First, have the management and sales team signoff on the revenue and/or brand objectives, measurement target ranges, and target audience.
A Marketing Services Provider RFP Questionnaire should include the following categories (listed below are sample illustrative questions). For each category below assign a percentage of 100% to create your RFP scorecard.
VENDOR CREDIBILITY (Provider Overview)
- Please provide information of any use, alliance or affiliation with your partners (e.g., tools/ technology/software suppliers and delivery partners/contractors)
- Please provide a company statistical overview including number of full-time employees, clients by industry, company highlights, management team, etc.
- Please provide information of your organization’s performance against others in the industry
- Please provide three references with whom you have worked with within the past 18 months (we will only contact references if you are selected)
TARGET AUDIENCE FIT
- What clients have you worked with that targeted our prospects? Our partners and influencers?
- Briefly describe the results:
SUBJECT MATTER EXPERTISE
- Features and functionality match to our specific needs
- Breadth of solution covering current and future needs
- Best practices for your recommended solution
METHODOLOGY
- Please describe your methodology:
SOLUTIONS FIT
- Technology – what system, software, analytics, and tools are utilized?
- Providers – What other 3rd parties are used?
- Please describe your program, needs, and requirements:
ANALYTICS AND REPORTING
- Please provide examples of all relevant ROI, metrics, and analytics reports
- Detail the process for testing and measuring results
COST AND TIME ESTIMATES
- Cost-benefit analysis of costs versus outcomes (ROI)
- Please detail your service level agreement
- Please provide detailed timeline and corresponding roles and responsibilities
CONTRACTUAL OBLIGATIONS
- To be added by you
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