Client Welcome Packet
A four-page client welcome packet in Word and PDF, in four editions, that tells a new client how working together goes, the timeline, approvals and how to pay.
$14, one-time payment ยท 4 editions in Word and PDF, 4 pages each
Specifications
| Brand | Stelaah |
|---|---|
| Category | Workbooks and printables |
| Format | 4 editions in Word and PDF, 4 pages each |
| Pages | 4 |
| Price | $14, one-time payment, no subscription |
| Files | Stelaah Client Welcome Packet.zip (106 KB) |
| Works with | Open the .docx files in Word, Google Docs or Pages. The PDFs open anywhere. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 4 editions, 6 first questions |
Just had a great discovery call and not sure what to send next? This welcome packet tells a new client how working together goes, what happens when, how to pay and how to reach you.
An editable welcome guide to send a new client after they say yes: how working together goes, the timeline, how feedback and approvals work, how and when to pay, office hours and response times, and the first questions to answer before you start. Four editions: designers, videographers and photographers, social media managers, and agencies.
Who it fits: Designers, videographers, photographers, social media managers and small agencies who now explain all this over email or a call, again for every client.
What should I send after a discovery call? The proposal, then once they say yes, the contract, the deposit invoice and this welcome packet.
Can I change it? Yes. It is a Word file with brackets for your details.
Which edition should I use? Pick the one closest to your work. There are four.
See inside
What's inside
Word to edit and PDF to send.
| Section | Pages or size |
|---|---|
| Editions: designers, video and photo, social media, agencies | 4 |
| Pages in each edition | 4 |
| How working together goes | 5 steps |
| Timeline, feedback and approvals | 1 page |
| How and when to pay, office hours | 1 page |
| First questions for the client | 6 |
| Files | Word and PDF |
Who it's for
- Designers
- Photographers and videographers
- Social media managers
- Small agencies
You may be looking for
- client welcome packet
- client welcome guide template
- new client onboarding guide
- what to send a client after a discovery call
- how to onboard a new client
Guides
Works with
Open the .docx files in Word, Google Docs or Pages. The PDFs open anywhere.
Questions
- What should I send after a discovery call?
- The proposal, then once they say yes, the contract, the deposit invoice and this welcome packet.
- Can I change it?
- Yes. It is a Word file with brackets for your details.
- Which edition should I use?
- Pick the one closest to your work. There are four.
- Which apps does it work with?
- Open the .docx files in Word, Google Docs or Pages. The PDFs open anywhere.
- How much does it cost?
- $14, a one-time payment. There is no subscription.
- What do I download?
- Stelaah Client Welcome Packet.zip (106 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.