Client Welcome Guide

"Very well done file which brings together the essential points of a project, very practical in the daily life of an entrepreneur :)" - Aurélie

✎ DESIGNED FOR ADOBE INDESIGN and CANVA (both included in purchase)

This simple, versatile template (formatted in A4 Landscape) is ideal for levelling up your onboarding process. Managing expectations with clients is the key to a happy, successful project. This template is a refined version of the one I use in my onboarding process and includes 15 pages of editable text that you can adapt to suit your business and processes. Created in Adobe Indesign to allow for the most flexible customisation, this template has been designed with any creative business owner who works with clients on daily basis, not just designers. This guide will help you lay a strong foundation for working with clients and help you avoid scope creep, missed deadlines and communication failures.

Watch my onboarding process video below

W‍hat's included:

• 15 page Indesign template (Indd + Idml)
• Landscape A4 sizing
• Cover page, contents, introduction, Project overview
• Contact info & studio hours
• Your Process and project Timelines
• FAQ page (including my copy for cancellations, delays and late payments)
• Next Steps and end page
• Fully customisable layout to your own branding, fonts, colours, copywriting
• Easy styling through the use of Master Pages - update colours and fonts in a few clicks
• Detailed overview video (Loom) to help you understand the template

If you are unsure the template will be right for you, please reach out to Rachel@mokabrandstudio.com for help and I'll gladly answer any questions.