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This all-in-one bundle includes the four most important templates every online service provider needs to look polished, feel legit, and run a smooth, professional client experience from start to finish. Whether you're a VA, OBM, SMM, or creative, these templates are designed to save you hours, set clear expectations, and give your clients serious confidence in working with you.
Portfolio Template – Show off your work, services, and results with a professional portfolio
Proposal Template – Pitch your packages with clarity and confidence (no more awkward emails or clunky PDFs)
Welcome Pack Template – Set boundaries, outline next steps, and deliver a smooth onboarding experience
Contract Template – Plain-English contract with flexible clauses and add-on pages for SMMs + creatives
only £49. 99
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client onboarding
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What's inside the bundle?
Whether you're a Virtual Assistant, OBM, Social Media Manager or creative freelancer, this fully editable contract template gives you the confidence to start every project professionally.
What’s Inside?:
- A clean, easy service agreement, written in plain English (not legal jargon)
- Built-in flexibility: use as a monthly retainer, 50/50 split, or custom payment plan
- Clauses that actually protect you, covering scope, deadlines, ownership, cancellations, refunds + more
- Bonus add-on pages tailored for Social Media Managers and Creatives
- Customisable sections (highlighted in orange) so you can plug in your own pricing, policies + details
- Clear step-by-step usage notes so you know exactly what to keep, tweak, or remove.
Created by a service provider, for service providers, with the boundaries, clarity, and client protection I wish I had from day one.
contract template
This fully editable Client Proposal Template is designed for freelancers, VAs, OBMs, SMMs, and creatives who are ready to level up their client experience and pitch like a pro.
Whether you're sending a project quote, retainer options, or a custom service outline. This proposal helps you position your work with clarity and confidence.
PROPOSAL TEMPLATE
This fully editable Welcome Pack Template is your go-to for onboarding new clients with ease.
Whether you're a VA, OBM, SMM, or creative freelancer, this template helps you set expectations, establish boundaries, and give your clients a seamless onboarding experience from day one.
welcome packet TEMPLATE
This editable portfolio template is designed for VAs, OBMs, freelancers, social media managers, and creatives who are ready to present their work like a pro.
Whether you're sharing it in a pitch, linking it on your site, or attaching it to your proposals. This template helps you communicate your value, clearly and beautifully.
Portfolio TEMPLATE
This design displays fonts that require additional licensing for use.
You can swap out the paid fonts easily for free Google fonts if you wish
This design requires a Canva subscription.
This license grants you permission for use for your own personal / business use. You do not have permission to resell this template.
licensing & usage
This is a template for educational and informational purposes only. It is not legal advice. Please consult a qualified legal professional to ensure it suits your business and local laws.
