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Stacey Shanklin-Langford

By the end of this project, you will create the main components of a client welcome kit for use in your small business. You will be able to incorporate a color scheme, images, and other design elements for aesthetically pleasing and value-added business marketing collateral. This course will include intermediate to advanced level skills using the free version of Canva. You will create the following pages: cover, content/index, introduction, service, project process, portfolio, what to expect/conditions, contact, end page with space for a quote. Creating a high-quality welcome kit is the perfect way to communicate your business expectations and show your excitement about working with your new client.

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By the end of this project, you will create the main components of a client welcome kit for use in your small business. You will be able to incorporate a color scheme, images, and other design elements for aesthetically pleasing and value-added business marketing collateral. This course will include intermediate to advanced level skills using the free version of Canva. You will create the following pages: cover, content/index, introduction, service, project process, portfolio, what to expect/conditions, contact, end page with space for a quote. Creating a high-quality welcome kit is the perfect way to communicate your business expectations and show your excitement about working with your new client.

Note: This course works best for learners who are based in the North America region. We’re currently working on providing the same experience in other regions.

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What's inside

Syllabus

Design a Client Welcome Kit Using Canva
By the end of this project, you will create the main components of a client welcome kit for use in your small business. You will be able to incorporate a color scheme, images, and other design elements for aesthetically pleasing and value added business marketing collateral. This course will include intermediate to advanced level skills using the free version of Canva. You will create the following pages: cover, content/index, introduction, service, project process, portfolio, what to expect/conditions, contact, end page with space for a quote. Creating a high quality welcome kit is the perfect way to communicate your business expectations and show your excitement about working with your new client.

Good to know

Know what's good
, what to watch for
, and possible dealbreakers
Teaches the use of industry standard software Canva
Taught by Stacey Shanklin-Langford, a recognized expert in small business marketing and design
Covers essential components of a client welcome kit, such as cover, introduction, and contact information
Includes instructions on incorporating a color scheme, images, and other design elements for an aesthetically pleasing result
Suitable for small business owners who want to enhance their client onboarding process
Note: This course is optimized for learners in the North America region

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Reviews summary

Easy canva client welcome kit

Learners say this course is largely positive because it guides users through the process of designing a professional Client Welcome Kit in the design software, Canva. This course is very helpful, especially for absolute beginners and can help you learn so much about designing and branding. One potential negative is that learners mentioned the quiz is hard.
Good course for those new to Canva.
"thanks its good for beginner like me"
"it's ok, for absolute beginners though"
"I don't feel like I learned something from this."
Helpful and easy-to-understand lessons.
"Its a must try."
"it's ok, for absolute beginners though"
"it is very helpful and amazing course"
The quiz is challenging.
"the quiz is hard."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Design a Client Welcome Kit using Canva with these activities:
Review Canva design principles
Refresh your knowledge on essential Canva design principles to ensure a strong foundation for creating a visually appealing welcome kit.
Show steps
  • Read online articles or blog posts on Canva design basics.
  • Watch tutorials on color theory, typography, and image editing in Canva.
  • Practice creating simple designs in Canva, experimenting with different fonts, colors, and layouts.
Review basic design principles
Refining your understanding of basic design principles will enhance the quality and impact of your Client Welcome Kit.
Browse courses on Design Principles
Show steps
  • Identify design principles such as balance, contrast, and repetition.
  • Study examples of effective visual designs.
  • Apply design principles to create a mock-up.
  • Seek feedback on your work to improve your design skills.
Experiment with different design elements in Canva
Hone your design skills and gain proficiency in utilizing Canva's features to create visually striking materials.
Show steps
  • Experiment with fonts, colors, and shapes.
  • Create your own graphics or use pre-made elements.
  • Use Canva's animation features to add movement.
  • Save your work as different file formats for easy sharing and printing.
  • Get feedback from others on your designs.
Eight other activities
Expand to see all activities and additional details
Show all 11 activities
Develop a cover page for your Client Welcome Kit
Solidify your understanding of design principles and create a visually appealing cover that represents your business.
Show steps
  • Brainstorm ideas for your cover page design.
  • Choose a template or start from scratch with a blank canvas.
  • Select high-quality images and incorporate your business logo.
  • Craft a compelling headline that captures the essence of your services.
  • Proofread your cover page carefully before finalizing.
Join a peer review group for feedback on your welcome kit design
Gain valuable insights and improve your design by sharing your work with peers and receiving constructive criticism.
Show steps
  • Join an online or in-person peer review group.
  • Share your mock-up welcome kit pages with the group for feedback.
  • Provide feedback to other members of the group.
  • Incorporate feedback into refining your welcome kit design.
Practice creating a Client Welcome Kit template using Canva
Reinforce your understanding of using Canva and gain hands-on practice creating a Client Welcome Kit.
Show steps
  • Read the Canva guide on creating Client Welcome Kits.
  • Create a Canva account if you don't have one.
  • Choose a layout for the welcome kit.
  • Customize the layout with your own branding.
  • Add content to the welcome kit, such as a cover page, welcome message, and information about your services.
Develop a color scheme and branding guide for your welcome kit
Create a cohesive and professional look for your welcome kit by developing a tailored color scheme and branding guide.
Browse courses on Color Theory
Show steps
  • Research color theory and color psychology.
  • Choose a primary color and a secondary color that aligns with your business and client persona.
  • Develop a style guide that includes fonts, typography, and image styles.
  • Apply your color scheme and branding guide to your mock-up welcome kit pages.
Design a complete Client Welcome Kit prototype
Synthesize your knowledge of design and marketing to create a professional and comprehensive welcome kit for your clients.
Show steps
  • Gather content for all the necessary pages.
  • Create a style guide for your kit.
  • Design each page using your chosen software or tool.
  • Proofread your kit carefully before finalizing.
  • Get feedback on your kit from colleagues or potential clients.
Explore advanced Canva features for creating interactive elements
Enhance the engagement and impact of your welcome kit by exploring advanced Canva features for creating interactive elements like buttons, links, and embedded forms.
Browse courses on Interactive Content
Show steps
  • Watch tutorials on using Canva's advanced features.
  • Experiment with adding interactive elements to your mock-up welcome kit pages.
  • Test the functionality of your interactive elements to ensure they work smoothly.
Attend a workshop on Canva for advanced techniques
Expand your knowledge of Canva's capabilities and learn from experts to create more sophisticated Client Welcome Kits.
Show steps
  • Research workshops offered in your area or online.
  • Register for a workshop that aligns with your skill level.
  • Attend the workshop and actively participate in the activities.
  • Take notes and ask questions to enhance your learning.
  • Network with other attendees and learn from their experiences.
Contribute to open-source design projects
Contribute to real-world projects while expanding your knowledge and connecting with other designers.
Show steps
  • Identify open-source design projects that align with your interests.
  • Join the project community and introduce yourself.
  • Review project documentation and familiarize yourself with the codebase.
  • Identify areas where you can contribute your design skills.
  • Submit your contributions and actively engage in discussions.

Career center

Learners who complete Design a Client Welcome Kit using Canva will develop knowledge and skills that may be useful to these careers:
Graphic designer
A Graphic Designer creates visual concepts, using computer software or by hand, to communicate ideas that inspire, inform, and captivate consumers. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create a variety of digital and print designs.
Project Manager
A Project Manager is responsible for planning, executing, and closing out projects. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create visually appealing and informative project materials.
Web Designer
A Web Designer is responsible for designing and developing websites. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create visually appealing and user-friendly websites.
Public relations manager
A Public Relations Manager is responsible for managing the public image of a company or organization. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create marketing materials that are positive and engaging.
User Experience Designer
A User Experience Designer is responsible for designing the user interface of websites and other digital products. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create prototypes and mockups.
Event Planner
An Event Planner is responsible for planning and executing events, such as conferences, weddings, and corporate functions. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create visually appealing and informative event materials.
Social Media Manager
A Social Media Manager is responsible for managing a company's social media presence. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create social media content that is visually appealing and engaging.
Brand Manager
A Brand Manager is responsible for developing and maintaining the brand identity of a company or product. This course can help you build a strong foundation in branding and marketing, which are essential for success in this role. You will also learn how to use Canva to create marketing materials that are consistent with your brand identity.
Marketing Specialist
A Marketing Specialist is responsible for developing and executing marketing campaigns for a variety of products or services. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create marketing materials that are visually appealing and effective.
Marketing Consultant
A Marketing Consultant is responsible for providing marketing advice and support to businesses. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create marketing materials that are visually appealing and effective.
Content Creator
A Content Creator is responsible for developing and creating content for a variety of platforms, including websites, social media, and email. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create visually appealing and engaging content.
Communications Specialist
A Communications Specialist is responsible for developing and executing communications strategies for a variety of organizations. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create visually appealing and informative communications materials.
Art Director
An Art Director is responsible for the visual style and overall design of a wide range of projects, including marketing campaigns, websites, and magazines. This course can help you develop the creative and technical skills needed to succeed in this role, including how to use Canva to create visually appealing designs. You will also learn about project management and collaboration, which are essential skills for Art Directors.
Marketing Manager
A Marketing Manager is responsible for planning and executing marketing campaigns that promote a company's products or services. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create marketing materials that are visually appealing and effective.
Freelance Writer
A Freelance Writer is responsible for writing content for a variety of clients, including businesses, websites, and magazines. This course can help you develop the skills needed to succeed in this role, including how to use Canva to create visually appealing and informative content.

Reading list

We've selected 12 books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Design a Client Welcome Kit using Canva.
Provides a foundation for understanding color and design principles and how to use them effectively. It would be helpful supplemental reading for this course, especially if a student is new to the principles of design.
This classic book provides a practical guide to design for non-designers. It covers topics such as typography, color, and layout. While it valuable resource for anyone who wants to improve their design skills, it may be especially helpful for those who are new to design.
Provides a framework for building a successful startup. While it is not specifically about design, it can be helpful for anyone who wants to create a successful business.
Provides insights into why successful companies fail to innovate. It can be helpful for anyone who wants to understand the challenges of innovation.

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