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New Client Onboarding Template Bundle for Coaches & Service Providers

New Client Onboarding Template Bundle for Coaches & Service Providers

Regular price $29.99 USD
Regular price Sale price $29.99 USD
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Tax included. Shipping calculated at checkout.

This new client template bundle is designed so you can streamline your business and elevate your client communication. Perfect for all coaches and service providers, this bundle contains a variety of customisable templates for showcasing your services and welcoming and off-boarding new clients. Say goodbye to the hassle of creating client documents from scratch and hello to a more efficient and effective way of working.

The pages can be mixed and matched to suit your business needs and edited in Canva where you can change the colours, text, fonts and images.

Services & Pricing Guide - What’s included:

• 3 x Covers

• Welcome

• Meet the Coaches

• 2 x Quotes

• 2 x Signature Package

• More Packages

• Additional Packages

• Packages Comparison

• How it Works

• F.A.Q’s

• Client Love

• Case Study

• Projects

• Portfolio

• Are you ready to get started?

Client Welcome Pack - What’s included:

• 3 x Covers

• Contents

• Welcome - Welcome Video

• Mission Statement - Our Vision

• About Us - Meet the Team

• 3 x Quotes

• How it Works - What to Expect

• What I Expect from You

• Contact Details - Tools/Resources

• Service Package Summary

• Our Services - What We Offer

• Pricing Guide

• Process - Milestones - Timeline

• Terms & Conditions

• Client & Payment Agreements

• Invoice

• FAQs - Testimonials

• Case Study

• Smart Goals

• Next Steps - Join the Family

• Thank You

Client Goodbye Pack - What’s included:

• 3 x Covers

• 2 x Thank You

• Our Gift To You

• Course Recap

• 2 x Quotes

• Your Files

• Video Tutorials

• Feedback Request

• Testimonial Request

• New Course Offer

• Become a VIP


* Available in US Letter & A4 formats

* Video editing instructions for Canva


Once your order has been placed and payment has been confirmed, you will receive a PDF document via email with a link to access and edit the templates directly in Canva. There is no shipping cost or time involved.


These templates are for personal and single-business use only. They must not be redistributed, resold or repurposed under any circumstances.

If you should come across any issues we would be more than happy to help and answer any questions.


Thank you for shopping with Social Gems.

© Social Gems 2023

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This is perfect for you if your dream is to grow your social media and business

30 days from now, your friends and colleagues will be asking how you did it!

Easy to use and share

All templates are fully editable. Match templates with your brand by changing any color, font, image, or element in seconds.

Share on social media and see your business growing!

Finally, you can share inspiring content daily.

What's included?

You are losing money every day you are without a strong social media presence. Skyrocket your results today with these amazing templates that are ready to share!

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Frequently Asked Questions

Do I need a Canva account?

Yes, a Canva account is required, but don't worry - creating one is completely FREE and easy.

Can I access these templates on my phone?

Yes! However, editing templates on desktop is much more easier.

How do I access my templates?

You will receive a .PDF file with links to templates via email after purchase. After adding templates to your Canva account, you can access your files directly from Canva.

Can I edit these templates?

Yes! All of our templates are fully editable.

What if I'm not happy with my purchase?

No problem. We understand! Contact our customer service and tell us that you would like to have a refund.