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Editable New Client Questionnaire, Instant Download, Edit on Canva
Stop wasting your time and energy and let this template do the heavy lifting, so that you can get back to what matters most - running your business!
If you are a service based business owner (coach, social media manager, virtual assistant, bookkeeper) this template was created just for you!
WHAT YOU WILL GET:
• Editable Canva New Client Questionnaire Template
• Lifetime Access to Future Updates
• Instant Download after purchase
• Branding Kit
• BONUS #1 How To Edit In Canva Video Tutorial
• BONUS #2 How To Make PDF Typable
20+ EASY TO EDIT PAGES:
• Cover Page (2 options)
• Introduction
• Client Info Form /Business Basics
• Short Answer
• Long Answer
• Yes/No Questions
• This or That
• Likert Scale
• Multiple Choice
• Image Multiple Choice
• Colour Pallet Multiple Choice
• Brand Assessment
• Client Agreement
• Rating Scale
• Instructions: How To Send Back
• Next Steps
• Contact Page
*You can personalize this template by rearrange the pages how you want by simply duplicating the pages you need or deleting the ones you don't!
HOW IT WORKS:
It's as easy as 1-2-3!
*IMPORTANT NOTE: You MUST have a Canva account in order to access this template. Canva is free to sign up and use (unless you want access to the Premium Version), all you need is a Name, Email Address, and a Password to start.
Sign up here: canva.com OR after your purchase, follow the link provided in the PDF Download to get started.
1️⃣
PURCHASE
Add this listing to your cart by clicking “Add to Cart”, and than complete the order by submitting your payment information.
2️⃣
DOWNLOAD
After you complete your order, you will see the link to download a PDF file, which will include links to the template and tutorials.
You will also find the download in your purchase area: https://www.etsy.com/your/purchases
3️⃣
EDIT
If you are new to Canva you will need to create an account. Take a few minutes to watch the tutorials before diving into customizing the template to fit your business and brand.
*IMPORTANT: Photos are not included! I do not have the licensing to share the photos you see in template examples. You must add your own photos. In the "How To Edit" video tutorial I do share a link to some of my go-to places for great stock photos.
STILL SHOPPING?
Select the ❤ FAVORITE button on the right to save this product, so that you can easily find when it's time to make a decision.
ADDITIONAL NOTES
⬇️
*Due to the nature of this transaction, I cannot offer refunds or exchanges on any purchases. However, if you have any problems with the download or file, please contact me here on Etsy and I’ll help to resolve it as quickly as possible!
*You will receive an INSTANT DOWNLOAD, no physical copy will be shipped.
*Due to variations in monitors, web viewing devices and printers, the colors shown on your screen may vary slightly from the actual printed file.
*If you have any questions, please feel free to message me!
OTHER BUSINESS RESOURCES
Offboarding Client Package Link
https://www.etsy.com/ca/listing/1191847464/client-offboarding-template-editable?click_key=e9d0af2e1ef10fc5a63fa67356d9b94009dd336e%3A1191847464&click_sum=76ec2208&ref=shop_home_active_3
Webinare Slide Deck Link
https://www.etsy.com/ca/listing/1191856036/webinar-slide-deck-templates-masterclass?click_key=5e73447dc67b703de6b373a4ddaffe1e85cb49fd%3A1191856036&click_sum=1d1d2b21&ref=shop_home_active_2
Project Proposal Template Link
https://www.etsy.com/ca/listing/1205211771/project-proposal-template-proposal?click_key=9f60407b30ced629a57cd9df37c178c5473fb576%3A1205211771&click_sum=93ee0111&ref=shop_home_active_6
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