Client Onboarding Template
Set your boundaries and kickstart a positive working relationship.
Establish mutual trust and respect from the get-go by welcoming your client and clearly communicating your boundaries and expectations. By doing so, you can avoid misunderstandings and conflicts while creating a collaborative and productive environment. Invest time in a well-planned onboarding process to ensure a successful project outcome, a happy client and a happy designer!
Inclusions & Features
Real text and a mockup brand example as part of the template
Packaged InDesign File
A4 Landscape dimensions
Free Google fonts and free Unsplash photos
Cover, intro letter, establishing boundaries, expectations and mutual respect, communication terms, brand values, project timeline and an end page
Requirements
Adobe Indesign is required.
*Adobe Indesign is industry design software, so prior knowledge of the program is essential for editing the template. This includes but is not limited to using Master Pages and Paragraph & Character Styles. Free Google Fonts and free Unsplash images have been used and are included in the template, but it is recommended you update these with your own brand elements. You can use the IDML file if you have an older version of Adobe InDesign.
How it works
After you purchase it, you will be emailed a PDF with a link to download the packaged InDesign file.
Terms of purchase
Your purchase licenses you (1 Individual) to use this template. The template and content within template cannot be resold or redistributed. You may not forward, share, sell or distribute the file to other business. You may not repackage or use the base files to design your own templates for resale. All rights are reserved by Louise Crozier.
This item is a DIGITAL DOWNLOAD and therefore no physical item will be shipped to you.
Because this is a digital product there are NO REFUNDS OR EXCHANGES and all sales are final, but please contact me if you have any problems with your order.
Set your boundaries and kickstart a positive working relationship.
Establish mutual trust and respect from the get-go by welcoming your client and clearly communicating your boundaries and expectations. By doing so, you can avoid misunderstandings and conflicts while creating a collaborative and productive environment. Invest time in a well-planned onboarding process to ensure a successful project outcome, a happy client and a happy designer!
Inclusions & Features
Real text and a mockup brand example as part of the template
Packaged InDesign File
A4 Landscape dimensions
Free Google fonts and free Unsplash photos
Cover, intro letter, establishing boundaries, expectations and mutual respect, communication terms, brand values, project timeline and an end page
Requirements
Adobe Indesign is required.
*Adobe Indesign is industry design software, so prior knowledge of the program is essential for editing the template. This includes but is not limited to using Master Pages and Paragraph & Character Styles. Free Google Fonts and free Unsplash images have been used and are included in the template, but it is recommended you update these with your own brand elements. You can use the IDML file if you have an older version of Adobe InDesign.
How it works
After you purchase it, you will be emailed a PDF with a link to download the packaged InDesign file.
Terms of purchase
Your purchase licenses you (1 Individual) to use this template. The template and content within template cannot be resold or redistributed. You may not forward, share, sell or distribute the file to other business. You may not repackage or use the base files to design your own templates for resale. All rights are reserved by Louise Crozier.
This item is a DIGITAL DOWNLOAD and therefore no physical item will be shipped to you.
Because this is a digital product there are NO REFUNDS OR EXCHANGES and all sales are final, but please contact me if you have any problems with your order.
Set your boundaries and kickstart a positive working relationship.
Establish mutual trust and respect from the get-go by welcoming your client and clearly communicating your boundaries and expectations. By doing so, you can avoid misunderstandings and conflicts while creating a collaborative and productive environment. Invest time in a well-planned onboarding process to ensure a successful project outcome, a happy client and a happy designer!
Inclusions & Features
Real text and a mockup brand example as part of the template
Packaged InDesign File
A4 Landscape dimensions
Free Google fonts and free Unsplash photos
Cover, intro letter, establishing boundaries, expectations and mutual respect, communication terms, brand values, project timeline and an end page
Requirements
Adobe Indesign is required.
*Adobe Indesign is industry design software, so prior knowledge of the program is essential for editing the template. This includes but is not limited to using Master Pages and Paragraph & Character Styles. Free Google Fonts and free Unsplash images have been used and are included in the template, but it is recommended you update these with your own brand elements. You can use the IDML file if you have an older version of Adobe InDesign.
How it works
After you purchase it, you will be emailed a PDF with a link to download the packaged InDesign file.
Terms of purchase
Your purchase licenses you (1 Individual) to use this template. The template and content within template cannot be resold or redistributed. You may not forward, share, sell or distribute the file to other business. You may not repackage or use the base files to design your own templates for resale. All rights are reserved by Louise Crozier.
This item is a DIGITAL DOWNLOAD and therefore no physical item will be shipped to you.
Because this is a digital product there are NO REFUNDS OR EXCHANGES and all sales are final, but please contact me if you have any problems with your order.
