The social media commercial proposal is an official document that concentrates on all the points that were aligned with a client during a negotiation and the construction of a project, from the first contact, through the briefing and reaching the pricing. This document has the power to make the customer decide to close the sale quickly or decline the proposal.

Everything will depend on the quality of this document. Since sending the proposal is one of the last stages of a sales process, you must be careful not to prepare a social media commercial proposal that does not work in your favor.

After all, there were many interactions with the customer and we don’t want to lose them in the final stretch of a negotiation, do we? This is why this document is so essential. In addition, the proposal can guarantee more security for both parties to the sale, avoiding inconsistent demands. And so that you can build a quality proposal, that conveys reliability and professionalism, see what are the 8 essential items in a social media business proposal in the following topic.

8 Steps for Creating a Social Media Commercial Proposal

Social Media Commercial Proposal 1


  1. Agency presentation

As you might imagine, the first topic is a brief presentation of your agency. Or, if you are a freelancer on social media, tell us a little about your experience and professional journey so that your client gets to know you better! The social media business proposal tends to be long in itself, so keep it short, and succinct, and avoid “stuffing stuff”.

  1. Briefing

The briefing is the centralization of all the necessary data for the creation of a project. He will guide the entire project and keep the client’s expectations in line with the project. Therefore, make sure to insert the briefing previously made with the client in the commercial proposal, in a detailed and in-depth way.

  1. Solution Summary

Basically, in this topic, the social media professional should summarize how his service (or his agency) will help his client reach his goals. It’s important to point out the problems facing your customers today and illustrate the power of your solution to address those issues. For example: show how the client’s public engagement is on their social networks, and how it can increase with your service.

Remember: you must stand out from the competition, so take care of this topic to reaffirm your credibility and generate urgency in the customer.

  1. Project

We come to one of the most important topics: the project description. Create a social media presentation to discuss the description which is important for the customer to be able to visualize and understand the entire project provision. Name, first of all, the processes that must be carried out in the first phase of the project, such as the construction of a new profile, for example. Then, describe all the other phases that will be carried out continuously, such as:

  • Meetings;
  • Content production,
  • Follow-up reports;
  • Posting approval process;
  • Posting schedule alignment.

In this same item, it is necessary to expose your creation flow and content curation to the client and signal to him about the creation stages that he must act on, such as the approval of the contents and graphic pieces. Another relevant point is to align with the client when you will be available to interact on social networks and how much time you will dedicate to the client.

  1. Working method

Here, you must expose the frequency of your work and what formats and channels will be used to interact with the customer. Don’t forget that the social media commercial proposal is also capable of avoiding misunderstandings, so be transparent and realistic when you expose your work method. 

  1. Team structure

Who are the professionals who will work on this project? Of course, if you are a freelancer on social media who works alone, this item is expendable, after all, you already introduced yourself at the beginning of the proposal.

But if you are an agency, introduce the team members who will participate in the project. Put a photo of each one of them, their names, professional contacts, positions, and especially, their obligations. In this way, the client will understand exactly what the “little faces” are behind each stage of the project. 

  1. Success stories

This is the moment when you prove that your service is really effective, showing the client that other companies, like theirs, have already approved your service and have been successful with it. In other words, you must use the mental trigger of social proof to speed up the customer’s purchase decision process. 

  1. Pricing and payment methods 

Regardless of your pricing format, it is essential that this item be written with great care. For that reason, be thorough and don’t forget to highlight the clauses that would lead to the termination of the contract. 

At the meeting where you are going to present the proposal, clarify all the resources that must be invested, from end to end. Also, consider offering special conditions or discounts for customers if you want to speed up your purchase even more!

In conclusion, the social media commercial proposal stands as a crucial document in the realm of client negotiations and project development. It serves as the linchpin that can swiftly seal the deal or leave it hanging in the balance. Given the extensive interactions that precede this stage of a sale, it’s paramount to craft a proposal that works to your advantage. After all, we wouldn’t want to lose a potential client in the final stretch of negotiations, would we? This document not only ensures a sense of security for both parties involved but also helps prevent any misaligned expectations.

To build a high-quality proposal that exudes professionalism and trustworthiness, remember to include the eight essential components outlined in this guide. From a concise agency presentation to a detailed pricing and payment structure, each facet plays a vital role in painting a clear picture of your offerings and capabilities. By doing so, you not only reaffirm your credibility but also create a sense of urgency and confidence in your client’s decision-making process. In the competitive world of social media, a well-crafted proposal can be the key to forging lasting partnerships and driving success for both you and your clients.

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About the Author: Patricia Davis Brown

Patricia, like her blog, is not a one-dimensional designer, which is evident in her accolades of 17 national design awards. Over a 38-year career in the industry, she has carved a niche in several areas of design. Licensed in interior design and certified in kitchen and bath design, she offers a full menu of design services ranging from whole house interior design, kitchen and bath design, lighting design, full remodels, commercial design and universal (ADA) design. Patricia is a sought-after speaker in the industry and has been published in many publications as seen on her interior design firm’s website, She writes for such publications as QuinStreetinc, Relaxed Remodeler, and talent offering design tips.