Social Media Manager Contract Template Kit | Scroll & Sign Editable Word Agreement, NDA, Proposal & Invoice + Excel Workbook | US Letter & A4

This social media manager contract template kit gives you the full set of client paperwork in one download: a plain-English Social Media Management Agreement, an NDA, a proposal with three pricing packages, five client forms and an Excel workbook that builds your invoices for you. Everything opens in Microsoft Word and Excel. No Canva account needed.

It is called Scroll & Sign because that is the whole idea. Your client scrolls through something clear and good-looking, then signs. No back-and-forth over vague DMs.

What this social media contract kit does

Most freelance social media managers lose money in the same three places. Scope creep (“can you just make one more Reel?”), late payments, and messy account access when a client leaves. Every document in this kit closes one of those gaps.

• The agreement spells out what is included, how approvals and revisions work, who pays for ads, late fees, and who owns the content.
• The proposal gets a package agreed in writing before the contract even arrives.
• The workbook turns invoicing into a two-minute job and flags overdue payments in red.
• The offboarding checklist makes sure access is removed and files are handed over properly.

Who it is for

Freelance social media managers, virtual assistants, content creators, community managers and small agencies. If you charge a monthly fee to look after someone else’s Instagram, TikTok, Facebook, LinkedIn or Pinterest, this was made for you. Beginners get text that is already written. Experienced managers get a cleaner, more professional set of documents they can brand as their own.

What is included

8 editable Word templates (US Letter and A4)

• Social Media Management Agreement (8 pages): 22 numbered sections covering services, term, pricing and compensation, content creation, paid advertising, communication, client responsibilities, access to client accounts, rights to created content, confidentiality, results, liability waiver, indemnity, independent contractor status, non-solicitation, amendments and addendums, force majeure, termination, account authorization, disputes, additional terms and general terms. Includes Schedule A (services checklist and add-on menu) and Schedule B (account access authorization).
• Non-Disclosure Agreement (3 pages): one-way or mutual, with parties, contractor services, confidential information, non-disclosure, return of materials, exclusions, term, notice of immunity and general provisions.
• Social Media Proposal and Packages (3 pages): client goals, a 90-day plan, three pricing tiers, add-ons, next steps, a client FAQ and an acceptance box.
• Client Onboarding Questionnaire (3 pages): brand voice, audience, goals, competitors, approvals, an assets checklist and account access.
• Content Approval and Sign-Off Form (2 pages): post-by-post approval with space for change requests.
• Change Order and Contract Amendment (1 page): records scope and price changes, with a before and after fee table.
• Invoice Template (1 page): matching Word invoice.
• Termination Notice and Offboarding Checklist (3 pages): a polite exit letter plus a 16-point handover list.

Excel business workbook (8 sheets)

• Settings: your details, one currency setting, tax, payment terms, late fee and a 20-line service price list.
• Clients: up to 40 clients with status tracking.
• Rate Calculator: finds your minimum hourly rate and prices a package from real hours.
• Invoice: pick a client and services from dropdowns. Rates, discount, tax, total, due date and balance fill in automatically.
• Invoice Log: up to 300 invoices with Paid, Open, Part paid, Overdue and Overpaid status and days late.
• Dashboard: invoiced, collected, outstanding and overdue totals, a month-by-month chart and earnings by client.
• Monthly Report: a one-page client report with growth, engagement rate and two charts.

Also in the download

• Printable PDFs of every document in US Letter and A4
• An illustrated user guide (Word and PDF) with three client email scripts

How it works

1. Open the workbook and add your business details, currency and prices.
2. Fill in the proposal and send it as a PDF.
3. Complete the agreement and NDA. Every detail to change sits in shaded [square brackets], so nothing gets missed.
4. Bill the deposit from the Excel invoice and log it.
5. Onboard, approve content each month, send the monthly report, and use the change order whenever the scope moves.

File formats and software

• Word documents (.docx) for Microsoft Word 2016 or newer, Microsoft 365 or LibreOffice Writer
• Excel workbook (.xlsx) for Microsoft Excel 2010 or newer, Microsoft 365 or LibreOffice Calc
• PDF files for printing on any device
• Paper sizes: US Letter (8.5 x 11 in) and A4

Customizing your social media management agreement

Swap the placeholder logo with one right-click. Change the business name in the header once. Clauses renumber by themselves when you delete one, and headings use real Word styles, so changing a color or font updates the whole document. The fonts (Playfair Display, Lato and Great Vibes) are embedded, so the design holds on any computer. Money fields stay neutral in the Word files, and the workbook lets you set any currency symbol, with $ as the default.

Real situations where it helps

• You just landed your first client and want to look established from day one.
• A client keeps asking for extra videos. Point them to Schedule A and send a change order.
• An invoice is two weeks late. The workbook shows it as Overdue and the guide has a polite reminder email ready.
• A client ends the contract. The offboarding checklist covers access, files and the final invoice.
• You want to raise your rates. The rate calculator shows what you need to charge.

Digital download information

This is an instant digital download. You will receive one ZIP file with all the templates, PDFs, the workbook and the user guide, plus a separate copy of the user guide. Nothing physical is shipped.

FAQ

Can I edit the social media contract template in Word?

Yes. Every document is a fully editable .docx file. Change any word, clause, price or checkbox.

Do I need Canva?

No. Everything opens in Word, Excel or LibreOffice, and the PDFs open anywhere.

Is the contract legally binding?

Signed business agreements are generally enforceable, and the terms follow common freelance practice. Laws vary by state and country, so have a local lawyer review your final version. This kit is not legal advice.

Can I use it outside the United States?

Yes. A4 versions are included, the workbook accepts any currency symbol, and you fill in your own governing law.

Can I use it for more than one client?

Yes. Use it for all your own clients. Just save a fresh copy for each one.

Does the invoice calculate totals?

The Excel invoice does. It pulls rates from your price list and works out tax, total, due date and balance due.

Can I resell or share the templates?

No. The license covers use in your own business only.