Social Media Manager Client Onboarding Welcome Packet incl. Payment Terms, Timelines and more

Social Media Manager Welcome Packet Client Onboarding Kit Freelancer Welcome Guide Editable Canva Template Burgundy

Make onboarding new clients smooth and professional with this fully customizable Welcome Packet Template. Designed for social media managers, freelancers, and business owners, this comprehensive guide helps you set clear expectations, outline services, and establish a seamless client relationship from day one.

All I ask is to please leave a genuine review once downloaded or leave a quick star rating so we can collectively reach small business owners!

How does it work?

1. Pay what you want (or enter £0.99 to download for less than £1!)
2. Download the PDF and click the link inside.
3. Copy to your free Canva account, begin customising and use in your business!

Why You Need This Template:

- Streamline client onboarding with a well-organised and professional welcome guide

- Fully editable in Canva, allowing you to customise fonts, colours, and branding to match your business

- Set clear expectations with communication policies, payment terms, service details, and project timelines

- Save time and stay organised by providing all necessary information in one document

- Ideal for multiple businesses, including social media managers, virtual assistants, graphic designers, consultants, and more

What’s Included:

- Welcome message and business introduction

- Referral program details

- Contact information and communication policies

- Services overview and pricing

- Payment terms and agreement

- Project timeline and content approval process

- Tools and resources

- Next steps checklist

Perfect For:

- Social media managers

- Freelancers and entrepreneurs

- Virtual assistants

- Marketing agencies

- Coaches and consultants

- Creative business owners

A polished client welcome packet builds trust and enhances professionalism, helping you create strong client relationships from the start.

Download now and start onboarding clients effortlessly.

Use with other soosimedia products for seamless branding!