A social media request for proposal (RFP) is the beginning place for a lot of profitable social media methods, campaigns, and collaborations.

Really, a social media RFP template is the beginning place. Creating an incredible RFP for social media advertising and marketing companies isn’t simple, in spite of everything.

Write one thing too imprecise, and also you’ll be sifting via unhelpful functions.

Go away too many questions unanswered? You’ll spend all of your time writing prolonged responses to emails from distributors.

Whether or not you’re an company or vendor, what you get out of a social media RFP relies on what you place into it. So why not use a tried-tested-and-true social media RFP template to set your venture or model off on the best foot?

What is a social media RFP?

Here’s some important marketing vocab for you: RFP stands for “request for proposal.”

A social media RFP is an open call for pitches, whether for a one-off project or a longer-term collaborative relationship. It can be put out to social media marketing agencies or individual practitioners.

Your RFP for social media marketing services might do the following:

  • Outline a specific project or need your business wants to address
  • Invite agencies, management platforms, or other vendors to pitch creative ideas or solutions for your brand as a whole

The RFP process allows companies to vet ideas and providers before committing to a long-term agreement. Think of it as an opportunity to scope out your options before locking one down.

A good RFP for social media management services should provide background, describe the project and its objectives, and spell out bidder requirements.

But it’s a delicate balance between providing info and oversharing. A good RFP for social media will provide the necessary amount of detail while leaving room for creativity. It’s worth taking your time and doing it right — the better your RFP, the better the vendor proposals will be.

(FYI: RFPs can be used for other business needs as well. You might create an RFP for help with a print marketing campaign or for manufacturing services. A social media RFP is specifically seeking proposals in the field of social media marketing.)

What to include in a social media RFP

Wondering what to include in your social media RFP?

While every RFP is different, most strong social media RFPs feature a few common elements. (Just read a few social media RFP examples, and you’ll see these same details coming up again and again and again.)

Your social media content itself must be artistic. However for social media RFPs, it truly is finest to stay with a confirmed construction.

Whether or not you need to work with a social media company, digital advertising and marketing company, or particular person contractor, we advocate together with these ten sections (on this order!) in your subsequent social media RFP.

1. Introduction

2. Firm profile

3. Social media ecosystem

4. Undertaking objective and outline

5. Challenges

6. Key questions

7. Bidder {qualifications}

8. Proposal tips

9. Undertaking timelines

10. Proposal analysis

We’ve damaged down every part so you will get a greater sense of what to incorporate in your RFP for social media companies.

1. Introduction

That is your first impression: an opportunity to provide a big-picture overview of what you’re in search of. It’s like your goal on a resume.

Present a top-level abstract of your social media RFP. This quick part ought to embrace key particulars corresponding to your organization identify, what you’re in search of, and your submission due date.

Right here’s an instance:

Pretend Firm, Inc., the worldwide chief in faux firms, is in search of a faux social media consciousness marketing campaign. We’re accepting proposals in response to this faux request for proposal till [date].

2. Firm profile

Time to peel again some layers and let the reader know what your model is all about.

Share some background in your firm. Transcend the fundamentals and supply data that could be related to an RFP for social media advertising and marketing companies.

This may occasionally embrace your:

  • Mission assertion
  • Core values
  • Goal clients
  • Key stakeholders
  • Aggressive panorama

However you don’t have to provide away any proprietary data or commerce secrets and techniques. If together with any of the above in your social media RFP would put your organization in danger, simply observe that further data is out there upon request and/or NDA signature.

3. Social media ecosystem

To get nice social media proposals, you’ve received to provide your distributors a peek backstage. Data is energy!

Give distributors an outline of how your organization makes use of social media. Allow them to know which social channels you’re most lively on or which networks you’ve chosen to keep away from. Another stuff you may point out on this part might embrace:

  • A abstract of lively accounts
  • Important features of your social marketing strategy
  • Overviews or hyperlinks to previous or ongoing campaigns
  • Related social analytics (e.g., viewers demographics, engagement, a social media audit, and many others.)
  • Highlights out of your social accounts (e.g., content material that carried out effectively)

Uncover Puerto Rico outlined its wide selection of social media accounts in its social media RFP, clarifying the excellence between their leisure viewers and their enterprise viewers.

Discover Puerto Rico social media handles

SOURCE: Discover Puerto Rico

A key motive to supply this intel in your social media RFP is to keep away from repetition. With out this data, you could find yourself with social media proposals which are too just like previous ideas.

The higher a vendor understands your social media panorama, the extra seemingly that they’ll ship a profitable idea.

4. Undertaking objective and outline

Clarify the aim of your social media RFP. What’s the scope of labor? What social media goals are you hoping to realize? Be as particular as attainable.

Some examples might embrace:

  • Promote consciousness of a brand new retailer opening in [location]
  • Acquire new followers on a just lately launched social media channel
  • Improve consideration for an current services or products
  • Generate extra leads through particular social media channels
  • Set up your organization as a thought chief
  • Share firm values or initiatives with a target market
  • Run a seasonal promotion or social contest

Keep in mind, social media campaigns can and may embrace multiple objectives. Every aim gives a field for a vendor’s proposal to tick off.

This RFP from SkillPlan outlines the corporate’s main aims and secondary aims clearly and concisely.

SkillPlan request for proposal


Think about using main and secondary aim classes in order that it’s clear what issues most.

5. Challenges

The wrestle is actual… actual essential to share together with your potential new social media collaborator, that’s.

Most firms are effectively conscious of the distinctive challenges they face on and off social media. An uninitiated third celebration gained’t have that very same understanding.

Determine roadblocks upfront in your social media RFP so you’ll be able to work collectively to unravel or work round them.

Challenges might embrace:

  • Buyer sensitivities (e.g., something that will assist a vendor keep away from urgent recognized ache factors)
  • Legalese (e.g., cumbersome disclaimers and disclosures that always get in the best way of artistic ideas)
  • Regulatory compliance (are there age or different restrictions related to advertising and marketing your product?)
  • Differentiation (is it troublesome in your services or products to face out from opponents?)
  • Social media security (have you ever confronted points with scammers or hackers previously?)

Useful resource and funds challenges could also be related right here, too. Does your organization have sufficient workers to assist essential customer support and neighborhood administration? Be trustworthy. The very best proposals may current invaluable options.

6. Key questions

It’s robust for a vendor to supply an incredible reply in the event that they don’t know what you’re asking for.

That’s why it’s tremendous frequent to search out questions in social media RFPs used for advertising and marketing functions. They typically observe or are included as a subsection in Challenges. In some circumstances, they merely ask: How will your proposal tackle these challenges?

Together with questions is a method to make it possible for proposals present the options or solutions head-on reasonably than dodge or skirt round them. If your organization faces important challenges, these solutions will make it simpler to guage the proposals you obtain.

7. Bidder {qualifications}

Positive, there’s an opportunity a younger hotshot with a coronary heart of gold goes to simply crush your venture. However chances are high you’re in search of somebody with expertise. The bidder {qualifications} part of a social media RFP permits you to ask for what you need.

Right here, you’ll be able to request particulars on why an organization could also be uniquely certified to take your venture on.

Expertise, previous initiatives, staff measurement, and different credentials are essential elements when evaluating distributors who reply your RFP for social media advertising and marketing companies.

Embody {qualifications} that can make for a profitable venture, provide help to consider social media proposals, and are essential to your corporation. For instance, whereas it will not be pertinent to a social media RFP, your organization might desire B Corps.

Some issues to ask for:

  • Particulars on the dimensions of the seller’s staff
  • Proof of social media coaching and certification (Hootsuite’s social advertising and marketing training and certificates program, for instance)
  • Examples of labor with previous or current purchasers
  • Shopper testimonials
  • Outcomes from earlier campaigns
  • An inventory of workers—and their titles—who will work on the venture
  • Undertaking administration strategy and technique
  • Sources that will probably be devoted to the venture
  • Anything in regards to the vendor and their work that’s essential to you and the execution of the venture

Positive, you’ll be able to disregard the bidder {qualifications} part. However in the event you do, you may find yourself with a bunch of functions that lack the data related so that you can decide. So embrace something and every part you need to see from potential distributors.

8. Proposal tips

That is the place you get into the nitty gritty: how precisely would you like this social media RFP packaged and delivered?

This part ought to cowl proposal submission fundamentals: when, what, the place, and how a lot. Point out the deadline for submission, how proposals must be formatted, and the extent of element you require for funds breakdowns.

The Authorities of Nova Scotia provides distributors a transparent define for his or her proposals.

Government of Nova Scotia proposal preparation and format

SOURCE: Nova Scotia

If your organization has model tips, social media tips, a social media model information, or another related sources, embrace hyperlinks or data on the place distributors can discover them.

Ensure that so as to add some extent of contact as effectively. Our social media RFP template places contact data within the header. Nevertheless it doesn’t matter whether or not you place it first or final. Simply be certain it’s obtainable for companies to direct questions or clarifications.

9. Undertaking timelines

Each social media RFP ought to point out proposal and venture deadlines. You gained’t discover a social media RFP instance with out one.

On this part, present a structured proposal schedule that distributors can observe. In case your venture is tied to a selected date or occasion, embrace these key supply dates too, however in the event you’ve received some flexibility, it’s OK to be broad right here.

A social media RFP timeline might embrace:

  • Deadline to RSVP participation
  • Assembly interval with distributors for preliminary discussions
  • Deadline for companies to submit questions
  • Proposal submission deadline
  • Finalist choice
  • Finalist shows
  • Collection of successful proposal
  • Contract negotiation interval
  • When notifications will probably be despatched to bidders who weren’t chosen
  • Embody a tough deadline or goal venture date. If key milestone and deliverable deadlines are already in place, that must be indicated right here as effectively.

10. Proposal analysis

Identical to lecturers present college students with rubrics, you must provide distributors a transparent set of judgment tips to work in the direction of. How can they wow you in the event that they don’t know what wows you?

Each you and potential distributors ought to know forward of time how their proposals will probably be evaluated. Checklist the factors you’ll measure and the way every class will probably be weighted or scored.

The Nationwide Institute of City Affairs gives an in depth chart outlining how every software will probably be judged. Intimidating? Sure. Clear? Additionally sure.

National Institute of Urban Affairs eligibility and pre-qualification criteria

SOURCE: National Institute of Urban Affairs

Be as clear about your company choice course of as attainable. If a rubric template or scorecard is out there, embrace it right here. If evaluators will present feedback, let bidders know whether or not they need to or mustn’t anticipate to obtain them.

Lastly, point out the said funds’s function in your decision-making course of. Will it’s revealed to evaluators after they’ve scored the proposal? How will you establish price vs. worth?

Social media RFP template

When you skimmed over all that content material, we don’t blame you—it’s quite a bit to soak up!

That’s exactly why we constructed this free social media RFP instance: a template to make issues simple for you.

Use this social media RFP template as a starting point, and tailor it to your needs. You’ll be able to use this to create your own in minutes and find the right vendor to help you achieve your goals.

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