Master the Systems That Keep Your SMM Business Running Smoothly
Professional Client Management & Business Operations
Get the backend systems, workflows, and templates that make managing multiple clients feel organized and effortless—so you can focus on delivering great work instead of scrambling to keep up.
Get Your Business Systems and Client Management Processes Dialed In
What you really need isn't just help getting started—you need the backend systems and management workflows that keep everything organized, professional, and stress-free once clients start coming in.
You want to know how to handle client onboarding without dropping the ball, manage multiple accounts without losing your mind, and create systems that make you look like the seasoned professional you're becoming.
Professional Onboarding
Streamlined workflows that make every new client feel confident in your expertise from day one
Organized Systems
Backend processes that keep multiple clients organized without the stress and scrambling
Professional Polish
Templates and frameworks that position you as an experienced professional, regardless of how new you are
Tell Me If This Is You...
Here's what I know...
You're already doing great work for clients, but the business side feels overwhelming. You want systems that make you look polished and professional without having to figure everything out from scratch. You deserve to feel confident and organized, not stressed and scattered.
Setup & Management Masterclass
The complete system for professional client management and business operations
When you complete this masterclass, you'll have bulletproof systems that make managing multiple clients feel organized and effortless—no more scrambling or looking unprofessional.
- Professional onboarding workflows that make every new client feel confident in your expertise from day one
- Contract and payment systems that protect your business while making transactions smooth and professional
- Content management and approval workflows that keep multiple clients organized without the chaos
- Communication scripts and boundary frameworks that handle difficult situations with grace and professionalism
Effortless Client Management
Run your business with the same level of organization and polish as established agencies, regardless of how new you are to the industry.
Setup & Management Masterclass
The complete system for professional client management and business operations
Professional Client Onboarding Systems
Master the complete client onboarding process that sets clear expectations from day one. You'll get the exact workflows for bringing new clients into your business, plus the welcome packet template and questionnaire system that makes you look like the seasoned professional you're becoming.
Bulletproof Contract & Legal Framework
Get the contract essentials and legal protection you need without the overwhelm. We cover exactly what needs to be included in your contracts, how to get them signed digitally, and provide you with 30+ professional scripts for handling common client situations and boundary conversations.
Streamlined Payment & Invoicing Systems
Set up payment systems that actually work and get you paid on time. Learn which software options are worth it (and which aren't), how to structure your invoicing for consistent cash flow, and create payment processes that feel professional and effortless.
Content Creation & Approval Workflows
Get the step-by-step system for managing client accounts from content creation to approval to publishing. This includes login management, content review calendars, approval processes, and communication systems that keep everything organized and clients happy.
Business Organization & Client Communication
The systems that separate professional SMMs from chaotic ones. Learn how to organize client files, manage scheduling across multiple accounts, create monthly reporting processes, and establish communication rhythms that build trust without burning you out.
Client Success & Retention Strategies
Master the client experience from onboarding to offboarding that generates referrals and testimonials. Get the exact scripts for requesting reviews, strategies for turning clients into raving fans, and systems for maintaining long-term client relationships.
Business Setup Foundations
The business basics you need in place: naming your business, brand development (including 12 done-for-you brand moodboards), legal name verification, and the Instagram client attraction kit that helps ideal clients find you.
Sounds Like Everything You Need, Right?
When you join, you get immediate access to all of the above AND:
Brand Ideabook
Shanté has created 12 unique moodboards for your SMM brand including: done-for-you color palettes, inspiration images, fonts, aesthetics, graphic elements, and more! Take the guess work out and discover which one best suits you by taking the quiz: 'What Should Your SMM Brand Be?'
Client Onboarding Welcome Packet Canva Template
With a well put-together welcome packet, you're setting clear expectations for your clients and yourself, establishing communication boundaries while providing them with the clarity they need so that they know what happens next.
Client Onboarding Form
Know exactly what to put in your New Client Questionnaires including what information you need about your client's business, audience, offers, strategy, goals, and more (plus how to collect all of this information from them!)
Client Onboarding & Management Workflow
See the streamlined workflow to managing onboarding a new client including contracts, invoicing, and questionnaires; content creation, review, and approval cycles; and how to deliver results and reports efficiently.
Client Content Review & Approval Calendar Canva Template
If you're just getting started as a social media manager, you don't need systems with fancy automations and all the bells and whistles. What you really need is a simple, easy-to-navigate content calendar for yourself and your clients to be able to communicate what you're working on and which phase of the creation process it's in.
Policies & Customer Service Scripts Guide
Not sure how to respond to last-minute revision requests, how to handle late payments, past due deadlines, or other sticky situations? Shanté has you covered with 30+ copy/paste scripts that you can use to communicate your policies and boundaries effectively and professionally.
Scripts for Getting Reviews From Clients
Have a client that's agreed to provide a positive testimonial but isn't sure what to say? Use these 4 easy-to-use templates so that their review can increase your likelihood to booking more clients!
Instagram Client Attraction Kit for Social Media Managers
Customizable Canva content templates that allows you to build an Instagram profile that is optimized with keyword SEO so that your ideal clients can easily find you - including bio formulas, story highlight scripts, and done-for-you posts.
Plus, here's the best part—
You're not just getting templates and workflows. You're getting a complete business management system that grows with you. Whether you're managing your first client or your tenth, these systems scale to keep you organized, professional, and stress-free.
If You Want Systems That Make Client Management Feel Effortless, I Have Good News For You:
It's easier than you think to get organized! I know that you can:
Feel confident managing multiple clients with systems that keep everything organized and professional.
Have bulletproof onboarding and management workflows that make clients feel taken care of from day one.
Run your business with the same level of polish and organization as established agencies, regardless of how new you are.
Handle difficult client situations with professional scripts and boundary frameworks that maintain relationships while protecting your business.
When you're ready...
You'll have everything you need to transform from feeling scattered and overwhelmed to running a smooth, professional operation that impresses clients and makes your life easier. No more scrambling to figure out systems on the fly or worrying about looking unprofessional.
Master the Systems That Keep Your SMM Business Running Smoothly
The complete system for professional client management and business operations
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Professional Client Onboarding SystemsMaster the complete client onboarding process that sets clear expectations from day one. Get the exact workflows for bringing new clients into your business, plus the welcome packet template and questionnaire system.
-
Bulletproof Contract & Legal FrameworkGet the contract essentials and legal protection you need without the overwhelm. Includes exactly what needs to be included in your contracts, how to get them signed digitally, and 30+ professional scripts for handling common client situations.
-
Streamlined Payment & Invoicing SystemsSet up payment systems that actually work and get you paid on time. Learn which software options are worth it, how to structure your invoicing for consistent cash flow, and create professional payment processes.
-
Content Creation & Approval WorkflowsGet the step-by-step system for managing client accounts from content creation to approval to publishing. Includes login management, content review calendars, approval processes, and communication systems.
-
Business Organization & Client CommunicationThe systems that separate professional SMMs from chaotic ones. Learn how to organize client files, manage scheduling across multiple accounts, create monthly reporting processes, and establish communication rhythms.
-
Client Success & Retention StrategiesMaster the client experience from onboarding to offboarding that generates referrals and testimonials. Get the exact scripts for requesting reviews, strategies for turning clients into raving fans, and systems for maintaining long-term client relationships.
-
Business Setup FoundationsThe business basics you need in place: naming your business, brand development (including 12 done-for-you brand moodboards), legal name verification, and the Instagram client attraction kit that helps ideal clients find you.
Brand Ideabook
12 unique moodboards for your SMM brand including done-for-you color palettes, inspiration images, fonts, aesthetics, graphic elements, and more! Includes a quiz: 'What Should Your SMM Brand Be?'
Client Onboarding Welcome Packet Canva Template
Well put-together welcome packet that sets clear expectations for your clients and yourself, establishing communication boundaries while providing them with the clarity they need.
Client Onboarding Form & Management Workflow
Know exactly what to put in your New Client Questionnaires plus the streamlined workflow for managing onboarding including contracts, invoicing, questionnaires, content creation, review, and approval cycles.
Content Review & Approval Calendar Canva Template
Simple, easy-to-navigate content calendar for yourself and your clients to communicate what you're working on and which phase of the creation process it's in - whether it's a draft, ready for review, under revision, approved or scheduled.
Policies & Customer Service Scripts Guide
30+ copy/paste scripts for responding to last-minute revision requests, handling late payments, past due deadlines, or other sticky situations. Communicate your policies and boundaries effectively and professionally.
Scripts for Getting Reviews From Clients
4 easy-to-use templates for clients who've agreed to provide a positive testimonial but aren't sure what to say. Help their review increase your likelihood of booking more clients!
Instagram Client Attraction Kit for Social Media Managers
Customizable Canva content templates that allow you to build an Instagram profile optimized with keyword SEO so that your ideal clients can easily find you - including bio formulas, story highlight scripts, and done-for-you posts.
This is a self-paced course that is always enrolling. You'll get immediate access to all training modules, templates, and resources as soon as you join.
The Setup & Management Masterclass is part of the Social Media Manager Incubator Program Suite. This particular course will help you setup your business including: naming your business, invoice software to use get paid by clients, business logistics and setup, contracts, onboarding and offboarding clients, systems for content calendars and approvals, and client organization. There are other courses within the SMMI Program Suite that DO teach content creation, marketing strategy and how to analyze client insights!
The Social Media Manager Incubator Program Suite consists of a full suite of courses that has a unique focus based on what you want to accomplish as a social media manager. Current courses include:
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Becoming a Successful Freelance Social Media Manager (A Beginner's Guide to the World of Freelancing Social Media Management)
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Launch Your Social Media Management Business (A Comprehensive Step-by-Step Approach)
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The Who, Where, & How To Finding High-Paying Social Media Management Clients (The Art of Landing the Best Clients for Steady Income)
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Insider's Guide to Creating a Punchy Social Media Portfolio (From Zero to Portfolio Hero: Quick & Easy Strategies for Building a Portfolio Quickly)
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Creating Social Media Management Packages that Sell (How To Get Paid What You Deserve & Set Prices As A Profitable Social Media Manager)
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Marketing Quickstarter (Mastering Marketing Strategies that Sell On Social Media for Your Clients)
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Content Creation Bootcamp (Mastering Design, Copy, & Video for Social Media Managers)
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The Metrics Masterclass (Analyzing Insights & KPI's for Data-Driven Client Reports)
Bundle & Save
Ready to master multiple skills? These strategic combinations give you everything you need to build the business you deserve—with built-in savings that make investing in your growth even smarter.
Client Attraction & Business Setup
Master client attraction and professional business management systems
Client Attraction & Workflow Bundle
Master client attraction and business management in one powerful combination. Learn how to attract ideal clients and manage your social media business effortlessly, from onboarding to offboarding with streamlined systems and proven strategies.
What's Included:
- Booking Clients Masterclass ($97 value)
- Setup & Management Workflow Masterclass ($247 value)
- All templates, scripts, and resources
- Perfect Pitch DM Script & Discovery Call Framework
- Complete business workflow system
- Client onboarding and management templates
Professional Template Collection
Complete toolkit of customizable templates for client management and business growth
Starter Toolkit Bundle
Kickstart or elevate your social media management business with a complete bundle of customizable Canva templates designed to cover every aspect of client management, from pricing and proposals to content review and Instagram optimization.
What's Included:
- Comprehensive Social Media Manager Templates
- Pricing Calculator & Proposal Templates
- Case Study Showcase Template (8-page design)
- Instagram Client Attraction Kit
- Content Review & Management Templates
- 3 Unique Design Styles for customization
Want The Complete System?
Get every skill, template, and framework to build a complete SMM business
Ultimate Program Bundle
Your complete roadmap for building a successful social media management business from the ground up. Master every essential skill—from getting started as a beginner to advanced portfolio creation, client attraction, content strategy, and metrics reporting—with this comprehensive collection of all 8 masterclasses.
What's Included:
- Becoming Class (FREE - included as bonus)
- Launch (Setup & Management) - $247 value
- Clients Class - $97 value
- Portfolio Class - $97 value
- Packages Class - $97 value
- Marketing Quickstarter - $197 value
- Content Creation Bootcamp - $197 value
- Metrics Masterclass - $67 value
- All templates, calculators, and frameworks