Client Welcome Packet Template


Creating your lead magnet has never been easier. Use our  done-for-you questionnaire or copy and paste your own. You can have your workbook ready to go within minutes.



  • Welcome Letter Template
  • Program Overview Template
  • Timeline & Milestones Outline
  • Client Perks Recap
  • Client Expectations
  • Next Steps Outline
  • Resource Template


Receive your DIGITAL DOWNLOAD to access your coaching workbook template INSTANTLY after your purchase. Our fully customizable template allows you to personalize your design using your web browser in Canva as many times as you need! Change the font and colors in the template easily to match your brand aesthetics.


These are editable templates. Mobile editing is not supported with this template.


Please Note: This is for the design only. You will have to use a third-party vendor to print your finished workbook or simply keep it as an e-book.

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