Client Welcome Packet Template – Editable Introduction Kit for New Business Clients

Start every client relationship on the right foot with this Client Welcome Packet Template. Designed to professionally introduce your company, services, and processes, this editable Word document is perfect for onboarding new clients in consulting, marketing, coaching, legal, design, and other service-based businesses.

Included in this complete Welcome Packet:

• Welcome Letter – Personalize your greeting and set expectations
• Company Overview – Share your mission, values, and vision
• Services Overview – Detail your offers and deliverables
• Communication Guidelines – Explain how clients can reach your team
• Project Timeline – Visualize steps and milestones
• Payment Terms – Clarify pricing and billing process
• FAQ + Key Contacts – Eliminate doubts and improve trust

This kit helps your business appear organized, prepared, and client-focused — essential qualities for retention and referrals. Easy to edit in Microsoft Word.

Download your Welcome Packet and impress your clients from day one.