<aside> 📱 Client accounts, content calendars, approvals and invoices — without living in fifteen browser tabs.

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Start here — 4 steps

1. Rename this page to your business name
2. Fill in Services & Pricing — it feeds every quote you send
3. Add your current clients and open accounts
4. Put the weekly routine at the bottom in your calendar

What is inside

Five hubs, 19 connected databases. Everything a social media management business needs to run, without the monthly subscription.

• Client & Account Hub — pipeline, clients, accounts, tasks, meetings, workflow
• Money Hub — quotes, invoices, expenses, time log, services & pricing
• Marketing Hub — testimonials, referrals, content, lead sources
• Business Hub — goals, SOPs, suppliers, resource library
• Client Content Calendar — the social media management-specific piece generic planners leave out

How this works

Everything in a social media management business runs through the same loop: an enquiry arrives, it becomes a account, the account gets delivered, and the invoice gets paid. This tracks all four stages in one place so nothing quietly stalls between them.

Approvals, not content, are the bottleneck in this business. Track what is waiting on the client so a missed schedule is visibly their delay, not your failure.

👥 Client & Account Hub