Client Welcome Pack

Client Welcome Pack

Regular price $159.00 AUD
Regular price Sale price $159.00 AUD
Sale Sold out

Welcome New Clients with Confidence

Set the tone for a smooth project journey with the Client Welcome Pack, a comprehensive 11 page document designed to guide clients through each project stage once their deposit has been received. This template lays out clear expectations, promotes open communication, and builds confidence right from the start.

What's included?

Comprehensive Client Onboarding: This pack covers every stage of client onboarding, helping you set clear expectations that make your project smoother and keep clients informed from the start. By aligning on key details upfront, you’ll reduce back-and-forth communication, making your life easier as the project progresses.

Pre-filled with Real Content: This templates comes pre-filled with 15 professional photos (no stock images) and the text already written, so you don’t have to worry about doing this yourself.

Two Versions Included:

  1. Pre-filled Canva Version: Comes with our professional content and high quality photos, so you’re ready to go.
  2. Customisable Canva Template: Start with a blank slate, perfect for inputting your own photos and content.

Fully Tax Deductible: As a business expense, this template is 100% tax-deductible, making it an investment that pays for itself.

More Features:

👉🏼 Clear and Concise Welcome Pack: This template includes the following pages:

  1. Title Page
  2. Welcome Page From Director
  3. About Us
  4. Get to Know Us
  5. Project Stages
  6. Communication and Client Expectations
  7. Payment
  8. Timeline
  9. Sustainable Practices
  10. FAQ's
  11. Final Page

👉🏼 Easy to Edit: Fully customisable to align with your brand and client-specific needs.

👉🏼 Professional Presentation: Designed to leave a lasting impression and set the stage for successful client relationships.

This document is perfect for builders, trades and designers looking to establish strong client relationships and set clear project expectations from day one.

*Since our products are digital, we are unable to offer refunds. Thank you for understanding that all sales are final.

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VS.

WINS 8 OUT OF 10 ESTIMATES

CONVERTS 1–3 OUT OF 10 QUOTES

SET UP AND READY IN MINUTES

TAKES HOURS TO BUILD MANUALLY

CUSTOM PAGES WITH YOUR BRANDING

NO BRANDING OR VISUAL APPEAL

DESIGNED TO IMPRESS AND WIN MORE PROJECTS

EASY TO OVERLOOK OR IGNORE

See What Our Customer Said ⤵️

Questions? We’ve Got Answers.

How Can Your Templates Boost My Job Win Rates by 70%?

Having reviewed over 10,000 quotes as a builder, I know exactly what makes clients hesitate, and exactly what gets them to say “yes.”

Most quotes are messy, unprofessional, and poorly written. Our templates are designed to showcase your work clearly and professionally, building instant trust. That trust wins jobs, helping you stand out and win up to 70% more work.

Is Using Canva Really That Easy To Use?

Our templates are built for tradies who don’t have time to mess around.

If you can click, drag, and drop, you’re good to go. Canva makes it dead simple, just edit the text, add your logo or photos, and you’re done.

You don’t need to be a tech wizard to make your business look professional.

Will These Templates Actually Help Me Win More Work?

Absolutely.

When your quotes and docs look this good, clients can’t help but take you seriously. It’s all about making a killer first impression, and these templates do just that.

They show you’re professional, organised, and the kind of person they can trust to get the job done.

I’m Just Starting Out—What If I Don’t Have Any Content Yet?

Our templates come pre filled with REAL content to help you get started.

We’ve got you covered so you can hit the ground running, even if you’re starting from scratch.

What Comes with My Purchase?

Everything you need is included in the sale.

You’ll get customisable templates, easy to follow instructions, and tips to make sure your docs look perfect.

If you get stuck, our team is just a message away to help you sort it out.

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