Description
What’s inside
- Social Media Manager HQ dashboard: content pipeline, posts waiting on client approval, open tasks and invoices to chase
- Content calendar with calendar, pipeline, by-client and table views (status, platform, format, pillar, caption, hashtags, asset link)
- Client portal template plus a filled-in example: package, brand kit, posts for approval board, requests and monthly results
- Clients CRM: status, package, monthly retainer, yearly value, platforms, next check-in and contract end date
- Tasks with priority and due dates
- Invoices with status (Draft, Sent, Paid, Overdue) and totals
- Monthly reports: new followers and growth % are calculated for you, plus reach and engagement rate
- Idea bank, plus a bank of hooks, calls to action and hashtag sets
- Client onboarding checklist and a Friday weekly review
- Start here guide and example data to learn from
How it works
- Buy and download the PDF
- Click the link (or scan the QR code)
- Click Duplicate to copy the template into your Notion
- Open Start here and set it up in about 15 minutes
Good to know
- You need a free Notion account
- Share each client’s portal page with that client only. Notion limits how many guests you can invite on each plan.
- Works in the Notion app on desktop, tablet and phone
- This is a digital product. Nothing ships.
- For personal use. Please don’t share or resell the template or its link.
Notion is a trademark of Notion Labs, Inc. DigitalLifeRaw is not affiliated with Notion.
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