★★★★★ 10,000+ Creatives
Client Onboarding | Adobe, Canva | 2024
Landing a client is just the beginning. A professional onboarding process sets the tone for the entire project, establishes clear expectations and gives your client confidence that they made the right choice. This template makes sure every client starts their journey with you the right way.
Benefits
- Reusable & completely customisable - saves you time (we save on average $2000+ worth of time per client)
- Filled with our real onboarding process (use as inspiration to create your own or just copy ours)
- Purposefully and thoughtfully designed to appeal to clients
- Complete with a step-by-step guide on how to complete the onboarding process with our ‘Boring School’
When to use this framework?
An onboarding document is used after your client has paid their deposit and signed their agreement.
What's included?
- Adobe Illustrator, InDesign & Canva files
- 21 customisable pages
- Boring School (included in template layers)*
- Complete Onboarding process within
- How-to-use guide
- Boring Licence (Digital Product Licence)
What can I customise?
All Boring Studios templates are fully customisable to your liking. There are prompts, Boring School and a how-to-use guide to show you how to customise the product.
What you need to use this framework
- Adobe Illustrator or;
- Adobe InDesign or;
- Canva account
- Basic knowledge of the software to edit the template
Why are Boring Studios’ frameworks better than competitors?
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Boring School:
- Examples inside every template (unlike competitors)
- Prompts on every page to help you fill out and understand the template (unlike competitors)
- Support when you need it - our emails are always open for questions (unlike competitors)
- Once a purchase is made, you can download your frameworks or product from the purchase confirmation page instantly.
- You will also receive an order confirmation email and an additional email containing your purchase within 5 minutes.
- Make sure to check your spam if you can’t see it.
- Once you’ve received the email, open the zip folder and start exploring.
- If you haven’t received your products, email penelope@boringstudios.com.au with your order number and email used for purchase.
You may not resell, copy, distribute, or republish any Boring Studios product, or present the original framework or product as your own system. Modified outputs delivered to your own clients as part of your services are permitted.
Colours and images may vary from the product images shown. Product mock-ups, fonts, stock images, or photography shown in previews are for display purposes only and are not included with your purchase (unless explicitly stated).
Slight variations in layout or content may exist across versions. All examples are fictional. Any resemblance to real people or brands is purely coincidental.
The font “Helvetica” is used in the Canva frameworks and this font is only available to Canva Pro account holders. Alternatively, if you do not wish to use a Canva Pro account, you can use a free Canva account and change the Helvetica font to a free font or licence the font for a small fee.
For branding frameworks or frameworks designed for use in Adobe applications, you may need to download and install additional fonts separately. Font download links are provided within the framework where applicable.
This product does not constitute legal, financial, or professional advice.
Due to the nature of digital products, all sales are final and non-refundable. If within 14 days of purchase you have genuinely attempted to implement the framework, system or workspace, but feel it has not improved your workflow, you may request a refund. Conditions apply in the full terms below.
Read the full Boring Studios Terms of Service.
Questions? penelope@boringstudios.com.au
Simple Terms:
- Use within your business and team.
- Use with clients as part of your services.
- We are not liable for anything that happens when you use this framework.
- For Adobe-based frameworks, additional fonts may need to be downloaded separately.
- Do not sell, recreate, or present this framework as your own product or system.
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One-time payment. No subscriptions, no renewals. Yours forever.
Let customers speak for us
from 204 reviewsI was skeptical about another 'business toolkit' but this is different. Everything from client onboarding to offboarding is covered. I stopped losing things in my inbox.
I've tried building my own processes from scratch three times. CBOS gave me a framework that was ready to use from day one — and flexible enough to actually fit how I work.
🐐
Client Proposal Template
Brand Book
Easy to use, perfect for clients. Def get it!!
I purchased this template to try and win a cool project. In the end the job was offered to me and so instead I used it to present my concepts. A time saver! Also all three concepts were approved. lol. So a 100% success rate. I love how it saves time with copywriting AND design.
Amazing value as always - thank you Eden and Penelope!
I didin't even know I should charge by package and not by hour...lol. Oh well now I know
really can't ask for much more
I've used a heap of other templates before (mainly free) but this one actually had real content inside that I could copy/ adjust. Been following these guys for a while and I now know it was for good reason.
seriously game changing - I know exactly what I'm sending all the people wanting to work with me in my dms
It’s like these templates read my mind. They make me look like a genius to my clients.
I had to submit my portfolio to an agency with very little time. Using this tool allowed me to spend more time collating my best work, so thanks for the gentle push and helping hand. Here is to landing not one, but hopefully two new clients for 2025!
First of all, you guys are incredible!
Thanks again for helping me with the payment issue, so I could get the bundle.
I must say that I jumped straight into work as soon as I got the bundle, and it helped me go so much faster. I could send proposals and start my branding strategies at the same time, and I really needed that.
The templates are clean, easy to use AND to understand thanks to Boring Schools layers. You learn and you apply at the same time, what esle could we ask for?
Thanks again Boring Studios!
