The Social Media Manager Flow Kit
Social media management, mapped from onboarding to renewal.
Social media management depends on organization and steady communication. The Social Media Manager Flow Kit maps every step in Dubsado, from onboarding and content approvals to invoices and offboarding, so each client runs on the same structure.
- A clear start for clients Clients sign, onboard, and approve content in one place.
- Automation that follows the plan Workflows manage approvals, revisions, and invoicing while you focus on strategy.
- Built to retain A structured system that supports long-term clients and consistent delivery.
For social media managers who want to…
- Automate client onboarding and contracts.
- Keep content approvals on schedule.
- Spend less time on repetitive admin.
- Give clients an organized, considered experience.
- Run every account on workflows built for social media management.
The client journey
Every phase of the account, mapped.
Designed to support every phase of work with your social media clients.
- Inquiry Capture leads and guide potential clients to a clear next step.
- Onboarding Get new clients set up and ready to start.
- Strategy Plan content themes, posting schedules, and engagement around business goals.
- Execution and approvals Create, review, and schedule content with structured feedback and approvals.
- Repeat Keep posting and reporting consistent, with payments and renewals handled.
Here’s what that looks like in practice.
Why you’ll love it
Built with Social Savvy.
Cait Potter, a Dubsado expert, partnered with Jess Sheehy, social media strategist and founder of Social Savvy, to build the Social Media Manager Flow Kit from proven agency practice. It is structured for real client loads: onboarding, content approvals, and recurring delivery.
- 244 Hours saved per year
- $6,100 Dollars saved per year
- 6046% Average return on investment
