Social Media Manager Welcome Guide Template

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

• 100% Customisable layouts & mockups to make your process and boundaries clear to clients
• Pre-written prompts & image frames 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 & Communication: Kick things off with a warm intro, define office hours, and set the best ways to stay in touch so everything runs smoothly
• How We Work: A breakdown of the social media management process, content requests, and where to store assets (because no one likes hunting for lost files)
• Timelines & Approvals: Clear expectations on workflow, key milestones, and how content gets the green light before going live
• Extra Goodies: FAQs to answer common questions, referral rewards for happy clients who send new business your way, and the next steps for a seamless start
• Final Touch: A thank-you to wrap things up and keep the good vibes going

Have any questions before purchasing? I’m always here to help! 💛