Complete SMM Client Onboarding Bundle
Streamline your client process from first call to final deliverable with this all-in-one Notion system and toolkit. Whether you’re a freelance social media manager or creative service provider, this setup helps you stay organized, look professional, and close more clients confidently.
What’s Included:
✨ My exact Proposal Template:The proven format I use to book high-value clients with clarity and ease.
📅 Notion Content Calendar (with feed preview): Visually plan and organize your clients’ content with a clean, minimal layout.
💬 Discovery Call Guide: Never wing another client call; use my prompts and structure to keep every conversation intentional.
📂 Client Dashboard: Keep all client details, notes, deliverables, and progress in one place.
⚡ Bonus: Contract tips, Analytics Report Template, + Red Flags to watch for before booking new clients.
Perfect For:
Freelance social media managers ready to elevate their client experience.
Creatives who want to simplify their workflow and look more professional.
Anyone wanting an easy, all-in-one system to stay organized and book clients with confidence.
Why You’ll Love It:
This isn’t just a Notion template, it’s a plug-and-play client system built from real experience. You’ll have everything you need to attract, onboard, and manage clients seamlessly without the overwhelm.
