Intro launch price: $19.99$24.99
Save 3+ hours per new client with a kickoff system that runs itself
Stop chasing logins, brand info, and assets across scattered DMs. One ready-made onboarding kit collects everything, sets expectations, and makes you look agency-level — before the first paid hour.
Instant digital download · Direct human support via Telegram, WhatsApp & email
- Built by + for freelance SMMs
- 100% editable in Canva
- Fillable Client Intake PDF included
- Reusable for every new client
- Instant download
4.9/5
Average rating
3+ hrs
Saved per kickoff
1-on-1
Direct human support
Instant
Digital delivery
The hidden cost of every new client
You're losing half a workweek per client — and none of it gets billed
- You spend 4-6 unpaid hours chasing logins, brand info, and assets before billable work even starts
- Clients ghost you on requests, then blame you for the delay
- Every new project starts in scattered DMs, emails, and shared folders
- You keep rewriting the same kickoff and follow-up emails from scratch
- Scope creep starts on day one because expectations were never written down
A repeatable kickoff system flips this. One link in. Everything you need out.
What freelance SMMs actually say
If any of this sounds familiar, you're not the only one
“I lose half a workweek per new client just chasing assets and logins. None of it gets billed.”
“I always feel less professional than agencies. My onboarding is just a Google Doc I keep editing.”
“I rewrite the same welcome email every single time. Three years in, still no system.”
What changes
From messy first weeks to a kickoff that runs itself
Reclaim 3+ hours per kickoff
Send one structured intake instead of chasing assets across DMs, emails, and shared folders.
Look like the agency you want to be
A polished welcome packet sets the tone before the first call — no more amateur first impression.
Stop scope creep on day one
Expectations, deliverables, and process are written down before work begins.
Reuse it forever
Set it up once. Send it to every new client. No more rebuilding from scratch.
What's inside
4 ready-to-use assets · 24 pages · 1 reusable system
Designed specifically for freelance social media managers — not a generic template repack.
Client Welcome Packet
8 pagesIntroduce your process and create a more professional first impression.
- Brand intro
- Workflow overview
- Communication norms
- Next steps
Client Intake + Asset Request Pack
5 pagesCollect account details, brand info, assets, and access in one structured flow.
- Brand questionnaire
- Access checklist
- Asset request form
- Goals + KPIs
Fillable Client Intake PDF
5 pagesSend the intake form to clients so they can fill it out digitally before kickoff — no Canva editing or printing required.
Client Email Scripts Pack
8 pagesEditable welcome, follow-up, kickoff, and boundary-setting emails.
- Welcome email
- Asset chase-up
- Kickoff confirmation
- Boundary scripts
Quick Start Guide
3 pagesCustomize the system in under 30 minutes and start using it with new clients.
- Setup checklist
- Customization tips
- Workflow map
- FAQ
New fillable PDF included
Send the intake form before kickoff and collect answers digitally
The Client Intake + Asset Request Pack now includes a fillable PDF version. Your clients can type directly into the fields, tick checkboxes, save the file, and send it back before the kickoff call.
It is a faster way to collect business details, brand notes, account access information, content assets, and project context without sending scattered messages back and forth.
No Canva needed for clients
Send the fillable PDF directly. Your client can complete it without opening or editing the Canva template.
Typed fields + checkboxes
Clients can fill in answers digitally and check off what applies before the project starts.
Cleaner kickoff prep
Review the completed intake before the call so you know what is ready and what is missing.
Reusable workflow
Use the same intake process with every new social media client.
Best used before the kickoff call to collect details, assets, and access notes in one place.
Inside the kit
See every page before you buy
Filter by section. Click any preview to zoom in. Use arrow keys to browse.
Bonus: 8 client email scripts
Stop rewriting client emails from scratch
Editable scripts for every conversation freelance SMMs send on repeat: welcome, asset chase-up, kickoff confirmation, scope-creep replies, and end-of-month updates.
Open the doc, swap in the client name, send. The phrasing already sounds professional — no more staring at a blank reply box.
- Send the same kickoff email in 30 seconds, not 30 minutes
- Chase missing assets without sounding pushy
- Set boundaries on revisions and scope before they spiral
- Confirm next steps so nothing slips through
It pays for itself on your first kickoff
If your time is worth even $25/hr, saving 3 hours on a single client onboarding is worth $75. The kit costs $19.99. You do the math — then reuse it for every client after.
Get Instant Access · $19.99Before vs After
Why not just build this yourself?
You can. It usually takes 15-20 hours and three abandoned attempts. Here's what changes with a system that's already done.
Without it
- Onboarding starts in scattered DMs and emails
- Access requests get missed for days
- Kickoff feels improvised every time
- Files arrive late, incomplete, or wrong size
- You rewrite the same emails on repeat
- Clients dictate the workflow
With the kit
- One link → client fills everything in
- Logins + assets land in your inbox before kickoff
- Every project starts the same polished way
- You set the workflow, clients follow it
- Emails are pre-written and ready to send
- Hours back in your week, every single client
Made for one specific person — not everyone
It's for you if…
- Freelance social media managers
- Solo SMMs juggling 3-10 clients
- Independent SMMs who want a system, not more software
- Freelancers who want to look more agency-level
Skip it if…
- Large agencies with internal onboarding ops
- People looking for legal contracts
- Anyone wanting CRM software or automation tools
- Done-for-you project management seekers
- Freelancers outside social media management
How it works
Use it with new clients in 3 simple steps
Download + open in Canva
Instant access. No software to install. Open the templates and start customizing.
Send the fillable intake
Share the fillable PDF with your client so they can complete key details digitally before kickoff.
Start with more clarity
Use the completed intake, asset checklist, and email scripts to begin the project with fewer missing pieces.
What you get
$82 of templates. $19.99 today.
- Client Welcome Packet (8 pages)$25
- Client Intake + Asset Request Pack (5 pages)$19
- Fillable Client Intake PDF$15
- Client Email Scripts Pack (8 pages, DOCX + Canva)$29
- Quick Start Guide (3 pages)$9
- If bought separately$82
- Today, all-in$19.99
One-time payment · Lifetime access · Free updates
Got questions?
Frequently asked questions
One last thing
Your next client deserves a real kickoff. So do you.
Stop building the same Google Doc from scratch. Start every project polished, organized, and on your terms — for the price of a couple of coffees.
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