The client onboarding bundle includes all the templates and guides to enable you to successfully onboard a new client and jump start the planning process with design boards, venue search, event budgets and more!
The tools consist of an array of Canva files, Google Word Documents and Google Sheets, Excel Spreadsheets & PowerPoint Presentations.
The business template bundle includes:
Client intake questionnaire
Event project plan (Master guide to organizing all the event details)
Event budgets (Corporate and social event budget)
Design board template (12 templates in total)
Venue site tour guide
Venue search comparison
How it works: After you complete your purchase you will receive an email that includes your zip drive folder full of templates and most importantly the Client Onboarding Template Bundle_GUIDE that includes links to online templates in Canva and Google.

