Skip to content
    InfinityLooper
    Open booklet reading Welcome to the studio beside a brown cover for Calder Studio, under Client onboarding bundle 176 pages

    See the trailer and every preview page

    PrintablesUnlocks with one sponsored offer (an ad; we earn a commission) or your email.

    Freelancer client onboarding bundle for assistants and designers

    A 176-page onboarding bundle holding two client welcome packets, a 70-page one for virtual assistants and an 87-page one for design studios, plus a workbook, Word file and print PDFs.

    • 5 files (PDF, DOCX, XLSX)

    Download

    Free preview · Unlock the file

    1. Choose offer
    2. Complete it
    3. Download

    Unlock it with one sponsored offer; we earn a commission. Offers are for ages 18+.

    Offers open in a new tab. Your download starts here once the partner confirms, usually within a minute or two. No account needed.

    What is inside

    This bundle pairs the assistant welcome packet with a second packet written for design clients. The design pages are set up for a fictional brand studio: a contents spread with eight sections, project packages, a project timeline, how a project runs, briefs, approvals, policies and client stories. Together the two packets come to 157 pages.

    Files are grouped as a folder: A4 and US Letter PDFs, Folder-Editable.docx for rewording in Word or Google Docs, and Folder-Workbook.xlsx for tracking clients and tasks in Excel or Google Sheets.

    A start-here PDF gives the Canva links for both packets and Google Slides copies in three themes. The assistant packet uses deep green and the studio packet uses chocolate brown, and both colours can be changed.

    Good for

    • Freelancers offering admin and design services
    • Small studios onboarding brand clients
    • Assistants who also take design work
    • Comparing two packet styles before choosing

    Questions

    How is this different from the single assistant kit?
    The single kit has one welcome packet for virtual assistants. This bundle adds an 87-page packet for design clients, with project packages, a timeline and approval pages, for 176 pages in total.
    Which programs can I edit it in?
    The Word file opens in Word or Google Docs, the workbook in Excel or Google Sheets, and the start-here guide links to Canva and Google Slides copies of both packets.
    Are the sample names placeholders?
    Yes. Both packets use made-up businesses and sample copy so you can see a finished page, then type over the names, packages and rates with your own.

    Related downloads