Win rate for most agencies: 31-50%.
Win rate boost from showing visual work: +32%.
SMM agencies create visual content daily. Your pitch should show it.
Below: templates designed for visual storytelling. Interactive previews included.
Pick templates based on your pitch scenario.
The complete SMM agency framework.
15 slides covering everything: team, services, case studies, pricing.
Includes actual post examples, engagement metrics, ROAS data.
Case studies show before/after numbers. Portfolio displays work across all platforms.
For agencies with 5-50 people pitching retainers or enterprise deals.
Teams edit together in real-time. Track prospect engagement after sending.
Social media strategy
Annual planning and quarterly strategies.
Maps platform strategies, content pillars, posting schedules, growth projections.
Shows how social drives revenue over 6-12 months.
Use for budget approval or long-term client planning.
Competitor research
Visual comparisons of follower growth, engagement, share of voice.
Identifies gaps in client's current strategy.
Proves why they need to invest more in social.
Digital marketing agency
Multi-channel campaigns including social.
Use when social is part of bigger digital strategy.
Shows how social amplifies SEO, paid search, email.
Integrated metrics across all channels.
Case study
Deep dive into one transformational client win.
Problem-solution-results format with rich detail.
Social metrics tied to business growth.
Include screenshots, campaign creative, testimonials.
Project proposal
Specific campaign or project pitches.
Product launches, seasonal campaigns, rebrands.
Clear scope, timeline, deliverables, budget.
Perfect for one-time projects vs ongoing management.
Capabilities deck
Agency overview for RFPs and first meetings.
All services at a glance without overwhelming detail.
Client logos, team size, platform expertise.
Establishes credibility before detailed discussions.
KPI report
Monthly social performance reporting.
Tracks growth, engagement, conversions, ROI.
Visual dashboards clients actually understand.
Shows progress toward business goals, not just social metrics.
Marketing campaign
Campaign planning and results.
Pre-launch strategy and post-campaign analysis.
Social's role in integrated campaigns.
Budget allocation and performance by platform.
Tone of voice guidelines
Brand voice development for social channels.
Personality, messaging, visual guidelines.
Platform-specific adaptations.
Essential for brands wanting consistent social presence.
Market research
Audience insights and market analysis.
Social listening data, trend analysis, audience personas.
Competitor benchmarking and whitespace opportunities.
Backs strategy with real market data.
SMM pitches need elements other agencies skip.
Not all platforms measure success the same way.
Instagram: Story views, Reel plays, link clicks.
LinkedIn: Impressions among decision makers, lead form fills.
TikTok: Completion rates, shares, sound usage.
Show platform-native metrics, not generic "engagement."
Social is visual. Your pitch must be too.
Include actual posts, not just descriptions.
Show creative across formats: static, video, Stories, Reels.
Before/after account transformations.
Screenshot real comments showing audience sentiment.
Social moves fast. Last quarter's data looks stale.
Pull metrics from last 30 days.
Show current follower counts, recent viral posts.
Include live campaign performance if running.
Update slides morning of pitch.
Responding to comments isn't just customer service.
Show response time averages.
Include handled crisis examples.
Community growth metrics beyond followers.
Engagement rate improvements through active management.
SMM pitches need elements other agencies skip.
Cover
Include agency name, client logo, and meeting date for professional context.
Add one-line positioning that focuses on outcomes: "Social media that drives predictable revenue growth"
Current state audit
Analyze their social presence with brutal honesty about current performance.
Show follower counts, engagement rates, and content frequency across all active platforms.
Compare their metrics directly against competitors to create urgency for change.
Highlight specific gaps in their strategy that you'll address.
Platform strategy slide
Explain which platforms deserve investment based on their audience data.
LinkedIn works when 73% of their B2B buyers check it daily for industry insights.
Instagram drives results because competitors generate 45% of their leads from the platform.
TikTok matters if their demographic grew 340% year-over-year on the platform.
Back every platform recommendation with audience research.
Content showcase
Create mock-ups of actual posts designed specifically for their brand.
Display different content formats they should use: Reels for reach, Stories for engagement, carousels for education.
Write real captions that sound like their brand voice, not generic marketing speak.
Include before/after transformations from similar clients to prove your approach works.
Team
Introduce the actual people who'll manage their account with specific roles.
Your strategist brings 5 years of B2B experience, designer knows their industry, community manager handles 50K+ communities.
Include relevant platform certifications like Meta Blueprint or LinkedIn Marketing Labs.
Growth projections
Map month-by-month follower growth based on realistic benchmarks from past clients.
Show how engagement rates improve when you implement consistent posting and community management.
Project lead generation by platform using conservative estimates they can believe.
Connect every metric to revenue impact using their average customer value.
Investment and ROI
Break down costs by category: platform ad spend, content creation, tools, and management fees.
Show expected returns by quarter with clear assumptions about conversion rates.
Include payback period so they know when social becomes profitable.
Fresh metrics only
Pull performance data from the last 30 days to show current market conditions.
Update competitor follower counts the morning of your pitch for accuracy.
Show live campaign results if you're running any tests for them.
Money-focused KPIs
Present cost per lead comparisons: "Instagram generates leads at $43 while LinkedIn costs $67 but converts 2x better"
Calculate customer lifetime value from social vs other channels.
Project ROI with specific timelines: "Break even month 4, 215% ROI by month 12"
Response commitments
Promise average response times of 2 hours during business hours with clear coverage details.
Explain weekend and holiday coverage so they never worry about abandoned comments.
Include your crisis management flowchart showing exactly how you handle negative situations.
Map escalation procedures for issues requiring legal or executive input.
Collaboration setup
Define how your team works with their marketing department or leadership.
Show content approval workflows that balance speed with brand safety.
Demonstrate real-time collaboration features in Ellty for seamless teamwork.
Outline weekly reporting structure with specific metrics and meeting cadence.
Tech stack
List the social management platform you'll use for scheduling and monitoring.
Include design and video tools for creating platform-specific content.
Show analytics and reporting dashboards they'll access monthly.
Explain CRM integration for tracking social leads through to revenue.
Professional SMM pitches win more deals than generic presentations.
The templates above give you proven structures for every scenario. Pick the one matching your next opportunity and customize with real metrics.
Track what happens after you send your pitch deck.
Ellty shows exactly how prospects interact with your presentation. See which slides get studied, when they share internally, and who's viewing.
Use engagement data to follow up strategically and close more deals.
Most agencies still send static PDFs while you'll have interactive presentations with analytics. The new tile-based editor lets teams collaborate in real-time without version confusion.
Start with the social media marketing agency pitch deck template to cover every element that converts.
Remember: clients decide in the first three slides.
Make them count.