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30+ Page Welcome Guide Template for Designers
This is for you if you're frustrated because clients keep crossing your boundaries, don't adhere to the timeline, and don’t value your processes.
30+ page Canva template
Created for brand and website projects
Detailed Instructions
More than 1 layout for the cover, index, timeline and section divider pages
No Lorem Ipsum
£40 | ADD TO CART →
All those moments of frustration can be both draining and time-consuming, diverting your focus from the creative work you're truly passionate about.
With the Welcome Guide Template for Designers, you can show your clients you care about their experience while setting clear expectations & boundaries. It ensures that your clients understand your approach, design process, and what's expected of them, leaving no room for boundary-crossing, timeline disruptions, or misunderstandings.
The Welcome Guide covers all the essentials to guide your client through the design project professionally. It has sections to welcome the client, provide an overview of your processes, share project timelines, get started instructions, and a FAQ. Plus, it gives clear feedback guidelines to keep the project moving forward.
A 30+ page Canva template that can be easily customised to match your brand design. Say goodbye to starting from scratch – this welcome guide is ready to use with no placeholder text and has instructions for each section where you need to personalise it.
included
instructions
results
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ADD TO CART →
included
instructions
results
not included
I've got you covered with a detailed step-by-step video that walks you through the entire welcome guide. I'm also highlighting what you need to personalise and give advice on how to run smooth brand and website design projects.
included
instructions
results
not included
Your welcome guide is more than a document; it's your key to starting a project on the right foot, showing clients you care about their experience while setting clear expectations. This template is strategically designed to help you feel more confident as you guide your clients through your design projects.
Your welcome guide is more than a document; it's your key to starting a project on the right foot, showing clients you care about their experience while setting clear expectations.
This template is strategically designed to help you feel more confident as you guide clients through design projects.
included
instructions
results
not included
The images used are personal project mock-ups. These are examples only and are not included.
How it works
01
After purchasing, you will receive a link to the Canva template that contains the fully customisable welcome guide, ready for you to edit and use.
02
Update the guide with your branding, processes, and any specific details to match your design studio’s unique style and client journey.
03
With your next client, simply duplicate the welcome guide, personalise it for the new client and project, and send it off for a seamless, professional introduction!
ADD TO CART →
Frequently asked questions
Do I need Canva Pro to use this template?
Nope! The template works seamlessly with Canva’s free version. That said, if you have Canva Pro, you’ll have access to extra design elements, but it’s not a requirement to make the most of this proposal template.
What makes this proposal template different from others?
This isn’t just a pretty design—it’s a strategic tool tailored specifically for brand and website designers. The fully written content helps set boundaries, align expectations, and establish authority with your clients right from the start, saving you time and frustration.
Is Lorem Ipsum included in the template?
Does the template include instructions?
Yes, detailed instructions in the form of a video and comments inside the template are included to guide you through customization and ensure you get the most out of your welcome guide. It’s designed to be as practical and stress-free as possible.
Can I customise the layout and design to match my brand?
Of course! Every element—from fonts and colours to layout—is fully customisable. You can adapt it to reflect your brand’s style and ensure it feels like a natural extension of your business.
How many sections are included in the template?
The template includes 30+ pages, complete with multiple layout options for the cover, index, timeline and section divider pages. It’s built to address everything your clients need to know—from timelines to expectations—while keeping your boundaries clear.
Can I use this template for multiple clients?
Can I get support for the template I purchase?
Yes, you can get support for any templates you purchase! After your purchase, you'll be directed to a thank you page, which includes a scheduler for booking a free support session.
Nope! The template works seamlessly with Canva’s free version. That said, if you have Canva Pro, you’ll have access to extra design elements, but it’s not a requirement to make the most of this proposal template.
Do I need Canva Pro for this template?
Yes, detailed instructions in the form of a video and comments inside the template are included to guide you through customization and ensure you get the most out of your welcome guide. It’s designed to be as practical and stress-free as possible.
Does the welcome guide template include instructions?
The fully written content helps set boundaries, align expectations, and establish authority with your clients right from the start, saving you time and frustration.
What makes this welcome guide different from others?
Can I customise the layout and design to match my brand?
Is Lorem Ipsum included in the welcome guide template?
How many sections are included in the template?
Can I use this welcome guide template for multiple clients?
Can I get support for the template I purchase?
Brand Clarity & Designer at Sue Forrest Agency
Sue Forrest
For my proposal, I needed inspiration about the format and the content. The template was filled with great language that inspired my own language for the proposal. I really like that there were layout options.
Designer at Cardinal Web services
Mary Lou Hoover
Before the workshop, I felt a little bitter and frustrated. I had worked on Dubsado for five months to build it. I worked with a Dubsado specialist who never fulfilled her contract, and I was about to give up altogether until I found Stephanie!!! The workshop was comprehensive and was much more helpful than any YouTube or advice I received from specialists or random blogs. Now I feel confident and willing to let Dubsado help take some of the workload off onboarding and offboarding clients.
Brand & Website Designer at Rude Creative
Rebecca Murphy
Apologies if I was quiet, but you were SO THOROUGH with everything that I didn't even have any questions. You truly packed so much into that session that I can only imagine what the rest of the week covers. Thank you again for everything, this is exactly what I needed and I can't wait to implement it into my business!!
Designer at Prayana Design
Jessica van Twuiver
The Email Templates were great as a foundation as I sometimes got totally stuck on what to write and include in my emails.
Hi, I'm Stephanie
Client experience, DUBSADO & CLICkUP EXPERT REPORTING FOR DUTY
I deeply appreciate the creative minds who keep pouring their hearts into building unique and captivating brands and websites for their clients.
Running a design studio takes more than simply being great at your craft— you’re constantly juggling project management, client demands, and endless admin tasks.
Even when deadlines loom and scope creep threatens to derail your projects, clients expect you to turn your creativity on like a lightbulb—instant, bright, and ready to dazzle. While your clients might be happy with the end result, you’re left exhausted.
That’s exactly why I started The Streamlined Creative
I didn’t add educational resources to my design studio merely as a smart business move; I walked away from designing. I now can wholeheartedly dedicate my energy and expertise to helping designers like you streamline their processes and elevate their client experiences.
You need someone on your side who understands the frustrations of projects running out of scope and the struggles of explaining to clients that because their favourite colour is pink it does not mean it belongs in the colour palette for their branding. But I’m not here to teach you how I ran my design studio.
Instead, I roll up my sleeves, dig into the details with you, and develop a personalised strategy to help you build a design studio that runs seamlessly, establish more efficient processes, and leave your clients more satisfied
Meet Your New left-brained behind-the-scenes partner →
