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Freelancer and Social Media Manager Client Onboarding Template

Original price was: $30.00.Current price is: $19.00.

You’ve signed a social media management client and can’t wait to get started! But now what?

Onboarding a new client comes in two main parts:

  1. Getting them the information they need to get started, and
  2. Getting from them the information you need to get started.

This onboarding guide template makes social media management onboarding a breeze. It walks your clients through everything they need to know and what to expect – step by step. (And has the steps fully written out for you exactly how Lavendai Creative does it – just in case you’ve never done this before and want a bit of a guide 😉 )

It is elegant, professional, and sure to impress.

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Description

This template comes with:

  • Project Description: The Project Description section gives you a gorgeous and intuitive way to share an overview of the project (customizable to fit your project, of course).
  • Project Walkthrough: The Project Walkthrough section breaks the project down and explains what you’ll be doing for your client, and exactly what you need from them to do it (customizable to fit your process, of course).
    The template is broken down into two sample projects: a positioning guide and ongoing social media management. This is the exact onboarding guide we use – it gives you the full Lavendai Creative process!
  • Tools & Resources: The Tools & Resources section is where you tell them what tools they need. Examples of tools you can share what client management system you’ll use to communicate (ex. Dubsado, Asana, Trello, etc.), password management tools, file-sharing software, etc., and how to create accounts.
  • Expectations: This is where you’ll break down what they can expect from you as their social media manager. Basically – how your agency/business runs.

How it works:

This guide was made using Canva.com, the free graphic design website that Lavendai Creative HIGHLY recommends. Once purchased, create or log in to your Canva.com account and follow the link you were sent. From there, you can edit and customize this guide to fit YOUR brand.

All elements in this guide were made using FREE elements in Canva. You do NOT need to upgrade to Canva Pro to use it in its entirety. (That is unless you choose to customize it using paid elements).

Note:

This is a digital product which means all sales are final. There are no returns or exchanges offered.

 

 

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