INVOICE
Invoice #: INV-00123
Date of Issue: Oct 11, 2025
CLIENT INFORMATION
| Services / Products | Amount | |
|---|---|---|
|
Social Media Management
Monthly retainer for social channels.
|
1200.00 |
Payment Details
Bank: [Your Bank Name]
Account Name: [Your Account Name]
Account Number: [Your Account Number]
WELCOME
Hi [Client’s Name],
Thank you for choosing to work with us. We’re thrilled to have the opportunity to bring your vision to life. Before you dive in, we want to help you get started smoothly.
ONBOARDING
LINK TO THE DASHBOARD →CLIENT PORTAL
LINK TO THE CLIENT PORTAL →Project Overview & Goals
This section should briefly restate the project’s main objectives and desired outcomes as discussed. It confirms our shared understanding and sets the stage for the work ahead.
Documents, Agreements & Invoice(s)
You can find the project agreement, proposal, and initial invoice in your Client Portal. Please review and sign the agreement and settle the invoice at your earliest convenience so we can start the project.
Project Timeline & Updates
We’ve established a preliminary timeline that is available in the project dashboard. We’ll provide progress updates every [Friday afternoon] via email and a weekly dashboard summary.
Roles & Information
This section introduces the main points of contact and their roles. Please direct all project-related communication to [Your Name] at [your.email@example.com] to ensure we keep all correspondence centralized.
Contact
Our office hours are [9 AM – 5 PM, Monday-Friday]. For any urgent matters, you can reach me directly at [Your Phone Number]. We strive to respond to all non-urgent communication within 24 hours.
CLIENT AGREEMENT
BETWEEN [Your Name / Company] & [Client’s Name]
INTRODUCTION
This Client Agreement (“Agreement”) is entered into as of [Date] by and between [Your Name / Company] (“Service Provider”) and [Client’s Name] (“Client”). This document outlines the terms and conditions, scope of services, and payment terms for the project described herein.
1. SERVICES TO BE PROVIDED
The Service Provider agrees to perform the following services for the Client: [Clearly list and describe all services to be provided. Be specific about deliverables, scope, and any limitations. For example: social media management for Instagram and Facebook, including 3 posts per week, monthly reporting, and community engagement.]
2. AGREEMENT TERMS & PAYMENT
The term of this Agreement will begin on [Start Date] and will continue until the project is completed, estimated to be on [End Date], unless terminated earlier by either party. The total fee for the services is [Total Amount], payable as follows: [Describe the payment schedule, e.g., 50% upfront, 50% upon completion. Include details on invoicing and payment methods.]
3. CONFIDENTIALITY
Both parties agree to keep all confidential information, including proprietary business information and project details, private and not to disclose it to any third party without prior written consent.
CONCLUSION
By signing below, both parties acknowledge that they have read, understood, and agree to the terms and conditions outlined in this Agreement. This Agreement constitutes the entire understanding between the Service Provider and the Client.
[Your Name / Company]
Service Provider
Date: [Date]
[Client’s Name]
Client
Date: [Date]
CONTENT USAGE GUIDE
Hi [Client’s Name],
This guide will help you transfer, upload, and post your new content in the best possible quality. We want to ensure your final deliverables look amazing everywhere you share them!
TRANSFERRING FILES WITHOUT LOSING QUALITY
It’s important to know how to transfer the content from your computer to your phone to avoid compression and loss of quality.
- For Mac Users (Airdrop): This is the best way to transfer files to an iPhone.
- Google Drive or Dropbox: Upload the files to a shared folder and then download them to your phone’s camera roll.
- Important: Do not send the files to yourself via Messenger, WhatsApp, or iMessage, as these platforms heavily compress files and will lower the quality of your original content.
MAKING THE MOST OF YOUR CONTENT
The first few hours after posting are crucial. We recommend you post and engage with your audience immediately. Try to respond to all comments and direct messages to help boost visibility. Tag us at [@yourhandle] so we can share your new content!
IT WAS GREAT WORKING WITH YOU!
We truly appreciate the opportunity to design your vision for you. Your support means the world to us. Please don’t hesitate to reach out for future projects.
COMPETITOR ANALYSIS
[Client’s Name]
This Competitor Analysis provides a clear breakdown of your top competitors’ strategies. By understanding their strengths and weaknesses, we can design a content plan to help you stand out.
| Competitor 1 | Competitor 2 | Competitor 3 | |
|---|---|---|---|
| FOLLOWERS | |||
| POSTING FREQUENCY | |||
| CONTENT STYLE | |||
| ENGAGEMENT RATE | |||
| AREAS / VIDEO TOPICS | |||
| BEST PERFORMING CONTENT |
KEY TAKEAWAYS
Competitors with higher engagement focus on creating high-quality, results-driven or educational content.
MONTHLY REPORT
[Client’s Name]
OVERVIEW
This month we saw strong growth and engagement across our platforms, along with a positive increase in followers and website traffic. We focused on [mention key strategy, e.g., video content, user-generated content campaigns] which performed exceptionally well.
HIGHLIGHTS THIS MONTH
- Key Wins: [e.g., A viral post that reached 1M views]
- Key Learnings: [e.g., Our audience responds best to behind-the-scenes content]
- It seems like [insight, e.g., ‘how-to’ style videos] performed best for the [X] parameter.
PLATFORM METRICS
| TIKTOK | YOUTUBE | ||
|---|---|---|---|
| FOLLOWERS | |||
| REACH | |||
| ENGAGEMENT RATE | |||
| WEBSITE CLICKS | |||
| COMMENTS |
ENGAGEMENT RATE
The total number of users who have seen your content vs those that liked or commented. This result is based on the average of all posts from this month.
THANK YOU
Project Name: [Project Name]
Client Name: [Client’s Name]
YOUR FINAL DELIVERABLES
All your project files have been sent to the individual link below to access them. Please download and save your content securely. This link will remain accessible for [e.g., 30 days]. Please download a copy to your local machine before then.
MAKING THE MOST OF YOUR CONTENT
For best results, please see the attached Content Usage Guide, also sent in the same folder. This guide will help you post your content in the highest quality.
IT WAS GREAT WORKING WITH YOU!
We truly appreciate the opportunity to design your vision for you. Your support means the world to us. Please don’t hesitate to reach out for future projects.
WE’D LOVE YOUR FEEDBACK!
Client feedback helps us improve and also helps other clients find us! If you enjoyed working with us, we’d be so grateful if you could leave us a review at the link below. Thank you!