Social Media Templates For Agencies
Twelve free templates grouped by the task in front of you: planning, calendars, campaigns, and reporting. Pick the one you need, fill it in for your client, then schedule from it in RecurPost.
1. PLANNING
Planning & Strategy Templates
RecurPost provides four planning templates to help agencies build a client’s social media presence.
Once the plan is agreed, your team schedules the posts on RecurPost’s social media calendar, so the strategy becomes a live publishing schedule.
EXAMPLE
An agency onboarding a new retail client can use the strategy template to create a plan, present it with the presentation template, and schedule content in RecurPost.
BUILT FOR
Agencies setting up a client from scratch.
SKIP IF
You already have an approved plan — go to calendars.
Social Media Strategy
Map a client’s goals, audience, and posting plan.
Strategy Presentation
Pitch the strategy to a client in slides.
Marketing Plan
Lay out channels, cadence, and owners for the quarter.
Social Media Audit
Assess a client’s current accounts before you start.
2. CALENDARS
Content Calendar Templates
RecurPost provides three calendar templates to help you plan a month of content before scheduling posts.
RecurPost schedules the finished month from its content calendar, one post at a time or in a single CSV upload with bulk scheduling.
EXAMPLE
A freelancer managing six client accounts can organize a month of Instagram and Google Business Profile content before scheduling it in RecurPost.
BUILT FOR
Agencies that plan content a month in advance.
SKIP IF
You only schedule occasionally.
Turn these plans into live schedules.
RecurPost’s Agency plan supports 20 social accounts under one plan. Download these templates free, then schedule the finished plan on RecurPost’s social media calendar.
3. CAMPAIGNS
Campaign Templates
RecurPost provides three campaign templates to help agencies plan and present time-bound campaigns.
Once a campaign is planned and its rows are approved, RecurPost schedules them in batches from one CSV upload with bulk social media scheduling, and handles the paid side through paid ads.
EXAMPLE
An agency pitching a product launch can use the proposal template for client approval, then build the publishing schedule from the campaign template.
BUILT FOR
Agencies that run or pitch campaigns.
SKIP IF
You run only always-on, evergreen content.
4. REPORTING
Reporting & Analytics Templates
RecurPost provides two reporting templates to help agencies share results with clients.
RecurPost’s reports and analytics supply the performance data you add to each reporting template.
EXAMPLE
An agency delivering monthly reports to 10 clients can fill the reporting template using data from RecurPost analytics.
BUILT FOR
Agencies that report on a regular schedule.
SKIP IF
You’re solo and don’t build client reports.
Try RecurPost
One plan. 20 social accounts. Every client scheduled from a single calendar.
The Agency plan supports 20 social accounts, so a calendar or campaign you build from a template can be scheduled across every client account.
No credit card required
Questions Agencies Ask
Everything about downloading, customizing, and putting templates to work for client accounts.
Are the RecurPost templates free?
Which template should I use to plan a client calendar?
RecurPost offers three calendar templates: the Social Media Content Calendar, the Instagram Content Calendar, and the Google Posts Calendar. The Social Media Content Calendar is ideal for planning a month of content across multiple social networks. The Instagram Content Calendar and Google Posts Calendar are better suited for clients focused on a single channel.
How do I turn a template into a live schedule?
RecurPost templates are planning documents, so they do not import into RecurPost. Once the plan is final, your team schedules the posts on RecurPost’s content calendar for each client account, or copies them into a CSV file and uploads them at once with bulk scheduling.
Which template do I use to report results to a client?
RecurPost offers two reporting templates: the Social Media Analytics Template and the Social Media Reporting Template. The Social Media Analytics Template tracks post and account performance metrics. The Social Media Reporting Template organizes monthly data from RecurPost reports and analytics into a client-ready report.
Do the templates work for multiple client accounts?
RecurPost templates support multiple client accounts through workspaces, with each client managed in a separate workspace. The Agency plan supports 20 social accounts under one plan. You can reuse the same template for each client and schedule content from that client’s workspace.
Does RecurPost offer other free templates?
Yes. Besides the 12 templates above, RecurPost offers five more free downloads for adjacent agency work: the Social Media Competitive Analysis Template, the Digital Marketing Campaign Template, the Influencer Strategy Template, the Social Media Influencer Contract Template and the Social Media Agreement Template. They are customizable Google files that you receive after filling out a short download form.