Social Media Manager Bundle Notion SMM Client Portal Content Planner Social Media Audit Google Sheets Onboarding Kit Marketing Agency
Run your entire social media management business from Notion and onboard every new client with a Google Sheets audit that sets the strategy before you post anything. This Social Media Manager Bundle is a three-part system built for freelance social media managers who want to look professional, manage multiple clients without chaos, and spend less time on admin.
THREE TOOLS. ONE WORKFLOW.
➜ ESSENTIAL CONTENT PLANNER NOTION (Client Portal)
Your client-facing workspace. Duplicate it once per client, share access, and let them see exactly what's planned, without you sending a single screenshot over WhatsApp. Because it's built as a one-page layout, duplicating and customizing it for a new client takes under ten minutes. Your clients get a clean, professional view of their content calendar. You stay organized across every account you manage.
What's inside:
✓ One-page dashboard — clear overview of all active content
✓ Content Calendar — status pipeline from idea to published
✓ Idea Bank — capture content ideas for each client
✓ Content Repurposing List — turn one post into five
✓ Post templates for Instagram, TikTok, YouTube, and Pinterest
✓ Task Planner
➜ COMPLETE CONTENT PLANNER NOTION (Your Internal System)
Your backend. This is where you manage your own content, track what's working across your accounts, manage brand partnerships, and build a sustainable business, not just a job.
What's inside:
✓ Full content management system with Analytics
✓ Sponsor & Affiliate tracker — from pitch to payment
✓ Viral Reel Generator — save, analyze, and adapt what's working
✓ 100 Viral Hooks — ready to use
✓ Finances — track income and expenses
✓ Brand & Strategy — content pillars, ideal audience, branding & strategy
➜ SOCIAL MEDIA AUDIT TEMPLATE (Google Sheets)
Your onboarding tool. Before you build a strategy for a new client, you need to know where they stand. Fill in this audit at the start of every client relationship: it collects everything you need to define goals, assess current performance, and build a strategy that's actually grounded in data.
➜ What's inside:
✓ Client overview (across all platforms)
✓ Target Audience Analysis (whom they serve)
✓ Content performance review — what's working, what isn't
✓ Competitor analysis section
✓ KPIs and growth targets
✓ Strategy recommendations section
✓ Action plan with priorities
➜ HOW THE SYSTEM WORKS
New client → Run the Social Media Audit to assess their starting point and define the strategy
→ Duplicate the Essential Content Planner as their client portal
→ Manage your own social media from your Complete Content Planner on the backend.
The result: every client gets a professional onboarding experience and a shared workspace. You have a clear system across every account you manage. No more juggling tools, chasing approvals over DMs, or losing track of what you planned for which client.
➜ WHAT'S INCLUDED
✓ Essential Content Planner — Notion template
✓ Complete Content Planner — Notion template
✓ Social Media Audit — Google Sheets template
✓ Instructions for each tool (find them inside each template for easy access)
➜ PERFECT FOR
→ Freelance social media managers managing 2+ clients
→ Virtual assistants offering social media services
→ New SMMs who want to look professional from day one
→ Experienced SMMs who want to systemize and scale
➜ HOW IT WORKS
Purchase → download the PDF files with the template links
→ duplicate the Notion templates to your workspace
→ make a copy of the Google Sheet
→ start with the next client onboarding.
Need help? Message us anytime on Etsy!
➜ PLEASE NOTE
This is a digital product: no physical item will be shipped
A free Notion account is required: https://notion.so
A free Google account is required for the Social Media Audit
No refunds on digital downloads: please read the full description before purchasing and contact us if you have any doubts
This product is not for resale. Strictly for personal and client use only. You cannot share, distribute, or modify this template and claim it as your own.
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