Client Onboarding Templates

Best Sellers

Purchased over 13400+ Times by Designers and Architects

Need Support? Contact us Anytime.

Frequently Asked Questions

  • You can use Canva (free or pro), PowerPoint, or Keynote — no advanced software or design skills needed.

  • Yes! You can easily update fonts, colors, text, logos, and images to reflect your brand’s style and tone.

  • Absolutely. All file types are compatible with both operating systems and can be edited in Canva online.

  • Instantly! Once you check out, your download links will be available right away via email and on the confirmation page.

    If you still do not receive it for any reason, e-mail us at hello@chiquenest.com and we will resend you the files.

  • They’re designed to support all levels — whether you’re just starting out or refining an existing business, the templates save time and elevate your client experience.

  • Yes, these are reusable assets. You can customize them for as many projects or clients as you like.

  • Due to the digital nature of the product, all sales are final. But if you need support with your files, we’re here to help!

  • Yes! Check out the full Client Prospecting Pack Bundle or Client Onboarding Pack Bundle to get all templates in one discounted set — plus lifetime updates.

  • Definitely. All purchases come with free lifetime updates whenever we release improvements or new features.

  • You can! For the best experience, use the Canva app or PowerPoint/Keynote on mobile — perfect for quick edits on the go.