Welcome Guide Template for Service Providers

A great on-boarding experience is paramount to a successful client experience. And that’s where the welcome guide comes in.

Inside this 12-page Welcome Guide template, you can automate your onboarding process and make your clients feel welcome and know what to expect from working with you. You’ll be free to crush the rest of your process with all the extra time you’ll have.


» A 12-page template to help guide your clients through the on-boarding process
»  A video tutorial so you know exactly how to customize your new template.
»  Canva- a FREE online design tool 
»  Lifetime updates to the template
»  Step-by-step setup guide

Save time and energy with:

Included in this template:

» Welcome Page
» What to Expect
» Process
» Timeline
» Guidelines
» Values
» Communication
» Tools and Resources
» Next Steps

How it Works:



Send it off

Check your email for a link to download your resource.

Add your brand colors and photos to make your template YOURS.

Start sending it to all your clients to create a successful client experience.

More Helpful Resources

Pricing Guide for Service Providers

Instagram Landing Page