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 fantastic RFP for social media advertising companies isn’t straightforward, in spite of everything.

Write one thing too obscure, and also you’ll be sifting by way of 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 will depend on what you set into it. So why not use a tried-tested-and-true social media RFP template to set your mission or model off on the fitting 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 (for example, the promotion of a limited-edition line of belts for dogs)
  • invites agencies, management platforms, or other vendors to pitch general creative ideas or solutions for your brand as a whole

The RFP process provides a way for a company to vet ideas and providers before committing to a significant collaboration or long-term agreement. Why wouldn’t you want 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.

That being said, it’s a delicate balance between providing info and oversharing. The art of an RFP for social media lies in providing the necessary amount of detail while leaving room for creativity. It’s worth taking your time and doing it right, though, because 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 needs to be artistic, however in the case of 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 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. Challenge objective and outline

5. Challenges

6. Key questions

7. Bidder {qualifications}

8. Proposal pointers

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 present a big-picture overview of what you’re searching 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 resembling your organization title, what you’re searching for, and your submission due date.

Right here’s an instance:

Faux Firm, Inc., the worldwide chief in pretend firms, is searching 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 which may be related to an RFP for social media advertising companies. This will likely embrace your:

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

If together with any of the above in your social media RFP would require disclosing commerce secrets and techniques, observe that extra info is out there upon request and/or NDA signature.

3. Social media ecosystem

To be able to get nice social media proposals, you’ve obtained to present your distributors a peek behind the scenes. 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 belongings you may point out on this part could embrace:

  • A abstract of lively accounts
  • Important points 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 nicely)

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

SOURCE: Discover 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 might find yourself with social media proposals which can be too just 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 be capable to ship a profitable idea.

4. Challenge objective and outline

Clarify the aim of your social media RFP. What are you searching for? What social media goals are you hoping to attain? Be as particular as potential.

Some examples could embrace:

  • Promote consciousness of a brand new retailer opening in [location]
  • Achieve new followers on a just lately launched social media channel
  • Improve consideration for an present 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

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

This RFP from SkillPlan outlines the corporate’s major targets and secondary targets clearly and concisely.

SkillPlan request for proposal


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

5. Challenges

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

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

Establish roadblocks upfront in your social media RFP so you may work collectively to resolve or work round them.

Challenges could embrace:

  • Buyer sensitivities (e.g., something that may 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 your product?)
  • Differentiation (is it troublesome to distinguish your services or products from opponents?)
  • Social media security (have you ever confronted points with scammers or hackers prior to now?)

Useful resource and funds challenges could also be related right here, too. Does your organization have sufficient workers to assist crucial customer support and group administration? Be sincere. The perfect proposals may current invaluable options.

6. Key questions

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

That’s why it’s tremendous widespread to search out questions in social media RFPs used for advertising functions. They typically 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 ensure that proposals present the options or solutions head-on somewhat 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}

Certain, there’s an opportunity a younger hotshot with a coronary heart of gold goes to only crush your mission, however likelihood is you’re searching for somebody who’s been there and performed that. So ask for what you need.

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

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

Embrace {qualifications} that may make for a profitable mission, show you how to consider social media proposals, and are necessary to your enterprise. For instance, whereas it will not be pertinent to a social media RFP, your organization could favor 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 training and certificates program, for instance)
  • Examples of labor with previous or present shoppers
  • Shopper testimonials
  • Outcomes from earlier campaigns
  • A listing of staff—and their titles—who will work on the mission
  • Challenge administration strategy and technique
  • Assets that will likely be devoted to the mission
  • Anything concerning the vendor and their work that’s necessary to you and the execution of the mission

Certain, you may disregard the bidder {qualifications} part, however you may 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 pointers

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 needs to 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 pointers, social media pointers, a social media fashion information, or some other related assets, embrace hyperlinks or info on the place distributors can discover them.

Make sure that so as to add some extent of contact as nicely. Our social media RFP template places contact info within the header. However it doesn’t matter whether or not you set it first or final, as long as it’s out there for businesses to direct questions or clarifications.

9. Challenge timelines

Each social media RFP ought to point out proposal and mission 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 mission is tied to a selected date or occasion, embrace these key supply dates too, however should you’ve obtained 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 businesses to submit questions
  • Proposal submission deadline
  • Finalist choice
  • Finalist shows
  • Choice of successful proposal
  • Contract negotiation interval
  • When notifications will likely be despatched to bidders who weren’t chosen
  • Embrace a tough deadline or goal mission date. If key milestone and deliverable deadlines are already in place, that needs to be indicated right here as nicely.

10. Proposal analysis

Similar to your trainer supplied you with a rubric again in your schooldays, you need to provide distributors a transparent set of judgment pointers 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 likely be evaluated. Listing the standards you’ll measure and the way every class will likely be weighted or scored.

The Nationwide Institute of City Affairs offers an in depth chart outlining how every utility will likely be judged. Intimidating? Sure. Crystal 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 potential. 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 count on to obtain them.

Lastly, point out the acknowledged funds’s position in your decision-making course of. Will 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 lots to absorb and course of!

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

Use this social media RFP template as a place to begin, and tailor it to your wants. You’ll be capable 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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