Client Welcome Pack – Canva Template

Start every project on the right note. Reassure your clients. Elevate the experience.

The moment a client agrees to work with you is a crucial turning point.

The Client Welcome Pack Template is designed to help you welcome clients professionally, set expectations clearly, and create confidence from day one — before design work even begins.

This document shows clients that they’ve made the right decision, that there is a clear process ahead, and that they are in safe, organised hands.

✔ Works with the free version of Canva

🎥 Includes full, step-by-step video instruction from Andrew

📄 Download as PDF or print as a high-quality document

Every template is fully editable using Canva Free — no paid subscription or specialist software required.

What this template helps you do

• Create a polished, professional onboarding experience
• Reassure clients at the start of what can feel like a daunting process
• Clearly explain how the project will unfold
• Reduce repeated questions and uncertainty
• Build trust, rapport and excitement from the outset

What’s included

This Canva template includes a complete Client Welcome Pack, covering:

• A warm, professional welcome and introduction
• About you / your studio and design philosophy
• Meet the team (or designer profile)
• The agreed design brief
• Communication guidelines and studio hours
• A clear “what happens next” project roadmap
• Explanation of design phases from concept to build
• Payment reminders and expectations
• A thoughtful closing and thank-you

All text, images, branding, language and structure can be fully edited in Canva to suit your studio and the scale of your projects.

Who it’s for

• Garden designers who want to improve the client experience
• Designers working on high-value or long-term projects
• Anyone who wants fewer misunderstandings and smoother projects
• Designers who want to look calm, organised and professional
• Those who want clients to feel confident and looked after

Why this matters

Clients remember how you make them feel.

A clear, friendly and professional welcome pack reassures clients, builds trust and reduces anxiety — which leads to better communication, better decisions and better projects. This template helps you set the tone for a positive working relationship from the very beginning.

Format

• Fully editable Canva template
• Instant digital download
• No specialist software required