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Canva Client Onboarding

£9.00

Designed to help marketers bring clients into their world smoothly and effectively, this template ensures your onboarding process is clear and straightforward.  Make a first impression that sticks and set the right expectations. Because yes, first impressions still do matter.

Available in both Canva and Google Slides formats, this template saves you time and boosts client satisfaction and retention.

This template will support you with…

  1. Streamlined Onboarding: Bring clients into your business with ease and clarity.
  2. Time-saving: Reclaim time at the beginning of the client relationship.
  3. Client Management: Improve client management and retention from the start.
  4. Clear Communication: Set expectations, boundaries, and provide necessary clarifications.
  5. Enhanced Client Experience: Deliver great experiences from the get-go, leading to better testimonials.
  6. Client Independence: Reduce client questions by providing all necessary information upfront.

Frequently Asked Questions

How do I access my template?

Once you complete your order, you’ll receive login details to access your very own dashboard.

Inside, you’ll be able to access your template, instructions, as well as video walkthrough to help you get started.

Yes, all of our templates are fully editable in Google and Canva, allowing you to change the colors, fonts, and images to match your brand’s aesthetic. This means you can save a lot of time and effort in designing marketing materials from scratch.
Working with 100s of students, we have learned that different marketers work better with different tools, which is why we wanted to give options for a more design-driven approach with Canva, or a more streamlined presentation in Google. Both have style and flair (it’s us after all) but the can suit different people, and even clients!

Our templates are designed to be user-friendly, but if you need a bit of extra help, we offer tutorials in our template resource portal. Feel free to drop us a message, and we’ll be happy to assist you in editing the templates to your liking!

Due to the downloadable nature of these product, we do not offer a refund at this stage.

Each Canva template includes

  • A marketing template optimised to speed up your work with engaging presentations.
  • A Google slides version of the marketing template, fully optimised and ready to edit.
  • A video training hub including a video walkthrough of the template and best practices.
for for one offer

Access a google deck version

Working with 100s of students, we have learned that different marketers work better with different tools, which is why we wanted to give options for a more design-driven approach with Canva, or a more streamlined presentation in Google. 
 
Both have style and flair (it’s us after all) but the can suit different people, and even clients!

grab all of our templates with the All-access Pass

The ultimate library of courses, tactics and templates, for marketers looking to use their superpowers for good.

Includes all our masterclasses, labs and marketing templates. Plus monthly events and more.

Get access year-long to our supportive community of marketing rebels, your personal cheerleading squad.

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