Social Media Client Management System | Excel + Word Kit

An editable client operations kit for independent social media managers and small teams. Keep the agreed scope, content versions, approvals, publication records and monthly decisions in one structured workflow.

WHAT'S INCLUDED

• Blank XLSX workbook: Overview, Clients, Scope, Access, Content, Decisions, Metrics and Reviews

• Blank editable DOCX with seven guided client-work sections

• Matching XLSX and DOCX worked example using a clearly fictional client

• Formatted Word quick-start guide, FAQ, licence and version notes

• Three previews taken from the actual files

The workbook includes status dropdowns, overview counts, percentage-change formulas and a check for missing approval details or publication evidence. You enter platform data manually. Scope-to-delivery reconciliation is a manual monthly review.

FOR: solo social media managers and small teams handling recurring client work.

NOT FOR: buyers seeking a hosted portal, automatic publishing, live analytics feeds, invoicing software or a legal agreement.

FORMAT AND USE

Download one ZIP. Work in an XLSX-compatible desktop spreadsheet application and Word or a compatible DOCX editor. Google Sheets import has not been verified as a native edition. Copy the blank files before use; the fictional example contains illustrative example.com links. Never store passwords in the workbook.

Individual-use licence: customise the files for your own client work and share completed client-facing extracts; blank templates may not be resold or redistributed. No performance outcome is guaranteed. For file questions: Linda.lkcsocial@gmail.com.