Social-Media-Proposal-Template.docx

Big Bang Social [Street Address] [City], [State][Postal Code] Phone: [Your Phone] Fax: [Your Fax] E-Mail: [Your E-Mail] Web:

How to Use This Template

This template provides a framework for creating a social media proposal for your potential client(s) or for your company’s management approval. There is sample text to help you get your creative juices flowing, as well as sample screen shots, which you can feel free to use. Instructive text in the template is presented with these yellow bubbles and should be removed before sending to your client. Please send any suggestions or questions to  [email protected]. And be sure to follow us on Twitter @rigniteinc. Sign up for a free trial of Rignite to help you manage your clients’ social media needs.

Delete all these instruction boxes before sending to your client

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name

Replace all the placeholder text with information about your company and services

1. Introduction a. Welcome to Big Bang Social

At Big Bang Social, we bring a wealth of experience in marketing, sales, and social media to our clients.

b. Our People Our team is comprised of a diverse group of talented people, each with his or her unique strength and experience.

CEO/Found er  Marketing and social media thought leader for consumer brands

Director of Social Media 10 years experience with B2C ecommerce brands

Community Manager  3 years experience generating buzz on social media for consumer products

c. Our Value We focus on clearly defining the goals and activities which will get measurable results for you. Whether it’s a marketing campaign or a social media strategy, we know that we have to help you achieve your business goals.

d. Our Tools Just like no artist or builder can work without tools, we constantly evaluate and select tools to help us manage efficiently and effectively. In this social media proposal, we’ve chosen to include a few

examples from a social media management tool named Rignite to demonstrate our activities and potential results.

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2. Goals Our ultimate goal is to achieve results from Social Media activities. However, in order to achieve these goals, we’ll make sure that our activities are efficient and focused on specific goals.

Business Goals

Social Media Goals

Social Media Activities

Campaigns

  s    l   a   o    G   s   s   e   n    i   s   u    B

Grow following Content Awareness Boost engagement

Decision

Win Sales

Monitor and engage

Promote Sales

Monitor for support issues Retention

a. Save time/be efficient Social media management can consume a huge amount of time, and people can get easily by ‘feel good’ distr acted engagement which doesn’t really drive business. Our team will use best practices and tools to make sure no time is wasted. Tools we use help us to quickly create and curate content and schedule it to make sure our social networks are filled with compelling posts.

Brand evangelism Nurture relationships with VIP customers

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b. Gain visibility into key business metrics As we manage social media activity and experiment with different strategies and promotions, we’ll

be able to see which tactics work. For example, what types of posts are generating the most engagement? Or which Facebook ‘Comment to Enter’ giveaway campaign has the most entries?

Analytics and metrics are core to developing an understanding of which activities are driving your business forward best.

c. Specific Social Media Goals While these are not the only social media goals, here are ones that we commonly target during engagements. i.

Grow social following and fan base

Growing a following and fan base will help increase the reach for social media activities. It will increase the potential for virality to occur on popular posts, thus exponentially increases the audience for our messages.

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ii.

We will create posts, marketing call-to-actions, and other ways to encourage fans to follow and like you.

Increase engagement

A high quality, targeted fan base will be open to engage with you, but finding the right types of posts and carefully planning an appropriate mix of promotional versus informative posts will critical to increasing engagement. 

iii.

We will create and curate content which is engaging to your fans and ask them to engage

Convert fans into leads Sometimes fans aren’t ready to buy just yet, but moving them along in your sales funnel is

your goal. Encouraging fans to register for a blog, free download, or event can grow your leads and increase your options for contacting them later. 

iv.

We will promote your lead generation pages and links on social media.

Get sales

Converting a social fan to buying customer is your ultimate goal, and all of our activities are designed to move customers down that path. Special coupon promotions or sales on social media can lead to immediate purchases. Better yet, when people share their purchase activity, the sales can snowball. 

We will promote sales, discounts, special offers that lead to purchases, and where possible, track sales resulting from social activities.

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3. Getting Set Up It’s easy for us to get started with the following steps:

a. Social Accounts and Profiles We’ll need access to the social accounts we will manage. If passwords are a concern, we can

arrange for someone on your staff to type in the log-in information into our tools so we will have access to the accounts. This is a one-time activity (repeated if there is a password change).

b. Team member We’ll select the appropriate team member(s) and roles for this engagement. See below for Roles

and Workflow.

c. Kickoff meeting We’ll schedule a Kickoff meeting to introduce everyone and to discuss initial goals and ac tivities. Then we’ll be off and running!

4. Establishing Roles and a Workflow a. Roles Our approach to managing social media is to make sure that roles are clearly defined, whether there is one or multiple team members. See this excellent article on how to organize team roles. Community Manager 

Content Creator 

Subject Matter Expert

Name:___________ 

Name:___________ 

Client name:_____ 

Monitor 

Write Posts

Respond to support issues assigned to them by "Community Manager"

Assign

Curate Content

Approve posts by "Content Creator"

Manage posting schedule

Campaign Manager  Name:_______ 

Define campaign ideas

Manage and run campaigns

Collaborate with "Content Creator" to get creative produced

Collaborate with "Community Manager" on posting schedule

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b. Workflow It’s important for you to know the general processes we use to create and curate content for

posting, schedule posts, monitor and engage, and create promotional campaigns. We follow the general process outlined in this article to ensure quality, timeliness, and efficiency of our activities. Example workflow for scheduling posts

•Prepare Drafts

Content Creator 

Subject Matter Expert •Approve drafts •Or give feedback 

•Edit/Finalize drafts

Community Manager  •Schedule final approved posts

Content Creator 

5. Activities We are proposing the following types of activities for our engagement (sections 6-10). However, we understand that your social marketing needs are fluid and these activities will also need to be adjusted periodically. There may be times when a high level of monitoring and engagement are needed, for example around a major campaign. Or during content creation and curation times there may be more activity in creating and scheduling posts.

6. Posting / Content creation / Curation We will create and curate content for posting to your social media profiles, making sure that you stay in front of your fans and followers. We will determine the types (categories) of posts such as company promotional, educational, informative, and humor, as well as the schedule and frequency of posts for each social network. Posts are easily created and can be posted immediately or scheduled for a future day/time, across multiple social profiles.

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a. Approvals If approvals are required for any types of posts or for a particular social profile, we can follow an approval process which we mutually agree on. We are able to keep a list of Draft and Scheduled Posts for review online, or even export these to send to you for review and approval.

b. Content Curation of Blog/RSS Feeds We will review relevant websites and blogs to see if there are articles of interest to your fan base. Posting these serves to develop a positive image for you and causes fans to pay more attention to your posts than others. We can monitor these manually or create a free or paid Feedly account for you and mutually agree on the blog/RSS feeds to track, as well as the types of articles which should be curated. This will enhance our productivity and increase the number of posts we can create.

7. Monitoring & Engagement Social monitoring of all profiles is a critical activity because fans require fast response to questions, comments, and complaints. Using our social media monitoring tool(s), we will monitor all social profiles for engagement and respond appropriately. If approvals are required for responses, it may be appropriate for us to acknowledge a fan and then respond later. Engagement activities could include Reply, Comment, Retweet, Follow, Like  and other social actions. These are accomplished quickly and efficiently by our team.

There may be cases where the team member monitoring engagement is not able to respond because they don’t know the answer. In these cases a SME (subject matter expert) may be

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required. It is possible to Assign a social post for followup, similar to how a customer support case is assigned. This will create a social case and the person assigned will be notified by email that a post is waiting for their follow up or response. Monitoring List: Social profiles/accounts, key search terms such as ‘online cosmetics, fashion reviews, etc.,’ VIPs (which you identify), influencers, special social media users (competitors, bloggers), Twitter newsfeed, blog/RSS feeds.

8. Promotions - Social Campaigns We are excited to propose the management of social media Campaigns which tie into your marketing initiatives and fit your goals. An integrated social media campaign is more than  just posting promotions for a sale, giveaway, or contest you wish to run. After discussing your upcoming promotions or ideas for campaigns, we can quickly create and schedule social campaigns to augment your marketing promotions or to run standalone on your social networks. We’ll agree on a goal such as the n umber of entries, reach, or clicks on your posted links, then get going. Our team will take care of keeping the drumbeat going by scheduling a series of posts, and if there are entries to be collected and winners to be announced we’ll take care of that too. We will also monitor and measure the campaign metrics as it progresses. A campaign can be run for as short as a day, or as long as six months. We’re uniquely able to provide summarized campaign level analytics for the social activities in the campaign. Campaigns results can be compared to each other so the best offers, giveaways, or contests can be replicated.

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9. Analytics & Reporting It’s important that we be able to measure the results of o ur efforts, and whether you’d like insight

into the level of detail we regularly review or prefer weekly/monthly summaries, you can be confident that we strive for results, not just activities.

a. Daily and Weekly Analytics Our team regularly reviews our dashboards for monitoring metrics such as fan base growth, demographics, post reach, and engagement (retweets, likes, comments etc.). If we notice anything unusual, we collaborate to find solutions, and make adjustments accordingly.

b. Report creation We will create a summary report for you about our activities and results for the period. Content of the report can be customized depending upon the objectives and any specific campaigns or focus for the time period.

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Below is a sample of potential report charts from the Dashboard which could be included in your report.

Here is a sample of the Campaign Dashboard which provides campaign level analytics on the series of posts.

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10. Other Activities a. Image gallery maintenance We will keep a gallery of commonly used, approved images for use in marketing campaigns and social media posts. Frequently used images in posts can be stored in the Rignite photo Gallery, and even non-licensed (view only) Rignite users can upload new photo’s to the Gallery, enabling our clients to easily contribute images if desired.

b. Key hashtags to use etc Commonly used #hashtags in posts will be documented and their appropriate use described, so we can be diligent and consistent with the use of hashtags in posts. Rignite offers special discounts to agencies who have dedicated accounts for each client. Contact us for more info: [email protected]

c. Shared Rignite Login If you would like to use the Rignite features we can create a user login for you to have full access to all of Rignite’s features. You’ll be able to respond and reply to (engage with) your fans, create

Campaigns, schedule posts, respond to Cases and more. In addition, View Only users can be created for you and your team without charge if you wish to see the activities in your Rignite account. This is useful for monitoring Campaign progress, seeing social engagement, viewing the dashboard, reviewing past and future scheduled posts.

11. Summary Big Bang Social is uniquely positioned to provide you with the social media management services and results you need to help grow your business or achieve your goals. We hope that you have gotten a detailed view into how we manage the social media for our clients, and have the confidence you need to select Big Bang Social for this engagement.

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Make changes to the list of services as you see fit. Also, be sure the specify how you charge (e.g.

12. Fees

hourly, fixed price, monthly retainer, etc)

Activities

Rate

Posting / Content Creation / Creation

$ -----

Monitoring & Engagement

$ -----

Promotions & Social Campaigns

$ -----

Analytics & Reporting

$ -----

Other Activities

$ ----Total

13. Terms 

Billed monthly



Payable net 10

14. Accepted X

X

Agency Contact Signature

Client Contact Signature

Agency Contact Name (Printed)

Client Contact Name (Printed)

Date

Client Contact Job Title

Date

$ -----