Client Welcome Packet: Effortless Onboarding for Coaches and Psychologists

Welcome your clients with ease and professionalism using our customizable Client Welcome Packet. Designed for coaches and psychologists who thrive in one-on-one, small-scale settings, this packet helps you manage expectations, inform new clients about your process, and address their questions—all while saving you time and design costs.

What’s Inside:

• Invoice Page: Streamline your billing process with a ready-to-use template.
• Process Overview: Clearly outline how your sessions work, from start to finish.
• Next Steps Guide: Guide clients on what to expect and prepare for future sessions.
• FAQs: Answer common client questions before they even ask.
• Intake Form: Collect essential information upfront to tailor your sessions.
• And more! See a preview below.

Why Choose Our Client Welcome Packet?

• Easy Customization: With one click, transform the entire packet to reflect your brand’s colors and style. Simply drag and drop your photos into the provided frames and input your text.
• Time-Saving Design: Avoid the hassle and expense of hiring a designer. Our Canva template empowers you to create a professional-looking welcome packet in minutes, reusable year after year.

Engage your clients right from the start and make a lasting impression that speaks volumes about your dedication and professionalism.

With Canva templates, you don’t have to start from scratch or hire an expensive designer – just use this easy-to-use templates and drag in your own images and text. Super easy and fast!

Drag & Drop elements, change photos, fonts and colors and create your own professionally designed products.. View a complete overview of the possibilities here.

All templates come in US letter and A4 size

Please note that the pictures are NOT included. You can however choose your own pictures from the free (or pro) Canva database.

Your files will be available to download once payment is confirmed. You will receive an email or can find them in your personal account on this site. You will find more information about downloading your digital items here.

Never worked with Canva before? Download here my instruction book/tutorial.

If there is any problem with downloading the digital items please send an email to: hello@isleoftemplates.com and I will respond as soon as possible.

What do you need to work with these Canva templates?

1. A Canva account: You can register for free if you don’t have an account yet.
2. Your own images or images from the Canva library: Note that in the examples, you see various images in the templates. You will receive the templates without the images shown, as I can’t share them due to copyright restrictions. You can find these images yourself in Canva, but it’s even better to add your own photos. Each photo spot has a handy frame where you can easily drag and drop your images. Download here my complete instruction book.
3. Canva Pro Images: Some images require Canva Pro, but there are plenty of free images available. Therefore, paying for Canva is absolutely not necessary to work with these templates—just a personal choice 😉

1. Digital File Purchase: You are buying a digital file only; no physical materials will be sent to you.
2. Editability: Not all of our items can be edited. Please read the product description carefully to ensure your item is editable. Canva Templates are always editable.
3. Device Compatibility: Do not edit or view your file on a mobile device or tablet.
4. Color Variations: Colors and contrast can differ between monitors, so the printed colors may not exactly match what you see on your screen.
5. Commercial rights: our templates and printables can be used for commercial purposes (example: selling an e-book, using a slide deck in your online course, etc.) You are not permitted to resell any of our templates. and printables. The copyright of the printables and templates remains with us.
6. Since this is a digital item, we cannot offer refunds as we cannot verify if it has been printed or downloaded. However, we will do our best to resolve any issues and ensure you are completely satisfied with your purchase