Social media marketing proposals written from your client brief
Marketing agencies win retainers with proposals, and every new pitch starts the same way: an old deck, a rewritten summary and a pricing table rebuilt by hand. ProposalCreation turns the discovery call notes into a complete social media marketing proposal in your agency voice, with channels, deliverables, reporting, retainer pricing and terms, ready to send as a tracked link the client can sign.
Why agency proposals take so long
Account directors write proposals between client calls, campaign reviews and reporting days. The work is repetitive, yet each client expects a document that reads as if it was written only for them.
- Every pitch starts by copying the last proposal and hunting for the old client name in the text.
- Channel scope, posting cadence and content volume change per client, so the deliverables list is rewritten each time.
- Retainer prices, ad management fees and one-off setup items drift between account managers.
- Case wording sits in old decks and shared folders, and nobody knows which version is current.
- After sending a PDF, the team cannot tell whether the client opened it or which section they read.
What the AI writes in a social media marketing proposal
Paste the brief or your call notes, or describe the client in a few fields. The AI drafts every section in the order agencies use, following your brand style and the past proposals you uploaded once.
- Executive summary built around the client goals: awareness, leads, community growth or launch support.
- Current situation and audience: channels the client uses today and the audience they want to reach.
- Strategy and channel plan: which platforms, content pillars, posting cadence and community management hours.
- Deliverables: monthly posts, short videos, stories, paid social management, influencer coordination and reporting, as you define them.
- Timeline: onboarding, strategy workshop, content calendar approval, first month live, monthly review.
- Reporting and KPIs you agree with the client, described in plain terms without promised results.
- Pricing table, terms, next steps and a signature block.
Any section can be rewritten with AI in one click: shorter, more formal or with more detail. Read how drafts are built on the AI proposal generator page.
Retainer pricing tables for marketing agencies
Agency pricing mixes recurring and one-off fees. The pricing table in ProposalCreation handles both, with optional add-ons the client can tick inside the proposal, quantities, discounts, taxes and currency. Shared pricing items in the content library keep every account manager on the same prices.
| Line item | How agencies usually price it | Client can tick it |
|---|---|---|
| Strategy and onboarding | One-off fee in the first month | No, included |
| Content creation | Monthly retainer by number of posts and videos | No, core scope |
| Community management | Monthly retainer by hours or channels | Optional |
| Paid social management | Monthly fee or share of ad spend | Optional |
| Influencer coordination | Per campaign | Optional |
| Monthly reporting call | Included in retainer | No, included |
On Business and Enterprise, approval rules stop a discount above your threshold from leaving the agency without sign off. Start from our marketing proposal template or the pricing proposal template.
Send, sign and track every agency proposal
Send the proposal as a tracked web link or export a PDF. The client signs online with legally binding electronic signatures under the U.S. ESIGN Act and UETA, with multiple signers, signing order and an audit trail certificate. You get a notification when the proposal is opened, see time per section from Growth upward, and on Business you also see forwarded views and send reminders for unopened proposals.
- Know when the marketing director forwards the proposal to the CEO.
- See whether the client spent time on the pricing or skipped to the deliverables.
- Connect HubSpot or Pipedrive on Growth to create a proposal from a deal and sync the status back.
Which plan fits a marketing agency
Most agencies with a small account team choose Growth: 5 seats, 70 AI proposal drafts and 300 AI section rewrites per month, 3 brand styles for sub-brands or white label work, a shared content library and HubSpot or Pipedrive. Larger agencies that answer RFPs from brands pick Business. See every limit on the ProposalCreation pricing page.
| Plan | Annual billing | Seats | AI drafts per month | Good for |
|---|---|---|---|---|
| Starter | $24 / mo | 1 | 20 | Freelance social media manager |
| Growth | $74 / mo | 5 | 70 | Agency with a small account team |
| Business | $149 / mo | 15 | 150 | Growing agency answering RFPs, approval rules |
| Enterprise | $399 / mo | 50 | 400 | Agency group with SSO and audit log |
Monthly billing is $49, $149, $299 and $799. Sending created proposals has no limit on any plan.
Write a social media marketing proposal now
Describe the client and the retainer. You see the cover page and executive summary written for that client in about a minute. One free proposal preview, no card needed.
Social media marketing proposal questions
Can the AI write in our agency voice?
Yes. Upload two or three past proposals and add voice notes, brand colors, logo and fonts once. Every new draft follows that style, and you edit anything in the block editor.
Does it promise results to the client?
No. The AI describes the strategy, deliverables and the KPIs you choose to report on. It does not invent results, statistics or guarantees, and you review every section before sending.
Can clients choose optional services inside the proposal?
Yes. Mark items such as paid social management or influencer coordination as optional, and the client ticks the ones they want before signing. The total updates in the proposal.
Can we manage several brands or white label work?
Growth includes 3 brand styles, and Business and Enterprise include unlimited brand styles, so each sub-brand or partner keeps its own look.
What counts as an AI draft?
One complete proposal generated by the AI counts as one draft. Deleting a proposal does not return the draft to your monthly limit. Section rewrites have their own monthly limit.