Digital Marketing
All of our welcome guide templates come with the same content structure. Pick the style that fits your brand the most and personalise.
What is a welcome guide?
A client welcome packet is your professional first impression and essential onboarding tool for new clients. It is a comprehensive document that clarifies your process, sets expectations for communication, and outlines the project journey, instantly establishing your expertise and professionalism as an architect or interior designer.
Creating this is vital but can be time-consuming. Our welcome packet templates cut through this complexity. They are pre-structured with all the necessary sections, from FAQs to your fee process, to instantly streamline client onboarding and maximize your creative design time.
How should I use my welcome packet?
Once your client signs the contract, send them the Welcome Guide. Pair it with a warm, personalised email template explaining its purpose and encouraging them to review it at their convenience.
Clients often ask the same questions about timelines, revisions, or next steps. Direct them to the relevant sections of the guide, which saves you time and shows you’ve already anticipated their needs.
Drag & Drop Templates in Canva, Adobe InDesign & Powerpoint.
Whether you’re a Canva enthusiast or an InDesign expert, these welcome packet templates are designed to fit seamlessly into your workflow. Simply drag and drop your content, adjust the colors and fonts to match your branding, and you’re ready to impress clients.
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Easily swap in your own text, images, and branding with intuitive drag-and-drop functionality.
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Whether you prefer Canva’s simplicity or InDesign’s advanced tools, these templates work for all skill levels.
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Save hours designing from scratch while delivering a polished, on-brand experience.
What's inside a welcome guide?
We use high-converting strategies to build trust with your audience. Each welcome packet template is filled with fonts & images that you can use. All of the sections are pre-filled with copy allowing you to quickly personalise your document, no lorem ipsum here.
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Cover
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Project Details
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Introduction
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Your Studio
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Your Project Team
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Your Values
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The Brief
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Your Scope
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Your Process
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The Fee Schedule
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Communication
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What’s Next
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Your Clients Role
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Aftercare
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Complaints Procedure
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FAQs
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Contact Details
Your welcome guide questions, answered.
A Welcome Guide serves as a comprehensive introduction for new clients, setting clear expectations and outlining your processes. This proactive communication reduces misunderstandings and establishes a professional image from the outset, fostering trust and confidence in your services.
A comprehensive welcome packet should include everything a client needs to know immediately after hiring you. Key sections cover your company's story and philosophy, a detailed roadmap of the entire design or construction process, clear communication protocols (how and when to contact you), and an FAQ section to preemptively answer common questions about timelines and fees.
Our client welcome packet templates are designed to take the hassle out of setting this up yourself. It provides all these necessary, pre-written sections, ensuring you deliver a polished, professional new client welcome guide without the hours of custom drafting.
By providing all necessary information upfront, a Welcome Guide streamlines the onboarding process, making it smoother and more efficient. Clients feel well-informed and supported, which leads to higher satisfaction and a stronger working relationship.
Absolutely. A Welcome Guide clearly communicates your working hours, preferred communication channels, project timelines, and other essential policies. This transparency helps in setting healthy boundaries and ensures that both parties have a mutual understanding, preventing potential conflicts.
Yes, it will. By addressing common questions and providing detailed information about your services and processes, a Welcome Guide reduces the need for repetitive explanations. This efficiency allows you to focus more on delivering quality work, enhancing overall productivity.
A well-crafted Welcome Guide makes clients feel valued and cared for, leading to a positive experience. Satisfied clients are more likely to provide glowing reviews and refer your services to others, contributing to business growth and a strong professional reputation.
KIND WORDS FROM FELLOW DESIGNERS
SEE OUR TRUSTPILOT REVIEWS
"This template solved my needs for my interior design business. It's been carefully thought out to consider designers and architects. Their time and support during the purchase was amazing. I absolutely love it!!!
...you have definitely solved a huge problem for me."
JANICE
"...This bundle has helped me immeasurably in crafting a logical and succinct business process from lead generation to customer onboarding.
The visual quality of these resources and attention to detail have helped greatly with an enhancement of my offering, explaining my process and overall helping me to deliver a quality experience for clients..."
KRISTIAN
"As a design professional, finding templates that resonate with my brand's aesthetic is essential.
The Architecture Templates design is sophisticated, intuitive, and perfectly aligned with the high standards I set for my projects. It has streamlined my workflow, and I truly appreciate the attention to detail that went into creating such a versatile tool."
ADRI