Social Media Templates
Templates for planning, approving and reporting
Working templates for the documents social media teams and agencies rebuild for every client. Pick your networks, month or sections and download a file that opens in Google Sheets, Excel, Word or Google Docs. Each one is built in your browser.
- Plan the monthSocial media content calendarA row for every post in the month, with columns for format, caption, asset, owner and status. Pick your networks and posting days first.CSVOpens in Google Sheets and Excel
- Review before publishingContent approval checklistWhat the writer checks before submitting, what reviewers sign off and the last look before scheduling, with checks for each network you post to.DOCXFor Word or Google Docs, or print it
- Onboard a new clientClient onboarding questionnaireQuestions on goals, audience, voice, accounts, content, approvals and reporting, with fields for every network the client uses.DOCXFor Word or Google Docs, or print it
- Report to a clientMonthly social media reportA metrics sheet that works out month on month change for each network, and a written report for the summary, top posts and next month’s plan.CSVA metrics sheet for Google Sheets and Excel, and a written report
- Plan a campaignSocial media campaign briefObjective, audience, message, deliverables for each network, timeline, budget and sign-off, agreed before any work starts.DOCXFor Word or Google Docs, or print it
Use the template, then let Posty do the work
Each template is a version of something Posty does in the app: a calendar that publishes, approvals that hold posts until they are signed off, client onboarding forms and analytics.