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Between:


FIRST_NAME
LAST_NAME
Corporation Corp.
‍ Acme LLC.
Client

FIRST_NAME
LAST_NAME
Corporation Corp.

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.

Free Social Media Marketing Quotation Template

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Backbone of my business”

“So simple”

“Clients love how easy my systems are

A must-have!”

“I do less admin and do more of what I love

“Worry-free contracts and invoices

“It pays for itself”

Great customer service!”

A life-saver!”

Clients take me more seriously”

“I upped my rates and won more clients

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

What is a social media marketing quotation?


A social media marketing quote is a document sent by agencies or freelancers to a potential client. It should include the details and estimated price of work associated with a certain project.

They are specifically used in the context of a social media marketer, so the quotes will usually cover services such as social media management, making periodical posts, commenting on other related posts, community management, community engagement and developing ongoing strategy. Common social media channels used by businesses are Facebook, LinkedIn, Instagram, Pinterest and Twitter, with some brands even leveraging TikTok influencers to increase brand exposure

Social media marketing proposals and quotes are often similar, but a quote will generally go into less detail and sit within a proposal. Also, a proposal will usually only be sent directly in response to a formal request for proposal.

Note: We’ve seen many freelancer quotes over the years, and we’ve taken the best bits to create a social media marketing quote template that’s free to edit and download. Sign up to Bonsai today to create yours.

When should you send a social media quote?


Marketing professionals should send a quote to prospective clients in response to interest in their social media services. For example, this could be after a cold approach to a business that gets a response asking for more details, or from a company reaching out and directly asking for a quote.

Many businesses will shop around multiple marketing professionals, asking for several quotes and comparing their options before making a decision. For this reason, it’s important to respond to any requests for a quote as quickly and accurately as possible.

To speed up the process, we advise having a quote outline or template ready to go at all times. Whenever you receive interest from a potential customer, you can simply customize the quote to fit the job and send it out right away, maximizing your chances of getting the contract.

How to prepare to send your quotation


Before sending your quote, you’ll need to prepare. While most social media strategies will have similarities, every client and every new project will be different, so it’s crucial that you understand the demands and tailor your quote properly before sending it.

Research your target company

Doing some research about your target company early in the process is a great way to make more of an impact with your quotation. Firstly, you’ll understand their image, branding, and desires better than you would otherwise, and can tailor your service offering to match their social media goals. Additionally, you may be able to get an idea of the size and budget of the company, helping you to come up with suitable pricing that works for both you and the client.

A good place to start is with the company’s existing social media accounts, if they have any. What do they currently use? How often do they post? Are there any obvious areas they could improve? Does their strategy align with their branding, style, and target audience?

You should also take the time to look at any other online presence the company has, along with any other marketing materials you can find, to build a picture of what they are doing and how they operate.

Finally, you should be comfortable asking questions directly to the company. If you have a contact in the business then great, otherwise you can usually find an appropriate employee through LinkedIn or their website. 

Work out realistic pricing

When it comes down to it, a quotation is mostly about pricing, so it’s probably the first thing the reader is going to look for. For this reason, it’s important that you make your figures as accurate and realistic as possible.

It can be surprisingly difficult to come up with an appropriate figure for a proposal, but one good method is to work out approximately how many hours a job will take you and multiply it by your hourly rate, plus a little extra (10-20%) for unforeseen additional time.

However, for some situations, this method isn’t the most appropriate. For example, if you are a particularly in-demand social media expert with proven results, you may want to charge based on the value you offer the company in the form of sales your work is likely to generate. 

In this case, you can probably charge significantly more, but may have to work harder to justify your quote. Whatever you go with, always be sure to ensure you’ve worked your profit margin into the quote to ensure you’re getting paid fairly.

Finally, it’s important to be realistic with your quote to avoid having to change or correct it at a later date. This is likely to make you look unprofessional, frustrate clients, and reflect poorly on you.

What to include in the quotation


Every quote you send needs to fulfill a purpose—to communicate the detail of the work you will provide and an estimate of the cost. However, the exact structure and what elements you choose to include can vary from quote to quote. That said, there are a few basic elements that most, if not all, quotes should include.

Cover page

A cover page is a good opportunity to make your quotation look professional, presentable, and reflect your personal style (if that’s something relevant to your social media marketing services). It doesn’t need to be too flashy, but a good, well-designed cover page can help you get noticed among the other quotes a client is likely to receive and give a small advantage in the selection process.

Introduction/Cover letter

You should always include a short opening section to explain the purpose of the document and what it will cover. It only needs to be a couple of sentences or a short paragraph, but you can use the opportunity to introduce yourself, sum up the work, and add some personalized details about the client to show that you’ve put some thought into your quote.

Scope of work/Deliverables

Make sure that you define the work you will deliver as part of the project at some point in the quotation. Again, this section can be very brief, perhaps just a couple of bullet points, but it should clearly convey to the reader what you will offer as part of your package. For example, you could give details of each of the social media platforms you will work with and your posting schedule on each. Ideally, the reader will be able to quickly scan the document and find the deliverables immediately.

Pricing

As the most important part of the quote, ensure your pricing is clearly and concisely stated in a prominent position. The reader may well be glancing over dozens of different quotes, so if they can’t find the price quickly, they may just disregard the entire quote.

If you’re offering a package made up of different services then it’s good to break down each service with an individual price, followed by a total. This helps the client visualize what they will be paying for and can help to justify what may otherwise seem like an off putting figure.

A table format is good for pricing, laying everything out in a clear, easy-to-decipher way. You should also include a breakdown of any applicable taxes, for clarity.

Payment terms

A section covering your payment terms can help to make things as straightforward as possible and reduce the likelihood of any misunderstandings or disputes at a later date. You should include details such as how you’d like to be paid (such as via credit card, bank transfer, cheque, etc.), when you need to be paid (i.e. before starting work, upon delivery of project milestones, after all work has been submitted), and so on.

Timeframe

It’s good practice to include a timeframe for the work you plan to deliver, if possible. This could easily be incorporated into one of the other sections, such as the payment table.

Next steps

After all the most important details are covered, you could help to increase your chances of closing by including a short section about what they can expect to happen after they accept the quote. For example, you could explain that you’ll have an in-person meeting or call to discuss and finalize details and sign any contracts.

About you 

This section is not strictly necessary, but can help to give the reader an idea of who you are, your background, your relevant work experience, your social media skills and so on. As with the other sections, try to keep it concise and targeted to avoid losing interest. If done right, this section will give the client all the information they need and help to convince them that you're the right person for the job and can guarantee the project’s success.

Contact details

Somewhere in the document, you should include your basic information and contact details, so that the client can get in touch if they’re interested and move the process forward.

How to write a social media marketing quotation


Find out exactly what the client wants

As we’ve already discussed in detail above, it’s always a good idea to do some research on a potential client before you send them a quote. It doesn’t need to be extensive, but a quick look over their current social media strategy, their social media goals, and a brief analysis of their branding and communications can help a great deal.

Additionally, if you’ve been contacted by the company requesting a quote, you should be sure to pay attention to the details they’ve provided. If they haven’t given sufficient details, then don’t hesitate to ask them questions that will enable you to write a more targeted and effective quotation.

Highlight what sets you apart

While it’s important not to send a long, rambling quote with too much information, you should try to find ways to highlight the unique attributes and experience that will make you a good choice for the job. For example, adding an ‘About me’ section or similar with a rundown of your most relevant qualifications and work experience can help to differentiate yours from other quotes.

Keep it concise

A quote is not the same as a social media proposal, so you should remember to keep it concise. When breaking down the deliverables, try to keep each point to a sentence or two. When writing the introduction, try not to exceed a short paragraph. Sticking to a concise quote structure will maximize reader engagement, help the reader to find the information they’re looking for quickly, and should improve your overall chances of successfully converting.

Consider offering options/packages

One effective way to personalize your quote and give the reader more choice is to offer a variety of services or packages. You could break down the options in a table, add interactive tick boxes for them to choose what they’re interested in, and so on. This approach helps to cater to different budgets and shows that you are flexible to the demands of the client.

Note: A quote can be a stand alone document to get costs to a prospective client quickly, or it can be bundled into a proposal doc. Our proposals allow you to offer single or multiple service options for your clients to choose from, so you can start maximizing your earnings.

Don’t spend too much time on each quote

Quotes are a fundamental part of any social media marketer’s toolbox, but you should avoid the trap of spending hours and hours producing each quote. It’s meant to be a short, to-the-point document that conveys price and a few other key details quickly and clearly, so going over the top with research and writing thousands of words is only going to detract from this purpose.

An excellent way to save time it takes to produce an effective quote is to use a professionally designed template.

Creating a social media marketing quotation is simple with Bonsai 


Produce quotes faster

Save time by eliminating most of the quotation process and simply fill in the template with the relevant information.

Customize your quotes

Tailor the template to match your style as much or as little as you like and customize each quote to your potential clients. You can also whitelabel our templates to show your own branding and look extra professional. 

Proven effectiveness

Our templates are proven to be effective, giving you the confidence to approach new clients in a professional and persuasive way.

Social media marketing quotation FAQs


FAQ 1 - How is a quote different from a proposal?

A social media marketing proposal is usually significantly more detailed than a simple quote. Additionally, a social media proposal is usually sent out in response to a specific request for a social media marketing proposal. In contrast, a quote is mainly designed to give a cost estimate, with a few other basic details. Take a look at our proposals vs quotes explanation for more information and advice on how to write proposals vs quotes.

FAQ 2 - Is a social media marketing quote legally binding?

No, they are not generally legally binding contracts. However, if the potential client is interested, the next step would generally be for them to sign a contract, so a quote is a very important part of getting new work for any freelancer or agency.

Frequently Asked Questions

Questions about this template.

Do you need a social media marketing quotation?

Together with your social media marketing proposal is a quote. This informs your client of the costs for a particular service or your hourly rate. Yes, you'll need a quotation before you begin a client relationship.

What is social media marketing strategy?

A marketing strategy for social media is used to develop a plan to win for your business. You'll measure posts like videos, pictures, live shoots for engagement to attract potential customers.

How social media marketing is done?

Social media marketing is done by posting pictures, videos, live media, and stories to engage with your audience. When your audience constantly sees your brand, you'll build trust and more customers.