The Social Media Manager Set Up Guide

THE SMM SETUP GUIDE

Everything I wish someone had handed me when I started managing socials for other businesses.

Not the theory. The actual setup, step by step, in the order you should do it.

WHO IT’S FOR

You’re good at social media and you want to turn it into a real business.

Maybe you’ve done a few accounts for friends. Maybe you’ve got zero clients and a lot of ideas. Either way, you’re not sure what needs to be set up, what to charge, or how to look like a legit business from day one.

This guide is for you if:

You want to start a social media management business but don’t know where to begin

You’ve got a client or two but your back end is a mess

You’re not sure how to price your packages without undercharging

You want to look professional and get taken seriously by business owners

By the end, you’ll have a business that’s legit, organised and ready to take on paying clients.

WHAT’S INSIDE

24 pages. 10 steps. One full setup checklist.

1. Make it legit
2. ABN, business name, domain, insurance, tax and finding an accountant.
3. Your brand and your back end
4. Your Canva brand kit, Google Workspace, custom email and Drive folders.
5. Your offer and pricing
6. The four types of offers, how to build your packages and how to work out what to charge.
7. Money stuff
8. The three bank accounts you need, how to get paid and setting up invoicing.
9. Contracts
10. The 13 terms every contract needs so the awkward conversations are already handled.
11. Your gear and tool stack
12. What to start with, what to upgrade later and the exact apps I use, plus how to use AI without sounding like AI.
13. Your own Instagram
14. Your bio, highlights, pinned posts and building a portfolio when you’re new.
15. Getting your first clients
16. Where to find them, how to run a discovery call, what to put in your proposal and how to handle objections.
17. Onboarding a new client
18. Welcome packets, getting account access the right way and building their strategy.
19. Running the month
20. A monthly workflow you can repeat with every client, reading your results, setting boundaries and offboarding.

Plus: your full setup checklist to tick off as you go.

$45 for launch week (usually $59)

Instant PDF download. For personal use only.