Build, Launch, and Manage Your Social Media Business Like a Pro—With Workflows for Every Stage
Whether you’re starting your business or need streamlined client workflows, this masterclass covers it all—from brand-building to managing clients seamlessly.
Many social media managers think this masterclass is just for those launching a business, but it’s much more than that.
The Setup and Management Workflows (Launch) masterclass is perfect for both new and experienced social media managers who want better client workflows.
Whether you’re refining your onboarding, offboarding, content approvals, or customer service systems, this class has you covered.
In addition to the essentials for starting a business, you’ll get access to comprehensive workflows that make managing clients easier—like a full client onboarding system, a content approval calendar, invoicing setups, and client communication scripts.
Why Social Media Managers Love This Masterclass:
- Create a Strong Brand: Build a brand that speaks to your ideal clients, whether you’re just starting out or rebranding.
- Streamline Client Workflows: Use ready-made templates and systems for onboarding, offboarding, content approvals, and more.
- Simplify Invoicing and Contracts: Set up invoicing systems, create airtight contracts, and use customer service scripts that protect your business.
- Manage Clients Like a Pro: Follow easy, step-by-step systems that handle everything from gathering client information to managing content approvals.
- Personalized Support: Get feedback from Shanté as you work through your client systems, and join live office hours every Thursday for extra support.
#1
Name Your Business
Get creative with your business name and learn how to build a brand that stands out. You’ll also receive personalized branding insights through the 'What Should Your SMM Brand Be?' quiz, and learn how to legally protect your new business name.
#2
Think About Your Future Clients
Discover how your clients will find you, and learn every step of onboarding new clients. You’ll start working on your Client Onboarding Welcome Packet to ensure you set clear expectations from day one.
#3
Make It Easy To Get Paid
Learn about invoicing software options and set up your system for receiving payments smoothly. You’ll also complete the payment instructions section of your Client Welcome Packet to make it easy for clients to pay you.
#4
Never Skip A Contract
Understand what needs to be in your contracts and how to handle client requests professionally. You’ll also get 30+ customer service scripts to help with late payments, revision requests, and more—so you’ll never be caught off guard.
#5
How You’ll Work For Clients
This masterclass isn’t just about launching—it’s about how you manage your clients as a service provider. You’ll learn how to gather the necessary information to get started, implement a simple content creation system, and streamline your content approval process so your clients stay informed and your workload stays manageable.
#6
Make Your Life Easy
Refine your client workflows so your business runs smoothly day-to-day. Whether you’re a new or experienced social media manager, these systems will help you organize content, client communication, and monthly reporting—so you can keep clients happy without bending over backward.
#7
Getting Referrals & Testimonials
Learn how to request client referrals and testimonials with easy-to-use scripts. You’ll also get ready for your official launch, with strategies for promoting your services on social media.
Running a social media management business is more than just creating content—it’s about having the right systems in place.
Whether you're launching or looking to improve how you work with clients, this masterclass gives you the tools to handle every stage of the process, from building your brand to client onboarding and approvals.
The Setup and Management Class isn’t just a class on how to start your business—it’s your complete guide to running it smoothly, with professional workflows designed to save you time and make your clients happy.
- Build and Brand Your Business: Create a unique brand that attracts your ideal clients.
- Manage Clients Like a Pro: Streamline your workflows for smooth onboarding, approvals, invoicing, and more.
- Save Time and Avoid Burnout: Use ready-to-go templates to manage client communication, content creation, and contracts efficiently.
- Support and Feedback: Get hands-on support from Shanté, plus access to live office hours every Thursday to troubleshoot any challenges.
Included with your enrollment:
You’ll receive all the tools you need to streamline your business, including:
What mentees are saying...
The Setup and Management Workflows Masterclass gives you everything you need to build your brand, streamline client workflows, and manage your business professionally.
Ready to set up and manage your social media business like a pro?
Setup & Workflow Management Masterclass
- FAQs
- What You'll Learn
- Included Resources
Is this class only for social media managers who are launching their business?
- No! This class is perfect for both new and experienced social media managers. While it covers the essentials of launching a business, it also provides critical workflows for client onboarding, content approvals, invoicing, and more—perfect for those who want to refine how they work with clients as a service provider.
Can I get help with my systems?
- Yes! You can submit your templates or workflows for feedback from Shanté, and there are weekly live office hours every Thursday from 11 am - 12 pm Chicago time for personalized support.
Is this class really worth $247?
- Absolutely. This class includes everything you need to set up and manage your business efficiently, with templates, tools, and hands-on guidance from Shanté.
Name Your Business
- Get creative with your business name and learn how to build a brand that stands out. You’ll also receive personalized branding insights through the 'What Should Your SMM Brand Be?' quiz, and learn how to legally protect your new business name.
Think About Your Future Clients
- Discover how your clients will find you, and learn every step of onboarding new clients. You’ll start working on your Client Onboarding Welcome Packet to ensure you set clear expectations from day one.
Make It Easy To Get Paid
- Learn about invoicing software options and set up your system for receiving payments smoothly. You’ll also complete the payment instructions section of your Client Welcome Packet to make it easy for clients to pay you.
Never Skip A Contract
- Understand what needs to be in your contracts and how to handle client requests professionally. You’ll also get 30+ customer service scripts to help with late payments, revision requests, and more—so you’ll never be caught off guard.
How You’ll Work For Clients
- This class isn’t just about launching—it’s about how you manage your clients as a service provider. You’ll learn how to gather the necessary information to get started, implement a simple content creation system, and streamline your content approval process so your clients stay informed and your workload stays manageable.
Make Your Life Easy
- Refine your client workflows so your business runs smoothly day-to-day. Whether you’re a new or experienced social media manager, these systems will help you organize content, client communication, and monthly reporting—so you can keep clients happy without bending over backward.
Getting Referrals & Testimonials
- Learn how to request client referrals and testimonials with easy-to-use scripts. You’ll also get ready for your official launch, with strategies for promoting your services on social media.
- Brand Ideabook
- Client Onboarding Welcome Packet Canva Template
- Client Onboarding Form
- Client Onboarding & Management Workflow
- Client Content Review & Approval Calendar Canva Template
- Policies & Customer Service Scripts Guide
- Scripts for Getting Reviews From Clients
- Instagram Client Attraction Kit for Social Media Managers
Complete the look:
REFUND POLICY: Due to the nature of the products offered, we are unable to provide refunds or exchanges.
