Social Media Client Starter Kit: First Client Setup Guide for New Social Media Managers

Struggling to quickly onboard clients and deliver consistent results in your first month?

This starter kit provides targeted templates and workflows specifically designed for your first client setup, including a questionnaire, content intake forms, social audits, and a reusable approval workflow. The monthly report template ensures you track progress without overwhelming details. All assets are editable in DOCX and CSV formats for immediate use.

Why it helps: Pre-built templates for client onboarding and content intake Structured workflow for consistent first-month deliverables Editable DOCX and CSV files for immediate adaptation

Includes:

templates/onboarding-questionnaire.docx

templates/content-intake.docx

templates/social-audit.docx

templates/content-brief.docx

templates/approval-workflow.docx

core-assets/monthly-report.csv

templates/client-checklist.docx

Editable DOCX templates and CSV resources plus a plain-text START HERE guide. Open with Word, LibreOffice or Google Docs/Sheets.

Digital download only. Examples are illustrative; results are not guaranteed. AI-assisted content. No third-party platform integration is included.