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ABOUT THIS TEMPLATE
A purpose-built social media marketing quote template that helps freelance social media managers and agencies price retainers by platform, post volume and content level, and stop reverse-engineering a custom proposal for every cold enquiry.
Social media briefs are wildly different: a local business needs three Instagram posts a week; a SaaS startup wants short-form video across four platforms plus paid ads management. This template handles both by walking prospects through the variables that actually drive the monthly retainer and producing a realistic figure at the end.
Who this template is for
Freelance social media managers, content creators and agencies offering monthly retainers, content production or campaign management. If you charge per platform, per post or per asset, this template prices them all in a single form.
What the form asks
Engagement type (retainer or one-off campaign), platforms (Instagram, TikTok, LinkedIn, X, Facebook), monthly post volume, content level (static graphics, carousels, reels, full video edits), optional add-ons (paid ads management, community management, monthly reporting). Extend with any of Quotify’s supported question types: current follower count, primary goal, monthly ad budget.
How to customise it for your business
Plug in your own per-platform base rates, per-post production costs and ad-management percentage. For more on structuring recurring quotes, see how to price your project and why every service business needs a price estimator in 2026. Use conditional questions to branch between retainer and campaign flows, then embed it on your website or share a direct link.
COMMON QUESTIONS
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How should I price a social media retainer?
Most freelancers and agencies price by platform count × post volume × content level (basic graphic vs full short-form video). The Quotify social media template builds the monthly retainer from those three multipliers plus optional add-ons (paid ads management, community management, reporting). Leads see a price band before they book a call.
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Can I handle one-off campaigns and ongoing retainers in one form?
Yes. Use a conditional question on engagement type: retainer flows show monthly pricing with platform and frequency questions; campaign flows show a project price with deliverable count and timeline. One template, both quote types.
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How do I price content production vs strategy work?
Separate content creation (per post, per video, per carousel) from strategy work (audit, content pillars, paid ads setup) so leads can pick what they actually need. Strategy work is usually fixed-price one-offs; content is recurring monthly. The form totals both into a single first-month invoice and an ongoing monthly figure.
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Should I quote for paid ads management as an add-on?
Yes, either as a flat monthly add-on or as a percentage of ad spend (typically 10–15%). Add a question on monthly ad budget so the price scales with the work. Make it clear the ad spend itself is paid directly to the platform. Your fee is for managing it.
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How do I qualify leads before quoting?
Add questions on current follower count, current monthly revenue and primary goal (awareness vs leads vs sales). The answers tell you whether the budget is realistic for the outcome they want, and whether to invest in a discovery call or send a polite no.
Last updated 30 May 2026