SMM Client Onboarding & Offboarding Kit
$47
You landed the client. Now what?
If you're a freelance social media manager, you know the scramble. Logins arrive by text at 9 p.m. "What do you want me to post?" gets the answer "whatever you think." Approvals hide in DMs. By month two, "one quick favor" has turned into three extra platforms.
None of that is a talent problem. It's a systems problem.
The SMM Client Onboarding & Offboarding Kit gives you the documents, scripts and emails to run every client the same way, from the day they say yes to the day you hand over the keys. Built by Socially, a creative social media agency in Reno/Sparks, NV.
Every template is finished. Fill in the red brackets, add your branding and send.
What makes it different
It covers the whole relationship, offboarding included. Most kits stop at the welcome email. This one also covers how to end things cleanly, hand off the accounts and still get the referral.
Platform-by-platform access checklist. Partner access in Meta business portfolios, Google Business Profile managers, TikTok Business Center, LinkedIn Page roles and more, so you never have to ask for a password over text.
A content-shoot prep sheet and on-site checklist. Made for SMMs who create content on location, not just post it.
A kickoff call script with the actual words to say, not just a list of topics.
Worked examples on every template. A fictional bakery client shows you what a completed version looks like.
What's included
12 editable templates (.docx, works in Word, Google Docs and Pages): Welcome Packet; New-Client Intake Questionnaire; Brand & Access Checklist (logins, brand assets, approvers); Kickoff Call Agenda & Script; 30-Day Onboarding Timeline & Task Checklist; Communication & Boundaries Policy; Content Approval Workflow; Bonus: Content Shoot Prep & On-Site Checklist; Offboarding Checklist; Client Handoff & Exit Document; Testimonial & Referral Request Kit; Email Templates for Every Stage (18 emails)
Onboarding Tracker (.xlsx, works in Excel and Google Sheets): client pipeline, 30-day task checklist with status dropdowns and auto-calculated due dates, access tracker, approvals log, offboarding checklist and a live dashboard
Complete Template Guide (47-page PDF): every template, the 12-stage client journey map and worked examples in one branded guide
Quick Start Guide (4-page PDF): set up the kit for your business in about 30 minutes
Single business license. You may use and customize the templates and tracker in your own business and with your own clients (your team inside that business included). You may not resell, redistribute or share the files themselves, edited or not. The templates are business documents, not legal advice.