Providing a Client Welcome Packet as a Virtual Assistant lets your clients know what service and results to expect. You can impress your new clients by laying out all the details of working together and answering their questions before they even ask. Present a polished image and clear policies so your clients know what they can expect from you and what is expected of them. This bundle includes a client survey that is geared toward gathering the necessary information to onboard new clients. You can also simplify the back end of your business with the Virtual Assistant contract template, multiple timeline options, prospective budget template, and an invoice. All of this is laid out in a neutral, modern design that you can change to fit your brand or choose to leave as-is and just add your content. Simply plug in your text and content to the pre-formatted pages and choose the layouts and pages you like best. You can change fonts, text, colors, sizes, pictures and more all in the free version of Canva. You'll also be given a link to a folder of coordinating pictures that are all free for commercial use. ➖ What's included ➖ • 36 template pages to edit in Canva • 8 page contract template to edit in Google Docs • Size: US letter + A4 (can be resized to any size with Canva Pro) ♥ What is Canva? Canva is a free online design software that let's you easily create stunning graphics, documents, and images. It integrates beautiful pre-made design elements and stock images with user-friendly (free), drag-and-drop design software--No design experience necessary! =================== HOW IT WORKS: 1. Purchase this listing. After your payment is confirmed, download the PDF's directly from Etsy by going to https://www.etsy.com/your/purchases. Click the Download Files button and save the file(s) to your computer. One PDF will contain the link to your template(s), the other one is the Help Guide. 2. Open the link in the PDF to go to Canva.com where you can start editing your template right away 3. Check out the Help Guide PDF in your downloads if you're new to Canva. It's an easy to use guide with lots of pictures For more information on downloading a digital item: https://www.etsy.com/help/article/3949 THE IMPORTANT STUFF: • You will need a Canva account to edit these templates. Sign up for free at canva.com • Use a desktop/laptop to edit these templates in Canva (though they have an app, it can be a challenge to edit these templates on a mobile device) • These templates are not allowed to be resold as is, which means that you will need to change them, add your content, and download them as a final PDF, PNG or JPEG. You are allowed to sell the PDF once you have changed the templates to make it your own! You can also download them for personal use. • Download my Help Guide with your purchase • I always assume my customers will use their own discretion and thoroughly read any workbooks or contracts provided with my templates to ensure they are completely satisfied and confident with its contents prior to use. All workbook contents and any contracts included with my templates are not intended to be a substitute for legal advice. You assume any and all liabilities in using any templates purchased from my shop. =================== WHAT CAN/CAN'T I DO WITH THESE? YOU CAN: ✔️ Play around with the templates in Canva and get creative! ✔️ Use this template for its originally intended purpose for clients of your virtual assistant business YOU CANNOT: ❌ Sell, reproduce, or share this template in part or in whole through a link to Canva, even after making major changes. You may only distribute this to your client/customers in its originally intended purpose in a finalized version such as a PDF. By purchasing one of our listings, you are agreeing to the policies above. =================== RETURN POLICY/REFUNDS: Due to the digital nature of this item, it is impossible to ‘return’ the item. All sales are final and no refunds will be provided. Please do not hesitate to contact me if you have any questions prior to purchasing this template. © Her Design Collective | 2021