Easy methods to Write a Successful Social Media Proposal (Free Template Included)

If you wish to win enterprise as a social media marketer, you don’t simply should be nice at really doing the social-media half: you want to crush the social media proposal recreation, too.

Whether or not you’re responding to an RFP (request for proposal) or sealing the take care of a lead your sales team has been nurturing, a social media advertising and marketing proposal is the doc that takes a brand new buyer from prospect to shopper. For solo freelance social media managers and advertising and marketing businesses alike, social media proposals are an important instrument for rising your enterprise — so that you’d higher be ready to knock it out of the park.

Fortunately, we’ve received you lined with this step-by-step information to making a proposal, and a free social media proposal template that will help you craft your individual in only a few minutes.

What is a social media proposal?

When we say “social media proposal,” we are absolutely not encouraging you to pop the Q to Cardi B. over Twitter. Rather, a social media marketing proposal is a document in which you propose a set of social media marketing services for a potential client.

These services should help them fulfill a social media marketing plan that aligns with their total enterprise targets. Romantic? No. Sensible and useful? Sure.

To kick issues off, you’ll want to determine what these targets are. Then, you’ll be able to share a recreation plan for simply the way you’ll assist and what success will appear to be.

All through the proposal, you’ll additionally set up your experience within the subject and reveal why you’re the suitable individual (or agency) for the job. In spite of everything, a social media proposal isn’t nearly what an organization ought to do… it’s about who ought to do it. (You! It’s at all times been you!) (Okay, perhaps that is romantic in any case?)

Knowledgeable social media proposal must also embody the soiled particulars: we’re speaking timeline, deliverables, and budgets.

Like all good relationship (eg: one which doesn’t cumulate in a Twitter proposal), communication is essential. Your social media proposal is an opportunity to stipulate expectations, guarantees, and tasks proper out of the gate so your working relationship with a brand new shopper has no disagreeable surprises. You perceive their targets, and so they perceive precisely what you’re promising and what it would price. If that’s not real love, what’s?

Step 1: Decide your prospect’s enterprise and social media targets

The dangerous information: earlier than you’ll be able to sit down to begin authoring the World’s Best Social Media Proposal, you’ve received to do your homework.

The most effective social media proposals begin with a deep dive into the potential shopper’s enterprise and current social. Robust analysis and discovery makes for robust social media technique, so don’t skimp on the detective work on this stage.

Think about addressing these questions:

  • What are the targets of your prospect’s enterprise?
  • What challenges are they at the moment going through?
  • How lengthy have they confronted these challenges?
  • Have they made any makes an attempt to deal with these targets or challenges up to now?
  • How are they at the moment utilizing social media?
  • What are their social media targets?
  • What sort of timeline have they got in thoughts?
  • What’s their price range?
  • How have their earlier social media initiatives labored out?

Probably the most direct option to get correct solutions to those questions is to simply ask. Sit down together with your potential shopper, or arrange a name or Zoom, and handle these quandaries head-on. Whenever you’re grilling them, although, give attention to what their challenges and targets are… not what options they’re searching for. In spite of everything, it’s your job to determine how social media may also help. In the event that they actually had the solutions, they wouldn’t want you, proper?

A regular consumption type for prospects and new purchasers generally is a useful instrument right here, too, to both substitute a discovery name or complement it. The extra data, the higher.

After all, this method solely works you probably have the chance to really join together with your potential shopper immediately. In case you’re responding to an RFP, you might not have the choice. If that’s the case, learn the request doc completely and be sure you absolutely digest all the data it offers.

This primary stage is an effective time to be on the look ahead to any pink flags — these little indicators that point out your potential shopper isn’t an excellent match on your experience. You’ll save your self plenty of time, power, and complications when you persist with tasks that fit your passions and ability set.

Step 2: Find out about your potential shopper’s viewers

You already know what they are saying about assumptions: don’t make them! You’ll have an current notion of your potential shopper’s viewers, however it could be really humiliating when you received it incorrect and spent an entire pitch speaking about connecting with curlerskaters as an alternative of curlerbladers. So gather as a lot knowledge as you’ll be able to and use it to develop and help your technique.

In different phrases: step two in creating a terrific social media proposal is definitely simply extra analysis. Sorry! You bought pranked!

To find the new deets about your prospect’s viewers, ask them to share any knowledge they could have already. If chatting with that prospect immediately isn’t an possibility, take a detailed take a look at the RFP and their current social media accounts. (A social media analytics tool might allow you to right here.)

And when you’re actually feeling enjoyable and flirty, why not additionally compile related industry-specific statistics and social media demographics?

Okay! Now that you just’re simply swimming in data, positively dripping in it, you would possibly wish to synthesize all of your intel to create some audience personas. These are composite characters that may assist a shopper conceptualize their goal market.

As an example, as an alternative of claiming “wealthy, lizard-owning ladies aged 50 and up are very lively on Snapchat,” you’ll be able to create dynamic examples like “Eglantine Vanderby checks Snapchat each morning over waffles with Grizwold.” It’s ‘Present Don’t Inform’ at its best!

This would possibly sound loopy as a result of we simply are on the tail-end of Step 2 right here, however this is perhaps an excellent time to return to Step 1 and double-check these preliminary targets. With these viewers insights in thoughts, do the targets nonetheless make sense? If not, tweak accordingly.

General, you’re going to wish to make the connection between the viewers and the targets crystal clear, so your prospect can see that you just perceive their enterprise. At its core, this part is about each the “who” and the “why.”

Step 3: Get to know your prospect’s competitors

Some information for you that’s most likely not shocking in any respect: step 3 in your social media proposal prep is definitely simply extra analysis. Get used to it.

This section is all about determining simply who your prospects’ competitors is.

Purpose to determine no less than 5 robust opponents to benchmark in opposition to. They could possibly be direct opponents who exist in the identical {industry}, or they might be manufacturers that focus on the identical viewers.

Positive, your prospect most likely will have the ability to level out a few of their prime competish to you — however take the time to research by yourself, too. Which opponents stand out on social media specifically?

Our guide to competitive analysis on social media walks you thru this course of. Spoiler alert: social listening tools like Hootsuite streams may also help monitor opponents’ exercise and audiences. As we wish to say, “preserve your enemies shut, and your social media enemies nearer.”

Step 4: Conduct a social media audit

This present day, your potential shopper most likely already has some social media expertise. The chances are, you’re not ranging from scratch. (If you’re: nice! Skip this part and use that discovered time to go watch a sundown. See you again at Step 5.)

A social media administration proposal ought to consider how the shopper is at the moment utilizing social media. In case you can chat with the possible shopper, you may get their perspective on how issues are going, however simply digging into their earlier posts ought to provide you with some perception, too.

Do a few of your investigating to seek out out which platforms they’re strongest on, and why these are working finest.

A radical social media audit or evaluation ought to reply questions like…

  • What platforms are they utilizing?
  • What’s working?
  • What’s not?
  • How usually do they publish?
  • Have they run any adverts?
  • How are their natural and paid posts performing?

For extra particulars on what inquiries to ask and the place to seek out the solutions, try our information to conducting a social media audit.

Step 5: Develop a social media technique

Congratulations! The analysis half is over! You made it by means of! Now the inventive juices can begin to movement.

All that uncooked knowledge you’ve squirreled away goes to tell and information your social media technique and options. This sensible plan will make up the majority of the proposal, as you’ll define each what you’re going to do, how you’re going to do it, and when.

Some factors to incorporate in your social media proposal:

  • What particular actions will you’re taking?
  • How does this work relate to the shopper targets?
  • How does the work align with the shopper timeline?
  • How a lot will it price?
  • Use your prospect as a useful resource as a lot as potential. A model mission assertion, model information, or model ebook are necessary references in case your contact can present them. You must also ask your potential shopper what manufacturers encourage them.

This strategic experience is your probability to actually shine. Make your technique considerate, focused, and detailed. Use easy-to-understand language and keep away from jargon except you’re coping with an inside social media professional.

Relying on who you’re pitching to, you might must do some shopper training as effectively concerning the total worth of social media in a model advertising and marketing technique. That may imply utilizing detailed examples in an appendix, or doing an in-person presentation. (Or if that doesn’t work: perhaps simply actually wow them with a funny Instagram Reel?)

Step 6: Put all of it on paper

Now you’ve received all the pieces you want to current to the shopper, it’s time to drag all of it collectively into one skilled package deal.

To make your life simple (that’s proper: we care!), we’ve created a free social media proposal template you need to use to develop knowledgeable, polished proposal rapidly and simply. Right here’s the right way to current your proposal in one of the best gentle.

Social media proposal examples

As you now know as a result of we’ve mentioned it 600 instances already on this article, a robust social media technique might be primarily based on the shopper’s social media targets.

Examples of social media proposals is perhaps:

What you plan goes to be distinctive to the model, and to your individual experience — and actually, we are able to’t wait to see it. Fill out the social media proposal template under together with your massive concepts and sit again and wait on your potential shopper to say, “Sure, sure, a thousand instances sure!”

Social media proposal template

Our social media proposal template is a Google Doc. To make use of it, merely click on the File tab within the prime left nook of your browser, then choose Make a replica from the drop-down menu.

When you’ve completed that, you’ll have your individual non-public model on Google Docs to edit and share.

Right here’s what to incorporate in every part:

Government abstract

That is the primary part of your social media proposal, however it’s basically an outline of the proposal, so we extremely advocate penning this half final. It may be simpler to know a very powerful factors to incorporate right here after you’ve refined all the opposite particulars.

Consider it because the tl;dr for busy executives. Summarize the necessity(s) for the proposed venture in lower than a web page. Determine the issue, share the anticipated outcomes, and make clear the price range and useful resource necessities.

And it most likely goes with out saying, however we’re gonna say it anyhow: proofread this like 10 instances. Typos are yike-os. (Additionally you most likely shouldn’t embody phrases like “typos are yike-os” within the govt abstract.)


This doc is about your potential shopper’s issues, however it’s additionally necessary to clarify simply why you’re the suitable individual to assist them.

On this part, present a short overview of your organization. Embrace your mission assertion and related expertise, and the workforce members who might be concerned within the present venture.

Don’t neglect the fundamentals. Be certain that to incorporate your contact data, and point out that you just’re obtainable to reply any questions that will come up.

Enterprise targets

Now it’s time to showcase simply what you realized from all that analysis earlier. On this part, you’ll present your potential shopper that you just perceive the wants and targets of their enterprise.

Maintain it easy and be as particular as potential so that you just go away little room for discrepancy or ambiguity. Based mostly in your analysis, clearly determine the group’s wants, challenges and targets.

Make sure you specify the targets of the precise venture in addition to the group’s total wants.

In case you’re responding to an RFP, use language right here that echoes the best way the group has outlined what they’re searching for.

Social media targets

These enterprise targets on the final web page? They set the stage on your social media targets, which you’re going to share beginning… now!

State three to 5 S.M.A.R.T social media targets. Bear in mind, S.M.A.R.T. targets are strategic, measurable, attainable, related and time-bound. (More on S.M.A.R.T. social media goals here!)

Every goal ought to specify the platform(s), the metric(s), and an finish date. It must be clear when to measure the objective, what the metric is for fulfillment, and the way it ties into the general model targets. (For instance: Improve Fb followers by 25 p.c by the top of This autumn.)

Scope of labor and deliverables

That is it: time to actually carry all of it dwelling. Right here, you’ll carry your technique into focus, backed by learnings out of your viewers analysis and social and aggressive audits.

And (sorry to repeat ourselves, however we are able to’t assist it, we fear!) all the pieces you plan ought to tie again into these social media targets from the earlier part.

Your social media scope of labor define might embody:

  • Social media promotions and campaigns
  • Content material creation
  • A strategic publishing schedule
  • Social media monitoring
  • Social media engagement
  • Social promoting
  • Lead era

Importantly, that is the place you’ll define what particular deliverables you’ll present to the shopper. Are you really creating and posting TikToks, or simply offering suggestions for the shopper workforce to execute? Make it very clear who does what, and precisely what the shopper can count on to obtain.

Schedule and price range

You’ve pitched the potential shopper on what you’re going to do: now it’s time to sketch out simply when and the way you’re going to do it.

This could possibly be a really detailed schedule of improvement, evaluation, and testing work. Or, it may merely be a timeline of when you’ll produce every deliverable.

All of it relies on how concerned the shopper needs to be, however whether or not massive image or hyper-focused, be sure your schedule aligns with the timing captured within the targets.

Sizzling tip to maintain everybody comfortable and knowledgeable: embody milestones and check-ins on the schedule so that everybody can be sure issues are on monitor.

This part can be the time to speak cash, honey. Breakdown how you’ll spend the shopper’s complete price range quantity, in no matter format most closely fits the shopper’s preferences. Flat price? Hourly charge? You do you!


How are you going to inform in case your massive audacious plan was profitable when you don’t all agree on what your key efficiency indicators (KPIs) might be?

That is the a part of the social media proposal the place you counsel how this venture might be evaluated. What analytics are you going to observe? What measurements will point out success? An goal, quantitative option to monitor your progress goes to ensure wins are correctly celebrated and expectations keep at an inexpensive degree.

Endorsements or case research

All through the proposal, you’ve proven the potential shopper that you just perceive their enterprise and have put within the work to create a customized plan to assist them succeed with social media.

However to actually promote your self as the suitable individual or company for the job, it’s a good suggestion to showcase a few of your previous outcomes.

This could possibly be one thing so simple as a couple of key pull quotes out of your LinkedIn suggestions. Or, when you’ve completed comparable work for an additional shopper up to now, you may write a brief case research highlighting the work you probably did and the outcomes.

Phrases and situations

You would possibly wish to embody the down-and-dirty particulars in the direction of the top of your proposal, simply so all of the bits and items are in a single place.

We’re talkin’ about issues like billing practices (what are your fee phrases?), how you like to work (are you obtainable to reply questions 24/7?), and what to do if both celebration decides to terminate the contract (is there a kill charge?).

Principally, tuck all of the less-than-glam logistics and high-quality print in right here.

Subsequent steps

On this part, make it clear what occurs subsequent. What motion does the shopper must take earlier than the proposal can transfer ahead? Signing a contract? Offering additional data? The ball is of their courtroom, and that is the part the place you clarify simply how they will, um, hit… it.

You would possibly want to embody an expiry date on the proposal to ensure your proposed techniques, price range, and availability are up-to-date.


Within the appendix, you’ll be able to embody your complete analysis findings or present a extra detailed price range breakdown.

It’s an excellent place for something that wants further help or elaboration. You wish to preserve this doc wanting modern and streamlined, in any case. Maintain the junk within the trunk!

Use Hootsuite to handle all of your social media in a single place and save time. Create and schedule posts on each community, monitor outcomes, interact your viewers, and extra. Strive it free as we speak.

Get Started

Do it higher with Hootsuite, the all-in-one social media toolkit. Keep up to the mark, develop, and beat the competitors.

Source link

Your Mama Hustler