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    Rust orange cover reading Agree the brief first beside brief, feedback, decision log and welcome packet pages

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    Graphic designer client onboarding kit with brief and welcome packet

    A client onboarding kit for freelance graphic designers. It has 7 working pages, an 87-page client welcome packet, a Word file for editing and a 5-sheet Excel tracker, in A4 and US Letter PDFs.

    • 5 files (PDF, DOCX, XLSX)

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    What is inside

    Each PDF runs to 94 pages. The working pages are a cover, a two-page brief, feedback, a decision log, a handover page and a print and edit note. They keep a project's scope and sign-offs in one place, from the first call to final files.

    Most of the page count is the client welcome packet: 87 pages of covers, letters, packages, process, policies, FAQ and a thank-you page. It is written as sample copy for a fictional studio, so you swap in your own name, services and rates.

    Design-Kit-Editable.docx opens in Word or Google Docs for rewording. Design-Tracker.xlsx has 5 sheets and works in Excel or Google Sheets. The start-here PDF follows a fictional pottery client from intake to handover as a filled example.

    Good for

    • Freelance graphic and logo designers
    • Small design studios taking on clients
    • Agreeing a brief before work starts
    • Tracking feedback rounds and decisions

    Questions

    What is in the 87-page welcome packet?
    Sample pages for a fictional design studio: welcome covers, service packages, a project timeline, process, policies, a FAQ, a welcome letter and a thank-you page. Reword them in the Word file to match your business.
    Does the tracker work in Google Sheets?
    Yes. Design-Tracker.xlsx is a workbook with 5 sheets, and it opens in Google Sheets as well as Excel, so you can keep it wherever you already work.
    Can I see a filled-in example?
    Yes. The start-here PDF shows the brief completed for a fictional pottery client, so you can see how each field is meant to be used before a real project begins.

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