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Templates / Proposal

Free Social Media Proposal Template

A social media proposal covers the scope, deliverables, pricing, approvals, reporting, payment terms, access, and what happens if the work changes or ends.

Social Media Proposal template preview

Language:

en

Last updated:

October 2026

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The posts go out under someone else’s name, so the scary part isn’t coming up with ideas. The scary part is making sure the voice stays intact, replies don’t turn into a mess, and the buyer can see what actually got done. This social media proposal gives that work a clear shape before anything gets published, so the scope and the rules are agreed in writing.

The document starts with In brief, then A bit about me, and moves through Recent work and Portfolio so the client sees how the work runs before they see the price. The middle sections pin down what happens during setup and delivery, including audit notes, a monthly content calendar for approval, scheduled posts each week, short-form video edits, and a monthly performance report, all laid out under Raleway headings with Inter for the details, in olive with magenta accents. Payment answers the awkward bits, like how setup is billed, when monthly management is invoiced, what changes trigger a new written confirmation, and how approvals work so the wrong thing doesn’t go live.

  • In brief Summarises the weekly rhythm, what gets approved, and what the client sees each month before the details start.
  • Account audit notes Holds the platform tidy-up list and the monthly content calendar approach, so setup work and ongoing work don’t blur together.
  • Scheduled posts each week Spells out weekly scheduling and publishing, short-form video edits from supplied clips, and the monthly performance report.
  • Pricing Lists the single priced item and frames pricing as monthly, so you only need to replace the numbers before sending.
  • Get started Carries the acceptance step with a signature and fee summary, plus the questions clients ask about weekly input and posting levels.

Once the proposal is in your workspace, you swap in your own pricing for the Steady item, send it, and the client accepts and signs online from wherever they open it.

We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.

Yazan & Mawaheb
Yazan & MawahebAgency Owners

What to include in a social media proposal

PartWhat it covers

In brief

Explains the setup-to-monthly cadence, including approvals, replies, and what gets reported back to the client.

A bit about me

Gives background and working style, with an emphasis on steady handling, written rules for replies, and visible reporting.

Recent work

Introduces example projects so the client can sanity-check the approach against real social media management work.

Portfolio

Provides project snapshots and outcomes that show planning, posting frequency, and short-form video performance improvements.

Account audit notes

Covers setup and tidy-up tasks per channel and describes the one-month content calendar the client approves before scheduling.

Scheduled posts each week

Defines the weekly deliverables, including scheduled posts, Reels or TikToks edits from clips, and the monthly performance report.

Pricing

Includes a priced items table for the package, with pricing positioned per month and tied back to the posting plan after the audit.

Get started

Carries the signature step and a fee summary, plus the practical questions about weekly inputs and posting volume.

Payment

States the setup billing split, monthly invoicing timing and 7-day terms, and how scope changes and approvals get confirmed in writing.

Access and security

Sets rules for account access, content rights, ad account ownership where relevant, and what happens when the work ends.

Who it is for

Social media managers, marketing freelancers, and small agencies proposing ongoing community management and content calendars for a client’s channels.

The proposal in full

In brief

You’ll have social channels that look alive week to week, posts that match your voice, and a clear record of what I published, what I replied to, and what content is pulling its weight.

I’ll tidy what’s there, set the channels up properly, then run a weekly rhythm of planning, posting, and replies with simple approvals. You’ll see what went out and what it did, every month.

I start with an account audit and a tidy-up, then I build a one-month content calendar you can approve. Each week I schedule and publish posts, edit Reels or TikToks from your clips, and handle day-to-day comments and DMs using reply rules we agree in writing. Once a month we review results and adjust what I make next.

A bit about me

I’m Eleri Vaughan, a social media manager. I started Bute Dock Social after years of watching good businesses rely on last-minute posting that never quite matched the day-to-day reality on the floor. I like work where the brief is simple, the voice needs protecting, and the results show up in a feed you’re happy to put your name on.

Clients hire me when they want someone steady running the channels, not a different idea every week. I keep approvals tight, I don’t post anything that hasn’t been agreed, and I write down how I’ll handle comments and DMs so you’re not guessing. You’ll always be able to see what got done, because reporting is part of the monthly cycle, not an extra.

Recent work

Here are three recent social media management projects that show how I plan, publish, and keep accounts consistent week after week.

Portfolio

Local service launch. Set up Instagram and TikTok, built a four-week calendar, and posted 4 times a week from phone footage. The launch month lifted website clicks by 38% compared with the previous month.

Retail promo cycle. Created a repeating weekly structure for promos, behind-the-scenes, and product education across Instagram and Facebook. Posting went from ad hoc to 5 scheduled posts a week, with stories planned in batches.

Venue events content. Edited short-form videos from supplied clips and ran community management around event posts. Average Reel watch time rose from 2.1 seconds to 4.6 seconds over six weeks by tightening hooks and captions.

“Posting stayed consistent, and I always knew what went out each week.”

Owner-manager, a small customer-facing business

Account audit notes

A written tidy-up list for each platform, with what I’m changing and why. This arrives during setup, and it becomes the checklist I work from month to month.

CHANNEL SETUP AND TIDY-UP

Profile updates, highlights, link setup, pinned posts where they help, and a consistent look across platforms. This is done in setup and then kept maintained as things change.

MONTHLY CONTENT CALENDAR

A one-month plan with post topics, formats, and publishing dates across the agreed platforms. You approve this before I schedule the bulk of the month.

Scheduled posts each week

Planned posts scheduled and published on the agreed platforms, with captions and basic design where needed. This happens every week, with a simple approval step before anything goes out.

SHORT-FORM VIDEO EDITS

Edited Reels and TikToks from your phone clips, including cut-downs, captions, and formatting for each platform. These are delivered for approval, then scheduled once signed off.

MONTHLY PERFORMANCE REPORT

A report you can read in ten minutes, plus a call to talk through what performed, what didn’t, and what I’m changing next month. This arrives every month.

Pricing

Pick the level that matches how much you want me to publish each week. I’ll confirm the exact weekly posting plan after the audit. Prices are per month.

Priced items

Get started

If you’d like me to take this on, the next step is to lock in your start date and get the setup moving.

1. Sign this proposal to confirm the scope and pricing. 2. Pay 25% of the setup fee to start the setup work. 3. Send access and your first batch of photos or clips so I can build the calendar.

WHAT DO YOU ACTUALLY NEED FROM US EACH WEEK TO MAKE THIS WORK?

I’ll need a short weekly check-in, any dates or promos you want covered, and a small batch of raw material. That can be photos, phone videos, or quick notes. If nothing is happening one week, I’ll plan around evergreen posts instead.

HOW MANY POSTS ARE WE TALKING, AND ON WHICH PLATFORMS?

I’ll recommend a weekly posting level after the audit, based on your current accounts and what you can realistically supply. Most clients start with 3 to 5 posts a week across 1 to 3 platforms, then adjust once we see results.

CAN YOU WORK WITH OUR PHOTOS AND PHONE VIDEOS, OR DO WE NEED A SHOOT?

I can work with what you already have, and that is how most accounts run day to day. If the content bank is thin, I’ll tell you what’s missing in plain terms, and you can decide whether to add a shoot later.

IF A BAD COMMENT KICKS OFF, WHO REPLIES AND WHAT DO YOU DO?

I’ll handle routine replies using agreed boundaries, and I’ll flag anything sensitive straight away. Before I start, I’ll write a simple response guide with you so replies stay on-brand, and you keep control of anything that needs an owner’s call.

Signature

Fee summary

Payment

Setup work is billed 25% to start and 75% when I hand it over. Ongoing social media management is invoiced at the start of each month. Every invoice is payable within 7 days.

Scope changes. If you want to add channels, increase posting, or bring ads into the plan, I’ll confirm the change in writing before I do the extra work. That keeps the calendar and the invoice in step.

What I need from you. Each week I’ll need a short check-in and any dates, promos, or updates you want covered. I’ll also need a small batch of photos, phone clips, or notes so I’m not inventing content.

Approvals. I’ll share the monthly content calendar before posts go out. I don’t publish anything that hasn’t been agreed. If I don’t hear back by the agreed time, I’ll hold the posts and move the schedule on.

Comments and DMs. I’ll reply to routine comments and DMs using the response guide we agree at the start. If something is sensitive, I’ll flag it straight away and wait for your call before replying in your name.

Access and security

You’ll provide access to the accounts I’m managing, using your usual admin tools and logins. I’ll only use that access to do the agreed work, and I’ll hand access back immediately if we stop.

Content you provide. You confirm you have the rights to use any photos, videos, logos, or music you send me. If a platform flags a post or removes audio, I’ll swap it out and keep the schedule moving.

Ad accounts and spend. If paid social ad management is included, you’ll keep the ad account and payment method in your name. I’ll manage targeting, creatives, and reporting, but the ad spend itself is paid directly by you.

Ending the work. If you want to stop monthly social media management, tell me before the next invoice is due and I’ll finish the current month. Setup work ends once I deliver the tidy-up and audit notes.

Questions about this proposal template

What should a social media proposal include?

A social media proposal usually covers the scope of work, deliverables, approvals, reporting, and pricing. This one also includes payment terms, access and security, and how scope changes get confirmed in writing.

How do you describe deliverables for social media management?

Deliverables work best when the proposal names what happens each week and what happens each month. This document describes audit and tidy-up work, a monthly content calendar for approval, scheduled posts each week, short-form video edits, and a monthly performance report.

Do social media managers include community management in a proposal?

Community management belongs in the proposal if comments and DMs are part of the work. The wording here ties replies to agreed rules and approvals, so the client knows what will and won’t get answered in their name.

How do approvals work in a social media proposal?

Approvals usually sit around the monthly content calendar and any posts that need sign-off before publishing. This proposal spells out a simple approval step before anything goes out and repeats the approval rules in the payment and scope language.

How do you price ongoing social media services in a proposal?

Many proposals separate one-off setup from monthly management, then explain when each gets billed. This template bills setup in two parts and invoices ongoing management at the start of each month, with payment due within 7 days.

What happens if the client wants more platforms or more posts mid-month?

A proposal should say how changes get agreed so work and billing stay aligned. This one says scope changes get confirmed in writing before extra work starts, including adding channels or increasing posting.

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