How to Create a Social Media Proposal (+ Free Template)

 How to Create a Social Media Proposal (+ Free Template)

1.A solid social media strategy plays an important role in a brand's marketing success. 

2.But how do you prove you’re the right social media manager (or agency) to take their online presence to the next level?

3.We’re sharing our top tips for writing an effective social media proposal — plus, a free template to help you land new clients. 

Table of Contents

What Is a Social Media Proposal?

A social media proposal is a document used by freelance social media managers and agencies to propose social media marketing services to prospective clients.

Why Do You Need a Social Media Proposal?

According to Later’s Social Media Lead (and seasoned freelancer) Lindsay Ashcraft, creating a social media proposal is a no-brainer.

“Before you start working with a client, it's vital to set clear expectations around what you'll be delivering,” says Lindsay. 

“This will help prevent miscommunication or frustrations down the line.” 

Plus, a social media proposal is the perfect opportunity to showcase your social media expertise and why the client should work with you. 

How to Create a Social Media Proposal in 2023

Ready to make your very own social media proposal? Here’s everything you need to know.

#1: Provide a Brief Overview 

The number one piece of the social media proposal puzzle is its purpose. 

Open with a brief overview of the proposed project’s ultimate goal, expected results, and general expectations from both parties based on the client’s needs. 

This gives the client a taste of what they can expect, and allows you to iron out all the details before kicking off the project.

#2: Propose Measurable Social Media Goals & Objectives 

1.Dedicate a section to identifying the client’s social media needs and/or problems discussed in your initial meeting.

2.Then, outline 3-5 objectives you aim to achieve for the client using SMART goals.

For example, if your client wants to boost their Instagram engagement, a SMART goal may be: “Improve Instagram engagement rate by 200% within six months.” 

#3: Set the Scope of Work & Deliverables

Contrary to popular belief, when it comes to a social media proposal — you should sweat the details. 

Include a scope of work section that details everything you’ll do for the client. 

This could include:

·         Posting and scheduling 4x/week on Instagram

·         Content creation and curation for weekly Instagram posts 

·         Daily community engagement in comments and DMs, excluding weekends

·         Weekly keyword and hashtag monitoring

·         Monthly analytics and reporting 

#4: Outline the Budget & Payment Schedule

Another pivotal social media proposal tip? Be up front with $$$!

Especially for returning clients, Lindsay says presenting the budget and payment schedule up front is the way to go.

“Social media is constantly changing and clients often want new things — so it can feel a little awkward to discuss increasing your rates to compensate,” Lindsay says.  

That said, you should always be clear and direct for smooth sailing. 

#5: Include an Evaluation

1.Our suggestion? Use a social media management tool like Later to track your performance analytics against your client’s SMART goals. 

2.With Later's in-depth analytics tool, you can track key metrics like comments, follower growth, and engagement rate.

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