Landing your first social media client can feel like a catch-22. You need experience to get clients, but you need clients to get experience. A killer social media proposal can help you break through that barrier.
Your proposal is your first impression, business case, and sales pitch all rolled into one. It’s your shot to prove you understand their brand, outline your strategy, and show how you’ll deliver results.
Your proposal template can make or break the deal, no matter if you’re a freelancer pitching your first gig or an agency expanding into social media management.
But once you nail your template, you’ll have a repeatable system for winning clients and growing your business.
Use our free social media proposal template to get started right away!
More than a document, your proposal is your ticket to landing clients. But here’s the catch: You can’t write an epic proposal without doing your homework first.
Great proposals feel custom-made because they are. Many agencies pitch 20–30 times before landing a major client, so the more you refine your proposal, the higher your chances of success.
Here’s how you gather the intel you need to craft an effective social media proposal:
The sweetest thing about gathering all this info early on is that the proposal writes itself, and clients can’t help but say yes.
Now for the main event: writing your proposal. It’s like telling a story about who you are, what you’ll do, and why a potential client should trust you to do it. You want to paint a picture of success that gets clients excited about working with you.
Let’s review exactly what you should include (and in what order) to create a rock-solid social media management proposal.
People buy from people, not faceless marketing agencies. Your intro section is where you become the expert everyone wants on their team.
This isn’t the time to be modest. Tell them who you are and why you’re passionate about social media marketing. Then back it up with the good stuff that proves you know what you’re doing. This can include:
This is where you prove you were listening during that discovery call. Generic goals that could apply to any business make your proposal easy to shoot down. Prospects need to know you understand their unique situation and have a plan to fix it.
Here are some tips to guide you:
One thing to remember: The average conversion rate for social media is 3%. Promising a lofty 25% conversion rate may sound great, but you may be setting yourself up to fail.
Time to get into the nitty-gritty—what you’ll be doing for them. Vague promises aren’t substitutes for concrete deliverables. Your prospects will want to know exactly what they’re paying for and how smooth the process will be.
Make it super clear by:
Why settle for a lackluster social media management tool when you could be using Sked Social? With unlimited collaborator access, streamlined approvals and advanced auto-post technology that lets you schedule to all major platforms, Sked Social offers everything you need.
Get Started for FREEGoals without deadlines are wishes. Your clients need to know when they’ll see results and how you’ll track progress along the way.
Start with regular check-ins. Spell out your rhythm so clients know when they’ll hear from you, whether that’s monthly or weekly.
Don’t forget to share the big campaign milestones. If you’re launching a product campaign or working toward a big event, break it down into smaller checkpoints, like ‘Week 2: Content Approval’ or ‘Week 6: Mid-Campaign Launch.’
You’ll also want to set expectations for the big stuff. If they want to hit 10K followers in six months, what can they expect at the three-month mark? Provide realistic benchmarks so they know things are working.
Anyone can promise great results, but proof beats promises every time. Let your work do the talking and show prospects what life will look like after they hire you.
You’ve got a few ways you can structure this section:
The more specific, the better. Don’t just say you “increased engagement.” Really demonstrate your impact by telling them you “boosted Instagram engagement by 150% in three months.”
Last but not least, don’t leave the client hanging. Tell them step by step what to do next. Once you’ve made your case, make it easy for them to say yes, whether that’s approving your quote or hopping on a call to iron out the details.
If you’ve effectively made your pitch, taking action should be a no-brainer. Add clickable links that point to your scheduling tool, client agreement, or payment portal wherever possible. Fewer clicks often mean better conversions.
Every social media marketer dreams of creating proposals so compelling that clients practically trip over themselves to sign.
Here are some best practices that will help you stand out from your competitors and close more deals:
Landing a client is where the work finally begins. As your agency grows and you’re juggling multiple social media accounts, staying organized becomes a make-or-break moment for your reputation.
A robust social media management platform like Sked Social is a lifesaver. With unlimited user seats, collaboration tools that keep everyone on the same page, and streamlined approval workflows that cut through client friction like butter, you can scale without the chaos.
If you’re ready to find out how Sked can help you deliver on those big promises and grow your agency, book a demo today!
Sked's tools are designed to streamline your workflow, enhance team collaboration, and deliver exceptional results for you and your team.
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