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How To Write a Social Media Proposal That Lists The Work, Not The Tool

Tayo Adepetu

LinkedInNovember 9, 20267 min read

A social media proposal fails when the client is buying a login. They cannot tell what they will receive in week three, and the first time the work feels thin they ask why they are paying you if the tool posts for them. Write the proposal as a list of work. The tool is the method.

A printed proposal and a pen on a dark desk

Our article, How to price a social media retainer when scheduling is free, is the pricing structure this page turns into a document. Our article, What Is TheAlterMeAI, is where each line of the proposal lives once they sign.

Open With The Job, In Their Words

The first paragraph is the outcome they asked for. "A month of posts that sound like the clinic, on LinkedIn and Instagram, with replies on weekday afternoons." That sentence is the scope. A paragraph about your software stack is a second document, and it can wait.

Name who the work is for. One brand, one profile. If they have a second brand, it is a second profile and a second scope, even when the same person does both. Our article, How to keep three client voices apart, is the setup that makes that sentence true.

Five Lines The Signature Covers

Put these in the proposal as the deliverables. A client can point at each one later.

  1. Strategy. The narrative for the month, the offers to push, and what the brand will not say.
  2. Writing. Posts in their voice, from their proof and their stories.
  3. Design. The creative those posts use.
  4. Replies. Which inboxes you cover, and the hours you actually sit in them.
  5. Reporting. What went out, what it did, and what you will change.

Scheduling is how lines 2 and 3 reach the networks. Leave it off the invoice as its own service, and leave it off as a discount. Our article, What to collect from a client before the first AI draft, is the material those five lines are built from. A proposal that promises a voice you have not collected yet is a draft you will have to rewrite after kickoff.

Five blank cards lined up, one for each part of a retainer

Put The Publishing Quota In Numbers

On TheAlterMeAI the first 30 automatic posts on each connected social account are free every calendar month. The month is UTC. Unused posts do not roll over. The slot is spent when you schedule the post. Post 31 on that account uses the pay-as-you-go schedule fee shown on the pricing page and in the scheduler. Reminder targets are outside the allowance: they do not publish for you, and they still carry the schedule fee.

A sentence you can paste:

"Each connected account includes 30 automatic posts per calendar month. A post a day on LinkedIn, Instagram, and Facebook is covered in a 30-day month. The 31st automatic post on an account, and any reminder you publish yourself, uses the pay-as-you-go schedule fee. Drafts, email, and other usage are separate."

Our article, How social media managers can make more money in 2027 without raising client fees, walks the same quota through a full month. The proposal only needs the sentence. The worked example is there when a client asks what a 31-day month costs.

State The Hours You Will Not Cover

Reply coverage is where proposals go vague and then go sour. Write the hours. "Comments and DMs on weekdays, 9 to 5 in the client's timezone. WhatsApp the same hours. Overnight messages wait until the next covered morning." A same-day promise you did not staff is a complaint with a date on it. Our article, What to set up in WhatsApp Business before promising replies, is the setup behind that line, if WhatsApp is in the scope.

Close On The First Month, Not On A Tool Tour

End with what the first 30 days contain: the brief you will collect, the profile you will open, the networks you will connect, and the date of the first report. Ask them to sign the five lines and the quota. The login is yours to set up after the signature.

Create your account and open their profile before you send the proposal, if you want the quota in the document to match a workspace you can already show them.