Template

Client Welcome Packet

A polished onboarding document that makes every new client feel like your most important one.

A polished, fill-in welcome document that makes every new client feel like your most important one. 7 sections. 30-minute setup. Under 10 minutes to customize per client.

Digital download Β· Instant access Β· No subscription

Or get everything in The Peptly Vault β†’

Included

What's inside

Welcome Letter β€” personalized template for every new client
How We Work Together β€” 5-step process overview
Communication Expectations β€” table with response times, preferred channels, and working hours
Project Timeline β€” 9-milestone fill-in table
What I Need From You β€” 7-item client checklist
FAQ β€” 8 preemptive answers to common client questions
Next Steps β€” 5 numbered actions for the client to take immediately
Customization guide: 30-min initial setup, under 10 min per client after that

Questions

Common questions

PDF + editable Google Doc template link.

Perfect for new freelancers β€” starting with a professional welcome packet sets the tone for every client relationship.

No. One-time purchase, instant access.

Ready to get started?

A polished onboarding document that makes every new client feel like your most important one.

Digital download Β· Instant access Β· No subscription

Not ready to buy? Grab the free Creator Starter Kit β†’