Nathaniel | New Client Welcome Guide Bundle
Onboarding new clients is one of the most crucial parts of your client experience. It sets the tone for the entire project and sets expectations for what’s to come. If you do it right, you’ll sail through that middle part of the project where things can get sticky. Do it wrong, and you’re clients will get frustrated, start trying to take control and lose trust.
That makes our New Client Welcome Guide one of the most important templates in our arsenal. It outlines literally everything about how the project will run, and how your clients will work with your firm. It also gives you a document with friendly language to refer your clients back to at each stage of the project, or if they start to stray (without having to pull out your Letter of Agreement).
What You Get:
- 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
- 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!
What's in the template:
- Front and back cover pages
- 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, depending on the type of project you are doing
- Project guidelines, including communication, fee schedules and payments
- FAQs
The best part? It’s done for you. No graphic design or copywriting skills required.
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.
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.
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!
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!
* 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.
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.
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.
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!
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!
want a truly integrated experience?
Our Bundles provide an integrated collection of templates allowing seamless, branded communication with your clients.
THREE FOR THE PRICE OF TWO
Whether you're doing a construction project, a decorating project or one that involves both, we've got you covered. Get all three versions of our New Client Welcome Guide for the price of two.
READY TO MAKE YOUR LIFE EVEN EASIER?
With our custom and semi-custom options, our designers will personalize and set up your templates for you. Your templates will be ready to go with your own logo, process and images. All you'll have to do is send us your content.