Client Journey Template Bundle
Get all three of our popular templates in one bundle and save!
What's in the Bundle?
Client Welcome Pack Template (Usually $30)
Start your working relationship off on the right foot with a client welcome pack that will streamline your client onboarding process.
Client Offboarding Pack Template (Usually $30)
Say goodbye to your clients the right way and avoid that limbo where no one really knows what happens next with a Client Offboarding Pack.
Service & Pricing Guide Template (Usually $30)
The perfect way to introduce yourself, showcase your services AND share your prices with the all-important context of the value you provide.
Yes! I'm ready to create amazing documents to send to my clients!
How do the templates work?
1. Add the templates to your Canva account - you'll receive a link to add the templates to your account once you complete your purchase.
2. Edit the colours, fonts, images etc. to match your brand & add your "business as usual" content (the stuff that will stay the same no matter what).
3. Tailor the content to each individual client before sending out (it takes 2 mins!)
Service & Pricing Guide Template
here's what you'll get:
Once your purchase is complete, you'll get access to two versions of the template - one is for general service-based businesses and the other is for coaches. Each one includes:
- Access to the editable template in Canva
- 1x Cover Page
- 1x Table of Content Page - Let your clients know what's in the document + where to find it
- 1x Welcome Message Page
- 1x Meet the Team Page
- 1x Who We Work With Page
- 1x How We Can Help Page
- 1x Are We A Good Fit? Page
- 1x Expectations Page
- 3x Package Outline Pages
- 1x Payment Options Page
- 1x Summary of Services Offered Page
- 1x Portfolio/Past Projects Page
- 1x Client Testimonials Page
- 1x Process Overview Page
- 1x FAQs Page
- 1x Contact Info Page
- Change the fonts, colours, and images to match your branding
- Lifetime updates
Client Onboarding Pack Template
here's what you'll get:
Once your purchase is complete, you'll get access to two versions of the template - one is for general service-based businesses and the other is for coaches. Each one includes:
- Access to the editable template in Canva
- 1x Cover Page
- 1x Table of Content Page - Let your clients know what's in the document + where to find it
- 1x Welcome Message Page
- 1x Meet the Team Page
- 6x Working with Us/What to Expect Pages - Set your client's expectations + establish your boundaries
- 4x Project Details Pages - Give a detailed outline of the project, including timelines + phases
- 1x Project Budget Page
- 2x Client Homework Pages - Kickstart the project with everything you need from your client!
- 1x Important Links Page
- 1x FAQs Page
- 1x Summary of Services Offered Page
- 1x Useful Resources Page
- 1x Contact Info Page
- Change the fonts, colours, and images to match your branding
- Lifetime updates
Client Offboarding Pack Template
here's what you'll get:
Once your purchase is complete, you'll get access to two versions of the template - one is for general service-based businesses and the other is for coaches. Each one includes:
- Access to the editable template in Canva
- 1x Cover Page
- 1x Table of Content Page - Let your clients know what's in the document + where to find it
- 1x Parting Message Page
- 2x Project Overview Pages to recap what the project was
- 1x Project Budget Page with column for actual spend
- 2x Outcomes + Deliverables Pages
- 1x Important Links Page
- 2x Client Homework/Final Steps Pages
- 1x Testimonial Request Page
- 1x Referral Programme Invitation Page
- 1x FAQs Page
- 1x Summary of Services Offered Page
- 1x Useful Resources Page
- 1x Contact Info Page
Frequently Asked Questions
The templates are created in Canva. You will receive a link that adds the templates to your Canva account where you can edit the colours, fonts, images, and pretty much everything else to match your branding and your business needs.
Once you have edited the templates, you can export from Canva as a PDF to share with your client(s).
The templates are not available in any other format right now.
Once you have added the templates to your own Canva account, you have access to them forever! You’ll also get access to updates I make to the templates (for freeeeee!) – I’ll send you an email to let you know when this happens.
No.
You can edit the templates and send to your clients as many times as you want or need to but you cannot sell the templates (either as a templates or as a finished document)
We do! Head here for more info and to sign up.
Due to the digital and downloadable nature of this product, we don’t offer refunds.
Email us at contact@organiseandgrow.com or use the chat box in the bottom right – we’re happy to answer any questions you may have.