Client Onboarding Guide Template for Designers (InDesign, Illustrator, Canva + Adobe Express)
Onboard Your Clients Seamlessly with a Professional Onboarding Guide
Create an unforgettable first impression and set every project up for success with this easy-to-use Client Onboarding Guide Template.
Designed specifically for brand designers, freelancers, and creative studios, this guide helps you introduce your process, answer client questions, and kick off projects smoothly — without overwhelming email chains or endless back-and-forth.
Fully editable in Adobe InDesign, Illustrator, Canva, and Adobe Express, it's built to save you time, impress clients, and streamline your workflow.
What’s Included:
✔ 16 professionally designed pages (A4 size — 297mm x 210mm, RGB)
✔ 3 fully customizable sections:
Process Overview — Walk your clients through your design process, from kickoff to delivery
Deliverables & Tools Used — Explain what clients will receive and the platforms you’ll use
Project Kickoff — Help clients prepare for a smooth, successful project launch
✔ Layout options for multiple cover designs
✔ Real content examples from a working freelance branding process, including:
Brand design process breakdown
Brand Strategy Workshop FAQ
Branding Deliverables FAQ
Tools Used FAQ
How to use your client portal
Next steps guide
✔ Preview PDF for easy reference
✔ User Guides for Ai & Id, Canva and Express
✔ Terms and Conditions page template
Key Features:
Fully customisable in Adobe InDesign, Illustrator, Canva, and Adobe Express
Professional yet approachable design — adaptable to fit any brand style
Based on real-world agency and freelance processes
Saves hours of admin time by answering common client questions upfront
Builds trust, sets clear expectations, and enhances your overall client experience
Perfect For:
Freelance brand designers
Web designers and creative studios
Service providers who want to polish their onboarding process
Designers ready to elevate their client experience
Why You’ll Love It:
This onboarding guide helps you stop wasting time explaining your process over and over — and start welcoming clients into a clear, confident, and exciting project journey.
First impressions matter. Set yourself apart as a professional from day one.
Onboard Your Clients Seamlessly with a Professional Onboarding Guide
Create an unforgettable first impression and set every project up for success with this easy-to-use Client Onboarding Guide Template.
Designed specifically for brand designers, freelancers, and creative studios, this guide helps you introduce your process, answer client questions, and kick off projects smoothly — without overwhelming email chains or endless back-and-forth.
Fully editable in Adobe InDesign, Illustrator, Canva, and Adobe Express, it's built to save you time, impress clients, and streamline your workflow.
What’s Included:
✔ 16 professionally designed pages (A4 size — 297mm x 210mm, RGB)
✔ 3 fully customizable sections:
Process Overview — Walk your clients through your design process, from kickoff to delivery
Deliverables & Tools Used — Explain what clients will receive and the platforms you’ll use
Project Kickoff — Help clients prepare for a smooth, successful project launch
✔ Layout options for multiple cover designs
✔ Real content examples from a working freelance branding process, including:
Brand design process breakdown
Brand Strategy Workshop FAQ
Branding Deliverables FAQ
Tools Used FAQ
How to use your client portal
Next steps guide
✔ Preview PDF for easy reference
✔ User Guides for Ai & Id, Canva and Express
✔ Terms and Conditions page template
Key Features:
Fully customisable in Adobe InDesign, Illustrator, Canva, and Adobe Express
Professional yet approachable design — adaptable to fit any brand style
Based on real-world agency and freelance processes
Saves hours of admin time by answering common client questions upfront
Builds trust, sets clear expectations, and enhances your overall client experience
Perfect For:
Freelance brand designers
Web designers and creative studios
Service providers who want to polish their onboarding process
Designers ready to elevate their client experience
Why You’ll Love It:
This onboarding guide helps you stop wasting time explaining your process over and over — and start welcoming clients into a clear, confident, and exciting project journey.
First impressions matter. Set yourself apart as a professional from day one.
Onboard Your Clients Seamlessly with a Professional Onboarding Guide
Create an unforgettable first impression and set every project up for success with this easy-to-use Client Onboarding Guide Template.
Designed specifically for brand designers, freelancers, and creative studios, this guide helps you introduce your process, answer client questions, and kick off projects smoothly — without overwhelming email chains or endless back-and-forth.
Fully editable in Adobe InDesign, Illustrator, Canva, and Adobe Express, it's built to save you time, impress clients, and streamline your workflow.
What’s Included:
✔ 16 professionally designed pages (A4 size — 297mm x 210mm, RGB)
✔ 3 fully customizable sections:
Process Overview — Walk your clients through your design process, from kickoff to delivery
Deliverables & Tools Used — Explain what clients will receive and the platforms you’ll use
Project Kickoff — Help clients prepare for a smooth, successful project launch
✔ Layout options for multiple cover designs
✔ Real content examples from a working freelance branding process, including:
Brand design process breakdown
Brand Strategy Workshop FAQ
Branding Deliverables FAQ
Tools Used FAQ
How to use your client portal
Next steps guide
✔ Preview PDF for easy reference
✔ User Guides for Ai & Id, Canva and Express
✔ Terms and Conditions page template
Key Features:
Fully customisable in Adobe InDesign, Illustrator, Canva, and Adobe Express
Professional yet approachable design — adaptable to fit any brand style
Based on real-world agency and freelance processes
Saves hours of admin time by answering common client questions upfront
Builds trust, sets clear expectations, and enhances your overall client experience
Perfect For:
Freelance brand designers
Web designers and creative studios
Service providers who want to polish their onboarding process
Designers ready to elevate their client experience
Why You’ll Love It:
This onboarding guide helps you stop wasting time explaining your process over and over — and start welcoming clients into a clear, confident, and exciting project journey.
First impressions matter. Set yourself apart as a professional from day one.
For use with
Adobe InDesign, Illustrator, Canva and Adobe Express
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What’s Included:
✔ 16 professionally designed pages (A4 size — 297mm x 210mm, RGB)
✔ 3 fully customizable sections:Process Overview — Walk your clients through your design process, from kickoff to delivery
Deliverables & Tools Used — Explain what clients will receive and the platforms you’ll use
Project Kickoff — Help clients prepare for a smooth, successful project launch
✔ Layout options for multiple cover designs
✔ Real content examples from a working freelance branding process, including:Brand design process breakdown
Brand Strategy Workshop FAQ
Branding Deliverables FAQ
Tools Used FAQ
How to use your client portal
Next steps guide
✔ Preview PDF for easy reference
✔ Terms and Conditions page template
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Breakdown of the brand design process
Brand Strategy Workshop FAQ
Branding Deliverables FAQ
Tools Used FAQ
How to use your client portal
Next steps
All included from my own personal branding and freelance processes
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Simply drop in and mask your images in Adobe Illustrator, insert images into image frames in Adobe InDesign. Please note there are some very minor stylistic differences between each file type due to the nature of each application. Images are not included but can be sourced from unsplash.com and pexels.com under the creative commons licensing.
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This document uses the Google Font ‘DM Sans’ which is provided in the download files. Please install the fonts before opening using the provided files or through the Google Fonts online Library.
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You’ll receive a link to download the item upon purchase.
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For commercial use (please see the terms and conditions for more information). No returns, refunds or exchanges accepted, but please contact me if you have any issues with the digital product at hannah@hannahbacondesign.com
