Welcome Guide Template
Software | Canva or Adobe InDesign
Size | 16-9 full screen, 4-3 presentation
HOW TO USE | MINI WORKSHOP INCLUDED
Introduction
Say hello to our Paloma Welcome Guide template and mini-workshop, beautifully designed to enhance your client's experiences and streamline their onboarding process.
Fully customisable in Canva and/or Adobe InDesign, you can easily edit this template to suit your branding and processes in just a few clicks.
As designers, we know that every detail matters. Sending your clients a professionally designed packet to officially welcome them to your studio will not only help to set expectations and promote transparency and trust, but will also excite them about what's to come.
With done-for-you copy and visually stunning layouts, this template follows the exact structure we use in our own design studio and has transformed the relationships we have with our clients. They feel informed, involved, and delighted from the get-go.
Far more than just a template, we include a mini-workshop in our resource platform to guide you through each section. We also share an example welcome video from our co-founder Sharon, which we record for each client and embed into the Welcome Guide for a truly personable experience.
Inside the template
In total, we include 22 pages professionally designed by us.
You can fully customise and move pages around to suit your own process.
Pages include
1. Cover Page
2. Welcome
3. About
4. Project Details
5. Team
6. Billing Stages
7. Phases
8. What To Expect
9. Client's Role
10. FAQ
11. Communication
What's included?
Present beautifully
We're all about crafting unforgettable experiences through our designs. Impress your clients with our beautifully designed, professional templates, easily customisable in just a few clicks using Adobe InDesign and Canva (Powerpoint coming soon).
Mini-workshop included
We include a mini video workshop, taking you through this entire template, what we've included within it and how we use it in our own Interior Design studio with our clients.
We also include videos showing you how to customise this template in the platform of your choice.
Purchase once, keep forever
With a timeless design and free updates, we've built templates that are built to last.
Real copy
We've included the actual copy we use with our own clients. There's no need for you to spend hours trying to find the correct terms or piece sentences together, we've done it all for you. Just swap out keywords to match your studio.
Help guide
We include a help guide and video tutorials to show you how to customise your templates in the software of your choice in our own resource platform.
Photographs are not included
Please note, the photographs seen within the template are for illustrative purposes, and are not included in your template.
Instead your template will include simple placeholders designed to be replaced with your own images.
We do, however, supply a curated stock images guide where you can insert similar free imagery into your presentation that we've selected.
Details
Customise
Our templates are all fully flexible and customisable. Simply switch out fonts, colours, images, pages and text in just a few clicks in the platform of your choice – Canva (free or pro versions) or Adobe InDesign (Powerpoint coming soon).
There's no need to spend hours of your time creating your presentations - we've done all the hard work for you.
Software
Includes .INDD, .IDML and .PPT files. Compatible with Adobe InDesign CS4, CS5, CS5.5 & CS6 & CC and Canva template links.
Fonts
Free fonts are included with your purchase.
Images are not included
While images aren't included, we include a fully curated free stock image guide or simply swap out our simple image placeholders for your own imagery.
This template grants you unlimited personal use for one individual, the purchaser, or interior company with up to 15 users. You cannot, under any circumstances, distribute, share, lease, duplicate, resell, sub-license, claim it as your own or re-purpose or re-design the template or it's content to create a competing product to sell. For more information please read our license information.
© Casa Ren Studio
Due to the digital nature of this product, we do not offer any refunds or exchanges. For more information please read our returns policy.
What size does this template come in?
Two sizes are included:
- 16:9 for full-screen presenting (PDF)
- 4:3 for smaller screen presenting (PDF) and A4/US Letter printing
Does it work in the free version of Canva?
Yes, absolutely.
Are images included?
No, instead we include basic placeholders for you to replace with your own imagery. Several of our templates include generated imagery to guide you – but these are designed to be replaced.
We do, however, supply a curated Images Guide featuring a selection of free, similar stock images. You can download these images for free and seamlessly incorporate them into your template.
How customisable are they?
Our questionnaire templates are customisable in the free version of Canva and Adobe InDesign. Powerpoint is coming soon.
You can easily change colours, images, questions, pages, sections, text, logos and more.
We include help videos to guide you through how to edit in the platform of your choice.
Do I get free updates with this purchase?
Absolutely! We have lots of updates coming. Once you've purchased our template, you'll get access to our lifetime updates.
What language are the templates in?
Currently, the templates are only available in English. We will be adding more languages in the near future, so keep an eye out for our free updates.
Purchase once, use forever.
After your client has approved the Scope of Works and signed your contract, your Welcome Guide officially onboards them.
This beautifully designed packet not only reassures your client that they've made the right decision in hiring you, but also serves as a way of communicating your boundaries (say goodbye to clients texting you on a Sunday afternoon because they've found a beautiful sofa whilst out shopping).
We also share what we include on each page in our mini-workshop videos, which you'll be able to access in our resource platform. It's been transformative for our own design studio, and we can't wait for you to use it in yours.