The Onboarding Template Bundle
The Onboarding Template Bundle has been created with YOUR business in mind, providing you with a collection of branded documents to onboard clients quicker and easier, smoothing out your onboarding process. These documents also ensure you create a great client relationship from the very start of the project.
What is included?
- The Discovery Questionnaire Template
- The Project Proposal Template
- The Welcome Guide Template
- Fully customisable InDesign files
How do I use the template?
After purchase, you will receive a link to download the zip file (must be downloaded within 24 hours) containing each of the templates in the bundle and then you have complete access to the InDesign files. Boxes for each section are already created, so that you can drop in your own imagery and add your own content with ease. Fonts are not outlined, meaning you can fully customise the typography to your own brand fonts and change the colours to match your brand colours also.
The Onboarding Template Bundle has been created with YOUR business in mind, providing you with a collection of branded documents to onboard clients quicker and easier, smoothing out your onboarding process. These documents also ensure you create a great client relationship from the very start of the project.
What is included?
- The Discovery Questionnaire Template
- The Project Proposal Template
- The Welcome Guide Template
- Fully customisable InDesign files
How do I use the template?
After purchase, you will receive a link to download the zip file (must be downloaded within 24 hours) containing each of the templates in the bundle and then you have complete access to the InDesign files. Boxes for each section are already created, so that you can drop in your own imagery and add your own content with ease. Fonts are not outlined, meaning you can fully customise the typography to your own brand fonts and change the colours to match your brand colours also.
The Onboarding Template Bundle has been created with YOUR business in mind, providing you with a collection of branded documents to onboard clients quicker and easier, smoothing out your onboarding process. These documents also ensure you create a great client relationship from the very start of the project.
What is included?
- The Discovery Questionnaire Template
- The Project Proposal Template
- The Welcome Guide Template
- Fully customisable InDesign files
How do I use the template?
After purchase, you will receive a link to download the zip file (must be downloaded within 24 hours) containing each of the templates in the bundle and then you have complete access to the InDesign files. Boxes for each section are already created, so that you can drop in your own imagery and add your own content with ease. Fonts are not outlined, meaning you can fully customise the typography to your own brand fonts and change the colours to match your brand colours also.