35+ Page Client Welcome Pack

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.