Social Media Marketing quote template
Quote retainers by platforms, post volume and content level.
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Excel with the pricing built in, plus a printable PDF. No account needed.
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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.
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.
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
4 questions by default, branching where the job needs it. Extend with any of Quotify's supported question types .
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Your questions, answered
Last updated 30 May 2026-
01 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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02 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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03 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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04 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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05 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.
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06 Is there a downloadable social media marketing quote template?
Yes. As well as the free online version, you can buy the social media marketing quote pack as a spreadsheet for £7. It opens in Excel, Google Sheets or Apple Numbers, with the pricing maths already built in and a branded quote you can export to PDF. Buy once and it's yours to keep.
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