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Seven Templates All Social Media Managers Need

social media manager templates

When you’re a Social Media Manager, the most time-consuming thing you do within your business is onboarding new clients; because unfortunately you can't just dive into managing a new clients profiles. You need an effortless way to gather their information, create a client proposal and social media strategy, and plan their content.


Regardless of whether you’re a social media veteran or brand new to the SMM scene, having those templates ahead of time is an absolute game-changer (not to mention time saver!)


Luckily, we’ve got you covered. Here’s our list of the top 7 social media management templates every social media manager needs, and links to download them. 


Let’s get started: 

What is a Social Media Manager?


Before we get into the templates, it’s important to first establish what a social media manager is and what they do. 


Social media managers are people who work either for individuals or for companies to establish a solid, positive online presence through the use of marketing strategies, exceptional content, regular posting, and data analysis. 


Some duties social media managers are responsible for include: 


  • Creating ads and determining ad budgets

  • Increasing engagement through targeting posts

  • Regular posting

  • Creating necessary contracts for online commerce

  • Analyzing post metrics and adjusting accordingly

  • Managing multiple social media accounts

  • Advising the company or department head (or private individual) of any changes they think are necessary)

  • Maintaining a professional social media presence


This list is not exhaustive, but it does represent some of the main duties that a social media manager is generally expected to perform. 


To learn how to become a social media manager, we recommend visiting our blog on how to do just that. 

Templates for Social Media Managers

Client Contract Template


Client contracts work to protect you by establishing the terms under which you and your client will be working together. In the event of a disagreement or lawsuit, having a signed contract ahead of time can save you a lot of legal headache. 


Social Media Proposal Template


Writing out an individual proposal every time you pitch to a client gets exhausting, and it definitely isn’t an easy task. With a social media proposal template, you can save yourself a lot of time and book dream clients. Your prospects will be so impressed with your language and insight that they will be begging to work with you! 


Social Media Strategy Template


Just because social media strategy needs to be personalized doesn’t mean you have to write each and every one from scratch. Luckily, there’s a template for that! 


New Client Questionnaire


Nothing is more important to a social media manager than getting to know your client, including their wants, needs, strengths, and weaknesses. Get all of that and more in one fell swoop with a new client questionnaire template. 


Content Calendar Template


Of the templates on this list, this will probably be the one you use the most. Every month, you’ll have to create a new content calendar for your client. Why not make it easier with a quick-edit template?

Social Media Analytics Report Template


One of the biggest duties of a social media manager is reporting back to the client. With a social media analytics report, you can make this a smooth experience for both yourself and your client.


Privacy Policy Template


Finally, we have the privacy policy template. This one is not so much a want as it is a need if your goal is to protect yourself from legal repercussions. If you’re collecting emails or creating digital products, a privacy policy is required by most federal governments. We recommend picking one up now to protect yourself later! 




hi there!

I'm Michelle!

When I'm not snuggling on the couch with an addicting reality TV show or lounging poolside with my laptop, I use my 9 year Social Media Manager career to help ambitious freelancers (like you!) launch their own freelance social media management business & achieve their dream life (whether that means making $10K months or working from anywhere in the world!)

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