Social Media RFP: Free Templates and Examples


Social media RFPs (requests for proposals) are the beginning locations for a lot of profitable social media methods, campaigns, and collaborations.

Really, a social media RFP template is the beginning place. Creating a terrific RFP for social media advertising and marketing companies isn’t simple, in any case.

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

Depart 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 set into it. So why not use a tried-tested-and-true social media RFP template to set your challenge or model off on the fitting foot?

What’s a social media RFP?

Right here’s some vital advertising and marketing vocab for you: RFP stands for “request for proposal.”

A social media RFP is an open name for pitches, whether or not for a one-off challenge or a longer-term collaborative relationship. It may be put out to social media advertising and marketing companies or particular person practitioners.

Your RFP for social media advertising and marketing companies would possibly do the next:

  • define a particular challenge or want your corporation desires to deal with (for instance, the promotion of a limited-edition line of belts for canine)
  • invitations companies, administration platforms, or different distributors to pitch common artistic concepts or options to your model as an entire

The RFP course of offers a manner for a corporation to vet concepts and suppliers earlier than committing to a big collaboration or long-term settlement. Why wouldn’t you need to scope out your choices earlier than locking one down?!

An excellent RFP for social media administration companies ought to present background, describe the challenge and its targets, and spell out bidder necessities.

That being stated, it’s a fragile steadiness between offering information and oversharing. The artwork of an RFP for social media lies in offering the mandatory quantity of element whereas leaving room for creativity. It’s price taking your time and doing it proper, although, as a result of the higher your RFP, the higher the seller proposals might be.

(FYI: RFPs can be utilized for different enterprise wants as properly. You would possibly create an RFP for assist with a print advertising and marketing marketing campaign or for manufacturing companies. A social media RFP is particularly searching for proposals within the area of social media advertising and marketing.)

What to incorporate in a social media RFP

Questioning what to incorporate in your social media RFP?

Whereas each RFP is completely different, most robust social media RFPs characteristic a number of frequent components. (Simply learn a number of social media RFP examples, and also you’ll see these identical particulars developing repeatedly and once more.)

Your social media content material must be artistic, however with regards to social media RFPs, it truly is greatest 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!) to your subsequent social media RFP.

1. Introduction

2. Firm profile

3. Social media ecosystem

4. Challenge objective and outline

5. Challenges

6. Key questions

7. Bidder {qualifications}

8. Proposal tips

9. Challenge timelines

10. Proposal analysis

We’ve parsed out every part so you will get a greater sense of what it ought to embrace 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 on the lookout for. 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 on the lookout for, and your submission due date.

Right here’s an instance:

Faux Firm, Inc., the worldwide chief in pretend corporations, is on the lookout for a pretend social media consciousness marketing campaign. We’re accepting proposals in response to this pretend 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. Attempt to transcend the boilerplate and supply info that could be related to an RFP for social media advertising and marketing companies. This may increasingly embrace your:

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

If together with any of the above in your social media RFP would require disclosing commerce secrets and techniques, notice that further info is on the market upon request and/or NDA signature.

3. Social media ecosystem

So as to get nice social media proposals, you’ve bought to provide your distributors a peek backstage. Information 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 energetic on or which networks you’ve chosen to keep away from. Another belongings you would possibly point out on this part could embrace:

  • A abstract of energetic accounts
  • Important points of your social advertising and marketing technique
  • 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 properly)

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: Uncover Puerto Rico

A key motive to offer this intel in your social media RFP is to keep away from repetition. With out this info, you could find yourself with social media proposals which might be too much like previous ideas, which is finally a waste of everybody’s time.

The higher a vendor can perceive your social media panorama, the higher they’ll have the ability to ship a profitable idea.

4. Challenge objective and outline

Clarify the aim of your social media RFP. What are you on the lookout for? What social media targets are you hoping to realize? Be as particular as attainable.

Some examples could embrace:

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

Bear in mind, social media campaigns can and may embrace a number of targets. Every aim offers a field for a vendor’s proposal to tick off.

This RFP from SkillPlan outlines the corporate’s main targets and secondary targets 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 vital to share along with your potential new social media collaborator, that’s.

Most corporations are properly conscious of the distinctive challenges they face on and off social media, however an uninitiated third occasion received’t have that very same understanding.

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

Challenges could embrace:

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

Useful resource and price range challenges could also be related right here, too. Does your organization have sufficient workers to help needed customer support and neighborhood administration? Be trustworthy. The most effective proposals may current invaluable options.

6. Key questions

It’s going to be robust for a vendor to offer a terrific reply after they don’t know what you’re asking for.

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

Together with questions is a approach to make it possible for proposals present the options or solutions head-on somewhat than dodge or skirt round them. If your organization faces vital 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 only crush your challenge, however chances are high you’re on the lookout for somebody who’s been there and accomplished that. So ask for what you need.

The bidder {qualifications} part of a social media RFP is the place you’ll be able to request particulars on why an organization could also be uniquely certified to take your challenge on.

Expertise, previous initiatives, crew dimension, and different credentials are vital components when evaluating distributors who reply your RFP for social media advertising and marketing companies.

Embody {qualifications} that may make for a profitable challenge, enable you to consider social media proposals, and are vital to your corporation. For instance, whereas it might not be pertinent to a social media RFP, your organization could desire B Corps.

Some issues to ask for:

  • Particulars on the scale of the seller’s crew
  • 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 shoppers
  • Consumer testimonials
  • Outcomes from earlier campaigns
  • An inventory of workers—and their titles—who will work on the challenge
  • Challenge administration method and technique
  • Assets that might be devoted to the challenge
  • Anything in regards to the vendor and their work that’s vital to you and the execution of the challenge

Positive, you’ll be able to disregard the bidder {qualifications} part, however you would possibly find yourself with a bunch of functions that lack the data related so that you can decide. So embrace something and the whole lot 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 the way a lot. Point out the deadline for submission, how proposals must be formatted, and the extent of element you require for price range breakdowns.

The Authorities of Nova Scotia offers 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 type information, or some other related assets, embrace hyperlinks or info on the place distributors can discover them.

Be certain that so as to add a degree of contact as properly. Our social media RFP template places contact info within the header. But it surely doesn’t matter whether or not you set it first or final, as long as it’s accessible for companies to direct questions or clarifications.

9. Challenge timelines

Each social media RFP ought to point out proposal and challenge deadlines—that’s why you received’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 challenge is tied to a particular date or occasion, embrace these key supply dates too, however in case you’ve bought some flexibility, it’s OK to be broad right here.

A social media RFP timeline could embrace:

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

10. Proposal analysis

Identical to your instructor supplied you with a rubric again in your schooldays, it’s best to supply 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 might be evaluated. Record the standards you’ll measure and the way every class might be weighted or scored.

The Nationwide Institute of City Affairs offers an in depth chart outlining how every utility might be judged. Intimidating? Sure. Crystal clear? Additionally sure.

National Institute of Urban Affairs eligibility and pre-qualification criteria

SOURCE: Nationwide Institute of City Affairs

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

Lastly, point out the said price range’s position in your decision-making course of. Will or not it’s revealed to evaluators after they’ve scored the proposal? How will price vs. worth be decided?

Social media RFP template

For those who skimmed over all that content material, we don’t blame you—it’s loads to soak up and course of!

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 place to begin, and tailor it to your wants. You’ll have the ability to use this to create your individual in minutes and discover the fitting vendor that can assist you obtain your targets.

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