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About this New Client Welcome Packet one pager template
A welcome packet for the first month with a new client, built for agencies, studios and service firms. A note from the account lead states the goal for the first quarter, then the sheet shows week-by-week onboarding, who is on the team and what each person does, response times and meeting rhythm, and the files and access the client needs to send. It cuts the back-and-forth emails that usually fill the first two weeks.
New Client Welcome Packet One-Pager Template
A welcome sheet for a new client: a note from the lead, the first 30 days, the team and how to reach them, and what the client sends in.
- Download free
- Change every word, number and color
- Download as PDF or PNG
What’s on it
- Headline numbersYour Account at a Glance
- Agenda, week by weekYour First 30 Days
- Checklist of next stepsWhat We Need
- Contact detailsReach Us
- Closing line
Edit every word, chart and color
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