• Fully customisable Canva Client Onboarding Template
• Guided layout with helpful prompts so you know exactly what to include
• Welcome message template to warmly introduce your business and values
• Goals & objectives section to reflect your client’s vision and highlight how you’ll help them get there
• Services & deliverables section to outline exactly what’s included (and what’s not)
• Clear "How We Work Together" section, with responsibilities for both you and your client
• Reporting & success metrics section to set up performance tracking and accountability
• Tools & communication overview for sharing links, login info, and collaboration platforms
• Housekeeping section for policies on timelines, response times, and working hours
• Space to outline next steps, project timelines, and key due dates
  

Best suited for freelancers, consultants, and service providers offering done-for-you or retainer services. Canva Free or Pro account compatible.

If you’ve ever found yourself explaining the same process to every new client—or answering the same “what happens next?” emails—this onboarding template is here to save you hours (and elevate your client experience in the process).

Designed in Canva and filled with helpful content prompts, this template helps you confidently lay out everything your client needs to know—before you’ve even kicked off the project. It’s your opportunity to build trust, create clarity, and set the tone for a successful collaboration.

Use it to:
✓ Streamline your onboarding process
✓ Set boundaries and expectations with clarity
✓ Show up as the confident, organised professional you are
✓ Make clients feel informed, excited, and in good hands

Just update the copy and add your branding—it’s all laid out for you.