The Social Media Manager Client Templates Pack — 150 Onboarding, Intake & Client Forms

Clients don't leave bad social media managers — they leave disorganized ones. This is a complete client-operations toolkit built for freelance social media managers and agencies: 150 copy-paste templates across 9 sections covering discovery calls, intake questionnaires, welcome packets, brand voice surveys, asset checklists, approval workflows, contracts and invoicing, monthly reporting, and client saves. Every template uses fill-in-the-blank fields so onboarding takes hours instead of weeks — and clients see an agency-grade operation from the first email. In 2026, agencies win retainers on process as much as content: AI-assisted reporting and approval workflows make a one-person operation look like a team. Look like the team, charge like the team.

Discovery call opener — "In the next 25 minutes I'll learn what success looks like for you, audit what you're doing now, and tell you honestly whether I'm the right fit." / Core intake form — 14 fields covering business, audience, competitors, goals, brand voice, and approval workflow / Approval workflow — one link, one deadline, no chasing. 150 templates across 9 sections: discovery, intake, kickoff, brand voice, assets, approvals, contracts, reports, and client saves.