How to Write a Client-Winning Social Media Proposal + [FREE] Template

You have now attracted the client’s attention, and they are now ready to move on to the consideration stage of your sales funnel.

You need to shine brighter than your competition at this stage.

This is what will convince your clients to choose you for their social media marketing.

My friend has a great looking ” Social Media proposal“.

It doesn’t matter if you’re a freelancer, or a manager at a social-media management agency, it is essential to create a proposal for social media to convert potential clients into clients.

The task can be difficult. We will show you how to make your social media management plan from scratch.

You want a simpler route? You can use our customizable social media template to help you create your proposal.

What is a Social Media Proposal and how does it work?

A social media proposal is document that you use to explain to prospects how your services can help them achieve their social networking goals.

This is not a boring service pitch. It’s a well-written document that was created after extensive research and consultation with prospects.

You will discuss your expertise and the prospect’s goals in the document.

Your task is to convince prospects that you are the right person for the job.

There are many other things.

After you have explained all of the work involved, you can also include details regarding the budget and timeline in the proposal for social media management.

This is an interesting read: How to Choose the Right Social Media Management Software – Small Agencies

Five Essential Steps Before You Create Your Social Media Proposal

You may now realize that client discovery is key to creating a winning proposal for social media.

You can better understand your prospects’ needs by having a discovery session. The session can be conducted over the phone or via a questionnaire on social media.

Ask the right questions. These are the questions that you should include in your discovery meeting.

Note A Discovery session allows you to determine if the client’s goals and needs match your expertise. It’s better not to waste your time or energy on a client that isn’t a good match for you.

1. Understanding your prospect’s social media goals

Start the conversation by asking questions to clarify the business goals and needs of your prospect.

You might ask:

What are your current business goals and objectives?

Then, let’s talk about What are their business goals and how does social media marketing help them?

Perhaps your prospects have already tried social media marketing to market their business.

Ask about their experiences.

What was their social media performance in the past?
What did they do in the past that worked?
What are their current uses of social media?
What are their challenges in reaching their social marketing goals through social media?

2. Find out more about their target audience

Once you have a clear understanding of your client’s social media goals and objectives, determine their target audience.

These details will allow you to propose the best goals and social media platform to your client in the social-media proposal.

This is where you should aim to gain a deep understanding about your prospect’s target audience in order to create their marketing personas.

Ask and research the following questions about your prospect’s target audience.

Which is their average age and what is their gender?
What is their job description? What is their income range?
They are where they belong.
What are their values, preferences, pain points and priorities?
What are their buying habits?
What are their goals

Create a buyer persona for prospects based on information from prospects and research.

3. Talk about their competitors

Which five people are your closest competitors, according to you?

What do your customers like about you?

You will not be able to buy a business that only sells potatoes on Mars unless you have other competitors.

It is your job to find the competition against which your prospect should set benchmarks. It is important to understand what works for them and what they are struggling with. This will help you understand the target audience for an industry your prospect is a part of.

Once you have received all information from your prospects during the discovery session, start the competitor’s research.

4. Conduct a Social Media Audit

Although this is not the main part of the discovery session, it will allow you to create a proposal for social media marketing.

Your prospect has already volunteered their thoughts on their current social media performance. Now it’s time for you to find out what they are missing.

When performing a social media audit identify:

Which platforms do they use?
What type of content works for them?
Do they run any ads?
How often do they post?

You need to understand what is working and what isn’t, and then use that information when crafting your social media proposal.

5. Get an idea of their budget and deadlines

Find out what your clients will spend to reach their social media goals.

You need to know the expected delivery time from a social media marketing company, in addition to your money.

Don’t be afraid to ask the following questions at the last minute. They will help you understand their timeline and budget.

How much do you spend on social media marketing?

When would you like to begin?

When do you expect to reach your goals?

This is the last step of the discovery session. It will give you more insight into your prospect’s financial situation and help you to create a pricing plan for your social media management services.

How to write a winning social media proposal for clients?

After the discovery session, clients will be able to tell you what they are looking for.

What’s next?

Now it’s time for you to create a social media proposal that shows your prospect that you have a good understanding of their needs and how your agency can best serve them.

Let’s take a look at the steps involved in creating a winning social media proposal for a client.

Our customizable social media proposal template makes it easy to get started quickly.

The Frontpage

First, create a cover page for your social media proposal.

The title should be included on the Frontpage, along with your client name, and your contact information at the bottom.

To give it a personal touch, you can write “Social Media proposal for (Client Name)” and include the logo of your client.

Add the following information about you:

Your Name
Your company or organization
Telefon
Email
Website

Introduction

The introduction section gives you a brief overview of your proposal for social media. This is the introduction section of your proposal. It contains a summary of your social media proposal.

You can also include information about yourself such as your company brief, experiences, and mission statement. This will allow you to build a stronger relationship with your prospect.

When writing your introduction, there are two things you should keep in mind:

Be polite in your writing
To address prospects directly and to establish a relationship, use words such as you, yours and we.
Be clear about the goals you are trying to achieve

Social Media Goals

The next step is to match the prospect’s social media goals with their business goals.

Don’t just describe your services in a generic way. Instead, explain the KPIs that you are aiming for.

To clearly identify the social media goals that you want to achieve for your clients, you can use this S.M.A.R.T. goalstechnique.

S.M.A.R.T goals refers to the fact that each goal should include the platform(s), the metrics, and the end date.

If your prospect wants to increase engagement on social media, the Smart goal would be:

In the next three months, increase engagement on Facebook and Instagram by at least X%

Prospects will be impressed by your ability to give specific goals for social media. This will show them that you are knowledgeable about their business and can help them realize these goals through social media.

Interesting read: How to create a social media strategy on a budget: 6 steps to follow

Social Media Audit

To suggest a successful social media strategy to prospects, you will audit their social media channels. Let’s say you also give the report to your prospect.

Your proposal will include a social media audit report that will provide your clients with information about how their social media channels perform.

It is possible to discuss all aspects that affect your prospects’ current needs. If your clients are looking to increase their engagement on social media channels, include the engagement rates for each channel.

You might not be as able to explain the situation to your client as you are. It’s best to explain the underperforming aspects of current social media marketing to them.

The assessment can be divided into two parts:

We were especially impressed by (list the things that stood out to your most)
We have identified (a list underperforming) some factors that may be limiting your social growth.

Scope of work

The most important section of your proposal is the scope of work. Here you can detail every service that you will offer to your client.

All the information you present here is based on the interactions and learning that you had with your prospect, as well as social and competitive audits.

Be specific about the deliverables you’ll provide. What number of posts will you make on Instagram? What date will you share your analytics report? You must ensure that everything is easy to understand.

Here are the most common tasks that every social media marketing agency includes in their scope of work.

Platform Selection: Mention which social networks you intend to target and explain why they are the best avenue to fulfill prospects’ dreams.

Content curation: Describe the tasks you will be performing, including creating a social media calendar and designing images.

Posting schedule – Indicate the frequency that you will post on a specific social media handle, and how it affects the overall strategy. If clients are not able to approve, explain the framework.

Brand keyword monitoring – Mention brand keywords and hashtags you’ll be using to monitor them and the frequency you intend to reply to them.

Community building and engagement: Tell the audience how often you will engage with them.

Review meetings – Highlight the frequency you will meet up with your prospect to review the performance, and exchange ideas and opinions.

Analytics and Reporting: Talk about how often you will send the analytics reports, and what tracking you will do.

Report sharing isn’t a one-time event. It is something that marketers do every week. Others do it every month. We eliminated the need to manually share reports with the “Schedule Report” feature.

Automate weekly or monthly sharing with clients or colleagues via email by clicking a button You can forget about the hassle of manually creating social media reports every month.

Evidence of work

Your prospects will know that you are knowledgeable about social media management and have done extensive research.

However, they will be more likely to choose you if your work is documented.

In the proof of work section, you can showcase your achievements and client testimonials. This section is designed to show your prospects accounts that you have previously managed and the results you achieved based on their goals.

Showcase examples of clients with similar objectives and needs to your prospect.

Conditions of the Agreement

This is where you discuss your pricing structure and payment terms, as well as the nature of collaboration.

Pricing structure – Explain your pricing model. The scope of work will determine the pricing. You can charge an hourly, project or monthly retainer depending on the client’s requirements and work volume.

Billing practices – Discuss the invoicing process and your terms of payment.

Termination process – Specify the process for terminating a project if one party discovers that the collaboration is not working.

The next step for the client

The final section of your proposal for social media includes guidance to the client about the next steps after they accept or have read the proposal.

This includes:

Request revisions or accept the proposal.
For a written agreement, please contact us
Send an initial payment

Note: Always proofread your proposal before submitting it. A bad first impression can be made by having typos or grammatical errors in your proposal.

Conclusion

A social media proposal that is effective and persuasive is a key part of growing your agency and winning new clients.

Social media managers should be able to write proposals that provide enough information and inspiration to help prospects convert.

Everything starts with the discovery session. Be attentive and get as much information as possible.

You can create your own social media proposal template by following the steps outlined above.

Or,

Our social media proposal template is available for free. It’s ready to be filled out with all the details you need to make your life easier.

SocialPIlot’s unrivalled scheduling, analytics and content curation capabilities make it easy to automate social media marketing campaigns for clients.

You can experience it for yourself. Schedule a demo to learn more!

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