When should I send this document to clients?
I recommend sending this Welcome Guide immediately after the contract is signed and the deposit is paid. It serves as the official "Kick-Off" document that transitions the lead into an active client and sets the rules before the actual design work begins.
What's included in the Welcome Guide template?
A comprehensive client onboarding document covering your process, communication guidelines, project expectations, and client responsibilities. Everything needed to set professional boundaries and expectations from day one.
Why do I need this template?
Because answering the same process questions for every new client takes time you could spend designing. This puts everything in one professional document that clients can reference throughout the project.
Is this different from the Investment Guide?
Yes. The Investment Guide is a sales tool sent before the contract to discuss money and filter leads. The Welcome Guide is an operations tool sent after the contract to manage the relationship, timelines, and daily communication.
Is it fully customisable?
Yes. Drag and drop your project details easily, edit every detail to match your studio's branding, or keep the design as is.
What is your refund policy?
Due to the digital nature of our products, we don't offer refunds and exchanges. Please read the product description carefully before making a purchase. If you have questions or need help before making a purchase, please don't hesitate to reach out to us.
How long will it take me to set up?
If your content is ready, you can drop in your images, text, and project details in under an hour. The framework is already in place, so you're not starting from zero.
Is technical support available?
Yes, technical support is available to assist you. We recommend starting with our comprehensive help guide, which addresses common questions and provides detailed instructions. If you need further assistance, feel free to reach out to us through our contact page. Please note: Our templates are designed for designers who are already familiar with the software they're offered in.
