Scope smarter, not harder: Social media strategy scope of work template

Having a solid scope of work can make or break a project.

Welcome to Scope Smarter, Not Harder, a new series from Wethos highlighting our most popular scope of work templates from the Wethos Services Library. Wethos users have access to over 44 scope of work templates. Ranging from branding strategy to social media and design, our scope of work templates streamline your proposal process so you can seal the deal and get to work. You may find our full 101 guide to working with Wethos scope of work templates here.

So, you’ve got a client on the hook for a social media project and they want to see a scope of work. Great! What’s next? 

Time to sit down to plan out the different parts of your scope of work, from research and discovery to production and execution. Today, we’re giving you a leg-up by sharing a scope of work template for a comprehensive social media strategy project. Interested in exploring the whole library? Sign up for a free Wethos account to dive in.

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Social Media Strategy Scope of Work ($26,268 total)

This all-encompassing scope of work for social media strategy covers a lot of ground. From background research to strategy and design, this is the scope of work template to use if you’re working with a client who wants an end-to-end social media makeover. Perhaps they’re even starting from ground zero. We’ve broken down the entire project into three main phases:

  • Background Research and Strategy
  • Content and Channel Growth Plan
  • Guidelines and Best Practices

Each phase is then broken down into individual services with peer-sourced pricing recommendations. From there, you can easily edit, remove, or swap around these services. If they look good to you, just simply keep as-is! Flexibility is the name of the game, so we’ve designed these scope of work templates with adjustability in mind.

1. Background Research and Strategy ($14,700)

Phase description: “In order to get your team up to speed and aligned on the opportunity for the client, we’ll do a deep dive into past strategy, successes, and challenges for your organization. We’ll also look at things happening in and out of your category to identify the right conversations for the client to join and lead moving forward.”

To launch the project, we’ve built in a discovery phase that covers kick off calls, social media audits, competitor audits, and more. This is also where we’ve planned for building audience personas and setting social media goals.

Want the full breakdown of this Phase One? Sign up or log into Wethos and navigate to the Services Library from “My Studio.”

2. Content and Channel Growth Plan ($6,300)

Phase description: “Based on what we learned in our strategy portion, we’ll pitch ideas and assemble plans that give a light overview of what’s possible in six months. Knowing your channel mix, we’ll put together our recommendations for five platforms: Instagram, Facebook, LinkedIn, Twitter, and YouTube.”

This is where things get fun. After the research and strategy is done, we’re ready to get into the deep-end of this project. That means proposing ideas for possible social media assets, developing a content partnership strategy, and building the content calendar. We’ve even included a “build social media influencer targets” service if you want to leverage influencer relations into your social media strategy.

Want the full breakdown of this Phase Two? Sign up or log into Wethos and navigate to the Services Library from “My Studio.”

3. Guidelines and Best Practices ($5,268)

Phase description: “To set the client’s team up for success, we’ll author a guide that summarizes all of our findings and provides creative recommendations (look, feel, tone) by content format type and platform.”

Last but not least, it’s time to execute on the strategies we’ve laid out. Beyond designing assets and writing social media captions, it’s critical to leave your client with the right social media tools. This could be a tone of voice guide, social media playbook, or mood boards that can support your client after you’ve delivered a comprehensive social media strategy.

Are you more of a strategist and would rather team up with a designer or copywriter to get the assets together? Find collaborators on Wethos and invite them directly to your project. Then, track their progress on individual tasks with our project dashboard so you can put more energy towards your favorite parts: strategizing and ideating.

Want to use this scope of work template for your next social media strategy project? Sign up for a free Wethos Virtual Studios account to access our entire services library, including this snazzy Social Media Strategy Scope of Work and more. If you have a scope of work template that you swear by, submit it to the Wethos Services Library — we’ll compensate you for adding to our network’s knowledge base!

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