Social Media Manager Welcome Guide Template

Social Media Manager Welcome Guide Template

$40.00
$40.00
Sold out

When you work for yourself, there are no rules which sounds cool… until you realise you need them.

Clear expectations = smooth client relationships.

And I know setting boundaries can feel tricky, but don’t stress, I’ve done the research for you. It’s best to have these in place from the start so everyone’s on the same page.

For clients who’ve never worked with a freelancer before, this guideline breaks it all down, answering their questions, setting clear expectations, and making them feel at ease and excited to work with you.

What you’ll get

• Customisable layouts to make your process and boundaries clear to clients
• Pre-written prompts to help you easily add your info, no need to waste time figuring out what to include (I’ve already done the research for you!)
• Flexible sharing options, turn it into a clickable website with social links or share as a PDF or presentation
• Instant download and lifetime access for use over and over again

What's inside

• Welcome: Start with a warm introduction and set the tone for a great working relationship
• Office hours: Define your availability so clients know when and how to reach you
• Communication: Outline the best ways to stay in touch and keep projects running smoothly
• Social media management process: Break down how you plan, create, and execute content
• Content requests: Guide clients on how to submit ideas, feedback, or assets
• Content bank: A dedicated space for storing client-provided content, images, and brand assets
• Workflow timeline: Set clear expectations for key milestones and deliverables
• Approval: Explain the steps for reviewing and approving content before it goes live
• FAQs: Answer common client questions upfront to save time and avoid confusion
• Referral rewards: Encourage happy clients to refer others with an incentive program
• Next steps: Lay out what happens after signing on to ensure a smooth start
• Thank you: Wrap things up with appreciation and any final reminders
• Textbox prompts to add your information: Pre-written prompts to help clients easily fill in their details

How it works

  1. Purchase & download the PDF with the Canva link
  2. Open in Canva (Pro)
  3. Customise & share

Important

This is a digital product (not a physical item). Due to its nature, all sales are final. Designs are copyrighted by Alfie Studio Social, resale is not allowed soz!

This is perfect for you if

• You’re a freelancer or and business owner ready to land your next client
• You’re a Social Media Manager (beginners to expert) who want to impress
• You need a guideline on how to start a freelance business

View full details

You’ve got the drive, but it’s still feelin a bit confusin.

Do you send the contract first?

Is a welcome guide actually necessary?

What even goes in a social strategy?

That’s what these templates are for. Like the friend who hands you the itinerary, snacks, and reminds you to pack your charger.

They take out the guesswork so you can stop spiralling on Google and actually start building the business you’re excited about.

3 Reasons Why You’ll Love These Templates

If you’re still piecing things together, these are what make it all click into place

Feel confident charging what you’re worth

A solid, professional process clearly shows your value to clients

Look like you’ve got this

Go from feeling overwhelmed to confident super quick

No more guesswork

Everything’s laid out, just add in your info, and you’re ready to start signing clients

WHO THESE TEMPLATES ARE FOR

Created for freelance social media managers who want to spend less time figuring things out from scratch, and more time actually doing the work

Feel overwhelmed trying to do it all on ya own

Want to send client docs that look like they mean business (because they do)

Need a set-up to keep things sorted & streamlined

Don’t have time to design everything from scratch (fair)

My Story

Hey, I’m Hannah! Have a seat on my comfy couch.

Alfie Studio started with late-night Figma sessions, an overworked playlist, and plenty of trial and error.

I built my templates in my first months and refined them with real clients, so you can start easy, like a flatpack with no mess and a hot tea waiting on your new desk.

FAQ

Can I customise these templates to fit my branding?

Absolutely. They’re polished but flexible, so you can make them yours without starting from scratch. Customise to your heart’s content or don’t. They look good either way.

Do I need Canva Pro to use them?

Nope! The free version of Canva works just fine. You can still edit and download everything as PDFs, no upgrade required.

How do I access the templates after purchase?

Right after checkout, you’ll land on a confirmation page with your download link. You’ll also get the link emailed to you as a PDF. Just open it, click the Canva link inside, and start editing. You can download it as many times as you need, no panic if you lose it.

Can I use these templates with multiple clients?

Of course. Once they’re yours, they’re yours. Duplicate, tweak, repeat and use them across all your projects (how good?).

Will I get access to updates?

Yep! If I make any improvements or add new bits to the template you bought, I’ll send the updated version straight to your inbox.

Are these templates suitable for beginners?

Yes! They’re made to take the guesswork out of client processes, perfect if you’re staring at a blank doc thinking, “where do I even start?”

What if I get stuck?

I’m always here to help! If something’s confusing or not working, just reach out I’m always happy to help (and probably over-explain lol).