# SOCIAL MEDIA MARKETING PROPOSAL

> **Disclaimer — not legal advice.** This template is provided free of charge, as is and with no warranty of any kind, and using it creates no attorney-client relationship. It is jurisdiction-neutral: you are responsible for adapting it, for your own legal and tax compliance, and for having a qualified professional in your jurisdiction review it before you rely on it. Full terms: https://trycolo.co/terms-of-use

**Prepared for:** [CLIENT CONTACT NAME], [CLIENT COMPANY NAME]
**Prepared by:** [YOUR NAME / AGENCY NAME], [YOUR EMAIL]
**Date:** [DATE]  |  **Proposal ref:** [PROPOSAL NUMBER]  |  **Valid until:** [EXPIRY DATE]

## 1. Summary

[ONE PARAGRAPH. Example: "[CLIENT COMPANY] posts on Instagram irregularly and has no presence on [PLATFORM], where most of its [AUDIENCE] spend time. This proposal covers planning, creating, publishing and managing content on [PLATFORMS] for an initial three-month term starting [START DATE], with the goal of [BUSINESS GOAL, E.G. MORE BOOKING ENQUIRIES FROM SOCIAL]."]

**Monthly fee:** [CURRENCY] [MONTHLY FEE]  |  **Minimum term:** [3] months  |  **Start date:** [START DATE]

## 2. Account audit snapshot

| Platform | Handle | Followers | Posting frequency now | Main observations |
| --- | --- | --- | --- | --- |
| [PLATFORM 1] | [@HANDLE] | [NUMBER] | [FREQUENCY] | [E.G. INCONSISTENT VISUALS, NO VIDEO] |
| [PLATFORM 2] | [@HANDLE] | [NUMBER] | [FREQUENCY] | [OBSERVATION] |
| [PLATFORM 3] | [NOT YET CREATED] | – | – | [OPPORTUNITY] |

## 3. Platforms and posting cadence

| Platform | Feed posts / week | Stories / week | Short video / week | Other |
| --- | --- | --- | --- | --- |
| [PLATFORM 1] | [NUMBER] | [NUMBER] | [NUMBER] | [E.G. ONE CAROUSEL] |
| [PLATFORM 2] | [NUMBER] | – | [NUMBER] | [E.G. ONE ARTICLE / MONTH] |
| [PLATFORM 3] | [NUMBER] | [NUMBER] | [NUMBER] | – |

**Monthly total:** approximately [NUMBER] pieces of content.

## 4. Content pillars

| Pillar | Purpose | Share of content |
| --- | --- | --- |
| [E.G. BEHIND THE SCENES] | Build trust and personality | [PERCENT]% |
| [E.G. EDUCATION / TIPS] | Show expertise, earn saves and shares | [PERCENT]% |
| [E.G. CUSTOMER STORIES] | Social proof | [PERCENT]% |
| [E.G. OFFERS / LAUNCHES] | Drive action | [PERCENT]% |

## 5. Content production

- **Graphics and captions:** designed and written by me in line with [BRAND GUIDELINES].
- **Photo and video:** [OPTION A: client supplies raw photos and footage by the [DAY] of each month.] [OPTION B: [NUMBER] content shoot day(s) per month of up to [NUMBER] hours at [LOCATION].]
- **Editing:** up to [NUMBER] short videos edited per month, with captions and music from licensed libraries.
- **Hashtag and keyword research:** refreshed monthly.

## 6. Community management

| Item | Included |
| --- | --- |
| Hours per month | Up to [NUMBER] hours |
| Coverage | [DAYS], [HOURS] in [TIME ZONE] |
| Response time | Within [1] business day |
| Comments and direct messages | Replies using an agreed tone and FAQ list |
| Escalated to client | Complaints, refund requests, press, legal or medical questions, anything not covered by the FAQ list |

Hours above the cap are billed at [CURRENCY] [HOURLY RATE] per hour, with notice before they are used.

## 7. Paid social (optional)

| Item | Detail |
| --- | --- |
| Platforms | [PLATFORMS] |
| Recommended monthly ad budget | [CURRENCY] [AMOUNT], paid by the client directly to the platform |
| Ad account ownership | Client-owned account, with access granted to me |
| Management fee | [CURRENCY] [AMOUNT] per month / [PERCENT]% of monthly spend, minimum [CURRENCY] [AMOUNT] |
| Included | Audience setup, creative for up to [NUMBER] ad variations, weekly optimization, monthly results summary |

## 8. Approvals

1. I send the content calendar for the next month by the [DAY] of each month.
2. You approve or comment within [3] business days.
3. Unapproved posts are held, not published. If the calendar is not approved by the [DAY], posting starts later.
4. Time-sensitive posts (events, news) are approved by [APPROVER NAME] via [CHANNEL].

## 9. Reporting

A monthly report by the [DAY] of the following month, covering:

- Reach, impressions and engagement rate per platform
- Follower change
- Link clicks and [WEBSITE / BOOKING / SHOP] traffic from social
- Top and bottom three posts, with notes on why
- Paid campaign results and cost per result (if section 7 applies)
- Recommendations for next month

A [30]-minute review call each [MONTH / QUARTER].

## 10. Goals

| Goal | How measured | Review date |
| --- | --- | --- |
| [GOAL 1, E.G. HIGHER ENGAGEMENT RATE ON PLATFORM 1] | [METRIC] | End of month 3 |
| [GOAL 2, E.G. ENQUIRIES FROM SOCIAL] | [METRIC] | End of month 3 |

Goals guide the work and are reviewed together. Results on third-party platforms are not guaranteed.

## 11. Fee and term

| Item | Monthly amount |
| --- | --- |
| Strategy, planning and content calendar | [CURRENCY] [AMOUNT] |
| Content creation and publishing | [CURRENCY] [AMOUNT] |
| Community management ([NUMBER] hours) | [CURRENCY] [AMOUNT] |
| Paid social management (optional) | [CURRENCY] [AMOUNT] |
| **Monthly total** (excluding [TAX] where applicable) | **[CURRENCY] [MONTHLY FEE]** |

- **One-time setup fee:** [CURRENCY] [AMOUNT] for audit, profile optimization and templates.
- **Billing:** invoiced monthly in advance, due within [NUMBER] days.
- **Minimum term:** [3] months, then rolling monthly with [30] days' written notice.
- **Account access:** the client owns all accounts and content. Access is returned or removed at the end of the engagement.
- **Third-party costs** (scheduling tools, stock, music licenses) are [INCLUDED / BILLED AT COST].

## 12. Acceptance

| Client | Social media manager |
| --- | --- |
| Signature: ____________________ | Signature: ____________________ |
| Name: [CLIENT SIGNATORY NAME] | Name: [YOUR NAME] |
| Company: [CLIENT LEGAL NAME] | Business: [YOUR BUSINESS NAME] |
| Date: [DATE] | Date: [DATE] |

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### How to use this template

1. Do the audit in section 2 before you send. It shows the client you have looked.
2. Pick one production option in section 5. Original shoots and client-supplied footage price very differently.
3. Put a real number on community management hours.
4. Delete section 7 if you do not run ads, or keep it and leave the budget with the client.
5. Pair this proposal with a [SOCIAL MEDIA MANAGEMENT CONTRACT] for full terms.

*Template provided by Colo (trycolo.co). Not legal advice — review with a qualified professional in your jurisdiction.*