Social Media Manager Client Onboarding Template
A branded Canva onboarding packet that welcomes new social media clients and collects what you need.
What's included
- Social Media Manager Client Onboarding
Who it's for
Freelance social media managers and small agencies who want a polished first impression with every new client.
Features
- Welcome pages that explain how you work together
- Questions to collect brand, audience, logins and goals
- Process, timeline and communication expectations
- Edit in Canva and send as a PDF
How it works
Pick your template
Every template is built for a specific kind of business, with starter copy already written.
Check out securely
Pay with card, Apple Pay or Google Pay through Stripe. Your Canva template links arrive by email within a minute.
Open it in Canva
Click your template link, it copies into your own Canva account (free works), and you edit away. We email you the links too.
FAQ
Can I send it to every client?
Yes. Brand it once for your own business and send the finished PDF to each of your clients.
What do I get after I buy?
An email with your Canva template link, sent automatically within a minute of checkout. Clicking a link creates your own editable copy in your Canva account.
Do I need Canva Pro?
No. The templates open in a free Canva account. If any photo or element shows a Pro crown, you can swap it for a free one or your own image in a click.
Can I resell or share this template?
No. You may edit and use it for your own business (or personal use). You may not resell, share, give away or redistribute the template or its files, and no resell or PLR rights are included.
What's your refund policy?
Because you get instant access to digital files, sales are final. If your link doesn't work or you were charged twice, we'll fix it or refund you. See the refund policy.
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