Onboarding Templates
Welcome
Congratulations, you did it! You took a step towards working smarter, not
harder. Templates are the best for saving you time and energy when running
your business.
Below you can click through and find everything you need to get started! If you
have any questions or ideas on how I can improve this product, please feel free
to send me a message. I am always here!
If you don't already have an account, you will
ACCESS CANVA
need to sign-up for Canva.
If you do, head over to the templates! ACCESS TEMPLATES
Onboarding Templates
STEP ONE
Click the black button for the template you would like to access. You will be taken to the
section of the PDF where you can access the Canva link and tutorial video link. If you
have any questions, please feel free to send me a direct message.
SURPRISE GIFT! INTAKE FORM TRACKER
GET ACCESS GET ACCESS GET ACCESS
SERVICES DISCOVERY EMAILS
GET ACCESS GET ACCESS GET ACCESS
AGREEMENT WELCOME QUESTIONNAIRE
GET ACCESS GET ACCESS GET ACCESS
Business Cards
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc,
Canva template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO DIGITAL BUSINESS CARD
Select which template you would like to
access. Once the template is open in Canva,
ACCESS DESIGN KIT
head on over to "How To Edit."
PRINTABLE BUSINESS CARD HOW TO EDIT
Business Cards
Set It Up
Not sure how to set-up your template? No problem, let me show you
some of the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
Intake Template
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc,
Canva template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO INTAKE TEMPLATE
Select which template you would like to
access. Once the template is open in Canva,
ACCESS DESIGN KIT
head on over to "How To Edit."
INTAKE BANNER HOW TO EDIT
Intake Template
Add It To
YourAccount...
Not sure how to set-up your
template? No problem, let me show
you some of the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
Client Tracker
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc,
Canva template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO CLIENT TRACKER TEMPLATE
Select which template you would like to
access. Once the template is open in Canva,
ACCESS DESIGN KIT
head on over to "How To Edit."
HOW TO EDIT
Client Tracker
Set It Up
Not sure how to set-up your template? No problem, let me show you
some of the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
Email Template
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc,
Canva template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO EMAIL TEMPLATE
Select which template you would like to
access. Once the template is open in Canva,
ACCESS DESIGN KIT
head on over to "How To Edit."
EMAIL SIGNATURE HOW TO EDIT
Email Template
Set It Up
Not sure how to set-up your template? No problem, let me show you
some of the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
Discovery Process
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc, Canva
template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO
DISCOVERY TEMPLATE
Select which template you would like to
access. Once the template is open in Canva,
head on over to "How To Edit." HOW TO EDIT
Discovery Process
Set It Up
Not sure how to set-up your template? No problem, let me show you some of
the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
MORE
Services Template
Add It To
Your Account...
Below you will find buttons that will give you access to the Canva
template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO SERVICES TEMPLATE
Select which template you would like to
access. Once the template is open in Canva,
ACCESS DESIGN KIT
head on over to "How To Edit."
HOW TO EDIT
Services Template
Set It Up
Not sure how to set-up your template? No problem, let me show you
some of the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
Discovery Process
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc, Canva
template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO
DISCOVERY PROCESS
Select which template you would like to
access. Once the template is open in Canva,
head on over to "How To Edit." HOW TO EDIT
Discovery Process
Set It Up
Not sure how to set-up your template? No problem, let me show you some of
the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
Client Agreement
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc,
Canva template and Design Kit.
TEMPLATES
STEP TWO ACCESS TEMPLATES
Select which template you would like to
access. Once the template is open in Canva,
head on over to "How To Edit."
Welcome Template
Add It To
Your Account...
Below you will find buttons that will give you access to the Canva
template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO WELCOME TEMPLATE
Select which template you would like to
access. Once the template is open in Canva,
ACCESS DESIGN KIT
head on over to "How To Edit."
HOW TO EDIT
Welcome Template
Set It Up
Not sure how to set-up your template? No problem, let me show you
some of the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
MORE
Questionnaire
Template
Add It To
Your Account...
Below you will find buttons that will give you access to the Google Doc,
Canva template and Design Kit.
TEMPLATES HOW TO EDIT
STEP TWO QUESTIONNAIRE TEMPLATE
Select which template you would like to
access. Once the template is open in Canva,
ACCESS DESIGN KIT
head on over to "How To Edit."
QUESTIONNAIRE BANNER HOW TO EDIT
Questionnaire
Template
Set It Up
Not sure how to set-up your template? No problem, let me show you
some of the basics!
TEMPLATES HOW TO EDIT
STEP THREE ACCESS HOW TO EDIT
Not sure how to set-up your template? No
problem, let me show you some of the basics!
Onboarding Templates
Let's
Launch!
Need anything else for your business? Just like this, you will find a whole
collection of resources in my shop.
If you have any questions or ideas on how I can improve this product,
please feel free to send me a message. I am always here!
desireé sandison
Desireé Sandison
Get Set Launch
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