HomeOnline MarketingContent MarketingSocial Media RFP: Full Walkthrough (Free Template)

Social Media RFP: Full Walkthrough (Free Template)


So, you’ve been tasked with making a social media RFP. These questionnaires set the inspiration for profitable company or vendor partnerships. However, like all formal paperwork, creating them might be aggravating.

Fortunately, you don’t want to start out from scratch. There are fairly a couple of templates you should utilize to information you thru the method, together with ours. All you must do is align in your mission and targets. After that, it’s merely a matter of creating a couple of tweaks.

Maintain studying for a breakdown on what makes a terrific RFP. You’ll be sifting by means of proposals very quickly.

What's a social media RFP?

A social media request for proposal (RFP)  is a proper questionnaire used to collect proposals for service or software program wants. These paperwork assist entrepreneurs make the very best determination on who to accomplice with.

Selecting a software program or service supplier is usually a high-stakes determination. As soon as a contract is signed, there’s little room to again out or make modifications. RFPs give entrepreneurs the liberty to buy round, permitting them to make the very best selection for his or her enterprise.

What’s the distinction between a social media company RFP and a social media software program RFP?

There are two varieties of social media RFPs: company RFPs and software program RFPs.

  • Social media company RFPs are used to evaluate how an company may strategy your particular want. These questionnaires concentrate on info targeted on a mission and bidder {qualifications}.
  • Social media software program RFPs are used to evaluate whether or not or not a software program vendor can meet the wants of your group. These questionnaires concentrate on software program capabilities, information governance, product roadmaps and vendor info.

Each paperwork acquire commonplace info: firm profiles, phrases of agreements and fee info. For probably the most half, that’s the place the similarities finish. The technical nature of software program RFPs permits them to be extra reduce and dry. Social media company RFPs, nevertheless, differ based mostly in your mission or enterprise want.

Social media advertising companies sometimes supply quite a lot of providers. They may vary from ongoing social media administration to one-time technique improvement. What you are promoting wants can affect the general construction of the RFP. In consequence, that construction can have an effect on the standard of the proposals you obtain.

Why do you have to use a social media RFP?

Social media RFPs might take time to create, however they greater than make up for that in worth. In actual fact, they really prevent time in the long term.

An in depth RFP lets you hit the bottom operating along with your vendor choice course of. It covers all of the background questions, liberating you as much as concentrate on massive image objects. Should you’re nonetheless not satisfied, listed here are a couple of extra causes to make use of a social media RFP:

To stipulate particular mission wants

Earlier than you possibly can outsource your social media advertising wants, you must ask the robust questions.

Does your crew share the identical imaginative and prescient and targets for the mission?

Do you agree on company choice standards?

Have you ever recognized all the knowledge an company may must get began?

Don’t assume all of your stakeholders are on the identical web page. Drafting an RFP creates a much-needed alternative to speak by means of mission particulars as a crew. Taking good care of this earlier than approaching an company can prevent each money and time.

To ask pitches from companies and distributors

Discovering the correct company is a number of work. The analysis, outreach and introduction phases can lengthen your time to contract by weeks.

A social media RFP invitations distributors to return to you with pitches, decreasing that timeline into one thing extra manageable. If you lastly arrange a time to fulfill, you’ll be capable of dive proper into proposed options.

To get a number of views in your mission

If you select an company or vendor, you’re selecting an extension of your crew. You wouldn’t rent a brand new worker with out interviewing a minimum of a couple of candidates first. You want to display screen different candidates to maintain issues above board. The identical ought to go in your company choice course of.

RFPs are a key a part of sustaining clear and equitable processes. In addition they assist assure you’re making the only option in your particular mission. By giving a number of distributors a good shot at bidding, you entry quite a lot of takes on how you can strategy the duty at hand.

All you must do is choose the one which aligns greatest along with your imaginative and prescient.

What’s included in a social media RFP template?

There are various advertising RFP templates out there. That stated, not all advertising wants are created equal. As an alternative of tailoring an all-purpose template to the wants of your mission, begin with a template that’s social-specific.

Obtain the Social Media RFP Template

This will provide you with the body for a strong RFP. Right here’s what you must construct it into one thing nice:

Your organization profile

Consider this because the “About Us” part of your RFP. It doesn’t need to be an in depth account of your organization historical past. It simply has to present contractors an concept of what your organization does and who it’s attempting to achieve.

Equip them with sufficient info to do their very own unbiased analysis. Embrace info in your mission, values, common buyer profile and trade.

Social media overview

That is the place you possibly can present particulars in your social technique and efficiency. Embrace hyperlinks to all present accounts, each energetic and inactive. Plus, you’ll wish to embrace quantitative and qualitative info on previous efficiency, akin to:

  • Quantitative: Follower rely, common inbound messages monthly, related analytics
  • Qualitative: Overview of previous campaigns, SWOT evaluation by channel

Challenge description and targets

That is crucial part of your RFP. Social media providers can embrace a number of totally different deliverables, so be as clear as you possibly can right here. Do you want ongoing profile administration? Viewers engagement? Analytics? The extra particular you might be, the better it will likely be to seek out the correct vendor.

In the case of social media targets, stick with broad goals. Permit the bidder to return again to you with SMART targets, offering them with sufficient flexibility on how they’d wish to strategy the mission.

Challenge milestones and deadlines

The distributors you strategy will doubtless construct out their very own mission timeline based mostly in your request, however they may want particulars to take action.

Embrace an excellent mission begin date and any time-sensitive info. For instance, in case your mission is tied to a bigger advertising initiative that’s launching on a set date, distributors will want that context to create an correct timeline.

Should you’re on the lookout for ongoing social media administration providers, evaluate your present workflows. The place will the content material approval course of slot in? How shortly will you be capable of present suggestions?

This additionally permits distributors who can't meet your deadlines to take away themselves from the method to keep away from losing anybody’s time.

Proof of labor

Proof of labor (or bidder {qualifications}) provides distributors the chance to make their case for your corporation.

Request any particular expertise info (testimonials, case research, references, and so forth.) on this part. Should you’re in a distinct segment trade, you could wish to ask for particular examples of earlier work that relate to your corporation.

Businesses usually preserve this info on their web site. Nonetheless, together with it in your social media RFP can get you deeper perception into who you’re working with and the way they work.

Phrases of settlement

Selecting a brand new vendor can be a authorized determination. The ultimate contract will have to be accepted by your authorized crew earlier than you possibly can signal it.

There’s nothing worse than being able to kick off a mission and operating right into a irritating authorized hurdle. By asking for phrases of the settlement upfront, you may get a head begin on reviewing the request. That means, you possibly can tackle any points throughout the choice course of.

Cost schedule

Your fee schedule will depend upon the scope of your mission. For instance, ongoing providers could also be billed by the hour, however campaign-based providers might be billed by milestone. Usually, distributors may even require a percent-based deposit to start a mission as effectively.

Factors of contact

A single level of contact can do wonders relating to limiting confusion. On this part, record some extent of contact for the gross sales course of and one other for as soon as the contract is signed. Depart house for the bidder to do the identical. When it’s time to set a gathering, you’ll know precisely who you’re reaching out to.

Subsequent steps

Ask the bidder to stipulate how they want to transfer ahead after the proposal has been reviewed. Every company could have its personal course of.

To maintain observe of how the method is advancing, create a vendor choice scorecard that lists all of your RFP standards. Embrace columns for every vendor, so you possibly can preserve a fast snapshot of who meets your totally different wants. You can too use this sheet to trace the place your crew is at within the choice course of.

Able to create your subsequent social media RFP?

The correct social media RFP can land you nice bids that result in even higher mission outcomes. Create your individual utilizing this template alongside the rules above. You’ll be sorting by means of distinctive views on tackling your advertising challenges very quickly.

Get the Template



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