Client Roadmap Kit– Editable Canva Template for Service Providers

$25.00 $35.00

Help your clients feel confident, clear, and cared for with this fully customizable Client Roadmap Template—designed to guide them through your process from start to finish.

Whether you work 1:1 or on a project basis, this roadmap helps set expectations, reduce overwhelm, and enhance your onboarding experience.

  • Editable in Canva (drag-and-drop design)

  • Includes 3, 4, 6 & 10-step roadmap layouts

  • Bonus: Onboarding checklist + welcome email template

  • Designed for VAs, OBMs, creatives, and service providers

Help your clients feel confident, clear, and cared for with this fully customizable Client Roadmap Template—designed to guide them through your process from start to finish.

Whether you work 1:1 or on a project basis, this roadmap helps set expectations, reduce overwhelm, and enhance your onboarding experience.

  • Editable in Canva (drag-and-drop design)

  • Includes 3, 4, 6 & 10-step roadmap layouts

  • Bonus: Onboarding checklist + welcome email template

  • Designed for VAs, OBMs, creatives, and service providers

Client Roadmap Kit Template-Canva Template.png

What’s Included:

  • 16-page editable Canva template

  • 3-step, 4-step, 6-step, and 10-step client roadmap layouts

  • Pre-written copy on every page — no Lorem Ipsum

  • “How to Use This Template” guide

  • Client-facing pages: welcome, tools & resources, contact, notes

    • Bonus: Client onboarding checklist (Google Docs format)

    • Bonus: Copy-and-paste welcome email template

    • Bonus: “Start Here” quick-start PDF

    • Digital product license (personal + client use only)

Client Onboarding & Proposal Canva Template
$25.00 $35.00