Client Onboarding Welcome Packet — Editable Word & Google Docs Template
Impress new clients with a warm, organised welcome packet covering process, timeline and expectations.
Impress new clients with a warm, organised welcome packet covering process, timeline and expectations.
- Fully editable in Word + Google Docs
- Yellow highlighted fill-in fields
- 'Fields to Complete' checklist
- Signature blocks + how-to page
Editable in Microsoft Word and Google Docs. Yellow-highlighted fields show exactly what to fill in, with a 'Fields to Complete' checklist, numbered clauses, signature blocks and a plain-English how-to page. Instant download. Provided for information only — not legal advice; have important documents reviewed by a qualified attorney.
- Complete Notion template (duplicate to your workspace)
- Video walkthrough tutorial (15-20 min)
- Written setup documentation (PDF)
- All database properties pre-configured
- Sample data to help you get started
- Custom icons and emojis included
This product is perfect for:
- Business owners and entrepreneurs
- Product managers and team leads
- Startup founders looking to stay organized
- Beginners and advanced users alike
- Remote workers and digital nomads
Customer Reviews
Excellent product! Saved me so much time. Highly recommended.
This is exactly what I was looking for. Beautiful and functional.
Great value for money. Very well organized and easy to customize.