and give your brand a polished, high-touch feel from day one.
From your welcome message to timelines, team intros, and even editable invoices and agreements, this fully editable Canva template walks your clients through everything they need to feel held, hyped, and perfectly clear on what’s next.
Coaches, designers, creatives, and service providers: This is how you roll out the red carpet to your brand new clients without starting from scratch, second-guessing your systems, or spending hours in Google Docs every time someone new decides to work with you.
Drag, drop, and deliver a white-glove experience with zero overwhelm, and no designer necessary!
✅ What You’ll Love:
Fully editable in Canva: Change colors, fonts, content, and layouts to match your brand
Includes 36 custom pages for a truly seamless client onboarding experience
Professional, elevated, editorial-inspired layout that looks like you spent $$$ on a designer
Covers everything from welcome notes and team intros to FAQs, goal-setting worksheets, invoices, and legal-friendly agreements
Designed for service-based businesses, brand studios, agencies, health practitioners, and high-end 1:1 offers
Your business evolves, and your welcome packet can too! Just pop into Canva, tweak what you need, and hit export
Sets clear expectations so your inbox stays calm and your boundaries stay firm
Saves time with a rinse-and-repeat system that keeps you polished and prepared for whatever comes next
⚒️ What You Can Use It For:
New client onboarding
VIP day or high-ticket service prep
Group program orientation
Coaching or consulting intake
Done-for-you or agency client guides
🔥 What’s Included:
A downloadable PDF with instant access to your editable Canva template, which comes in both 8.5 × 11 and A4 sized versions, including:
Cover & Table of Contents Options
Welcome Note + About Pages
Team + Contact Info
Package Breakdown
Timeline + Process Overview
FAQs + Resources
Goal Setting + Tracking
Agreement Template + Invoice
To-Do-List + Kickoff Checklist
Questionnaire Pages
Space for Testimonials + Case Studies
🎨 What’s Editable in This Canva Template?
You can easily customize every element of this template to match your brand and message, including:
📸 Photos: Swap in your own images or use Canva’s library
🎨 Colors: Change background colors to match your aesthetic
✍️ Text: Edit content, fonts, sizes, and styles with ease
🛠️ Layout: Duplicate, add, delete, or rearrange pages to suit your needs.
This template was designed for ultimate flexibility. Make it fully fit YOU and your unique personal brand with just a few clicks!
📌 Please Note: By Purchasing, You Agree to the Following Terms:
This is a digital product. You understand that no physical item will be shipped.
Due to the instant access provided, all sales are final and non-refundable.
You understand that you will need a free Canva account to edit and customize your template.
This template is licensed for individual business use only. You're welcome to modify it to create your own products, lead magnets, or digital downloads to sell or share.
You may not resell, share, or redistribute the template itself in editable form, or claim the original design as your own.
Feel free to sell your final customized product, but not the raw template.
💬 Questions? I'm here for you! If you need support or have any concerns before or after your purchase, don’t hesitate to reach out. I’m happy to help!