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Get seen, get hired, get happy clients.
As a freelance social media marketer (or even a social media marketing agency), winning new clients can be a big investment of time and energy.
One of the best ways to speed up your customer journey and turn prospects into paying clients is to have the right documents in place. And one of the most valuable assets you can add to your social media agency is this: a stand-out social media proposal.
Here’s why: according to Vantage Point Performance and the Sales Management Association, companies with a clearly defined sales process drive an impressive 18% more revenue growth than businesses that don’t.
Not sure where to start? We’ve curated your step-by-step guide to creating a social media proposal (free template included!) that will convert potential clients on autopilot.
In a nutshell, a social media proposal is a document used to sell your services, outline your scope of work and convert new social media management clients.
It sets out your expertise, explains how you can help a business elevate their social media presence and the specific tactics you’ll use to help them reach their goals.
Typically, a freelance social media proposal will be sent to a prospective client after you have an initial discovery call to find out their needs, goals, and pain points. This proposal should spell out the work you propose to do for the client, the investment and why this client should choose to work with you.
A social media proposal is an important step in your sales process as a freelancer or social media agency.
Typically, the proposal will be prepared and shared with a prospective client after you’ve spent some time getting to know their business and their goals for social media marketing.
By understanding their needs first, you’ll be able to tailor your proposal to drive the biggest impact for their business.
In tangible terms, here’s where your social media proposal will fit into your sales journey:
While there are obvious benefits to creating a social media proposal for your clients, what are the advantages for you as a freelance social media manager?
Essentially, a social media proposal is your way of formalizing your sales process and getting a clear scope of work in place from the beginning with every new client.
Let’s run you through the key benefits of creating social media proposals for all of your prospects:
This proposal is one of your biggest assets as a freelancer and can help you grow your social media management business into a successful social media agency.
Now, the part you’ve all been waiting for: a free social media proposal template you can swipe and start using today.
We’ve pulled together your step-by-step guide to creating a winning social media proposal that will convert your prospects on autopilot. So, let’s dive in.
First up, it’s important to introduce yourself (or your team members) and get your client familiar with who they’ll be working with. Kick-off with a brief introduction to yourself, highlight your experience and give a top-level summary of your freelance social media business.
Think about how you can showcase your expertise and points of difference here to win trust with your prospective clients. This could include:
Next, it’s time to show that you’ve understood the goals and challenges your prospective client is facing with a recap. This section is all about summarizing all the information the prospect has shared with you and showing that you’ve prepared this marketing plan with the client's needs in mind.
Here are a few key points to cover in this section:
At this stage, it’s also important to get specific with what you can help this business achieve on social media. By using the SMART goals framework (specific, measurable, attainable, relevant and time-bound), you can give tangible metrics to their big picture vision and clearly spell out how you can help.
Now, it’s time to bring your prospect’s social media marketing strategy to life. This section is all explaining the exact tactics and strategies you’ll be using to help reach their goals on social media.
In general terms, your scope of work section should cover:
Depending on the social media goals you set for each client’s social media presence, you’ll need to also set milestones or deadlines to review your progress and results.
At a minimum, it’s worth spelling out your reporting cycle and how often you’ll be sharing social media reports.
Plus, if you're running any specific social media campaigns or working to any time-bound goals, you should spell out your reporting milestones along the way.
This section is key to helping to convince and convert potential clients. While a social media strategy is an important part of your proposal, seeing and hearing from your happy clients is an even more convincing way to inspire conversion.
There are a bunch of different ways to structure this section, including:
The key here is to be specific and use quotes, data and strategies to quantify your expertise.
Now, it’s time to share all the important details about how your partnership will work. Alongside your proposal, you should also create a contract and freelancer agreement that spells out:
Having this agreement in place is key to protecting yourself and your business in the worst-case scenario.
Last, but not least, you need to spell out the action you want your prospect to take. This could mean approving a quote, signing your contract or booking a call to discuss the proposal further.
Make it easy for your prospect to take action by adding clickable links (where possible) to streamline your path to conversion.
Want to supercharge your chances of success? Here are a few handy pointers to help you elevate your next social media proposal.
The best social media strategies are driven by business goals. So, when pulling together your tactics and recommendations, make sure to tailor these to your client's unique goals, target market and demographics.
Think back to the challenges or needs your client mentioned at the discovery call stage and find ways to weave this into your proposal and social media strategy.
This attention to detail will show your client you’re ready to go the extra mile to help them see tangible results from their social media marketing efforts.
The best thing you can do as a freelance social media marketer is to exceed your client’s expectations. So, that means setting realistic expectations from day one in your proposal.
Rather than setting lofty, unachievable benchmarks, it’s worth being more conservative. It’s your job to establish what is a realistic expectation and use your proposal to set these ground rules from the beginning.
Plus, you’ll be more likely to overdeliver and impress your client when using this approach too.
The best social media managers use all-in-one social media management tools (like Sked Social) to manage their clients.
So, show that you really know your stuff and have the right tools in place to service their needs. Highlighting the professional programs you’ll be using will give prospects that extra bit of confidence and assurance to convince them to work with you.
Take your social media proposal to the next level with a sleek branded presentation that shows you’re a creative social media professional.
Rather than simply spelling out your services and pricing in a Word document, put some extra time and effort into designing a custom branded template that you can use for your proposals.
Use your brand fonts and colours and design a presentation that’s polished, professional and visually engaging. This can give your proposal the edge against your competition.
Want to really make sure your client understands the proposal you’ve created? Why not book a meeting to run through this presentation in real-time!
This meeting is a fantastic sales opportunity to bring your proposal to life and spell out your strategies and tactics. It’s also another chance to sell your approach and personality and build rapport with your prospect.
Plus, if any questions do crop up, you can easily answer and address them during the call, too. This exact step is all about helping your prospect to feel supported and at ease throughout the entire journey, and ensure they remember you and your freelance business when it comes time to pick their social media management agency.
And that’s a wrap! When it comes to designing a freelance social media proposal, it’s essential to tailor this sales document to the unique needs of each prospective client. By drawing on insights they’ve shared with you, you’ll be able to craft a compelling social media strategy and proposal that sells your services, showcases your expertise and wins clients on autopilot.
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