⚙️ SETUP & WORKFLOW MANAGEMENT MASTERCLASS
Master the Systems That Keep Your Social Media Management Business Running Smoothly
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...
- You're ready to get your client management systems organized so you can stop feeling scattered and start feeling professional.
- You want proven workflows for onboarding, managing, and delivering great results to clients without the chaos.
- You need the actual templates, contracts, and scripts that make client communication smooth and boundaries clear.
- You want to look like the seasoned professional you're becoming, even if you're still figuring things out behind the scenes.
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 & Workflow Management Masterclass
The complete playbook 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 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
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
Get the full client experience from onboarding to offboarding that generates referrals and testimonials. You'll have 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 ready-to-use 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 enroll, you get immediate access to all of the above AND:
📝 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.
💬 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!
bonus: Includes templates
SAVE $64!
AND THE BEST PART?
You're getting the templates and workflows — and a way of running your business that grows with you. Whether you're managing your first client or your tenth, it keeps you organized, professional, and stress-free.
What Social Media Managers Are Saying...
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.
- Have systems that keep everything organized and professional.
- Use 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.
- Maintain relationships while protecting your business.
READY TO GO FROM SCATTERED AND OVERWHELMED TO ORGANIZED AND PROFESSIONAL?
Managing more than one client at a time comes down to the systems you run behind the scenes. My Setup & Workflow Management Masterclass covers the whole client lifecycle, from onboarding and contracts to invoicing, content approvals, monthly reporting, and an offboarding process that brings you referrals. It also includes my welcome packet template, the content review and approval calendar, 30+ customer service scripts for sticky situations, review request scripts, a brand ideabook with 12 moodboards, and the Instagram Client Attraction Kit.
Frequently asked questions
How long is the class?
It's 52 minutes across 10 lessons. You can watch the whole thing in one sitting, or take a lesson at a time and set that piece up before you move on to the next one.
When does it start, and how do I get access?
This is a self-paced class that's always enrolling. You'll get immediate access to all of the lessons, templates, and resources as soon as you join, and you keep access to them.
What tools do I need?
Whatever you're already using. The templates are Canva files, and everything else works in Trello, Notion, Google Sheets, or wherever you're already keeping client work. The class covers what goes into your workflow, so you can build it in the tool you already like.
Will this teach me content creation, marketing strategy, and how to read client insights?
This class is the business side of running a social media management business: naming your business, choosing invoicing software and getting paid, contracts, onboarding and offboarding clients, content calendars and approvals, and keeping your client files organized. There are other masterclasses that teach content creation, marketing strategy, and how to translate client insights.
Is this for beginners, or for social media managers who already have clients?
Both. If you're just setting up, you'll build your onboarding, contracts, invoicing, and approval process from scratch. If you've already got clients, you'll be replacing the pieces you've been holding together yourself.
What if I only have one client right now?
That's a good time to take it. You set the workflow up once and it holds for the second client and the eighth, and building it while you have one account to manage is easier than rebuilding it in the middle of a busy month.
✨ Bundle and save $$$ ✨
Included in these bundles:
Bundle
Save $47
Client Attraction & Workflow Bundle (2 Classes: Booking Clients, Setup & Workflow Management)
Booking the client and running the client are two separate jobs. This bundle covers both, so you get the Booking Clie...
Bundle
Save $102
Ultimate Program Bundle (All Masterclasses)
The Ultimate Program Bundle is all eight of my masterclasses in one place: Becoming, Booking Clients, Pricing & P...