How to Make a Client Welcome Packet in Canva | Dubsado Client Welcome Packet

In this video tutorial, I'll take you through the steps to create your own client welcome packet to share with new clients in your business.
Whether you're a photographer, an interior designer, or a brand strategist, this tutorial will help you create a client welcome packet that you can host and share with new clients and welcome them as you begin working together.
I'll walk you through the different steps to show you how to create a client welcome packet in Canva or in Dubsado. I'll show different options to host your welcome packet pdf: a Canva share link, on Google Drive or on your website, all using simple and easy-to-follow instructions.
By the end of this video, you'll be able to create your welcome packet to help you with your client onboarding, impress all your new clients and provide them with an elevated client experience they will remember. Let's get started!
#newclients #onboarding #canvadesign
0:00 Welcome & Intro on Welcome Packet
1:06 Welcome Packet vs. Service Guide
2:04 Create a Welcome Packet in Canva
4:49 Sharing a Welcome Packet using a Canva View-Only Link
5:18 Sharing a Welcome Packet on Google Drive
7:19 Sharing a Welcome Packet from your Website
9:44 Create a Welcome Packet in Dubsado
12:00 Thank you & Work with Me
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On this channel, I create videos around Dubsado and other tutorials to help you run an online business. Learn more at: www.emakatiraee.com/

[@emakatiraee]

Here is a blog post where I go through the recommended sections to include in your welcome packet: www.emakatiraee.com/blog/client-welcome-packet

[@franzrenzi2678]

This is very helpful. Thank you!

[@emakatiraee]

You're welcome!!

[@denisepeterson9485]

This was VERY HELPFUL!!! Thank you so much!!

[@emakatiraee]

you're so welcome!

[@rdo4609]

Thank you very informative. But I do have a question on packet pdf file. What happen if I'm gonna personalize it based on clients needs "with the same link"? I'm sorry as newbie just trying to figure out.

[@emakatiraee]

If you need to personalize your welcome packet for each client, then you'd have a unique link for each client.

[@rdo4609]

@@emakatiraee thank you