client Welcome Packet Templates
As a freelancer, it’s imperative to have an effective and efficient client onboarding process. A good welcome packet defines expectations and boundaries early in the process. It also sets a precedence for how you like to work and is arguably the most important step in signing on a new client. You’ll quickly find out if a potential client is a good fit for your business.
In conjunction with a discovery call, a client welcome packet eliminates stress and wasted time. If you’re a graphic designer, coach or consultant these templates will work for you as well. Simply tweak as you see fit, add your logo at the top or print on your letterhead and it’s all yours.
- Welcome Letter Template – FREE sample template here.
- Onboarding Questionnaire Template
- FAQ Template
- The Writing Process (infographic that walks you through making your own)
Stop wasting time and energy with clients who aren’t a good fit or can’t afford you. You’ll instantly become clear on each others expectations and boundaries (ahem, no 1 a.m. texts). Defining the scope of work before the deposit is made (yes to upfront deposits) helps to avoid scope creep.
Grab these templates, fill in the blanks and get ready to onboard amazing new clients tomorrow!