Thursday 12th March business briefing How to Create an Onboarding Pack in canva

DOWNLOAD EXAMPLE ONBOARDING PRESENTATION

DOWNLOAD EXAMPLE ONBOARDING A4

Overview

• Part of a series on using AI and Canva to improve marketing and customer experience for small businesses, particularly fitness professionals.

• Focus on creating simple, professional marketing and onboarding materials quickly.

Recap of Previous Sessions

• Creating Instagram carousel posts using Canva templates.

• Using AI (ChatGPT) to generate ideas, captions, and content.

• Importance of strong hooks in reels to grab attention quickly.

• Using blogs with keyword-rich content to turn a website into a lead-generating tool.

Importance of a Website

• A website acts as a digital home for the business.

• With regular blog posts and keyword optimization, it can generate leads 24/7.

• Blog content can attract people searching online for services.

Creating Onboarding Documents

• Businesses should provide professional onboarding materials when a client joins.

• These documents can:

  • Explain what to expect.

  • Improve the customer experience.

  • Make the business look more professional.

• Example onboarding pack structure:

  • Welcome to the studio

  • Studio address

  • What to expect

  • What to bring

  • Beginner tips

  • Studio guidelines

  • Next steps

How to Create an Onboarding Pack

• Step 1: Ask ChatGPT to generate the onboarding text.

• Step 2: Copy the text into Canva presentation templates.

• Step 3: Add images of the studio, classes, or clients.

• Step 4: Export as a PDF or image.

Uses for the Onboarding Pack

• Send to clients after booking.

• Share via:

  • Email

  • WhatsApp

  • Messenger

  • Website download

• Repurpose slides for:

  • Instagram carousels

  • Stories

  • Social media posts.

Design Tips

• Use templates with text on one side and an image on the other.

• Use real photos from classes or events where possible.

• Adjust fonts to ensure they are clear and easy to read.

• Choose templates that match the style and mood of the business.

Time Efficiency

• A simple onboarding presentation can be created in 10–15 minutes.

• Once created, it becomes a reusable marketing asset.

Cost of Tools

• ChatGPT can be used free or paid (~$20/month).

• Canva has free features and a paid plan (~$10–11/month).

• Value depends on how often the tools are used.

Key Business Benefit

• Onboarding documents may not directly increase revenue but they:

  • Improve the customer experience.

  • Increase perceived professionalism.