Start new client relationships with confidence using a repeatable discovery, proposal, and onboarding flow.
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⤢ FullscreenSocial Media Manager Client Delivery System
A plug-and-play delivery workflow to streamline onboarding, lock in scope, and stop approval ping-pong
- Give each client a clear, repeatable onboarding experience
- Keep content planning, approvals, and revisions in one workflow
- Bring reporting, retention, and offboarding into the same system
Built for independent social media managers
32 files across editable and reference formats
One-time price · $47.50 USD
One Complete System.
Zero Operational Gaps.
Seven stages, all in one place
This system is for you if you want to...
Make content approvals easier to follow with clear briefs, approval forms, and revision requests.
Keep client communication from getting scattered with simple formats for updates, meeting notes, and action items.
Make monthly reporting feel more consistent with a report deck, KPI sheet, and review agenda.
Set clearer boundaries around scope with a proposal and a scope change request form.
Give every client a thoughtful wrap-up with an offboarding checklist and final handoff summary.
A starting point.
Make it your own.
Use the templates that fit your services, then shape the workflow around the way you work with clients.
- 01
Start with the workflow map
Get familiar with the seven stages and choose where you want to begin.
- 02
Customize your templates
Add your brand, service details, platforms, and client communication preferences.
- 03
Use them as work moves along
Bring in the right form or tracker for each client milestone, from kickoff to handoff.
What real social media managers are sayin
Got questions? We’ve got answers
Who is this system for?
It’s made for freelance social media managers and small agencies who want a more organized way to manage client work across the full relationship.
What’s included?
There are 32 files across seven folders: 21 Word documents, three Excel spreadsheets, one PowerPoint deck, and seven PDFs, including guides and completed examples.
Can I edit the templates?
The listed DOCX, XLSX, and PPTX files are editable in compatible office software. The PDFs are provided as guides and examples.
Do I need a specific social media platform?
The system is designed as a general client workflow. Adapt the templates to the platforms and services you offer.
Is this a subscription?
No. The listed price is a one-time $47.50 USD purchase.
How do I get the files?
After checkout, Polar provides access to your digital purchase and sends your receipt by email.
What is your refund policy?
Because this is an instant digital download with complete, unlocked master files, all sales are final. However, we stand behind the quality of our materials—if you encounter any corrupted files, unzipping issues, or missing templates, email us at support@getopswell.com and we will resolve it right away.
Make Every Client Handoff Feel More Organized
Bring discovery, onboarding, content delivery, reporting, and offboarding together in one practical system.
Bought this Sunday night because my onboarding was a mess of Google Docs and Slack threads. By Monday I had the discovery notes and approval form with my name on them — clients actually know what happens after the first call now.
I was skeptical after buying “SMM kits” that were just pretty PDFs you couldn’t edit. These are real Word, Excel, and PowerPoint files. I swapped in our offer, platforms, and logo, then rolled out the monthly content plan and revision request the same week. Approvals stopped living in 40-message email threads.
Jordan, that’s exactly why we built it as editable files instead of locked templates. Glad the content plan and revision flow are already in use with your Denver clients. 🤝
The proposal and scope change request paid for this in one client conversation. Extra platforms used to just slide; now it’s in writing and we stay on budget.
For $47.50 I got 32 files from discovery through offboarding, already in folders. Download was instant. Zero regrets.