Onboarding is the most important part of your client experience, which makes this our most essential template. It explains every detail about how your client's project will unfold, and how they will work with you throughout each phase. It sets clear expectations and boundaries, and it gives you a document with friendly language to refer them back to at each stage (or if they start to stray, without having to pull out your contract).
Choose from three different versions, each for a different type of project. Then choose your design. Or select a bundle of all three to cover all your projects.
NEW CLIENT
WELCOME GUIDE
THE ESSENTIAL ONBOARDING TOOL FOR CHAOS-FREE CLIENTS
CONSTRUCTION + FURNITURE & DECOR PROJECTS
INTERIOR DECORATING PROJECTS
CONSTRUCTION PROJECTS
CHOOSE YOUR VERSION. CHOOSE YOUR DESIGN.
$395
BUNDLES
Nathaniel
Construction Projects
for
Alex
Construction Projects
for
Jackson
Construction Projects
for
CONSTRUCTION + FURNITURE & DECOR PROJECTS
INTERIOR DECORATING PROJECTS
CONSTRUCTION PROJECTS
BUNDLES
CHOOSE YOUR VERSION. CHOOSE YOUR DESIGN.
$395
Nathaniel
Construction + Furniture & Decor Projects
for
Alex
Construction + Furniture & Decor Projects
for
Jackson
Construction + Furniture & Decor Projects
for
CONSTRUCTION + FURNITURE & DECOR PROJECTS
INTERIOR DECORATING PROJECTS
CONSTRUCTION PROJECTS
CHOOSE YOUR VERSION. CHOOSE YOUR DESIGN.
$595
BUNDLES
Nathaniel
Welcome Guide Bundle
Bundle all three versions and get three templates for less than the cost of two!
Alex
Welcome Guide Bundle
Jackson
Welcome Guide Bundle
The Details
A 29-page fully customizable Canva template
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
what's in it
when to use it
what you get
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
A PDF download example, so you can see what the finished product could look like
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
A 29-page fully customizable Canva template
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
what's in it
when to use it
what you get
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
A PDF download example, so you can see what the finished product could look like
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
A 29-page fully customizable Canva template
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
what's in it
when to use it
what you get
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
A PDF download example, so you can see what the finished product could look like
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
Three fully customizable Canva templates for less than the price of two!
One template for Construction Projects
One template for Interior Decorating Projects
One template for Construction + Furniture & Decor Projects
29+ pages of content in each template, specifically tailored to each type of project
One template for Construction Projects
One template for Interior Decorating Projects
One template for Construction + Furniture & Decor Projects
29+ pages of content in each template, specifically tailored to each type of project
what's in it
when to use it
what you get
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
A PDF download example, so you can see what the finished product could look like
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
Professionally written copy ready for you to personalize, with clear instructions
A PDF download example, so you can see what the finished product could look like
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
Three fully customizable Canva templates for less than the price of two!
One template for Construction Projects
One template for Interior Decorating Projects
One template for Construction + Furniture & Decor Projects
29+ pages of content in each template, specifically tailored to each type of project
One template for Construction Projects
One template for Interior Decorating Projects
One template for Construction + Furniture & Decor Projects
29+ pages of content in each template, specifically tailored to each type of project
Professionally designed page layouts with place-holders for your logo and imagery
Professionally written copy ready for you to personalize, with clear instructions
A PDF download example, so you can see what the finished product could look like
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
Professionally written copy ready for you to personalize, with clear instructions
A PDF download example, so you can see what the finished product could look like
A video tutorial on how to use Canva
Eager clients who understand the process and are ready to get started!
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Front and back cover pages
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
Process timeline
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Front and back cover pages
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
Process timeline
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Front and back cover pages
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
Process timeline
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Front and back cover pages
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
A welcome note
A “what to expect” section
An introduction to the project team
Your philosophy
Process timeline
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
A very detailed, step by step outline of the process, what to expect, and what is required from them at each phase
Project guidelines, including communication, fee schedules and payments
FAQs
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Use the New Client Welcome Guide as the handbook for onboarding new clients. Send it to them as soon as they have signed your Agreement Letter. By sending it right away you keep the momentum going, ensure they feel supported, and begin cementing trust.
Bring a copy of your Welcome Guide to your kick-off meeting and review it with your clients in detail. Make sure they understand the process, boundaries and expectations, and be consistent about reinforcing them throughout the project. Refer back to your Welcome Guide throughout the project whenever your clients need a reminder.
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Use the New Client Welcome Guide as the handbook for onboarding new clients. Send it to them as soon as they have signed your Agreement Letter. By sending it right away you keep the momentum going, ensure they feel supported, and begin cementing trust.
Bring a copy of your Welcome Guide to your kick-off meeting and review it with your clients in detail. Make sure they understand the process, boundaries and expectations, and be consistent about reinforcing them throughout the project. Refer back to your Welcome Guide throughout the project whenever your clients need a reminder.
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Use the New Client Welcome Guide as the handbook for onboarding new clients. Send it to them as soon as they have signed your Agreement Letter. By sending it right away you keep the momentum going, ensure they feel supported, and begin cementing trust.
Bring a copy of your Welcome Guide to your kick-off meeting and review it with your clients in detail. Make sure they understand the process, boundaries and expectations, and be consistent about reinforcing them throughout the project. Refer back to your Welcome Guide throughout the project whenever your clients need a reminder.
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
BUY NOW
what's in it
when to use it
what you get
Use the New Client Welcome Guide as the handbook for onboarding new clients. Send it to them as soon as they have signed your Agreement Letter. By sending it right away you keep the momentum going, ensure they feel supported, and begin cementing trust.
Bring a copy of your Welcome Guide to your kick-off meeting and review it with your clients in detail. Make sure they understand the process, boundaries and expectations, and be consistent about reinforcing them throughout the project. Refer back to your Welcome Guide throughout the project whenever your clients need a reminder.
The best part? It’s done for you. No graphic design or copywriting skills required!
Once your purchase is complete you will receive a PDF download with a link to your products and instructions on how to use them.
terms & conditions
refund policy
By purchasing our products or services you agree to the terms and conditions of use. Click here to view a complete list of our terms and conditions.
You are purchasing a single, non-exclusive, limited license to use a specific template or package of templates. You cannot re-sell, gift, distribute or otherwise share access to, or content from, LSI Workshop templates. Any templates you purchase may be used only by you, for your own business, and for the purposes intended. Once you purchase a template you may use it as many times as you like. If you would like to purchase a license as a gift, please contact us and we will arrange that for you.
We are not responsible for problems or issues with Canva, Google Workspace or any other third party applications required to use our products.
* Canva is a free online graphic design software. You will need to sign up for an account in order to use your template. It is cloud-based and works with Mac OS and Windows platforms. Canva is a third party software and is not owed or operated in any part by LSI Workshop.
* Images shown are for illustrative purposes only and are not included with your template. Placeholders are provided for you to add your own images.
Due to the digital nature of our products we do not offer refunds, exchanges, returns or credits.
If you are having trouble using one of our templates please contact us at support@lsiworkshop.com. We're here to help!
