Client Onboarding Template - New Originals
- 11 Page Canva Client Onboarding Template
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Includes pages for welcoming your new client, introducing your team members, sharing your most important operational guidelines, sections to help you create supportive boundaries around things like office hours & holidays, communication channels, content approvals, and service-specific procedures, a referral bonus page (if applicable), a kickoff timeline, and an onboarding checklist
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Copy prompts to guide you through template customization (we tell you what information to include + where)
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Flexible & easy to customize to reflect your business’ branding
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Canva basics tutorial which walks you through how to access the template & start customizing (no design background needed)
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Images not included*
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Canva Pro account recommended *Please note that some template design elements may need to be replaced in order to save / share with free Canva account.
Description
Establish clear expectations & look like a total pro with this customizable Canva template — specifically for social media managers & digital marketers.
Ready to sweep a new client off their feet?!
With this onboarding template you can create a smooth system that supports new clients as they enter into the working relationship – communicating, in detail, how you & your team operate, while highlighting exactly what you’ll need from them to get started on their services.
This template takes a new client through the onboarding process in a smooth, seamless way.
Simply add your own branded images & change the template’s colors, fonts, and other design elements to fit your business.
Not exactly your style? Browse our other Client Onboarding Templates.
Want the whole she-bang?!
Refund Policy
Due to the nature of our digital products, there is a strict no exchanges or refunds policy on templates, ebooks & other digital resources within The Shop.
Please note that many of our templates come in a variety of design options. Ensure you look through the entire shop before making your selections, as we won’t be able to honor exchanges for these products.
If you have questions about any of our resources & whether they’re right for you, we recommend reaching out to our customer support team before purchase.
FAQs
FAQs
DO YOU HAVE A REFUND POLICY?
Due to the nature of digital products, you will immediately receive your templates at the time of purchase. As a result, we aren’t able to offer refunds or exchanges. However, we want to make sure that you’re satisfied with your order. If you find that it doesn’t meet your needs or you have any issues integrating or editing, reach out to customer support to let us know how we can help!
ARE ALL OF YOUR TEMPLATES MADE IN CANVA?
Yes. Canva & (sometimes) Google. We surveyed hundreds of social media service providers and found that Canva was the most preferred editing software, due to its ease of use & overall cost. You can sign up for a free Canva account here, though we highly recommend investing in Canva Pro, as it’s a tax deductible business expense that truly keeps getting better!
WHAT IF I’M JUST STARTING OUT?
You’re in the right place! We’ve helped thousands of new social media managers save time & feel confident from the start. Our resources are created by a multi-six figure social media agency owner with over 15 years of marketing, management & customer service experience, not to mention a proven track record of client success. These resources are like being personally mentored by someone who’s been exactly where you are!
Whether you’re just starting out, or you’re a seasoned pro who wants to streamline, skip the stress of starting from scratch & let The Social Media CEO guide you step-by-step through systems + process that will make you feel like a pro!
Not sure which products are right for you? Reach out to our team for expert advice!
WHEN WILL I RECEIVE MY TEMPLATES?
Because these are digital files, you should receive a link to access your download IMMEDIATELY after completing your purchase. If you do not see an email confirmation with your receipt and link to download, please reach out to our customer support team.
Pro Tip: We recommend downloading & saving immediately, even if you do not plan on using your resources right away.
WHAT IF I LIVE OUTSIDE THE US?
Please note that pricing is listed in USD. However these resources have been purchased & employed successfully by social media managers & service providers all over the world!
I’M LOOKING FOR A SPECIFIC TEMPLATE / TOOL, BUT I DON’T SEE IN YOUR SHOP…
Don’t see what you’re looking for? Email us immediately so we can help!
We are here to create time-saving solutions for the biggest social media manager problems. We are constantly launching products based on our community’s suggestions. So what you’re looking for may already be in the pipeline & coming soon — or you may just inspire our next digital offer!
CAN I SHARE THESE TEMPLATES & TOOLS WITH CLIENTS AND TEAM MEMBERS?
Sorry, but no. Sharing templates is considered pirating & is a violation to our Terms.
When purchasing any of our digital offers, you are buying a single license to use it within your own business processes. Duplicating these resources for the benefit of clients, business buds & team members to use as their own is strictly prohibited.
HOW DO GIFT CARDS WORK?
When making a purchase in our store, you can redeem the value of a gift card by entering its unique code in the appropriate field at checkout.
Gift card codes aren't case sensitive & do not expire.
The balance on a gift card can be spent on more than one order. Gift card balances are applied to the total value of an order.
When a customer redeems a gift card, the checkout displays one of the following options:
-
If the balance available on the gift card is greater than or equal to the order total, then the customer can click Complete order.
-
If the balance available on the gift card is less than the order total, then the customer is prompted to choose a second payment method for the balance before placing the order.
If you are buying a gift card for someone else, you will need to forward the gift card email to the recipient.
STILL HAVE QUESTIONS? SEND US AN EMAIL!
Please reach out to our support team at hello[at]thesocialmedia[dot]ceo
FAQs
FAQs
DO YOU HAVE A REFUND POLICY?
Due to the nature of digital products, you will immediately receive your templates at the time of purchase. As a result, we aren’t able to offer refunds or exchanges. However, we want to make sure that you’re satisfied with your order. If you find that it doesn’t meet your needs or you have any issues integrating or editing, reach out to customer support to let us know how we can help!
ARE ALL OF YOUR TEMPLATES MADE IN CANVA?
Yes. Canva & (sometimes) Google. We surveyed hundreds of social media service providers and found that Canva was the most preferred editing software, due to its ease of use & overall cost. You can sign up for a free Canva account here, though we highly recommend investing in Canva Pro, as it’s a tax deductible business expense that truly keeps getting better!
WHAT IF I’M JUST STARTING OUT?
You’re in the right place! We’ve helped thousands of new social media managers save time & feel confident from the start. Our resources are created by a multi-six figure social media agency owner with over 15 years of marketing, management & customer service experience, not to mention a proven track record of client success. These resources are like being personally mentored by someone who’s been exactly where you are!
Whether you’re just starting out, or you’re a seasoned pro who wants to streamline, skip the stress of starting from scratch & let The Social Media CEO guide you step-by-step through systems + process that will make you feel like a pro!
Not sure which products are right for you? Reach out to our team for expert advice!
WHEN WILL I RECEIVE MY TEMPLATES?
Because these are digital files, you should receive a link to access your download IMMEDIATELY after completing your purchase. If you do not see an email confirmation with your receipt and link to download, please reach out to our customer support team.
Pro Tip: We recommend downloading & saving immediately, even if you do not plan on using your resources right away.
WHAT IF I LIVE OUTSIDE THE US?
Please note that pricing is listed in USD. However these resources have been purchased & employed successfully by social media managers & service providers all over the world!
I’M LOOKING FOR A SPECIFIC TEMPLATE / TOOL, BUT I DON’T SEE IN YOUR SHOP…
Don’t see what you’re looking for? Email us immediately so we can help!
We are here to create time-saving solutions for the biggest social media manager problems. We are constantly launching products based on our community’s suggestions. So what you’re looking for may already be in the pipeline & coming soon — or you may just inspire our next digital offer!
CAN I SHARE THESE TEMPLATES & TOOLS WITH CLIENTS AND TEAM MEMBERS?
Sorry, but no. Sharing templates is considered pirating & is a violation to our Terms.
When purchasing any of our digital offers, you are buying a single license to use it within your own business processes. Duplicating these resources for the benefit of clients, business buds & team members to use as their own is strictly prohibited.
HOW DO GIFT CARDS WORK?
When making a purchase in our store, you can redeem the value of a gift card by entering its unique code in the appropriate field at checkout.
Gift card codes aren't case sensitive & do not expire.
The balance on a gift card can be spent on more than one order. Gift card balances are applied to the total value of an order.
When a customer redeems a gift card, the checkout displays one of the following options:
-
If the balance available on the gift card is greater than or equal to the order total, then the customer can click Complete order.
-
If the balance available on the gift card is less than the order total, then the customer is prompted to choose a second payment method for the balance before placing the order.
If you are buying a gift card for someone else, you will need to forward the gift card email to the recipient.
STILL HAVE QUESTIONS? SEND US AN EMAIL!
Please reach out to our support team at hello[at]thesocialmedia[dot]ceo