Social Media Proposal Template (Ultimate Bundle)

What's in This Template?

  • Expert written and designed proposal template for social media marketing projects.
  • Beautiful design, fees section, example terms, and sample content.
  • Embedded tips to help you craft completely custom proposals to close more sales.
  • And more!

How to Write the One Social Media Proposal to Rule Them All

Do you have the art of the social media proposal down? Do you know exactly how to make clients give a big, resounding yes to your social media skills?

Don’t worry if not - it can be tough. Social media marketing is an aspect of marketing that potential clients often think they can do themselves.

Hey, I use it day-to-day for my personal life, it can’t be that hard. I don’t need a marketing agency for this...

It is. If you don’t know what you’re doing…

We’re going to give you the gift of the perfect social media proposal template, so you can start air punching when you get a decision, rather than turning to comfort eating those biscuits in your desk-drawer.

What is a Social Media Proposal?

Your social media marketing proposal is your time to shine. It needs to showcase your value to the client, overturning the major obstacle of ‘it can’t be that hard’. Clearly outline your goals, your team (and their expertise), tactics, timeline, type of content, tone of voice and how you’ll measure success.

Let’s take a closer look…

1. An Enticing Intro

Your intro needs to do a few things: make you stand out from the competition right from the get-go, highlight what makes good social content and be personal enough to pique their interest.

Talk directly to the customer using words like you, yours and we. Remember you’re already establishing a relationship in the first page.

Hi [insert client name],

We’re over the moon you’ve asked us to show you how we can help boost your bottom line with our social media skills.

Talk about what the proposal is for/about - mention your client’s problems and how you’re going to solve them in the proposal.

This proposal is going to outline exactly how we can use proven social media strategy to deliver effective, sales-driven results right to your digital doorstep.

Talk about what makes successful social media posts, it’s a great opportunity to show off your knowledge from the get-go.

The secret to social media is to be engaging, directly addressing how you can help your customer. They need to be relevant, timely, useful and attractive. If you can nail this, you’ll see leads rolling in - and we can help.

TIP TO AVOID: Don’t be boring. Let your brand personality shine through; after all, they won’t want boring, bog-standard social posts!

2. Social Media Goals & Objectives

This section is all about managing your prospective client’s expectations, showing that you understand their needs and how you can help them.

Often clients can easily identify that they need help with social media management, but they can’t pinpoint exactly why they need it or more specifically what their business goals are.

This is where you come in.

For effective goals that will make sense to your client, you’ll need to follow good ol’ S.M.A.R.T. objectives. Here’s an example for a retail store proposal:

  • Specific: Grow your email list by 60% while increasing brand awareness on your Instagram account within a 20 mile radius of the store.
  • Measurable: Raise number of followers by 20%. Increase link clicks on posts by 20%. Secure an average Post Reach of 1500 people per post.
  • Achievable: Absolutely.
  • Realistic: Boost every new post with advertising by $15 per post, targeting an audience within the designated 20 mile radius.
  • Time sensitive: 6 month time limit on achieving the goal.

You can see this is very specific. The client knows exactly what they can expect and they can see that you understand their needs better than they do.

TIP TO AVOID: Make sure you’re not too broad with your objectives: Raise profile on Instagram or Increase Facebook post engagement just won’t cut it I’m afraid.

3. Analysis & Strategy

As a consultant, here is your chance to analyze the current efforts of your client’s social media (if they have any) and give reasons why it’s not working for them.

For example:

You are averaging 10 link clicks per Facebook post.

Your current strategy isn’t working because your posts are too inward-facing. Your social posts need to directly address the benefit to your customer, not all about you.

Give more examples of where they aren’t quite getting it right, but make sure you’re being tactful and practical.

TOP TIP: The intention is to showcase your knowledge, not pick them apart (especially with new clients). Try and use language like ‘although the copy works well, the offer isn’t enticing enough to be effective’.

When it comes to strategy, you need to outline your primary areas of focus, including:

  • Creating Engaging Social Content
  • Posting Company-Related Updates
  • Promotions & Social Campagnes
  • Integrate Social Media Activity into Other Marketing Plans
  • Monitoring
  • Analytics

TOP TIP: Don’t use complicated marketing jargon they’re not going to understand. Try and steer clear of ‘KPIs’ and ‘Exponential Growth’ because quite simply, you can be more creative than that! ‘KPI’ is yawn-inducing and ‘Exponential Growth’? Well, you lost me at ‘Ex…’

4. Scope of Work

Here is the big, chunky bit; you have to lay out your tactics and put your money where your mouth is. You’ve talked about what they’re doing wrong and now it’s time to say ok, this is how we’re going to tackle that for you.

Parts to include:

  • Which networks and why? Not every social media network is going to be suitable for everyone - so make sure you justify each network in your proposal.
  • Posting schedule: how often will you be posting and why? Include specific stats about post quantity effectiveness to back up your decisions.
  • Content creation and curation: try and include a basic content calendar including the different types of content you’ll be posting and why.
  • Timelines and milestones: this will show exactly when the content is going out, including overarching campaigns.
  • Analytics and measuring: The frequency of analytics reports and exactly what you’ll be tracking and why.

TOP TIP: You’ll notice that including why is very important. That’s because so many people just relay to a client what they’re going to do, but forget to leave out exactly why it matters.

If your client understands the importance of the tactic, they’re much more likely to get on board. You don’t want the reasons behind your tactics to be a mystery to them, it’s counter-productive.

5. Investment & Terms

This section has two goals; to persuade the client that your offering has good value and to lay out the T&Cs (so expectations are set in stone).

Include the following sections:

  • Investment: project, hourly or retainer options
  • Billing practices: how you invoice, what your payment terms are or if you require a deposit
  • How you work: remotely, in the client’s office and when you’re available to answer questions
  • Termination: how to end the project if either party decides it’s not for them

Here’s an example:

Activity Time Span Cost

Facebook and Instagram Management for Increased Leads

3 months


Facebook, Instagram and Twitter for Increased Leads

6 months


Facebook, Instagram, Twitter and Google Plus for Increased Leads

12 months


We appreciate the total time-span cost delivered to our specified account on a monthly basis.

We’ll agree to one day per week in your office, working directly with you (if you wish). This helps cement the team. Termination of the contract must be given with one month’s written notice to this email address

TOP TIP: Don’t make it all about the money. This is about value. Highlight what the customer will get under each pricing option (and you must give 2-3 options!) and make that the focus point.

That’s a wrap; remember your social media proposal needs to be persuasive and let your company shine like the star you are. Be competitive, use attractive language and live by one rule: keep your customer at the center of the proposal.

You’ll shine just as brightly as a result.

Preview: Social Media Proposal Template

Social Media Proposal Template Cover Image

Social Media Challenges

The proliferation of social media brings with it a new world of business opportunities, but also the potential to wate an enormous amount of valuable time and resources. {client_name} needs to make intelligent investments in these tools to gain an edge over its competitors. With the help of an analytically-minded social media consultant, {client_name} can:

  • Focus its efforts on efficient social media use without wasting time on uncertain results
  • Rely on a numbers-based system to track whether its social media use is effective
  • Develop an engaging social media presence without being forced to hire social media managers or getting locked in to indefinite contracts

{client_name} will feel the pressure to invest more resources into social media as those networks continue to grow. Without a strategy that takes limited resources and numerical data into account, it will be impossible to know if its expenses are actually producing results.

Recommendations For Your Compan

To meet the challenges {client_name} faces and achieve the results described above, we recommend the following social media consulting services as part of this project:

  • A Thorough Audit of {client_name}’s Current Social Media Use – We’ll carry out a comprehensive analysis of {client_name}’s current social media use. Relying on our expertise supported by analytics, we’ll translate the insight we gain into actionable advice to improve your performance. This advice will include suggestions for both short-term and long-term improvements.
  • Development of a Long-Term Social Media Strategic Plan – We’ll devise a plan for you to follow to expand your social media presence over time. This plan will allow you to continue to improve your results from your social media investments, without sacrificing efficiency or compromising your ability to manage it all on your own.
  • Implementing Our Numerical “Scoreboard” System to Track Ongoing Social Media Use – We’ll teach you to use metrics to measure how well your social media investments are paying off. This scoreboard – a numerical measurement – provides guidance as to what’s working well and what can be improved. {client_name} can continue to create scoreboards to diagnose and improve performance long after the project is completed.

Delivering Results

{my_company}’s social media consulting services will deliver the following results for {client_name}:

  • Offer actionable recommendations to immediately improve your social media performance – Time spent inefficiently on social media is time best spent elsewhere. We’ll assess your current social media use and offer advice so you can improve your results in a matter of days.
  • Provide a plan showing you which social media tools you need and where to focus your efforts for the best effect – New social media networks emerge all the time, often leaving businesses with a sense of obligation to join them to “be everywhere.” Our strategies relieve {client_name} of that burden. We recognize you have only a limited amount of time and resources to devote to social media, so we focus on the actions that produce the most results without overwhelming you.
  • Give you a numbers-based system to track your social media use, and show you how to use it – Without the relevant metrics, it’s impossible for you to know whether your investments in social media can be improved, and if they can, how to improve them. Our system figures all of that out for you; we’ll show you how to use it in-house so you can continue to improve your performance after our project is complete.

Fee Summary

Increasing Social Media Leads
  • We will outline the largest demographics and best mediums online in order to reach your segmented consumers through various channels.
  • {client_name} will receive 500 social media leads, 2,000 Twitter followers, and 5,000 FB fans a month.
Social Media Optimizing and Ongoing Analysis
  • Audit of {client_name}’s current social media use – We’ll assess everything you’re doing in social media and use our expertise to offer actionable advice for better results.
  • Development of a social media strategic plan – We’ll take what we found out in the audit, run it through our analytics system, and create a plan for you to expand your social media presence in the most efficient way.
  • Scoreboard system training – We’ll meet with {client_name}’s team and teach you everything you need to know to run our social media scoreboard and interpret the numerical signals
Total $20,000

Project Timeline

If {client_name} selects {my_company} to provide the social media consulting services described, our timeline would proceed as follows:




Social Media Audit

Comprehensive analysis of {client_name}’s current social media use by {my_company}; actionable advice to improve results based on the findings.


Social Media Strategic Plan Development

Creation of a long-term plan to expand {client_name}’s social media presence and improve efficiency of {client_name}’s existing investments.


Analytics System Training

{my_company} will meet with {client_name}’s team to brief them about the social media analytics system, scoreboards, and how to interpret numerical data.


Next Steps

To take advantage of this proposal and proceed with the project as outlined, {client_name}’s next steps must be to:

  • Accept the proposal as-is
  • Discuss desired changes with {my_company}
  • Finalize and sign the contract
  • Submit an initial payment of 50 percent of total project fee

Once completed, {my_company} will contact {client_name} to schedule a project launch meeting to make introductions and gather information before beginning the work.

We’re happy to make changes to project scope on {client_name}’s request at any time, but may be subject to additional billing.

Why Choose {my_company}?

For {client_name}, social media can either be a commitment with uncertain results or the perfect opportunity to gain an edge over its competitors. {my_company}’s services assures it’s the latter. We’ll bring the following strengths to our work for {client_name}:

  • {my_company} understands you don’t have time to waste on social media Too many businesses spend huge amounts of time and money on social media without the assurance of results. It’s not your job to dabble and see what works; it’s ours. We figure out the most efficient strategies for performance, and we pass along those strategies to you.
  • {my_company}’s scoreboard system makes it easy to analyze and track your progress – With our system, you don’t need to rely on vague indicators of success. It pulls from thousands of data points and relies on only the most useful metrics, allowing you to make pinpoint adjustments and always continue to improve.
  • {my_company} gives you everything you need to run social media on your own We give you a plan to follow and a system to check yourself along the way. That keeps things light and efficient enough to handle on your own. You won’t need to pay someone to manage your social media for you unless you want to.

Terms and Conditions

Once the project fee is paid in full to {my_company}, any elements of text, graphics, photos, contents, trademarks, or other artwork furnished to {client_name} for inclusion in the website are owned by {client_name}.

{my_company} assumes {client_name} has permission from the rightful owner to use any code, scripts, data, and reports provided by {client_name} for inclusion in its materials, and will hold harmless, protect, and defend {my_company} from any claim or suit arising from the use of such work.

{my_company} retains the right to display graphics and other web content elements as examples of their work in their portfolio and as content features in other projects.

This agreement becomes effective only when signed by agents of {client_name} and {my_company}. Regardless of the place of signing of this agreement, {client_name} agrees that for purposes of venue, this contract was entered into in [STATE] and any dispute will be litigated or arbitrated in [STATE].

The agreement contained in this contract constitutes the sole agreement between {client_name} and the {my_company} regarding all items included in this agreement.