What’s inside the Client Welcome Pack.
8 pages with real content in place. Rewrite them, reorder them, or add your own.
- 1Page 1Cover: a welcome to the client by name over a topographic map, the milestones as a dotted trail to the launch, and a pass card with who it's for, the project, the lead and the dates
- 2Page 2A letter from the project lead with her photo and signature, the project at a glance (agreement, dates, first deliverable, feedback rounds, fee, sign-off, success measure) and what's inside
- 3Page 3Who's who: both teams in two columns with photo, role, what each person decides, email and working hours, with one decision-maker and one day-to-day contact named on each side
- 4Page 4What happens next: the sixteen weeks on one timeline (five phases, the Tuesday milestones, the client's review windows, their due dates and the studio's closures) and the first two weeks day by day up to the discovery findings on day 14, with the client's time
- 5Page 5How we work together: a normal week (the Tuesday milestones, the Thursday call, the Friday status note), each channel with what it's for and its reply time, where files live, a sample status note and how to escalate
- 6Page 6Feedback and approvals: the five steps of a feedback loop (two rounds of three business days, one consolidated set of comments), when each sign-off falls, scope in and out, and how change requests work
- 7Page 7What we need from you: fourteen items in five dated groups, each with how to send it and who owns it, the launch dependency flagged, and notes on passwords and late items
- 8Page 8Billing, FAQ and contacts: the three invoices with amounts and status, payment terms and rates, four questions clients ask, and who to call, with links to the client space
When to use it.
Client Welcome Pack is an eight-page onboarding document a studio, agency or consultant sends a new client once the contract is signed. It opens with a letter from the project lead and the project at a glance, then covers who's who on both sides, the whole plan on one timeline with the first two weeks day by day, how the two teams talk and share files, how feedback, sign-off and scope changes work, a dated checklist of what you need from the client, and billing, common questions and contacts. Every date and amount comes from one plan, so the pages agree.
Made for
- Agencies and studios
- Freelance designers and developers
- Consultants and coaches
- Teams that scope projects before pricing
Make it yours in five steps.
Open it in Reports and work through it, or let Docsiv AI do the first pass with your details.
- Step 1
Put your client's name, your project lead and the project dates on the cover and in the letter.
- Step 2
Swap in both teams' photos, roles and contacts, and name one decision-maker and one day-to-day contact on each side.
- Step 3
Change the timeline, the review windows and the checklist of what you need to match your statement of work.
- Step 4
Copy the scope and the invoice schedule word for word from the signed contract.
- Step 5
Send it as a PDF or a link the day the contract is signed, before the kickoff.
Start from the Client Welcome Pack now.
Questions about this template.
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Is the Client Welcome Pack template free?
Yes. Create a free account and it opens in Docsiv's Reports app, ready to edit and share. The Free plan includes every Docsiv app and 500 AI credits a month.
Can I change the colours, fonts and text?
Yes, all of it. The template uses Bricolage Grotesque and Mrs Saint Delafield with #2442c4, #f5d565, #faf6ee, #151a2e, #f2ecdf, and you can change any of them, rewrite every word and add or remove pages.
What can I export it as?
Reports in Docsiv offers: Report pages with charts, PDF and HTML exports. Once it's saved, you can also share it with a link.
Can Docsiv AI write the client welcome pack for me?
Yes. Tell Docsiv AI about the client or project and it can draft the content in this template's style, which you then review and edit. AI uses credits; the Free plan includes 500 a month.
Start your intake form with Docsiv AI
Describe the client or the project and Docsiv AI writes a first draft of your client welcome pack for you to edit, share and send.