Dubsado workflow template
Social Media Manager Kit
Managing social media clients means juggling content approvals, scheduling, and endless emails. The Social Media Manager Flow Kit automates onboarding, approvals, and payments, so you can stay organized, impress clients, and focus on delivering results.
$347-$447
What's Inside
8 Workflow templates
6 Form templates
23 Email templates
Step-by-step workflow implementation training
Live Chat Support
2 Payment Plans
Commercial License Available
Seamless Workflows for Stress-Free Social Media Management
Clients can sign contracts, onboard, and approve content effortlessly.
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Seamless client Experience
Workflows manage proposals, approvals, and invoices while you focus on strategy.
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Stress-free automation
A structured system designed to increase client retention and streamline content delivery.
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revenue-boosting efficiency
Social media management requires organization, communication, and efficiency. The Social Media Manager Flow Kit streamlines every step, from onboarding and content approvals to invoices and offboarding. With automated workflows and pre-built templates, you can deliver a seamless client experience while saving hours every week.
Automate client onboarding, content approvals, and payments—so you can focus on strategy, engagement, and growth.
Perfect for Social Media Managers Who Want To:
Automate client onboarding and contracts for a smoother start.
Streamline content approvals to keep projects on schedule.
Reduce time spent on repetitive admin tasks.
Deliver a high-end, organized experience for clients.
Maximize efficiency with workflows designed for social media management.
WHY YOU'LL LOVE IT
Strategically Designed and Done for You
This isn’t just another workflow kit—Cait Potter, a Dubsado expert, partnered with Jess Sheehy, social media strategist and founder of Social Savvy, to create the Social Media Manager Flow Kit using proven best practices. Designed for real-world agency use, this kit helps you manage clients efficiently, automate content approvals, and create a seamless, professional experience.
Hours saved per year
Dollars saved per year
This kit's Average return-on-investment
244
$6,100
6046%
8 workflow templates
Dubsado Workflows automate emails, projects, and invoices. Our pre-built templates streamline your process, saving time and ensuring a seamless client experience.
2 Payment Plan templates
Automate invoices, payment plans, and reminders with Dubsado’s Payments feature. This kit includes one Payment Plan template to keep payments seamless, organized, and on time.
6 Form Templates
Create a polished, on-brand proposal & contract in Dubsado—no coding needed. Customize effortlessly for a seamless, professional client experience.
dubsado scheduler Guidance
Streamline your booking process with Dubsado’s scheduling tools. This kit provides clear guidance on setting up the right appointment schedulers, saving you hours of manual coordination every year.
23 Email templates
Automate welcome messages, follow-ups, and reminders with these Dubsado smart field-powered email templates—ensuring a seamless, personalized client experience.
implementation course
This kit doesn't just give you all the content you need, but it walks you through all of the steps you need to go through in order to implement your final workflows. All you have to do is plug and play!
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what You Get
Learn the client journey
Understand all the best practices of the client experience, from inquiry to final delivery. Mapping out the journey ensures a seamless, professional process that keeps clients informed and engaged.
create content
Use the provided templates to quickly craft polished emails, forms, and communication pieces that reflect your brand while streamlining your workflow.
create workflows
Build structured, automated workflows that handle bookings, contracts, and follow-ups—giving you more time to focus on photography, not admin tasks.
test to learn
Run your workflows in a test environment to fine-tune automation, identify gaps, and ensure everything runs smoothly before launching.
go live
With everything set, launch your new workflow and enjoy a seamless, stress-free client experience while your systems do the heavy lifting for you.
The Flow Kit Process
- New Lead
- Not a Good Fit
- Proposal
- Main Onboarding Workflow - OPTION 1
- Instagram Onboarding - FOR OPTION 1 - DUPLICATABLE FOR EACH PLATFORM
- Main Onboarding Workflow - OPTION 2
- Weekly Posts
- Offboarding
- Social Media Management Dubsado Proposal (Zinnia Design)
- Social Media Management Dubsado Contract
- Dubsado Client Portal Guide
- Dubsado Social Media Onboarding Questionnaire
- Dubsado Social Media Post Approvals Form
- Website Lead Capture
- BONUS lesson on creating and using conditional logic in your Dubsado forms
- BONUS testimonial form content for outside form provider
- The form templates have been built so that they are robust and flexible. You can add and remove elements as you please. This means you're able to make it look completely your own!
- The workflows are built to function as-is based on recommended best practices in your industry! If you want to customize the workflows, you'll have an opportunity to book a discounted Strategy Session so that they can be tweaked to your exact needs.
Limited Personal Use License
Ideal for business owners ready to streamline and elevate their Dubsado systems. This license grants you exclusive rights to use the included forms, emails, workflows, and payment plans within your own Dubsado account, creating a seamless and professional client experience. Designed for personal use only—redistribution, resale, or sharing is not permitted.
Read the full license details here.
Limited Commercial Use License
Perfect for service providers, designers, and consultants who set up Dubsado for clients. This license allows you to use the included forms, emails, workflows, and payment plans in both your own account and your clients’ accounts, ensuring a polished, streamlined experience. While resale and redistribution are not permitted, this license empowers you to create high-quality, automated systems across multiple accounts.
Read the full license details here.
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