Customizable Client Intake Packet Download
Starting out your digital or social media management business? Don't have the money to spend on expensive software for client intake sheets, monthly reports, strategy reports and more? Use Canva for design but can't find a detailed enough template? I've created one full of the specific details I use in my own digital advertising business. I will help you set up your business professionally and creatively so that you have the organization and professionalism desired at a fraction of the price. With this purchase, you will be sent the link for this template which will open in Canva where you can customize further.
Have suggestions for template you wish I sold? Message me and and I will create a custom listing.
This File Includes (11 total sheets):
Client Intake Sheet
Marketing Plan Summary
Planner & Tracker
Content Planner
Ads Planner
Weekly Content
Monthly Statistics Jan-Jun
Monthly Statistics July-Dec
Monthly Evaluation
Quarterly Evaluation Part 1
Quarterly Evaluation Part 2
Starting out your digital or social media management business? Don't have the money to spend on expensive software for client intake sheets, monthly reports, strategy reports and more? Use Canva for design but can't find a detailed enough template? I've created one full of the specific details I use in my own digital advertising business. I will help you set up your business professionally and creatively so that you have the organization and professionalism desired at a fraction of the price. With this purchase, you will be sent the link for this template which will open in Canva where you can customize further.
Have suggestions for template you wish I sold? Message me and and I will create a custom listing.
This File Includes (11 total sheets):
Client Intake Sheet
Marketing Plan Summary
Planner & Tracker
Content Planner
Ads Planner
Weekly Content
Monthly Statistics Jan-Jun
Monthly Statistics July-Dec
Monthly Evaluation
Quarterly Evaluation Part 1
Quarterly Evaluation Part 2
Starting out your digital or social media management business? Don't have the money to spend on expensive software for client intake sheets, monthly reports, strategy reports and more? Use Canva for design but can't find a detailed enough template? I've created one full of the specific details I use in my own digital advertising business. I will help you set up your business professionally and creatively so that you have the organization and professionalism desired at a fraction of the price. With this purchase, you will be sent the link for this template which will open in Canva where you can customize further.
Have suggestions for template you wish I sold? Message me and and I will create a custom listing.
This File Includes (11 total sheets):
Client Intake Sheet
Marketing Plan Summary
Planner & Tracker
Content Planner
Ads Planner
Weekly Content
Monthly Statistics Jan-Jun
Monthly Statistics July-Dec
Monthly Evaluation
Quarterly Evaluation Part 1
Quarterly Evaluation Part 2