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Client Welcome Packet — preview 1

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The details, before you decide

A closer look.

Inside the resource

What’s inside

Meeting preparation, consultation questions, team contacts, process overview, glossary and FAQs for an agent to adapt to the actual service and agreements.

You receive

Files to edit, read and keep

PDF

PDF

Read, print or annotate

12-page editable Canva document in Sage & Cream, Terracotta & Ivory and Slate & Champagne. Two-page PDF access and setup guide with 3 template links.

How to use

From download to ready to use

Keep an unchanged master, create a working copy and follow the instructions included with this resource.

    Formats & scope

    Know exactly what you’re getting

    Included

    • PDF
    • Canva

    Not included

    • A physical product or shipping
    • An Excel spreadsheet

    Format and access

    A4 portrait, 210 x 297 mm. This is not US Letter. A Canva account is required. Create your own copy, replace examples and export your customized PDF. Word files and interactive PDF fields are not included. Canva plan and asset-license restrictions apply; premium elements may require payment or replacement.

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