How to Write a Social Media Proposal - FREE Template

How to Write a Social Media Proposal – FREE Template

Whether you’re an company-aspect or freelance social media marketer wanting to land new purchasers, a social media proposal is step one in direction of gaining new clients. This essential enterprise doc reveals your prospects what social media-associated providers you provide and how one can assist them obtain their objectives. 

Creating and presenting a proposal may appear time-consuming at first however it’s important for rising your online business. We made it simple for you to flip prospects into clients with a successful social media proposal free template.

This information teaches you all about what to embrace in your proposal to be convincing and assertive with out being salesy. Showcase your social media advertising and marketing {qualifications}, experience, and objectives by downloading our free template (contains a energy level presentation). Get prepared to impress your new accounts!

Here’s what we’ll cowl:

1. What even is a social media proposal?

2. How to write the perfect social media proposal

A social media proposal formalizes your strategic solutions into a single piece to ship to your potential consumer. A proposal isn’t a authorized doc, simply a abstract of what you’ll make occur to your prospect in the event that they change into your consumer.

While it isn’t a social media contract, your social media advertising and marketing proposal ought to embrace the timeline and your social media advertising and marketing providers pricing. The proposal doc is the following logical step after assembly your potential consumer for the primary time and performing some analysis on the business, firm, and model.

I guess you could have a number of concepts you need to pitch to your consumer, from design to precise content material calendar concepts. You know what emojis you need to use, and also you’re already imagining your digital marketing strategy. That’s superior! But scattered ideas don’t make a good social media administration pitch. This is the place a business proposal document comes in. 



Do I even want a social media proposal?

Yes! If you’re wanting to achieve extra purchasers and scale your online business, a social media advertising and marketing proposal is a should.

If you’re a advertising and marketing company, you should be ready to show that you simply perceive every potential purchasers and their wants. It’s essential to discuss business goals and keep transparency in any respect phases as a result of many traditional agencies fail at it. Digital has reworked the way in which we talk. And since loads of advertising and marketing businesses nonetheless do it the identical previous means, this provides you the chance to stand out of the group and shine.

You by no means know whenever you’ll meet a prospect, and want to comply with up with a social media proposal inside 24 hours. Having a social media proposal template on the prepared is a sport-changer. It helps you save time and retains your deal with getting new purchasers. Since it’s simply customizable, a proposal template provides you the a lot-wanted construction and sufficient flexibility to fly via this course of.

Ready to land extra social media administration contracts?

social media manager life gifsSource

Winning a consumer requires a lot of dedication and work. You ought to have a excellent understanding of your potential consumer earlier than you roll up your sleeves and begin writing your social media administration proposal.

Ask about their enterprise objectives, major focus, and brand messaging. Then align their objectives with the business benchmark to be sure you handle their expectations. Assess their providers, merchandise, and target market to give you the option to define one of the best social media technique for them and get the best results.

Here’s a quick listing of FAQs to reply about your consumer earlier than you begin creating your social media proposal:

  • What kind of content material are they publishing?
  • What platforms are their rivals utilizing?
  • How engaged is their target market?
  • What kind of social media campaigns have labored prior to now?
  • What are their social media objectives?
  • What are they hoping to obtain?

With all of those issues in thoughts, right here’s how to write an efficient social media proposal:

1. Prove you’re the proper match

Start with a private message to present what units your social media advertising and marketing providers aside out of your rivals. Outline earlier purchasers and providers you’re providing and be at liberty to embrace some social media mockups in order for you to go the additional mile. Think again to your most profitable tasks from previous years — it’s the proper second to share the story about the way you began your social media advertising and marketing company, your core values, and introduce your crew members.

The potential consumer has to get a glimpse of who you might be and perceive in the event you match. So deal with answering these 3 primary questions:

  • Why you? What are you able to provide that rivals don’t?
  • What are your core values? What do you worth in your collaborations? What will you by no means compromise on?
  • What expertise recommends you? What have you ever achieved prior to now that makes you a excellent match to your potential consumer?

Here’s a social media proposal introduction instance you possibly can steal and make your personal:

Hey, Jamie!

I’m Vlad and I’m right here to assist superpower your social media efforts. 

At [social media marketing agency name] we accomplice with manufacturers and specialists the world over to create a full digital expertise. An company constructed for right this moment. We dwell and breath social media.

We’re writers, entrepreneurs, photographers, designers, strategists, knowledge geeks, and comics.

Curious the place that is going?

Keep scrolling and let’s construct one thing superb collectively.

PRO TIP: Introduce your crew

Clients don’t pay for concepts or fairly phrases. They pay for implementation, which comes from the entire social media crew. This contains designers, social media marketers, enterprise growth, e mail entrepreneurs and account managers. The account manager will ship all the main points of their work, however it helps to set up a private contact by including a quick description for every particular person, function, image and previous work/purchasers.

2. Pinpoint the problems

Address your consumer’s social media objectives and considerations head-on. What’s the most important enterprise problem they’ve? It may be multi-faceted: web site, model, social media presence, engagement with the viewers, customer acquisition strategies. It is also associated to a particular marketing campaign, product launch, announcement they’re making ready for the following yr or month.

Some of the considerations your consumer can have:

Your prospect’s problem may be as particular or as broad as doable. Our workflow for the social media proposal will deal with suggesting one of the best options to fixing these points.

  • Identify the problem
  • Present your resolution
  • Establish objectives social media objectives
  • Time & effort implied
  • Measure & monitor outcomes

PRO TIP: Outline the answer

It’d be simpler to simply define the problems and name it a day. But it is best to actually go the additional mile along with your social media proposal in the event you really need to win over new accounts frequently.

Focus on the plan of motion and the duties your crew will tackle. You can point out the totally different social media-associated duties you’ll set for your self, comparable to:

Additionally, you may be extra particular with every merchandise, and point out the amount of the deliverables, for instance

  • 1 LinkedIn article each week
  • 6 posts on Facebook each week
  • 2 visitor posts per 30 days
  • 40 partaking Twitter posts per week
  • 1 Youtube Video a month
  • 5 Instagram Stories a day
  • 6 Instagram posts each week
  • 1 Instagram video a week

How particular you need to be right here relies upon a lot in your consumer and their objectives.

3. Set objectives

Focusing on the proper knowledge will assist in the event you’re transferring in the proper route and showcase the progress you’re making alongside the way in which. You’ll arrange some actual numbers and expectations you assume may be achieved with this marketing campaign, comparable to:

  • Traffic — 70% improve in classes WoW
  • Followers — get to 50K followers by finish of July
  • Engagement — 1000 interactions by the top of the month
  • Reach — natural attain of 200k within the subsequent 3 months
  • Conversion — minimal 500 clicks from social to the web site

In order to keep a good relationship along with your consumer, ship them a month-to-month analysis of your advertising and marketing campaigns and a listing of insights. With a lot knowledge out there right this moment, it actually issues to decide which KPIs you need to hold monitor of and what’s your most essential metric. It’s carefully associated to the enterprise aims. Once you’ve recognized them, ensure that all of the analytics instruments are working and configured proper.

PRO TIP: List the channels you’ll handle

Each social media channel is totally different and audiences have particular reactions. It’s pure for one platform to encourage quick communication, whereas others, like LinkedIn, to applaud expressing opinions and feedback on what’s taking place for the time being.

If the consumer is in eCommerce for instance, then Instagram is unquestionably the place your company ought to deal with. If they’re a B2B model, then ask your company to focus all of the efforts on Facebook and LinkedIn. It’s essential to know the way every channel is expounded to the purpose you identify.

4. Create a timeline

“I’ll get you 10,000 followers in 2 days”

“We’ll increase your engagement to 15,000 likes in 24h”

“Your website will reach 100% more visitors the next day”

Beware of overpromising and underdelivering.  A consumer doesn’t want empty guarantees however does require a particular timeline for all of the actions you’ll take and the way you’ll measure progress for every of them. Explain when the social media campaigns and supplies shall be delivered, how usually you’ll publish content material, and the way lengthy it’s going to take you to shoot movies.

It doesn’t have to be a particular date set in stone. But an estimated time vary reveals the consumer understands you’re dependable. As an company, it may be a quite simple Gantt Chart with all of the social media campaigns or a roadmap with particular person duties.

Most company social media proposals are very generic and easy. They get ignored by nice purchasers or make the company look unprofessional. If you possibly can’t market your self within the proposal, how will they consider that you simply’re ready to market their model?

5. List the pricing

It’s time to arrange the costs. This is straight linked to your consumer’s business, location, providers and merchandise. I strongly suggest you listing all of your providers and prices, with no hidden charges — hold transparency as one of many core values in your company.

There are two essential points to your social media price proposal:

1. Make certain you might be within the vary of business-customary

Yes, every firm is exclusive and we must always worth nonetheless a lot we predict our work deserves. But, in order for you to develop your company, you could have to be within the broad vary of your business. You can’t ask for $50K/ month when most businesses in your city ask for a quarter of the worth.

Try to all the time keep linked to the business and up to date on what your competitors is doing. Are they pricing a lot greater than you? Can you shut contracts as large as they’re? If not, what’s the added worth they promise and also you don’t? Pricing within the service enterprise is basically a matter of worth-high quality ratio. That’s how purchasers assume. Of course, they’ve a finances and so they have to stick to it. But generally they adapt to context. If a beginner costs an excessive amount of, they may say no out of precept.

2. Make certain it’s truthful to your self

This is equally essential. You can’t base your social media advertising and marketing citation solely on the competitors. There are a number of the explanation why your competitors is likely to be fallacious. I’m certain we are able to all consider examples the place markets went means too excessive or means too low due to the gamers out there and collapsed.

You may need rivals who worth means too low, you may not give you the option to match that. Truthfully, they most likely can’t maintain these costs both. So be sure you actually nail down all of your prices and the revenue you want to hold thriving. Always hold tomorrow in thoughts and take into consideration every state of affairs.

Putting a worth in your providers isn’t solely a matter of what your prices are. It’s additionally a matter of the worth that you simply carry. And it’s essential your prospects perceive the way you attain your worth. No, I’m not suggesting you bore them with a full excel, however fairly present a breakdown of prices. Add a message on the finish to remind your clients in regards to the worth they’re getting in return.

Not certain about your social media providers costs? Use our social media calculator to test in the event you’re pricing your providers accordingly.

How to Write a Social Media Proposal - FREE Template social media pricing calculator by planable

PRO TIP: List the phrases of service

This half is a little bit of a technicality. We’re creatives, entrepreneurs, we’re not nice followers of contracts. I undoubtedly don’t need to dive deep into contract phrases, however it can be crucial to point out your details in your pitch. Think about what issues to you and your consumer. What occurs in the event you don’t ship? What occurs in case your consumer fails to pay you on time?

If you’re doing a social media pitch, you already know the artwork of negotiation. Consider that your social media administration settlement falls into the negotiation half. You have to know the way to handle your organization with out risking shedding your prospect.

Here are a few components you could have to embrace within the social media administration contract:

  1. Services provided
  2. Clear deliverables
  3. Cost
  4. In what state of affairs will you could have to invoice greater than agreed and what’s the method in that state of affairs
  5. Start date and finish date
  6. Are there some other components your consumer could have to pay for? Such as journey prices?
  7. Do you commit to any outcomes or dates for deliverables?
  8. Do you require charges upfront? If so, will you refund in particular eventualities?

With a fast Google seek for social media contracts examples, you’ll discover that they’ll differ from one-pagers to 50-web page lengthy contracts. It’s your selection on how thorough you need to be. Of course, I’ll advise you to get a authorized advisor for this half, however from my expertise, the above 8 factors ought to undoubtedly be included.

6. Add a CTA & testimonials

First impressions matter. By specializing in pricing, implementation concepts, and exquisite design — you possibly can get clients’ consideration with one click on. Pay consideration to logistics as effectively. It’s not all in regards to the what. The how issues too. Agencies lose prospects for causes comparable to:

  • lack of ample instruments for managing work
  • dangerous communication abilities
  • no system of collaboration for approval processes

That’s why hustling and making ready a nice social media proposal is the important thing to successful one consumer at a time. Close your proposal along with your motto to present your pleasure:

  • Let’s rock collectively!
  • Ready to superpower your social media presence?
  • Let’s make X model well-known and liked

Then add a few testimonials out of your current purchasers — it helps construct belief and confidence. You may even add QR codes in your social media presentation and use them to hyperlink to your web site or a case research. Fairly simple to use, you possibly can create them utilizing any of the best QR code generators.


These are my ideas on how to write a good social media proposal. Don’t neglect to get your free social media proposal template and let me know if I missed something!

Vlad Calus

Vlad Calus

Dropped out of faculty, moved to one other nation with 2 of my buddies and constructed Planable (Techstars London ’17), social media collaboration platform, at 19 y. o. Forbes 30 under 30

Check Also

A Case Study on Tailwind Ads’ 525% Traffic Growth Success for Home Stitchery Decor

A Case Study on Tailwind Ads’ 525% Traffic Growth Success for Home Stitchery Decor

Home Stitchery Decor is a Calgary, Alberta-based enterprise that makes a speciality of creating trendy …