A social media proposal should state which networks and posting cadence are covered, what counts as a deliverable, how approvals and reporting work, and the price and term. Keep scope specific so extra work is easy to price. SkedCast's client workspaces, approvals and scheduled reports make those promises easy to deliver.
Key takeaways
- State platforms, posting cadence, and what counts as a deliverable explicitly.
- Define the approval process and how many revision rounds are included.
- Specify what reporting the client receives and how often.
- Vague scope is the most common cause of later disputes — be specific upfront.
Social media proposal template agency: what to include
- Platforms covered and posting cadence per platform
- What counts as one deliverable (a single post? a post with a set number of revisions?)
- The approval process: who approves, how many rounds, and turnaround time
- What reporting is included, and how often it’s delivered
- What is explicitly out of scope, to prevent later disagreement
Why vague scope causes problems
A proposal that says "social media management" without specifics leaves room for a client to expect more than what was priced. Being specific about cadence and deliverables protects both sides.
Setting expectations on reporting
Decide upfront whether reports are automated (delivered on a schedule) or manually prepared, and make sure that’s reflected in what you price and promise.
proposalagency operationsclient management
FAQ
- What should a social media proposal always include?
- Platforms and cadence, what counts as a deliverable, the approval process with revision limits, and what reporting is included.
- How many revision rounds should be included?
- There’s no universal number, but it should be stated explicitly in the proposal — an unlimited-revisions promise is a common source of scope creep.
- Should reporting be automated or manual?
- Either works, but decide upfront and reflect it in the proposal — automated, scheduled reports scale better as you take on more clients.
- How do clients connect their accounts without sharing passwords?
- Send a SkedCast connect link: the client signs in to each platform themselves and the accounts appear in their workspace.
- Can each client have its own brand rules?
- Yes. Each client gets a Brand Kit with voice, words to avoid and other rules that the composer checks captions against.