How to Create a Social Media Proposal in 2023 (+ Free Template)

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 

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

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.”

Simple as that. 

#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 

Make it clear who will do what, how the feedback (and revisions) process will work, and what the client can expect to receive. 

#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.