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Social Media Optimization Proposal Template

 
 

Prepared for:
[Client.FirstName] [Client.LastName]
[Client.Company]

Prepared by:
[Sender.FirstName] [Sender.LastName]
[Sender.Company]

INTRODUCTION
Meet your social media stars
STRATEGY AND EXECUTION
     Engage through content
     Power of posting
     Working together across mediums
     Target channels
     Monitoring and analysis
     Reports
WORKFLOW
PAYMENT AND INVOICING
AGREEMENT

INTRODUCTION

PandaTip: You’re in the business of social media, so make sure you come off as relaxed and conversational in both these sections. Give a brief intro for your client, then highlight a few members of your team with photos included. Or if you’re a solo operation, give a brief bio of yourself and include a photo.

Dear [Client.FirstName],

“Social media” is such an overused term these days that it’s hard to know exactly what it means. And everyone is either an expert or a neophyte. But social media is not scary, and it’s actually not all that difficult if you work with the right people. And by right people, we mean those who can find, connect, and retain meaningful relationships that equate to brand and revenue growth.

[Sender.Company] has the right people for the job. In fact, it’s part of our company DNA. We’ve helped numerous brands find their voice in online communication and thus expand their customer base and earnings. And by the end of our campaign, you and your staff will so adept at social media that you won’t need us anymore.

The following outline should provide you with a clear understanding of our work and how it will help your business. If you have any questions or concerns, or just want to talk things over or make a few changes, please contact me directly. At [Sender.Company], we are here for you.

Sincerely,

[Sender.FirstName] [Sender.LastName]
[Sender.Title]
[Sender.Company]
[Sender.PhoneNumber]
[Sender.Email]

Meet your social media stars

One of the first things you’ll notice about [Sender.Company] is our ethics. Too often in social media, good things come at a price — and that means paying for followers or favorable reviews of products. But for us, that’s tantamount to criminal activity.

Authenticity is important in today’s online world, and [Sender.Company] makes this our No. 1 priority in your social media marketing. So let’s meet a few of our stars.

Copy of girlJane Smith – Director, Social Media Strategy

“Jane likes to say she’s never read a tweet or blog, watched a Vine, or looked at a photo that was perfect. That is to say, she’s always striving to make things better. Jane has been in marketing for 15 years, and joined [Sender.Company] in 2009. She’s the backbone of the operation, overseeing all social media campaigns and directing the staff. Jane has brought aboard some of our top clients, such as Gap, REI, Munchery, and Treasure Island Music Festival.”

cleaning-guy-bossJohn Smith – Director, Content Strategy

“If John were animal, he would certainly be a hawk. Sharp vision, discerning eye, able to cover a lot of ground, and loyal. John lives and breathes content, and he has the chops to prove it. He started as a beat reporter with the New York Daily News, tried his hand teaching in a college classroom, but ultimately felt most comfortable helping others tell their story. John has a mean putting game and could spend an hour discussing the virtues of corn mash in bourbon. Whenever you’re looking for the right word or phrase, just ask John.”

STRATEGY AND EXECUTION

PandaTip: Here’s where you break down the process of creating a winning social media strategy. It’s likely your client is looking to hire you because they have no clue how to execute such a campaign, so don’t be shy about the details. And make sure you show them the value of their investment in you and your company. Sometimes that can be elusive in social media, so if you have any examples to give from past work, this is the place to do it.

Now that you have an idea of [Sender.Company] and who you’ll be working with, let’s get to the important stuff: social media. In this proposal you will find an outline of how we will build your campaign and brand through channels like Twitter, Facebook, Instagram, LinkedIn, YouTube, Vine, and Snapchat.

When you engage an audience through these platforms, they feel a different sort of connection with your company — especially when you can make them smile or laugh, or give them something they feel compelled to share. Think of it as a unique experience every time.

Our team will generate awareness for your brand, widen your reach and target market, drive more online presence, and in turn boost revenue. A successful social media campaign also takes time, patience, and follow-through.

Engage through content

Content is key in social media. Without it, you have nothing. But if it’s boring, well, don’t expect great results.

Part of the initial meetings between [Sender.Company] and [Client.Company] will involve planning for a comprehensive content calendar. We will identify important hashtags and keywords, find out where relevant news about your industry comes from and how to share it when necessary, create your own relevant news and other content for your existing blog or new blog, and make sure everyone on your team knows how to “share” content.

Power of posting

One thing that dooms a well-intentioned social media marketing campaign is when a company assigns a single person to be the entire operation. Like snowflakes, we’re all unique and can thus reach many different types of audiences. So why limit your company’s potential followers by putting the onus on one employee?

That said, posting for the sake of posting can actually damage your brand. In this phase of the process, we will enlighten everyone to the strategy behind tweets, Facebook posts, blogs, Vines, and other social media platforms so you know why we will promote certain things over others.

Industry trends are important as well, and we will find them and figure out how best to highlight them for our social media audience. Exposure is important.

Working together across mediums

Social media marketing is not the only marketing a company does, but it’s also much more intense than just sharing promotions, coupons, contests, etc. In fact, those kinds of things will be secondary to our overall promotion of [Client.Company].

Target channels

In our research and analysis of [Client.Company], we might find that Twitter works better to engage your customers than Facebook. Perhaps more people respond to videos of your products or staff than photos.

We want your customers to be excited about your content, so if Snapchat or Vine are not working out, we will figure out why, report back to you, and adjust accordingly so we are constantly maximizing your social media presence in the most effective way.

Monitoring and analysis

To ensure your social media marketing is constantly growing and reaching new people, we need to monitor and analyze what works and what does not. We will compare results to figure out what can be replicated and how best to do something again while making it fresh. This kind of data will not only be useful in social media outreach, but also in product development for your company, showing you what customers want and don’t want.

A big part of monitoring also has to do with interacting with customers. We will respond to people’s questions, comments, and suggestions when appropriate and in the most professional way possible. When customers can expect this level of engagement, they are more likely to stay customers and also help recruit their friends and family.

Reports

We will provide daily, weekly, monthly, and quarterly analytics so you can see how your investment in social media is paying off. Once we review results with [Client.Company], we can make adjustments as necessary.

WORKFLOW

PandaTip: After all that explaining in the previous section, here you can put it all in a nice chart so it’s easier to visualize. This should give you a sense of the commitment you’re prepared to make, so be realistic.

The following is a breakdown of what [Sender.Company] will provide [Client.Company] in its social media marketing campaign:

SMO Proposal

PAYMENT AND INVOICING

All prices reflect the monthly rate charged by [Sender.Company]. [Client.Company] will issue payments at the beginning of each month, to be received no later than the 15th of each month.

SMO-Proposal2

AGREEMENT

By signing this social media marketing proposal, [Client.Company] agrees to all provisions herein, or any agreed upon changes with [Sender.Company]. Work will commence immediately.

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