Social media management proposal: define what the client gets

Connect the service to a specific business priority

Ask what the client wants the work to support, such as explaining services, sharing recent projects or keeping an existing audience informed. Then establish which accounts and audiences are in scope. Do not treat every social network as automatically included. Review what assets the client already has and who can supply accurate information about the business. Describe the work you can deliver without promising a follower count, viral reach or a sales result that depends on factors beyond the service.

• Name the included channels and accounts.
• Identify the audience and the purpose of the content.
• Confirm who supplies product information, offers and brand assets.
• Separate organic content from paid campaign management.

Define content counts so the monthly total is unambiguous

A “post” is not a reliable unit until you explain it. State whether one concept adapted for two channels counts as one content item or two publications. Describe the formats you will produce, such as static graphics, carousels or edited videos. For video, clarify whether you film new material or edit footage supplied by the client. Identify captions and any format adaptations that are included. Use a calendar month, a four-week period or another defined cycle consistently instead of switching between weekly and monthly totals.

Set out the approval and publishing workflow

Explain who reviews the proposed content, how feedback should be collected and what must happen before publication. Define the feedback rounds you are offering and distinguish an edit from a new concept. If scheduling is included, say who publishes approved posts and what access is required. Keep passwords and recovery codes out of the proposal; arrange appropriate account access separately. Describe what happens to the schedule if required assets or approval arrive late, using arrangements you actually intend to offer.

• Content preparation: who supplies source material and drafts?
• Review: who gives consolidated feedback and final approval?
• Publication: who schedules or posts the approved content?
• Changes: which edits are included and what needs a new discussion?

Separate community management, advertising and reporting

Replying to comments and direct messages is a separate workload from making posts. If you offer it, describe the channels, coverage and topics that must be passed to the client. Do not imply round-the-clock support through the word “management.” Paid advertising also needs a clear distinction between your service fee and the client’s advertising spend. For reporting, name what you will review and how often. A report can describe activity and observed results without promising that every enquiry or sale can be attributed to a post.

Use a sample monthly scope to catch missing decisions

This fictional package illustrates counting and responsibilities; it is not a recommended rate or a customer result. It deliberately excludes filming, replies and advertising so the content service is easy to understand. A different offer can include those tasks, but each needs a defined scope. Before quoting, assess the preparation, editing, administration and review time involved. Replace these sample quantities with the service you can deliver and check that the pricing section uses the same service period.

Service period: One calendar month. Channels: The client’s Instagram and Facebook accounts. Content: Eight original static content items, each adapted for both channels, giving sixteen planned publications. Captions included. Source material: Client supplies approved photos, brand assets and business information. Review: One consolidated feedback round on the draft monthly content set. Client approval required before scheduling. Publishing: Schedule the approved items on the two named accounts. Reporting: One month-end summary of publishing activity and agreed available metrics. Excluded: Filming, video editing, direct messages, comment moderation, paid advertisements and advertising spend. To confirm: Monthly fee, asset and approval dates, access arrangements and service terms.

Turn the confirmed service into a client-ready proposal

Organize your notes into channels, quantities, formats, responsibilities, exclusions and price. Use those details as the written or spoken brief in ScopeMic, then review the draft before sending it. Check especially that eight original items have not become eight items per channel, and that advertising spend has not been added to a content-only package. Review the client preview and PDF for the same monthly boundaries. ScopeMic helps prepare the proposal; scheduling social posts and managing client accounts remain part of your separate delivery workflow.