Social media marketing RFP: A Complete Walkthrough Including a totally free Template

26 Jun

Looking for a digital marketing agency to assist with your social internet marketing strategies ? Or perhaps you simply require some help getting started on a brand new platform? Either way, a social media RFP can help you find the right agency.

As a marketing professional, you realize the significance and challenges of finding the right company to work with. Most companies and agencies frequently prefer using a formal request for suggestion (RFP) to get the ball rolling.

RFPs are a methodical plus organized way to gather bids through the agencies you’ re targeting. It’ s a formal invitation in order to vendors asking them to provide a support demo and financial proposal. Preferably, it should mention all of the relevant information on your company, the project, and your specifications.

But too often, individuals leave out crucial details from their electronic marketing RFPs. This makes it hard for agencies to come up with a thorough suggestion. But not anymore. With our social media RFP guidelines and free template, you’ ll never need to worry about those issues.

The Purpose of This RFP Template

This marketing and advertising RFP guide is designed to make living easier for marketing and procurement groups. And as an extension, it will help marketing companies submit better proposals for you to evaluation and choose from.

It can help you:

  • Recognize your objectives and requirements you need to achieve with your social media strategy.
  • Source accurate and comprehensive proposals from agencies, thereby producing the selection process easier for you.
  • Provide a standardized invitation towards the vendors and agencies you’ lso are targeting. This way, the solutions you get will be comparable and will help you slim down your options.
  • Accelerate the process. It ensures transparency plus keeps the entire process very arranged and streamlined.

View our free social networking RFP template right here and make a copy to modify it on your own!

How to Use This Template

This document and the accompanying design template outline some of the key elements your electronic marketing RFP should contain. Could is a fairly comprehensive outline, it really is by no means exhaustive. Feel free to add appropriate sections and points wherever a person deem necessary.

A template, you can simply copy paste this particular outline into a document and complete the required sections. Your copy need to reflect your brand’ s picture, your reasons for doing this, and what you’ re looking for.

Tend not to hesitate to add any information prospective buyers will find useful in framing their suggestion. Similarly, avoid unnecessary information that will won’ t be of much value to them. This document is only the framework for you to build upon. It is best that you get the RFP reviewed in house and get a sign-off from the suitable stakeholders.

RFP Construction

This is only a platform for you to build upon. Here’ t the outline with a brief introduction to what each section should consist of.

1 . Introduction

Summarize the major points of the social media RFP here. Briefly clarify what the RFP is for and each from the sections. Mention details like the deadline for submission of proposals plus objectives to be achieved from the social media marketing campaign.

2 . Organization Profile

It’ t important to let prospective agencies learn about your organization and company profile. Inform them what your company does, your primary values, your mission, the stakeholders, and your main business goals.

You can even redirect them to several of your existing social media campaigns. In this way they will get a better feel for the company and what you’ re trying to achieve. Providing them with a list of your primary competitors will also help them carry out a competitive analysis for you. It will help them understand your niche much better and come up with a proper plan appropriately.

3. Purpose of the particular Social Media Campaign

To prevent any confusions at a later phase, it’ s best to get this taken care of early on. Make it evidently clear the reason why you’ re looking to bring on the consultant to help with your social media marketing.

Use this section to get your applicants excited about the prospect of working with your own brand on this particular project. Additionally, it allows them to check whether it’ s something in their wheelhouse plus aligns with their own goals plus values.

4. Present Challenges Being Faced

Briefly outline the present situation of the social media marketing efforts. Talk about the issues that you’ re presently dealing with which are why you’ re searching for expert help.

Sophisticated on your current social media presence plus marketing efforts. List your discomfort points to make it easier for them to create a personalized digital marketing plan for a person. Conduct a social media audit when need be to get a clear picture from the waters you’ re in.

5. Project Objectives

Build upon the short project description you provided the particular agencies with. If you need help environment the goals for your campaign, in that case your social media RFP should clearly suggest that. Feel free to mention the type of audience you’ re looking to target.

In our 2018 Sprout Social Index , all of us asked marketers what their greatest challenges were, and again, such as we’ ve seen in other reviews, ROI remains the No . one challenge.

sprout social 2018 index challenges

If you already know what you’ lso are looking to get out of your campaign, then checklist the specific goals. These could consist of:

  • Growth within followers
  • Increase in events
  • Better lead generation
  • Conversion rate improvement
  • Higher search engine ranking

Try to add a specific amount wherever possible and the metrics you’ ll monitor when listing down your own campaign goals in your digital marketing and advertising RFP. The more details you offer, the better equipped they will be to display how they intend to solve your difficulties.

6. Campaign Suggestions & Terms of Agreement

The scope of function is another key segment that you should at all times include in your social media RFP. Intricate on the guidelines you want your company to follow when working on your social media marketing campaign.

Agencies ought to know what they are signing up for. From the what plus why of what you’ lso are asking them to do to the way you expect it to be done. You can even list the services you expect these to provide. This way, you ensure that just agencies that meet the required requirements send in a submission.

The scope of work might include details such as the strategy requirements and it is implementation thereof. Touch upon the particular deliverables and metrics you’ lmost all be looking at.

If your lawful team requires it, you can even are the terms and clauses that will affect the contract. You can expect agencies to incorporate their own boilerplate clauses and situations. Getting these details sorted out throughout the social media RFP process will save each a lot of time and effort.

7. Project Budget and Timelines

It’ s crucial to remember to mention the timelines plus budget for the project in your electronic marketing RFP. Talking about timelines, all of us don’ t mean just the deadline day for submission of proposals. This pertains to any key dates plus deadlines you’ d like to established for individual objectives or the marketing campaign as a whole.

Your budget could be the yet another important parameter that your possible bidders should be aware of. Mentioning the budget plus payment structure in your social media RFP will prevent any future misconceptions.

In case you don’ capital t have a fixed date or amount for your budget, an approximate range of each works just as well. You can figure out the particular specifics when sitting down with your selected agency.

8. Bidder Qualifications & Information

In order to make your selection process simpler, you need all the relevant information about you agencies. Always remember to include a bidder qualification component in your social media RFP.

Typically, prospective applicants will furnish you with no matter what information about themselves they find appropriate. There’ s always a chance they might miss out on some detail you were anticipating from them.

This is the key reason why you should inform them about the qualifications plus details you’ re seeking from in their proposals. Jot down a list of the needs you expect each of them to meet for them to be looked at.

Here are a few details you can inquire about:

  • Agency experience
  • Short overview of services provided
  • Testimonials from previous clients
  • Sample work and comes from the same
  • Details about the particular staff that will be working on the strategy
  • Social media training plus certifications they’ ve undergone
  • References
  • Proper framework on how they will help you accomplish your objectives
  • Monetary Proposal
  • Terms and conditions

9. Selection Requirements

Make your selection criteria generously clear in your social media RFP. Inform them the systematic process on the basis of which usually you’ ll be shortlisting who’ s a good fit.

Most brands and marketers often rely on a scoring system in order to allot points for each element in the particular proposals. This way the applying digital marketing agencies can customize their plans to better suit your needs.

Download our Social Media RFP Design template here !


With a detailed social media RFP based on these guidelines, you’ lmost all find it easier to filter through possible candidates. You’ ll also be given a variety of unique perspectives on how to deal with your social media marketing challenges.

This digital marketing RFP design template will help you attract the crè me personally de la crè me associated with marketing consultants for your brand. Power this framework and guideline to create your own RFP and we assure a person, you’ ll be satisfied with the end results.

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