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] ------------------------------------------------------------ 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.