Title card for the pack, labelled EXCEL + WORD PACK, reading Price your packages, report every month in minutes, and onboard clients properly, with four tags for the pricing calculator, the self-filling report, the content calendar and the 4 client documents. Behind it sit the Client quote tab and a filled September 2026 report for the fictional Sample Bakery Co.

The Packages and Client quote tabs of the pricing calculator, headed Price from your own minutes, not a guess. The deliverables grid carries per-month quantities for Starter, Growth and Premium; the price block below shows hours, labour cost, overhead, suggested monthly price of 775, 1,575 and 2,750 and an effective hourly rate of 44.95, 43.98 and 44.16, and the quote tab adds extras, discount, contract length and deposit.

The Report tab of the monthly report for the fictional Sample Bakery Co., September 2026, headed Type the numbers once. The report writes itself. Six KPI tiles show 18,890 followers, 1,080 net new, 64,000 reach, 5.33 per cent engagement rate, 740 link clicks and 33 leads with month-on-month arrows, above plain-English summary lines, a by-platform table for Instagram, Facebook, LinkedIn and TikTok, a goals table with progress bars, and the top 5 posts by reach.

The content calendar, headed Seven statuses and a month grid that fills itself. The post log carries one row per post with date, time, platform, format, pillar, topic, caption, owner, status, client feedback, live link, next action and flag, colour-coded by status; below it the October 2026 month grid reads 30 posts planned, 7 published, 4 scheduled, 4 waiting on client and 0 late.

A summary of what you download, headed Three spreadsheets, four client documents. Six cards cover the 5-tab pricing calculator, the blank and example monthly report with a 12-month trend, the blank and example content calendar at 6 tabs each, the 4 client documents, the fact that no Canva account or subscription is needed, and the test result of 0 formula errors and 16 of 16 behaviour tests, not tested in Google Sheets, Google Docs, LibreOffice or Excel for Mac. A footer line states that the contract checklist is a list of points to agree, not a contract, and not legal advice.

Social Media Manager Client Pack: Pricing Calculator, Monthly Report and Content Calendar

Name: Social Media Manager Client Pack: Pricing, Reports, Docs
Brand: CodeUpVik
Price: 1249 INR
Availability: InStock

Three working spreadsheets and four client documents for freelance social media managers: a pricing calculator that does the arithmetic, a monthly report that fills itself from your numbers, a content calendar with a status workflow, and the onboarding paperwork.

₹1,249

Get it customised as per your need

About this product

Most social media manager packs are design pages you still have to do the work in. This one does the work. The pricing calculator has 5 tabs: enter your hourly target, overhead, margin and the minutes each deliverable takes, and it prices three packages, shows the effective hourly rate each one earns, and builds a client quote with add-ons, discount, contract length and deposit. The monthly report comes blank and filled, 5 tabs each: type this month's and last month's platform numbers on Data Entry and the Report tab fills in KPI tiles, month-on-month change with arrows, engagement rate, click-through rate, cost per lead, goal progress, a 12-month trend, 3 real Excel charts and plain-English summary sentences. The content calendar does the same, 6 tabs each, with 7 post statuses, a next action, a LATE flag for anything past its date that is not yet Scheduled or Published, and a month grid that rebuilds when you change the month. Four Word documents cover onboarding, the proposal, a contract checklist, and approval and offboarding. The documents are plain and professional, not decorated design pages. The contract checklist is a list of points to agree, not a contract, and not legal advice. Nothing here is financial or tax advice; add any tax your local rules require on top of your prices.

What's included

Packages-and-Pricing-Calculator.xlsx, 5 tabs: your hourly target, overhead, margin and the minutes per deliverable price three packages
The effective hourly rate each package really earns, shown next to your target rate before you quote
A client quote tab with add-ons, discount, contract length, deposit and the contract total
Monthly-Report-BLANK.xlsx and Monthly-Report-EXAMPLE.xlsx, 5 tabs each: type this month's and last month's platform numbers on Data Entry
Report tab with KPI tiles, month-on-month change with arrows, engagement rate, click-through rate, cost per lead, goal progress and a 12-month trend
3 real Excel charts that redraw from your data, plus plain-English summary sentences a client can read
Content-Calendar-BLANK.xlsx and Content-Calendar-EXAMPLE.xlsx, 6 tabs each: a post log with 7 statuses (Idea, Drafting, Ready for review, Changes requested, Approved, Scheduled, Published) and a next action for each
A LATE flag for any post past its date that is not yet Scheduled or Published
A month grid that rebuilds itself when you change the month, plus a status board
Client Onboarding Questionnaire, 5 pages, supplied as both Word and PDF
Proposal Template, 3 pages, in Word
Contract Checklist, 3 pages, in Word: a list of points to agree, not a contract and not legal advice
Approval and Offboarding Checklists, 3 pages, in Word
START-HERE guide, README in plain text, LICENCE and CREDITS

File formats

Microsoft Excel .xlsx: 5 workbooks, no macros and no add-ins
Microsoft Word .docx: 4 client documents
PDF: the onboarding questionnaire, also supplied as Word
Delivered as one ZIP (14 files, 387 KB)

Works with

Microsoft Excel and Microsoft Word
They have not been tested in Google Sheets, Google Docs, LibreOffice or Excel for Mac
No Canva account, no subscription, no macros and no add-ins
Any currency: set the symbol in each workbook's settings tab

Licence

A personal, non-exclusive, non-transferable licence for one person. You may use the spreadsheets and documents to run your own social media business for as many clients as you like, send the questionnaire, proposal, checklists and reports you make to your own clients, edit tabs, formulas, colours and wording, and put your own name and branding on the work you send. You may not resell, share, give away or sublicense the files, edited or not, free or paid, upload them to template marketplaces, file-sharing sites or shared drives, or claim the template as your own original work. For use across an agency team, email [email protected]. Seller: Vikram Bhargava, trading as CodeUpVik (India). Full terms are in LICENSE.md inside the download.

Questions

Is the contract checklist a contract?

No. It is a list of points to agree before you start: it is not a contract and it is not legal advice. Nothing in the pack is financial or tax advice either, so add any tax your local rules require on top of your prices.

Do I need Canva, or any subscription?

No. Five workbooks open in Microsoft Excel and four documents in Microsoft Word, with no macros, no add-ins and no account. They have not been tested in Google Sheets, Google Docs, LibreOffice or Excel for Mac.

How do I get my file?

Right after payment you see a Download button on the payment page. Each link works for 10 minutes, so save the file straight away. If a link expires, write to us with your order ID for a new one.

Can I get a refund?

Digital products are final sale. If a download does not work, email us within 7 days of purchase with your order ID and a short screen recording. We send a working file within 2 working days, or refund you in full if we cannot. Read the refund policy

Is anything shipped?

No. Every product is a digital download. Nothing physical is shipped.

Is the payment secure?

Yes. Payments in India are processed by Cashfree, and payments from outside India by PayPal, each on its own secure checkout. We never see or store your card or bank details.

Paid, but no download?

Write to us with the order ID shown on the payment page and we will sort it out. [email protected]