Social media management proposal: Free template

Social media management proposal: Free template

Customize this free social media management proposal with Cobrief

Open this free social media management proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your offer, the client’s audience, and their social goals. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching ongoing social media packages, responding to brand RFPs, or quoting campaign-based content services. Whether you manage accounts solo or as part of an agency, this version gives you a structured head start and removes the guesswork.

What is a social media management proposal?

A social media management proposal is a document used to outline your services, pricing, and process for running a client’s social media presence. It gives potential clients a clear understanding of what you’ll handle — from content creation to scheduling, engagement, reporting, and strategy.

This type of proposal is usually sent after a discovery call or inbound request. It helps you position your value clearly and align expectations before work begins.

A good social media proposal helps you:

  • Define deliverables like number of posts, platforms covered, or ad support.
  • Set expectations for response times, reports, and approvals.
  • Clarify responsibilities — what you’ll own and what the client still needs to provide.
  • Close deals faster with a polished, structured offer.

If you manage content, engagement, or strategy on social platforms — this is the right proposal to send.

Why use Cobrief to edit your proposal

Cobrief gives you a smarter, faster way to tailor your proposal directly in the browser — with AI tools to improve clarity and save time.

  • Edit the proposal directly in your browser: No setup or formatting required — just click and start customizing.
  • Rewrite sections with AI: Highlight any sentence and choose from options like simplify, rephrase, expand, or change tone.
  • Run a one-click AI review: Get actionable suggestions to improve clarity, remove fluff, or fill in missing context.
  • Apply AI suggestions instantly: Review and accept individual AI suggestions, or apply all improvements across the proposal in one click.
  • Share or export instantly: Send your proposal via Cobrief or download a clean PDF or DOCX version ready to send.

The result: a clear, persuasive proposal — without second-guessing or formatting headaches.

When to use this proposal

This social media management proposal works well for:

  • Pitching monthly social media services: clearly outline platforms covered, post volume, and deliverables.
  • Responding to an RFP or brand brief: present your offer in a clean, professional format.
  • Following up after a discovery call: show you understand the client’s needs and how you’ll meet them.
  • Quoting project-based social campaigns: define scope, timeline, and content responsibilities.

Use this template when you want to turn interest into a signed agreement with minimal back-and-forth.

What to include in a social media management proposal

This proposal structure helps you lay out your services clearly and confidently. Here’s what to include and how to tailor it:

  • Executive summary: Open with a clear summary of what you’re offering and how it supports the client’s goals (e.g., growing followers, driving engagement, improving content consistency).
  • Scope of work: List exactly what you’ll provide — number of posts per week, platforms supported, content types (e.g., stories, reels, carousels), and extras like comment moderation or analytics reports. Avoid vague terms like “social strategy” — explain what’s actually included.
  • Timeline: Outline when deliverables will be sent and how approvals are handled. For ongoing services, explain the monthly flow and key check-ins.
  • Pricing: Present your monthly fee or package options. Be clear about what’s included in each tier and whether anything is add-on or optional.
  • Terms and conditions: Include payment terms, cancellation policy, and asset responsibilities (e.g., who provides photos, whether scheduling tools are used). Use plain language.
  • Next steps: Give one clear instruction — such as “Reply to confirm” or “Click to approve and schedule a kickoff call.”

How to write an effective social media management proposal

This proposal should feel aligned with how social content is written: clear, relevant, and focused on outcomes. Use these tips to write more effectively:

  • Lead with the client’s goals: Make it clear how your work will support their KPIs — engagement, growth, conversions, or awareness.
  • Avoid agency jargon: Say “2 platform audits + 8 weekly posts” instead of “comprehensive brand presence review.”
  • Emphasize clarity over creativity: This proposal is about showing you’re organized and accountable — the creativity comes in your content later.
  • Be specific with deliverables: Mention content types, platforms, and cadence.
  • Show reliability through structure: A clean proposal helps convey that you’ll be consistent and professional throughout the engagement.
  • Close with a confident next step: Always end with one clear CTA — don’t leave them wondering how to proceed.

Frequently asked questions (FAQs)

Can I use this for both monthly and project-based social work?

Yes — the template can be adapted for retainer packages or one-off campaigns. Just adjust the scope and timeline.

What platforms can this proposal cover?

It’s flexible — you can specify any platforms (Instagram, LinkedIn, TikTok, X, etc.) in the scope section.

Can I include content examples or calendars?

Absolutely — you can add sample posts, calendars, or strategy notes directly into the proposal or link to a shared doc.

Is this a binding agreement?

No — this is a proposal, not a contract. You can attach a service agreement or link to terms if needed.

Can I send this proposal as a PDF?

Yes — you can download a professionally formatted PDF or DOCX version once you’ve finished editing.


This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.