Social Media Manager Onboarding Bundle (5-in-1)

Save time and streamline your client onboarding process with this fully customisable social media manager business bundle. Designed for freelancers, agencies, and social media professionals, this essential toolkit includes everything you need to pitch, sign, and onboard clients with ease - a social media starter kit!

All I ask is to please leave a genuine review once downloaded or leave a quick star rating so we can collectively reach small business owners!

How does it work?

1. Pay what you want (or enter £0.99 to download for less than £1!)
2. Download the PDF and click the link inside.
3. Copy to your free Canva and Google Docs account, begin customising and use in your business!

What’s Included:

Rates and Services Deck – A professional pitch deck to showcase your expertise, pricing, and services, complete with customisable portfolio templates and a call-to-action.

This File Includes:

- Introduction

- Social Media Portfolio Templates

- Client Pitch

- Services Proposal

- Project Timeline

- Testimonials

- Call-to-Action

Client Onboarding Questionnaire – A structured document to collect essential client details, business goals, and social media needs to create an effective strategy.

This File Includes:

- Client Overview

- Brand Overview

- Target Audience

- Competitors

- Social Media Goals

Contract and Invoice Template – A legally sound, easy-to-edit contract and branded invoice to ensure clear communication and secure payments.

These Files Include:

- Branded Invoice

- Services Provided

- Intellectual Property

- Confidentiality

- Termination and Renewal Terms

- Fees and Payment Policies

- Force Majeure and Third-Party Clauses

Welcome Pack – A professional introduction to set expectations and establish strong client relationships.

This File Includes:

- Welcome Message

- Referral Program Details

- Communication Policy

- Contact Information

- Services Overview

- Payment Terms

- Project Timeline

- Approval Process

- Content Creation Guidelines

- Recommended Tools

- Next Steps Checklist

This done-for-you business bundle is simple to use, fully editable in Canva and Google Docs, and designed to help you work smarter, not harder. Instant digital download so you can start using it today.