Client onboarding

Client welcome pack

Welcome a new client with the project, the plan, and their first step.

Use this template

Try it with your details

File types: PDF
Size: A4 PDF
Use case: Client onboarding
Licence: Free to copy and use in your own templates
Source: Made by thirds.ai with the open-licence Space Grotesk font, original graphic marks, fictional sample names, and an original AI-generated example photo.

client-welcome-pack/template.html

About this design

What you can make with it.

Studios send this out when a new piece of client work begins. It names the project and start date, gives a short welcome note, lists each working stage in order, and states the first action to take. Put in the client, project, and stages for every new engagement you start.

Your details

What you can change.

These are the words and numbers you swap for your own. The design stays the same.

Studio nameA short text.
Client nameA short text.
Project nameA short text.
Start dateA short text.
IntroA longer text with more than one line.
StepsA list of items. Each item has number, title and detail.
First stepA longer text with more than one line.
LeadA short text.
Portal lineA short text.
ContactA short text.
FooterA short text.

{
  "studio_name": "Northline Studio",
  "client_name": "Halcyon Skincare",
  "project_name": "Brand identity relaunch",
  "start_date": "30 September 2026",
  "intro": "Welcome to a shared project space. We will shape your new identity into a small set of clear brand assets that your team can use with confidence.",
  "steps": [
    {
      "number": "01",
      "title": "Align",
      "detail": "Confirm the audience, the feeling, and the words that guide the identity."
    },
    {
      "number": "02",
      "title": "Build",
      "detail": "Design the mark, palette, and type system as a first full draft."
    },
    {
      "number": "03",
      "title": "Review",
      "detail": "Walk through the draft together and agree the final direction."
    },
    {
      "number": "04",
      "title": "Refine",
      "detail": "Apply your feedback and prepare the finished assets for handover."
    },
    {
      "number": "05",
      "title": "Handover",
      "detail": "Share the finished brand assets and a short guide for using them."
    }
  ],
  "first_step": "Share three words that describe how you want the new brand to feel, plus one competitor you admire.",
  "lead": "Maya Chen · Northline Studio",
  "portal_line": "Open the shared project folder before our first review.",
  "contact": "maya@northline.example · Reply directly for quick questions",
  "footer": "This pack is prepared only for Halcyon Skincare and stays confidential."
}

For developers

Make this file from your code or your AI tools.

Save your copy once, then send the new details with each request. Each finished file costs 1 credit.

curl https://thirds.ai/v1/pdf \
  -H "Authorization: Bearer $THIRDS_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: client-welcome-pack-1" \
  -d '{"template_id":"tpl_your_copy","version":1,"data":{"studio_name":"Northline Studio","client_name":"Halcyon Skincare","project_name":"Brand identity relaunch","start_date":"30 September 2026","intro":"Welcome to a shared project space. We will shape your new identity into a small set of clear brand assets that your team can use with confidence.","steps":[{"number":"01","title":"Align","detail":"Confirm the audience, the feeling, and the words that guide the identity."},{"number":"02","title":"Build","detail":"Design the mark, palette, and type system as a first full draft."},{"number":"03","title":"Review","detail":"Walk through the draft together and agree the final direction."},{"number":"04","title":"Refine","detail":"Apply your feedback and prepare the finished assets for handover."},{"number":"05","title":"Handover","detail":"Share the finished brand assets and a short guide for using them."}],"first_step":"Share three words that describe how you want the new brand to feel, plus one competitor you admire.","lead":"Maya Chen · Northline Studio","portal_line":"Open the shared project folder before our first review.","contact":"maya@northline.example · Reply directly for quick questions","footer":"This pack is prepared only for Halcyon Skincare and stays confidential."}}'

{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "render",
    "arguments": {
      "output": "pdf",
      "idempotency_key": "client-welcome-pack-1",
      "request": {
        "template_id": "tpl_your_copy",
        "version": 1,
        "data": {
          "studio_name": "Northline Studio",
          "client_name": "Halcyon Skincare",
          "project_name": "Brand identity relaunch",
          "start_date": "30 September 2026",
          "intro": "Welcome to a shared project space. We will shape your new identity into a small set of clear brand assets that your team can use with confidence.",
          "steps": [
            {
              "number": "01",
              "title": "Align",
              "detail": "Confirm the audience, the feeling, and the words that guide the identity."
            },
            {
              "number": "02",
              "title": "Build",
              "detail": "Design the mark, palette, and type system as a first full draft."
            },
            {
              "number": "03",
              "title": "Review",
              "detail": "Walk through the draft together and agree the final direction."
            },
            {
              "number": "04",
              "title": "Refine",
              "detail": "Apply your feedback and prepare the finished assets for handover."
            },
            {
              "number": "05",
              "title": "Handover",
              "detail": "Share the finished brand assets and a short guide for using them."
            }
          ],
          "first_step": "Share three words that describe how you want the new brand to feel, plus one competitor you admire.",
          "lead": "Maya Chen · Northline Studio",
          "portal_line": "Open the shared project folder before our first review.",
          "contact": "maya@northline.example · Reply directly for quick questions",
          "footer": "This pack is prepared only for Halcyon Skincare and stays confidential."
        }
      }
    }
  }
}