Welcome to your

Social Media Proposal

Template by Sendible 👏
How does this template work?

● Make a copy of this template to edit and reuse it as many times as you like.

● Follow the tips in purple and delete them when they are no longer needed.

● Try to personalise your proposal as much as possible and add images where applicable.
Be authentic and build trust with your future clients!

● If you enjoy using this template, make sure you check out our /resources page or the
/insights blog as we have other useful stuff like this!

● And if you’re looking for a social media management tool, check out Sendible! 😉
Tip: Add an image with your client's branding at the top. It's a small way to show you've crafted
this especially for them.

Social Media Proposal for

{Client Name}
{Date} March 7, 2023

Your Name
Your Company or Organization
Phone
Email
Website
Introduction
The opening paragraphs set the scene for your proposal based on the discovery session you
held previously. Use words like you, yours and we to address the prospective client directly and
establish a relationship. For example:

We’re delighted you’ve asked us to show you how we can help grow your audience and
acquire more leads with our social media marketing services.

This proposal outlines precisely how we can use our proven skills and strategies to deliver
effective, growth-driven results for your business. In this document, you will find:

1. Your requirements and goals for the brand’s social media presence.
2. Short audit of the current social media following for [Client Brand Name]*.
3. The proposal on how we can work together along with the next steps and pricing.

*Use the "Find & Replace" function to replace [Client Brand Name] with your client’s name.

#1 Social media goals for your brand 🎯

Based on our discovery session and the audit, we recommend focusing on either of these
measurable goals:

● Increase your engagement rates on Facebook and Instagram by X%, as part of a

broader goal to improve brand awareness.
● Increasing referral traffic by X% to your website by introducing consistency and
better posting practices.

Or, you can go more granular than that and offer a few SMART goals. For example, if the
prospective client indicated they wanted to grow their audience on social, you could say:

● Increase the number of Instagram followers in the age range 35-45 by 20% over the
next six months.

#2 Audit of social media networks for

[Client Brand Name] 📊
www.clientbranddomain.com
The audit will provide you and your client with a snapshot of all of their social media profiles,
their follower count, activity and potential priority.

This will help guide your strategy and create the correct package for your clients.

Avg. # of
Potential
Social media posts in the
Followers Last active priority
network last few
months

Facebook # likes DD MM # per week High

@username

Instagram # followers DD MM # per week High

@username

LinkedIn # followers DD MM # per week Medium

@username

Twitter # followers DD MM # per week Medium

@username

Pinterest # followers & DD MM # per week Medium

@username unique monthly
viewers

Tumblr Information DD MM # per week Low

@username required

YouTube # subscribers DD MM # per month Low

@channel

#3 Proposal & scope of work

The proposal depends on how you choose to package your services - on a monthly retainer or
project-based, or with different package levels. When writing this section, remember to give
clients options and outline which services are included and which have an additional cost.
We'd be delighted to offer our social media marketing services for the [Client Brand Name]
brand. Please explore what’s usually included in our services and what can be purchased as an
add-on.

Core offering

🎨 Content creation & curation

List your responsibilities. For example:

We’ll be responsible for creating and populating your social media content calendar, creating
images, taking bespoke photographs, creating videos, writing captions, and curating industry-
related content.

If a content approval process is required, then outline the steps here. For example:

● Agency: Submits planned content one month in advance.

● Client: Approves or requests revisions within one week.
● Agency: Submits required changes within 3 days.
● Client: Approves changes within 3 days.
● Agency: Locks content in schedule.

👉 Social media network selection

Outline why you’ve chosen specific social networks; e.g. more suited to the target audience, their
competitors post there.

We’ve selected Facebook and Instagram as your key social media networks as we believe they
match your target audience profile.

📆 Consistent posting schedule

State how often you will be posting to each network and why. For example:

We’ll post X times per week to Instagram, using different types of content – including
image+caption, video, and Stories – to build brand awareness and establish authority on your
account.
🔎 Brand monitoring & hashtags
Advise which brand keywords and hashtags you will be tracking, and how you plan to respond.
For example:

Based on our research, we’ll monitor for and respond to these brand hashtags on a daily basis
to maintain brand integrity: #1, #2, #3.

🗨 Engagement & community

Advise how often you’ll be engaging with followers; e.g. one hour per day, and what you’ll be
doing; e.g. responding to comments, sharing user content, etc.

Each day, we’ll monitor your social accounts and respond to comments. We’ll also share
content from users in your community.

✅ Promotional and seasonal campaigns

Used for specific campaigns; e.g. Spring promo, in addition to the regular posting schedule.

We’ll create promotional campaigns for your products and/or services as well as keep tabs
open for opportunities to increase engagement when celebrating trending events.

📈 Analytics and reporting

Include the frequency of the reports and details of what you’ll be tracking and why.

Each month, we’ll send a performance report to stakeholders that details progress on agreed
KPIs. This will not only track our progress of achieving the agreed goal(s) but also inform our
strategy for the coming months.
Tip: Feel free to add a visual representation of the report if you have one to build expectations
and excite your clients.

📞 Monthly review meetings

On the first week of each month, we’ll schedule a video meeting to review the previous
month’s performance and discuss any changes for the coming month.
Optional add-ons
If applicable, include a section to highlight specific activities that are not included in the scope
of the project. You may offer them as an additional service if the client is interested.

🟣 Bespoke content creation - starting from $$$/month

Design graphics and videos which are created from existing assets are included, some clients
ask us to create unique content without using any stock images.

🟣 Facebook & Instagram advertising - starting from $$$/month

Content creation excludes creating Facebook or Instagram adverts but is available as an
additional service upon request.

🟣 Urgent work and unplanned changes

If our team needs to create content urgently or has to change the content schedule that has
been previously agreed, there may be a surcharge.

You’ll be in good hands - see our past work

Use this section to demonstrate your value and experience with results, case studies, and
testimonials from other clients. The key is to select relevant examples from your marketing
portfolio that closely match your proposal to build a stronger case.

When we started working with ABC Company, they had 300 followers on Instagram. Over the
next six months, we were able to increase that number to 1500 by posting regular content,
replying to comments, and sharing user-generated content.
 Tip: You can add an image from one of your case studies or a link to a video.

🤝 Working arrangements
If applicable, include a section stating where (onsite/offsite) and who will do the work.

The activities detailed above will be completed remotely from our office. The following people
will be your named points of contact:

● Account manager - Gary Gold

● Copywriter and designer - Sally Silver

Next steps 👣
Use this section to outline the next steps for the client. For example:

If we decide to work together, these are the next steps:

● Review the proposal and make changes (if needed).

● Sign the contract and agree on timelines.
● Confirm buyer persona(s), brand identity and roles at the kick-off meeting.
● Set up the social media management tool and access to accounts.
● Collaborate and revise on a bi-weekly or monthly basis.
Fees and payment terms

Pricing for our social media management services

Depending on the scope of the work there may be several components including a fixed project
or monthly retainer. If there are several options, list them clearly. Tables usually work well as
you can itemise project activities.

Activity Scope Price

Management for Facebook and Instagram X months $1750 / month

(with X posts per platform per week)

Management for an individual network: Twitter, X months $350 /month

LinkedIn OR Pinterest
(with X posts per platform per week)

Full Instagram audit X weeks $650

Full Facebook audit X weeks $550

Payment
Specify how you invoice and what your payment terms are. For example:

Invoices are sent on the 1st day of the month and payment is due within 10 days. For
additional services, invoices are raised as required.

Termination
State how either party may end the agreement. For example:

Either party may terminate the agreement by giving one month’s notice.
Thank you for taking the time
to review this proposal.
We’d love to discuss any aspect of this proposal with you as well as your overall
social media strategy and vision.

Let’s chat over the phone or via email if that’s more convenient.

Meeting link // zoom.us/73182739

Phone // +44 7873 6293 021
Email // [email protected]