Everything you need to look legit, land clients, and run your SMM business like a pro — all in one place.
 
This done-for-you digital kit includes 13 essential templates designed to help social media managers onboard, manage, and offboard clients with confidence and professionalism. Whether you're just starting out or leveling up your systems, this kit saves you hours of work and helps you show up like the expert you are.
 
What’s Included:
 
Business & Client Management Templates
Client Welcome Packet
Project Proposal Template
Pricing & Services Guide
Portfolio Template
Invoice Template
Social Media Questionnaire
Discovery Call Checklist
Social Media Strategy Template
Social Media Analytics Report
Client Offboarding Document
Editable Content Calendar (Canva Presentation)
 
 Bonuses
50 Editable Social Media Graphics (Canva)
75 Pre-Written Captions (Google Docs)
4 Branded Instagram Highlight Covers (Canva)
 
Perfect For:
New or aspiring social media managers
Freelancers looking to elevate their client process
Side-hustlers turning their skills into a full-time business
Anyone tired of winging it and ready to get organized
 
 Formats:
Canva (for design templates)
Google Docs for the done-for-you captions