This template is perfect for coaches, therapists, and service providers for onboarding new clients. 

Use this template to professionally showcase your coaching framework, features, packages, pricing, and process. Easily edit the Canva template to match your branding, save and send it to your client. This template is completely customizable. 


• 20 pages - Letter Size Canva Template - 8.5” X 11”

• Instant Access to Templates so you can get to work immediately

• Links for Canva Video Tutorial - Learn how to use Canva and customize your templates

• Client Onboarding Packet - 20 pages


1. You will need a free Canva account to be able to see and edit this template. You can sign up at

2. After you order, you will receive immediate access to a PDF document with the link to download your files.

3. Click the link within the PDF to go to the Canva template.

4. Edit and reuse your template as many times as you’d like.

Due to this being a digital product, I cannot offer refunds or exchanges. If you have any problems with the download or file, please contact me and I will be happy to help you.

This is a digital INSTANT DOWNLOAD, no physical copy will be provided.

These templates are for personal use for you and your own business only. You may not redistribute them or sell them as templates.

Client Onboarding Template