Paid Social and Meta Ads Proposal
Meta ads proposal with a tracking fix, weekly ad tests and three monthly plans by ad budget.
Free for 14 days. No card required.
Make this template yours
A clear structure
A starting point for the scope, pricing and next steps you want to share
Ready to edit
Keep useful sections and replace the content with your client details
Your brand
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About this template
A Facebook or Meta ads proposal sets out the audiences and offers you will test, how campaigns will be set up, and how you will report on spend and learning each week. This template is for paid social agencies and freelancers, and helps the client decide whether to fund a managed testing programme with agreed spend limits and review points.
Who this template is for
Use it if you manage paid social on Meta platforms for a monthly fee and work in test cycles: form hypotheses, launch creative, review results and adjust. It suits acquisition-focused clients who want a clear process and regular reporting rather than a one-off campaign.
What each section covers
- Campaign context and the commercial objective
- A scorecard for qualified acquisition cost, where the account is today, why the work matters now, and the outcome to work towards with its decision owner.
- Creative and paid media scope
- Three cards: audience and offer hypotheses, campaign setup and creative test plan, and the weekly learning and spend report, plus a note on scope limits.
- Creative tests with a clear learning loop
- A three-step cycle from activation to review to planning the next round, with space for your rationale.
- The campaign operating sheet
- Decisions to confirm: audiences and markets, spend and approval limits, attribution limits, and content approvals and asset rights.
- Activation and the review cadence
- A three-phase timeline with review gates and the review window you need from the client.
- Examples, acceptance, investment and next steps
- Comparable campaigns, what acceptance means for each deliverable, the monthly fee, change handling and how to agree the first cycle.
How to price Meta ads management
The template uses a monthly management fee, invoiced in advance and built from the three scope items. Ad spend is excluded and paid by the client directly to the platform.
Other models include a fee tied to ad spend bands or a separate setup fee in the first month. If you use spend-based pricing, define how changes in budget affect your fee so neither side is surprised.
Before you send it
- Set spend limits in writing
- Fill in the operating sheet with the monthly budget and who can approve increases.
- Explain attribution limits
- Say how conversions will be tracked and where platform reporting may differ from the client’s own data.
- Confirm account ownership
- Ad accounts, pixels and pages should belong to the client, with you added as a partner.
- Remove sample proof
- The optional proof section is hidden and holds sample content. Add your own verified examples or leave it off.
What’s in the Paid Social and Meta Ads Proposal
11 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.
Overview
Introduction
You want Meta ads to bring in new customers at a cost that works, and to know which ads are doing it.
Your situation
What we saw in your ad account and Shopify data. We will confirm each point in the first week.
How we test
Accurate tracking gives Meta the right sales to learn from. Weekly tests then show which ideas bring in customers, and budget follows the winners.
What you get
Accurate sales data in Meta, so it can find more buyers.
The first 90 days
We connect the Conversions API, check every event and review your ads, audiences and spend.
Who you will work with
Eight years running Meta ads for online shops, with budgets from $10,000 to $250,000 a month.
Results for a similar brand
A brand with a similar budget, and what changed in ten weeks.
Covers: The client, The work, The result
Monthly fee
Three plans, based on your monthly ad budget. We recommend Growth.
Questions
Tracking is fixed in the first two weeks. Most clients see which ideas work within six weeks, and lower costs within three months.
Next steps
Pick a plan and any extras, then accept on this page. We send the first invoice and a short questionnaire.
Frequently Asked Questions
What should a Facebook ads proposal include?
The objective and how it is measured, audiences and offers to test, campaign structure, creative plan, spend and approval limits, a reporting cadence, your fee separate from ad spend, and who owns the ad accounts.
Is ad spend included in a Meta ads management fee?
Normally not. The client pays the platform directly and your fee covers strategy, setup, creative testing and reporting. This template lists ad spend as excluded.
Can I promise a target cost per acquisition?
You can set a target, but not a guarantee. Auction prices, creative fatigue and the client’s offer all affect cost. Present targets with a review window and make clear they are goals.
How often should I report on Meta ads performance?
This template uses a weekly learning and spend report with review gates in the timeline. Agree the cadence up front so the client knows when results and recommendations will arrive.
Ready to make it yours?
Add your scope, pricing and brand. Preview the client experience before sharing.