Social Media Management Client Onboarding Welcome Packet Canva Template


Customizable Canva templates for a polished client onboarding process! Whether you're a freelancer, self-employed or want to use this for your agency, this template will help you easily onboard new social media management clients.

What You Get:

  • 7 page Social Media Management Client Onboarding Welcome Packet
  • 3 distinct design styles that are easy to customize to fit your unique needs
  • Includes pages & sections for a cover, welcome letter, timeline, office hours, team introductions, important links, payment details, a pre-onboarding homework checklist, instructions for how to use your social media content project management system of choice, policies & FAQ, and next steps.
  • Pre-written, proven copy that's already been done-for-you with prompts to insert your own information (with the option to completely customize everything.)
Client Onboarding Canva Template created for Social Media Managers who want a professional, streamlined onboarding welcome packet for new clients.
You need a client onboarding process if...

  • You charge high-ticket prices, and want your client experience to reflect this.
  • You want your clients to feel like they're in good hands and can rely on you as a professional.
  • You find yourself answering the same questions from all of your new social media management clients.
  • Your clients (and yourself) are confused by the new client onboarding process, and would like a friendly, cohesive, and straight-forward way to introduce them to your client roster.

Impress your brand new clients with a branded, luxurious onboarding experience that starts with this Client Onboarding Welcome Packet Template. With a well put-together welcome packet, you're setting clear expectations for your clients and yourself, establishing communication boundaries while providing them with the clarity they need so that they know what happens next.

This pre-designed template covers everything that your new client needs to know about working together - and what you'll need from them in return in an easy to digest (and fun to read) way.

With these templates, simply select which design style you prefer, add in your own images, colors, and fonts (if you choose - or you can keep them as is!), plug in your copy - and you're done!


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