a month ago
26
19
Posted On: October 7th 2026, 01:35 pm
I really don’t think SMMs should be recreating these every single time:
1. A Client Questionnaire
2. A Social Media Strategy document
3. A Content planner
4. A Client Welcome packet
5. A Social Media Report template.
6. A Client Onboarding guide.
I believe you should build them properly once, then make them work for every client that comes after.
And if you’d rather have them already put together, that’s exactly why I created the SMM Bundle. 10 ready-to-use resources for client work, all in one place.
Comment ‘template’ if you are interested and I’ll send you the link.
#socialmediamanagers #smmtips #clientonboarding #socialmediamanagementtips #socialmediamanagementtools
Social media manager client onboarding, client onboarding template, social media manager template
1. A Client Questionnaire
2. A Social Media Strategy document
3. A Content planner
4. A Client Welcome packet
5. A Social Media Report template.
6. A Client Onboarding guide.
I believe you should build them properly once, then make them work for every client that comes after.
And if you’d rather have them already put together, that’s exactly why I created the SMM Bundle. 10 ready-to-use resources for client work, all in one place.
Comment ‘template’ if you are interested and I’ll send you the link.
#socialmediamanagers #smmtips #clientonboarding #socialmediamanagementtips #socialmediamanagementtools
Social media manager client onboarding, client onboarding template, social media manager template
Comments (19)
a month agothesocialunlimited
Having a solid starting point means you can spend that time actually thinking about the client instead of formatting another questionnaire
a month agosocialsby_d
I put the whole documents into my resources bundle so you don’t have to start from scratch every time. Let me know if you need them 😘
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