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Social Media Marketing Planner


In stock

Our most coveted social media marketing planner gives you everything you need to evaluate incoming new clients, build your social strategy, and keep track of campaign management including ROI and optimizations. Everything you need to be a successful social media manager.

This planner combines multiple templates for a wholistic social media client overview. Use our new client intake form, social media strategy plan, meeting notes, campaign tracker, notes template, and password tracker to stay on top of your client’s social media strategy.

Social Media Marketing Planner Includes:

– Our social media intake form allows you to evaluate new clients giving you the ability to choose your clients based on your business alignment.
– Our social media plan allows you to build a campaign plan for your clients. From learning what their budget is, their target audience, start date, and their social media goals to building your entire social media strategy & social media growth action plan.
– Our meeting notes are crucial to your success it’ll help you talk to your client about their campaigns. The optimizations you are making and any challenges arising. Keep your meeting notes and action items in one single place.
– Our campaign tracker is a simple overview that will track all of your social media efforts in order to see where to make improvements. Track your posts across platforms and the ROI/actions driven out of those posts along with any optimizations.
– Use the notes template to write down any additional thoughts on strategy improvements for your clients.
– Use our password tracker to keep track of your clients’ social media tools & access needed for each.

Social Media Marketing Planner Product information:

– You’ll get a printable PDF and an editable Canva template.
– To edit, create a free Canva account here. Find your planner template link in the download file. Edit the templates and use them digitally or print them.
– Prior to printing, ensure your printer settings are set to “scale to fit”.

Social Media Marketing Planner Sizes Available:

– US Letter Size (8.5 x 11 inches)


– No printed materials or physical products will be shipped for this digital order.
– This item is for personal use only and cannot be resold, redistributed, or used for commercial purposes.
– There are no refunds, cancellations, or returns on this order.
– Colors may vary slightly depending on your computer monitor and printer.

Don’t forget to check out our additional productivity planners here.


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