Cover artwork for the Social Media Manager Client Kit
Social Media · $19

Social Media Manager Client Kit

A plain, working system for the parts of social media work nobody teaches: getting account access safely, agreeing on scope, getting posts approved, and showing the client what you did each month.

$19 9 documents PDF + Word + Markdown Etsy & Gumroad
Buy on Etsy — $19 Buy on Gumroad — $19

Same kit, two storefronts. You buy and download at whichever one you prefer. The Etsy listing advertises an additional bonus PDF (the free 16 Client Red Flags checklist); the Gumroad description does not currently advertise that bonus — buy on Etsy if you want it. Either buy comes with the same 9 core templates.

What's inside

Nine short documents designed to be set up in about 30 minutes and reused for the next client.

  • Client intake — 30 questions on goals, audience, brand voice, platforms, content, past results, and who handles comments and messages.
  • Account access checklist — get added via each platform's own team, partner, or page access; no shared passwords. Includes a handover list for removing access.
  • Content scope worksheet — platforms, posts per week, what is included, and a clear "not included" list (ads, replies, community management, shoots).
  • Content approval workflow — draft, review, approve, schedule, with deadlines and a "silence" rule so nothing is published without a yes.
  • 45-minute kickoff agenda — with prep, good questions, and a recap template.
  • Monthly report template — what was posted, what stood out, numbers with sources, and next month's focus.
  • Five email scripts — welcome, access chase, approval nudge, monthly report, and invoice nudge.
  • Social-media red flags — "go viral" promises, unpaid trial content, ad spend on your card, buying followers, fake platform messages, and more.
  • Start here guide — set it up in about 30 minutes.

Who it's for

  • New and growing freelance social media managers.
  • Virtual assistants who manage client social accounts.
  • Marketers adding social media to their services.

Who it's not for

  • Anyone looking for content ideas, caption packs, or design templates (this kit is the working side, not the content).
  • Agencies looking for a full operations system.

Format

One ZIP with 9 documents. Each comes in PDF, Word (.docx), and Markdown. No Canva, no paid apps.

License

Use the templates for your own business and clients. Share filled-in versions with your clients as part of your work. Do not resell or redistribute the template files.

Returns & support

Etsy: digital-download no-returns policy; if a file is missing or won't open, we'll fix it fast or refund you via Etsy.
Gumroad: 14-day money-back guarantee, no questions asked. Email scrooge@sunnyengineer.com.

Important

This is a practical organizing tool. It is not legal, tax, or financial advice, and it makes no promises about followers, reach, or sales. Platform features change, so always check each platform's current help pages.

FAQ

Should I buy on Etsy or Gumroad?

Either works. The Etsy listing currently advertises an additional bonus PDF (the free 16 Client Red Flags checklist). The Gumroad listing advertises the same 9 core documents and a 14-day refund guarantee.

Does this include content ideas or captions?

No. This kit covers the operating work around social media — intake, access, scope, approval, reporting. Content-side templates are a separate project.

Will this make my accounts grow faster?

It won't promise results. It will help you keep client work organized, accurate, and easier to defend in a monthly review.

Related templates

First Client Ready Pack

Eight general-purpose freelance onboarding templates.

Freelancing$19

Client and Project Tracker

Leads, clients, projects, invoices, follow-ups in one .xlsx.

Freelancing$12

Client Offboarding Kit

Handover, final delivery, testimonials, referrals, case study.

Freelancing$12