Free Social Media Proposal Template

Generate a free social media proposal template with goals, platforms, content cadence, and pricing built in. Customize and send for signature.

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7Pages
4.2Rating

About This Template

Complete your objectives, platforms, posting schedule, retainers pricing, and send your proposal directly to your prospect. Our template includes only what a client reviews before agreeing to ongoing management: Key Performance Indicators (KPIs), social platforms, posting frequency, and reporting. You won't be recreating the same document every time you land a lead. 

Whether you're a freelancer working on your second social media retainer or a boutique agency streamlining your account managers' proposal process, save time with reusable sections. Create it in ProposalPanda. Download as Word or PDF, or send directly to e-signature.

What's inside the template

This template includes every section a client needs before signing a social media retainer.

  • Objectives and KPIs
  • Platforms to be managed 
  • Posting schedule 
  • Community management details 
  • Paid social outline (ad spend vs management fee) 
  • Reporting frequency 
  • Pricing (Monthly Retainers) 
  • Term of the contract 
  • Client sign-off section 

Most templates don't make it easy to show potential clients where ad spend begins and ends, and where your management fees begin. We keep that line distinct from the first draft so you don't end up renegotiating your entire proposal three weeks into a happy client's first retainer.

Thinking through a larger campaign rather than monthly management? Our marketing proposal template walks you through pricing for broader scopes and projects rather than monthly retainers.

How to use the social media proposal template

Are you ready to go? None of this is complex; it just requires you to know where to go.

  1. Open our social media proposal template. 
  2. Complete client information, objectives, and suggested KPIs to measure.
  3. Select platforms to include and establish a posting cadence.
  4. Determine your retainer price and establish a reporting cadence.
  5. Generate a proposal and send it for signature. 

List out expected ad spend as a pass-through line item separate from your management fees. Clients love to know exactly what they're paying you for (your expertise) and what they're paying for the ad platform's fee (to run ads on social media). Define how often you'll report back to them in the proposal itself. Weekly? Monthly? Don't leave it blank to negotiate later. 

Little details like reporting cadence aren't prominently featured in marketing proposals because they're usually the first thing an experienced client asks for, and the first thing a new client thanks you for outlining up front.

FAQ

A social media proposal outlines the services you'll provide to manage a client's social accounts. This usually means retainers on an hourly or monthly basis rather than flat project fees. It includes objectives, target platforms, content plan, posting cadence, KPIs, pricing, and contract length.

Establishing clear objectives and key performance indicators (KPIs) up front is always the first step. List your proposed platforms and content cadence. Itemize paid social if it's included as part of your scope. Lastly, state how often you'll report back on performance before you send the proposal to your client. Address each of these sections in your proposal, or else the client will come back to you asking.

Platforms included, post frequency, and whether you'll manage ad spend determine the price. A monthly proposal covering Instagram and Facebook, with light reporting, will cost much less than daily posting across 5+ platforms, with paid social included. Base your pricing on the value you provide and anchor it to the real scope of work, not how much you think you should charge.

Objectives, platform list, posting frequency, whether you'll manage ad spend or just report the spend, and how often you'll meet to review the account. Leave any of that vague, and the client will make you guess (or ask) later.

These KPIs include engagement rate, reach, follower growth, and conversions. But not all clients care about all those. A brand awareness style account and a lead-gen account managed by the same person should have separate scorecards. Your KPIs should align with what your client aims to accomplish by hiring you. Pick 2-3 that apply and stick to those.

Include it in your proposal so there isn’t a question later. Weekly or monthly are common report frequencies for social media retainer clients, with monthly sufficient for low-touch clients and weekly for clients who expect active engagement.

Yes. Customize it right in your browser. Download as Word or PDF at no cost. No PandaDoc account is required to fill out the proposal.

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