Social media proposals, contracts & client trackers
Scope “can you also do TikTok?” before it eats the retainer
Sell the monthly retainer with a proposal that defines scope precisely, get it signed without a PDF ping-pong, and give clients a live view of the content pipeline instead of a weekly status email.
Includes the Social Media kit: ready-made proposal, agreement, intake survey, emails, and tracker plan. Full product free trial, no card.
Retainer work is scope-creep work. "Can you also do TikTok?" "Just one more story this week." Without a signed agreement that says exactly what a month includes (platforms, post counts, revision terms), every extra ask is a negotiation you lose by default. And the monthly "what did we even get this month?" conversation eats the margin the retainer was supposed to protect.
Meanwhile the pitch itself is a credibility test: you're selling content quality with a proposal, so the proposal is the portfolio. A generic document undercuts the exact skill the client is buying.
The Social Media kit: never start from zero
The Social Media kit is built around the monthly retainer and the content calendar that drives it:
- A retainer proposal and quote with platforms, deliverable counts, and monthly scope spelled out, in your brand.
- A social media services agreement with signer roles pre-set: scope boundaries, revision terms, and approval turnarounds in writing.
- An onboarding intake survey for brand voice, audiences, accounts, and assets, collected once instead of dripped over Slack.
- Email templates and a follow-up sequence for pitches, monthly wrap-ups, and renewals.
- A content-calendar tracker plan with recurring monthly rhythm, plus an invoice and saved AI prompts.
Adopt the whole kit in one click from the Starters by Waco3 gallery (a kit built for your niche) and make it yours: everything is editable, and anything you improve can be saved back as your own template.
Built for retainer rhythm
The retainer starts precise: proposal, then a signed agreement that defines the month, then an onboarding survey that captures voice and access in one pass.
Each month runs on a tracker your client can see through a live, read-only status page showing what's drafted, what's scheduled, and what shipped. The weekly status email becomes a link, and renewal conversations start from visible delivered value instead of memory.
Know what happens after you hit send
Know the minute the marketing lead opens your retainer proposal and whether they read the deliverables section twice or stalled at pricing. Renewal and upsell follow-ups get drafted from that behavior, for you to approve.
Every share is a trackable link with per-section read verdicts (Skimmed, Brief, Engaged, Deep read) and a 0-100 Signal score per recipient. Privacy-respecting by design: no raw IPs stored, your own views excluded.
Start with the Social Media kit today
Open a free account, adopt the Social Media kit, and send your next proposal from it this week. Every new account starts with the full product (every feature, 50,000 AI credits, no credit card) and lands softly on the Free plan afterward. Nothing gets deleted.
Common Questions