How We Work Document – Setting Clear Client Expectations
Be Clear, Kind, & Confident
Clarity creates confidence — for both you and your clients.
This ready-to-edit Canva document is your go-to guide for setting boundaries, explaining your process, and defining exactly how your firm operates.
From communication and invoicing to response times and project milestones, this document walks clients through what to expect when working with you—creating transparency, professionalism, and peace of mind from day one.
Think of it as your “Welcome handshake with backbone.” It sets the tone, protects your boundaries, and helps you avoid confusion and scope creep before it even starts.
Access your editable Canva file upon purchase to personalize it with your logo, brand colors, and firm details—ready to send or print in minutes.
17 Pages!
Detailed pages ready for you to put your own logo, images, and more This isn't a blank guide, it's ready for you to fill in and use.Â
Pro-Designed!
This How We Work template was professionally designed and laid out so your business looks like a million bucks.
