Social Media Template

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In the process, you’ll see exactly how a social media proposal can achieve its business goals, and establish your expertise in the field. Through the planning, you’ll explain to the client why you are exactly the right person (or a firm) for the project. You can use a social media template directly or create yours.

What is a Social Media Template?

A social media template is a document in which you offer a set of social media marketing services for a possible client. You’ll begin by establishing the client’s aims and run through a range of steps to explain how you can help. Lastly, you’ll outline the specifics of the work you mean to do for the client, including a timeline and budget.

With all of these aspects in place, you’re well-positioned to build a good working relationship with the client. You understand their goals, and they understand specifically what you’re promising and what it will cost.

The Best Time to Send a Proposal

Unlike social media proposal statistics where there are suggested times and days for posting on different platforms, we haven't found a pattern for sending out business proposals.

There's a little 0.9% rise in conversion for proposals sent on Monday, which is not quite sufficient to generate any sort of best practices around it. However, sending proposals within 24 hours, compared to 3-4 days after the gathering, increases your chances to get the project by 14%.

Just like any additional proposal, a social media proposal needs some effort from your side beginning with a precise and well-prepared hearing session, asking the right questions, and going downstairs to the root of the problem. Once you have that in position, the rest is honestly easy. The original proposal writing boils down to a set of proposal best practices as well as technological hacks to make a great impact, show that you are the best for this job, and stop your clients from jumping the hoops.

How to Create a Winning Social Media Proposal

Step 1: Prepare your prospect’s business and social media aims

Before you can write a winning social media proposal, you need to spend time in research and analysis.

Consider discussing these questions:

  • What are the goals of your proposed client's business?
  • What difficulties are they currently facing?
  • How long have they faced those challenges?
  • Have they made any attempts to address these purposes or challenges before?
  • For what purpose are they using social media?
  • What is their current social media position?
  • What kind of timeline clients have in their minds?
  • What’s their budget?
  • How have their previous social media actions worked out?

How do you get the answers to these questions? The easiest way is to meet with your proposed client (or get on the phone, or Skype), and ask them. Concentrate on questioning them about what they’re seeking to achieve. It’s your responsibility to think out how social media (and you) can help them.

You could also build a standard intake form for prospects and new clients in which you ask them about their goals.

When thinking about goals for the proposal, use the S.M.A.R.T frame. That is, make sure your goals are specific, measurable, achievable, relevant, and timely. Remember the prospect’s timeline and budget when thinking about timing and attainability.

Step 2: Learn about your potential client’s audience

Don’t make opinions about the potential client’s audience in your Social media proposal. Collect as much data as you can and use it to strengthen and support your strategy.

Start by asking your prospect to give any data they already have about their audience. If talking to the prospect is not a choice, search through the RFP. Check out their current social media accounts and see what data you can get from social media analytics tools.

Then, collect relevant industry-specific statistics and social media demographics.

Once you’ve collected as much data as you can, consider creating audience personas. These can help your possible client know how your proposed work will converse directly to their target market.

Step 3: Get to know your prospect’s competition

Who are your prospect’s key competitors?

Try to identify at least five strong opponents to benchmark against. These may be direct competitors in a similar industry niche. But they might also be firms in equal businesses that target the same audience.

Your prospect may be capable of recognizing some of their topmost competitors for you. It’s a great idea to do your research to see which competitors stand out on social media.

Step 4: Conduct a social media audit

Except your potential client has never used social media earlier, you’re not starting from the very beginning. A social media management proposal should take into report how the client is currently using social media.

If you can speak to the prospect, you should have some essential knowledge of their current social media.

Consider writing the following points in the audit:

  • What platforms are they using?
  • What’s working?
  • What’s not?
  • How often do they post?
  • Have they run any ads?
  • How are their organic and paid posts performing?

Step 5: Develop a social media strategy

You now have the fresh data to start work on a social media plan for your potential client. This will form the bulk of your proposal.

Some social media proposal example to consider are:

  • What specific actions will you take?
  • How does this work relate to the client's goals?
  • How does the work follow with the client timeline?
  • How much will it cost?

Be ready to explain your proposals to the audience who may not understand enough how social media marketing works. That might mean practicing detailed examples in an appendix or doing an in-person presentation.

Step 6: Put it all on paper

Now you’ve got everything you want to present to the client—you just had to put it into a final document.

We’ve built a free social media proposal template you can use to develop a professional, polished proposal fast and easily.


Building a proposal for prospective clients is an essential part of winning more business and developing your agency. Ultimately, the more detailed you make your proposal for each proposed client, the more effective it will be. Using the downloadable template will make it easier for you to write a brilliant social media proposal and close your next deal.

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