Client Onboarding Packet Template

A smooth onboarding process can make or break your client relationship. The Client Onboarding Packet Template is designed to help service providers, creatives, and agencies set expectations, outline processes, and create a professional first impression from day one.

Whether you are a freelancer, virtual assistant, business coach, designer, or consultant, this fully editable Canva template allows you to deliver a polished, branded packet that guides your clients through the entire working relationship.

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Why You Need a Client Onboarding Packet

An onboarding packet is more than a welcome document — it is the foundation of your working relationship. Here’s why it’s essential:

• Sets clear expectations so both you and your client know what to expect.

• Reduces confusion by outlining your process and deliverables upfront.

• Saves time by answering common questions before they arise.

• Strengthens your brand with a consistent, professional presentation.

With a professional onboarding packet, you show clients that you value their time, take your work seriously, and have a clear plan for success.

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What’s Inside the Dachi Fax Client Onboarding Packet

This complete client onboarding packet template includes:

• Welcome Page — greet your new client and make a great first impression.

• About You / About Your Business — share your mission, vision, and what makes your services unique.

• Meet the Team — introduce key team members or collaborators.

• How We Work — outline your process, step-by-step, from kickoff to project completion.

• What to Expect — set boundaries and communicate typical turnaround times.

• Package Details — list services, inclusions, and limitations.

• Project Timeline — provide a clear schedule for milestones and deliverables.

• Kickoff Checklist — ensure all necessary information is gathered before work begins.

• FAQs — answer common questions to save time and prevent misunderstandings.

• Testimonials — add social proof from past clients.

• Contact Information — make it easy for clients to reach you.

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How to Use This Template

1. Open the editable link in Canva.

2. Add your logo, brand colors, and fonts.

3. Replace placeholder text with your business details.

4. Save and export as a PDF to share via email or client portal.

The Client Onboarding Packet Template is fully customizable, so you can adapt it for different industries or specific client needs.

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Who This Template is For

This packet is designed for:

• Virtual Assistants

• Graphic Designers

• Marketing Agencies

• Coaches and Consultants

• Web Developers

• Photographers

• Social Media Managers

• Copywriters

• Event Planners

If your business relies on client relationships, this onboarding packet will make your process more efficient and professional.

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Why This Packet Pays for Itself

Instead of creating documents from scratch for every client, you can use this ready-made template to:

• Save hours of design and formatting time.

• Create a consistent onboarding experience.

• Reduce back-and-forth emails.

• Avoid scope creep and payment delays.

When clients know exactly how you work, they are more likely to trust you, respect boundaries, and recommend your services to others.

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Get the Dachi Fax Client Onboarding Packet Today

With this template, you can start onboarding clients in a polished, professional way within minutes.

• Instant download after purchase

• Fully editable in Canva

• Lifetime access and updates

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Related Resources

• How to Create a Client Welcome Packet

• Tips for Managing Client Expectations

• Asana’s Guide to Project Onboarding

For more information reach out.