Cart
0

Client Onboarding and Offboarding Template

$ 22.00 USD

A must-have bundle for creatives looking to start and end client projects on the perfect foot. The onboarding guide has all the needed sections to prep your clients for the project ahead with info on resources, timelines, policies, and tips. The offboarding guide wraps up your projects with a resource library, testimonial form, thank you letter, and more. Includes: 10+ pages in InDesign Editable Template InDesign Tutorial Video

includes

returns policy

All sales are final and not eligible for returns, refunds, or exchanges. If you are unhappy with your product, please contact us and we'll make sure you're happy!

how it works

You'll receive a PDF document with the link to our template tutorial video along with a .zip file containing your InDesign folder and template!

No items found.

CHECK OUT THE HOMEPAGE (SCROLL)

Features

View Demo

How It Works
from start
to finish
How It Works
from start
to finish

Purchase

We’ll start with an in-depth questionnaire & 30-min strategy call to align our visions and acquaint us with your business & goals.

Invitation

We’ll take the intel from our discovery phase and explore different creative directions for us to consider & ponder.

Installation

You’ll give us some feedback and we’ll move forward with a direction, refining and perfecting it for 2 rounds of revision.

Customization

After approval, we’ll package and deliver your files to you alongside any required tutorials, tech support, and instruction.

Templates in Use

Customer Reviews

Write a Review

You Might Also Like…

The Design Questionnaire Bundle (New!)

$ 38.00 USD

Complete ClickUp Template Bundle (2.0)

$ 25.00 USD

Brand Guidelines Template (2.0)

$ 26.00 USD

No items found.

You Might Also Like…

The Brand Designer's Bundle

$ 200.00 USD

The Design Questionnaire Bundle (New!)

$ 38.00 USD

Complete ClickUp Template Bundle (2.0)

$ 25.00 USD

Brand Guidelines Template (2.0)

$ 26.00 USD