Social Media Workflow Kit

One simple place to organise your social media client work.

Plan content, track approvals, manage client feedback, and keep your workflow organised, all in one editable Excel workbook.

Designed for beginners, freelancers, and virtual assistants who want to manage social media client work without a complicated system.

What's inside?

Your kit includes 7 practical Excel worksheets:

1. Start Here

Begin with simple instructions explaining how to set up and use the workbook.

2. Automated Visual Dashboard

Get an overview of your content and workflow progress.

3. Content Calendar

Plan posts, add publishing dates, select platforms and track content status.

4. Client Setup

Keep your client information organised in one place.

5. Approval Tracker

Monitor submitted content, approval status, deadlines and client comments.

6. Feedback Log

Record client feedback, revisions, priorities and action items so important details are easier to track.

7. Weekly Dashboard

Review your weekly progress and identify work that still needs attention.

The workbook includes automated features, such as ID generation and dashboard calculations, to help reduce repetitive manual work.

Who is this kit for?

This kit is designed for:

• Beginners starting their social media freelancing journey
• Freelance social media managers handling client accounts
• Virtual assistants offering social media services
• Freelance content creators managing content for clients
• Anyone looking for a simple way to organise social media client work

You don't need an expensive project management platform to get started. This workbook gives you a practical foundation that you can customise to suit your workflow.

Why you'll find it useful

✓ Keep client information organised

✓ Plan content and publishing dates

✓ Track content status and client approvals

✓ Record feedback, revisions and action items

✓ Monitor workflow progress through dashboards

✓ Reduce repetitive tracking with built-in automation

What You'll Receive

1. Editable Excel Workbook

The complete Social Media Workflow Kit, containing all 7 organised worksheets to help you manage your social media client work.

2. Demo Excel Workbook

A separate sample workbook containing example entries to help you understand how the worksheets, automated IDs and dashboard features work.

3. Built-in Start Here Guide

The first worksheet in your main workbook, with simple instructions to help you get set up and understand where to begin.

Before You Purchase

• Format: Microsoft Excel workbook (.xlsx)
• Delivery: Digital download; no physical product will be shipped.
• Software: Microsoft Excel is recommended. Other spreadsheet applications may not support every formula or feature in exactly the same way.
• Customisation: You can adapt the workbook to suit your workflow and client needs.

Please note: This is an organisation and workflow management tool. It does not automatically publish or schedule posts to social media platforms.

Ready to Organise Your Workflow?

Start with your client details, plan your content, track approvals and keep important tasks visible.

Get the Social Media Workflow Kit and bring more structure to your everyday client work.

Refund Policy

Due to the digital nature of this product, sales are generally final, subject to applicable consumer rights. If you experience a technical issue with your files, please contact Krafes for assistance.