Client Onboarding Kit for Social Media Managers

Last updated: 03/13/2026

Worksheets from the first conversation to content approval and the monthly report. A 10-page PDF in Hebrew and an editable text file in a ZIP archive.

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Client Onboarding Kit for Social Media Managers

₪119

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Digital product: after actual delivery, no refund for a change of mind is available where the legal information exception applies. Mandatory statutory rights are preserved. Digital product terms

Worksheets from the first conversation to content approval and the monthly report.

What is included in the kit?

  • 9 process worksheets
  • Brief, responsibilities and content approval
  • Shoot planning and a monthly report

Workbook topics

  • First conversation and brief
  • Asset map and responsibilities
  • Content approval and shoot planning
  • Enquiry tracking and monthly reporting
  • Summary and handover

How do you use it?

Open the ZIP file and extract the workbook and text file. Read the explanation, use the example and complete the task for your business. You can print the PDF or write in the text file.

The kit includes a 10-page PDF in Hebrew and an editable text file. This is a digital self-study product; it is not a video course and does not include individual guidance. Examples are provided for illustration and adaptation.

This kit includes:

  • 9 process worksheets
  • Brief, responsibilities and content approval
  • Shoot planning and a monthly report
  • PDF in Hebrew and an editable text file

Kit materials

  • How to use the kit : Download the kit from the downloads section of your order. Extract the ZIP and open the PDF. Work through the explanations and tasks, adapting the examples to your business. You can print the workbook or write in the included text file. The kit does not include a video. : Lesson 1.1

Kit FAQs

Who this kit is for:

  • First conversation and brief
  • Asset map and responsibilities
  • Content approval and shoot planning
  • Enquiry tracking and monthly reporting
  • Summary and handover

Tools for your next business step

Digital kits, workbooks and tools you can adapt to your business and put into practice.