Marketing and social media proposal template

Name the channels and work included: planning, organic publishing, email, paid campaign management or community moderation. State which accounts are in scope and who supplies strategy, materials and approvals. A channel name alone is not a deliverable; list the actual tasks.

Separate photography, video, landing-page development, influencer fees and customer support unless included. Say whether you create original assets or adapt client materials. Describe required access as a client input; never request passwords in the proposal. Link to social media manager resources and tailor the offer to the channel mix.

Marketing work often depends on timely client decisions. Name who approves copy, offers, claims and creative, and what happens if approval arrives after the planned publishing date. State whether you can reschedule an item within the period or whether it is deferred, with no automatic substitution. Define who checks product information, regulated claims and promotional conditions before publication. Set realistic access expectations for ad accounts and analytics, and identify a client contact for account restrictions or platform notices. These practical responsibilities keep the retainer focused on work you control instead of implying that approval, product readiness or platform availability is guaranteed.

List recurring outputs per period: a stated number of posts, short-form assets, email sends or campaign updates. Specify platform, format and whether copy, design, scheduling or publishing is included. Clarify cross-posting and include a calendar or moderation coverage only if offered.

State the planning and approval cycle, feedback window and effect of late assets. Define community-management coverage, response categories and escalation. Exclude crisis response or after-hours moderation unless scoped. Use proposal templates to organize outputs, then state your actual monthly quantities.

State the monthly retainer and what it covers. Separate setup work such as account review or tracking configuration. Specify billing date, start date and how partial periods are handled. Name the approval route and fee method for extra work.

Keep ad spend separate from service fees. State who owns and funds the account and who approves budget changes. List subscriptions, creator costs and production as included or separate. Do not imply guaranteed reach or conversions. See copywriting proposal guidance and set fees from actual responsibilities.

Choose a reporting cadence and deliverable: dashboard review, written summary or meeting. Name the metrics, period and data sources. Explain attribution limits and distinguish platform-reported metrics from the client's analytics. Report activity and observed measures, not promised results.

State who provides analytics access and whether tracking setup is included. Identify client-side dependencies and what can be reported before they are resolved. Clarify whether implementing recommendations is in scope. Refer to BidLogik industry workflows and select measures relevant to the engagement.

Explain how many scheduled pieces are planned for each channel and whether one piece is adapted for multiple placements or produced separately. If a campaign includes paid management, define the included optimization tasks and state how often budget or targeting changes are reviewed. Identify what is not part of routine reporting, such as custom analysis or a separate executive presentation, unless you include it. This avoids a monthly summary being mistaken for unlimited analysis or platform administration.

Set an approval path for copy, creative, targeting and budget changes. Name the reviewer, feedback process and approval lead time. State revision rounds. Before adding a channel, assets, campaign variants or reporting, document scope and fee changes.

Require written approval for work beyond the monthly list. Explain how late approvals or missing materials affect delivery. Set the retainer notice period—the marketing defaults specify 30-day notice—and final billing and account handoff. The pricing page describes BidLogik plans, not your service fee.

Check that channel outputs are countable, approvals have an owner, ad spend is separate and reporting has a cadence. Confirm who supplies assets, product details and access. Explain what happens to scheduled content and files at the end, and protect account information.

State the next step: approve the retainer, provide access and schedule kickoff. Include start date, period, invoices and e-signature. Explore social media manager guidance and the freelance writing proposal template. This is not legal advice; tailor terms to your engagement.