35+ Page Client Welcome Pack
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Make sure you and your clients are on the same page with this customizable 35+ Page Client Welcome Pack
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Template Description
Why did I create this template?
To help you define all the details of the projects for news cusotmers and prospective clients rather than explaining th same processes for each different client/project.
What's inside the template?
The pack includes a variety of customizable templates to help you define all the details of the projects you're ready to work on for your new clients including:
1. Client Welcome Page (Front Page 1)
2. Client Welcome Page (Front Page 2)
3. Table of Contents
4. Introduction
5. About Us
6. Our Vision & Mission
7. Meet the Team 1
8. Meet the Team 2
9. Welcome Video
10. How it Works
11. What to Expect
12. What I Need from You
13. Communication
14. Tools & Resources
15. Service Package Summary
16. Our Services
17. Rates Page
18. Project Details
19. Considerations
20. Project Schedule
21. Project Timeline
22. Process
23. Calendar
24. Project Tracker
25. Project Portal Login
26. Meeting Notes
27. Statement of Work & Scope
28. Agreement & Terms
29. Invoice
30. Payments Summary
31. FAQs
32. Testimonials 1
33. Testimonials 2
34. Case Study
35. Getting Started Checklist
36. Kickoff Questionnaire
37. Thank You
How to use the template?
Download the pack and duplicate it into your own Notion workspace.
What are the benefits of the template?
As you can mix and match, add or delete pages, the pack can be changed easily to suit projects, components, brands, your clients and your brand perfectly.
It save you time, instead of having to generate new welcome pack or on-boarding processes for every new client.
It helps you set clear expectations from the start so the client knows what to expect and whats expected from them.
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