Product overview

Social Media Management Template: Client CRM is a digital Projects & Agency resource from Ready Forms Studio, created for small-business owners who want a clearer way to manage content calendar, campaign tracker, and business management. It brings related workflow tasks into one organized resource so routine admin work is easier to review, update and keep consistent.

Use it as a practical reference for content calendar, campaign tracker, business management, and excel spreadsheet. The page below summarizes the main use cases and package details, while checkout and digital delivery are completed securely through Etsy.

What this tool helps you manage

• content calendar
• campaign tracker
• business management
• excel spreadsheet
• excel template

Key product details

• ✅ BLANK Microsoft Excel workbook with 18 connected tabs
• ✅ Completed SAMPLE Microsoft Excel workbook with realistic example data
• ✅ Dedicated BLANK Google Sheets version
• ✅ Dedicated SAMPLE Google Sheets version with realistic example data
• ✅ Google Sheets Access Guide PDF
• ✅ 10 printable business forms in A4 format
• ✅ The same 10 printable forms in US Letter format
• ✅ 22-page Step-by-Step User Guide

Compatibility & file information

Formats mentioned in the Etsy listing include Excel, Google Sheets, and PDF. Review the product details and Etsy listing before purchase to confirm the format fits your workflow.