# Social Media proposal

Replace everything in [brackets]. Keep it specific to this client.

---

## Cover

Proposal: [Project name] for [Client]
Prepared by: [Your name, business]
Date: [Date]
Valid until: [Date]

## 1. Your situation

[In the client’s words: where they are now, what they want to achieve and why now.]

## 2. Objectives

- [Objective, ideally measurable]
- [Objective]
- [Objective]

## 3. Our approach

1. **Audit and strategy:** [What happens and what the client sees]
2. **Calendar approval:** [What happens and what the client sees]
3. **Publishing:** [What happens and what the client sees]
4. **Reporting:** [What happens and what the client sees]

## 4. Deliverables

- [Monthly content calendar]
- [Scheduled posts and short-form videos]
- [Community management on weekdays]
- [Monthly performance report]

## 5. Timeline

| Phase | Dates | Client input needed |
| --- | --- | --- |
| Audit and strategy | [Dates] | [Input or approval] |
| Calendar approval | [Dates] | [Input or approval] |
| Publishing | [Dates] | [Input or approval] |
| Reporting | [Dates] | [Input or approval] |

## 6. Investment

| Item | Description | Fee |
| --- | --- | --- |
| Content plan | [Monthly calendar for two platforms] | [Fee] |
| Content creation | [12 posts and 8 short videos] | [Fee] |
| Community management | [Replies on weekdays, 30 minutes a day] | [Fee] |
| Monthly report | [Reach, engagement and recommendations] | [Fee] |

Total: [Amount, excluding tax]
Payment schedule: [e.g. 40% to start, 30% at milestone, 30% on completion]

## 7. Not included

- [Paid social ad spend]
- [Influencer fees]
- [Photography shoots beyond agreed content days]
- [Guaranteed follower or engagement numbers]

## 8. What we need from you

- [Admin access to accounts through the platform’s partner tools]
- [Product photos and key dates]
- [Approval of the content calendar by the agreed day]

## 9. Why us

[Two or three sentences and one relevant example or result. Keep it about the client’s problem.]

## 10. Next steps

1. [Sign below or reply to accept]
2. [Pay the deposit]
3. [Kickoff on date]

Accepted by: [Name, title]
Signature: [Signature]
Date: [Date]

---

## Before you send it

- [ ] The opening describes this client’s situation, not yours.
- [ ] Objectives are specific.
- [ ] Every deliverable is listed and every exclusion named.
- [ ] The price is broken down with a payment schedule.
- [ ] The validity date and next step are clear.
- [ ] Every placeholder and old client name is removed.

---

# Example: Fieldnote Social’s proposal for Oakmere Bakery

Key sections from a proposal for a monthly Instagram and TikTok management. Both companies are fictional.

## Your situation

Oakmere Bakery wants a monthly Instagram and TikTok management. You told us the priority is getting it right first time, with clear approvals and no surprises on cost.

## Our approach

1. Audit and strategy: Monthly content calendar
2. Calendar approval: Scheduled posts and short-form videos
3. Publishing: Community management on weekdays
4. Reporting: Monthly performance report

## Investment

| Item | Description | Qty / time | Rate | Amount |
| --- | --- | --- | --- | --- |
| Content plan | Monthly calendar for two platforms | Fixed fee | $400.00 | $400.00 |
| Content creation | 12 posts and 8 short videos | 20 items | $60.00 | $1,200.00 |
| Community management | Replies on weekdays, 30 minutes a day | 10 hours | $45.00 | $450.00 |
| Monthly report | Reach, engagement and recommendations | Fixed fee | $250.00 | $250.00 |

Total: $2,300.00 excluding tax

## What we need from you

- Admin access to accounts through the platform’s partner tools
- Product photos and key dates
- Approval of the content calendar by the agreed day

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