Onboard clients smoothly. Set expectations from day one.
Manage client onboarding with professionalism and clarity. The Welcome Guide — Full Service gives clients a structured way to understand your design process, policies, and what to expect while you set boundaries and position your business as a premium service provider. This Smart File keeps projects on track without miscommunication, confusion, or scope creep.
WHAT’S INSIDE
Welcome Message – Warm greeting to start the relationship positively
About You – Share your story, expertise, and approach
Scope Overview – Outline what’s included in full-service design
About Your Process – Step-by-step explanation of your workflow
Communication Guidelines – Define how and when to connect
Investment & Payment Terms – Clear outline of invoicing and due dates
Project Timeline – Keep clients informed on progress stages
FAQs – Answer common client questions
Next Steps – Provide clear action items for moving forward
Bonus Tools:
Canva asset pack for effortless branding
Pre-written email script for confident delivery
Suggested automation workflow to save time
Smart File How-To Guide with setup instructions
TERMS OF USE
Licensed for unlimited use by a single user (the purchaser) for both personal and business purposes. This license is non-transferable—templates may not be resold, shared, leased, duplicated, licensed, sublicensed, redistributed, or offered free or paid to any third party or marketplace. This is a non-exclusive license, meaning other designers may also purchase and use this template.
REFUND POLICY
Due to the digital nature of this product, all sales are final and non-refundable. Please review the sneak peek images and description before purchasing to ensure it’s the right fit.
TECH REQUIREMENTS
This file is designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
→ Don’t have HoneyBook yet? Sign up here or use code PACEBYDESIGN to get 30% off your first year.
END
UPGRADE AND SAVE
Upgrade and save with bundles designed for complete project management:
→ Onboarding Toolkit — $197 Includes the Full Service Welcome Guide, Virtual Design Welcome Guide, and Client Personality & Lifestyle Questionnaire.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
Onboard clients smoothly. Set expectations from day one.
Manage client onboarding with professionalism and clarity. The Welcome Guide — Full Service gives clients a structured way to understand your design process, policies, and what to expect while you set boundaries and position your business as a premium service provider. This Smart File keeps projects on track without miscommunication, confusion, or scope creep.
WHAT’S INSIDE
Welcome Message – Warm greeting to start the relationship positively
About You – Share your story, expertise, and approach
Scope Overview – Outline what’s included in full-service design
About Your Process – Step-by-step explanation of your workflow
Communication Guidelines – Define how and when to connect
Investment & Payment Terms – Clear outline of invoicing and due dates
Project Timeline – Keep clients informed on progress stages
FAQs – Answer common client questions
Next Steps – Provide clear action items for moving forward
Bonus Tools:
Canva asset pack for effortless branding
Pre-written email script for confident delivery
Suggested automation workflow to save time
Smart File How-To Guide with setup instructions
TERMS OF USE
Licensed for unlimited use by a single user (the purchaser) for both personal and business purposes. This license is non-transferable—templates may not be resold, shared, leased, duplicated, licensed, sublicensed, redistributed, or offered free or paid to any third party or marketplace. This is a non-exclusive license, meaning other designers may also purchase and use this template.
REFUND POLICY
Due to the digital nature of this product, all sales are final and non-refundable. Please review the sneak peek images and description before purchasing to ensure it’s the right fit.
TECH REQUIREMENTS
This file is designed for use with HoneyBook. A valid HoneyBook account is required (subscription sold separately).
→ Don’t have HoneyBook yet? Sign up here or use code PACEBYDESIGN to get 30% off your first year.
END
UPGRADE AND SAVE
Upgrade and save with bundles designed for complete project management:
→ Onboarding Toolkit — $197 Includes the Full Service Welcome Guide, Virtual Design Welcome Guide, and Client Personality & Lifestyle Questionnaire.
→ Complete Smart File Library — $997 Get all 29+ Smart Files for the best value.
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Ready to make your onboarding seamless and professional?
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