New Client Welcome Packet

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Onboard new clients like a pro: templates for proposals, questionnaires & agreements.

The New Client Welcome Packet is an all-in-one kit for service-based businesses and entrepreneurs helping them to simplify the whole new client onboarding process: from booking to signing the contract and kicking-off your project. This set includes an easy-to-use Proposal Template, Questionnaire Template, as well as a formal Agreement (not intended to be legal advice). 

Onboard your new clients like a pro: with this template set, you will create a warm welcome and show off your amazing skills, services and products in beautiful layouts that we’ve crafted for you. Put all the necessary information at your clients' fingertips, save time on organizing paperwork, and make getting started smooth & fun for your prospects.

Easily apply your own brand with with 1-click themes in PowerPoint to tweak the fonts & colors. Simply add your content, drag-n-drop photos, and customize to your needs with a few clicks. This kit includes everything you need to welcome a new client in the most professional, organized and beautiful way possible.

Welcoming your client means making a good first impression. Our Welcome Packet has all the necessary tools to make this happen!


  • 3 Documents: Proposal, Questionnaire, Agreement
  • 23+ Modern And Creative Pages
  • 200+ Unique Graphic Elements
  • Compatible with Word & Google Docs
  • Letter Size / 8.5x11" 
  • 1-Click Font & Color Updates
  • Print-Ready Pages
  • Pixel-Perfect Design
  • Well-Organized and Easy-to-Use
  • FREE Updates for Life!


Cormorant GaramondProza Libre

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Word templates for proposals, questionnaires & agreements.

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File Type
Total Slides
Unique Elements
Proposal, Questionnaire, Agreement
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New Client Welcome Packet

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I want this!