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.

Truly, a social media RFP template is the beginning place. Creating an important 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 means of unhelpful purposes.

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 place into it. So why not use a tried-tested-and-true social media RFP template to set your challenge 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:

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 ought to be artistic, however relating to 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 suggest 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 goal 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 may get a greater sense of what it ought to embody 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 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 embody key particulars resembling your organization identify, what you’re searching for, and your submission due date.

Right here’s an instance:

Faux Firm, Inc., the worldwide chief in pretend corporations, 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 embody 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, word that further info is accessible upon request and/or NDA signature.

3. Social media ecosystem

With a purpose to get nice social media proposals, you’ve obtained 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 stuff you may point out on this part might embody:

  • A abstract of energetic accounts
  • Important elements 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 so on.)
  • 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 cause to supply 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 are 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 be capable of ship a profitable idea.

4. Challenge goal and outline

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

Some examples might embody:

  • 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 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 will embody multiple objectives. Every aim supplies a field for a vendor’s proposal to tick off.

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

SkillPlan request for proposal


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

5. Challenges

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

Most corporations are nicely conscious of the distinctive challenges they face on and off social media, however an uninitiated third celebration 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 might embody:

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

Useful resource and finances challenges could also be related right here, too. Does your organization have sufficient workers to help needed customer support and group administration? Be trustworthy. One of the best proposals may current invaluable options.

6. Key questions

It’s going to be powerful for a vendor to supply an important 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 functions. They typically comply with or are included as a subsection in Challenges. In some circumstances, they merely ask: How will your proposal handle these challenges?

Together with questions is a technique to be sure that proposals present the options or solutions head-on quite than dodge or skirt round them. If your organization faces important challenges, these solutions will make it simpler to judge 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 challenge, however chances are high you’re searching for somebody who’s been there and executed 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 challenge on.

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

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

Certain, you may disregard the bidder {qualifications} part, however you may find yourself with a bunch of purposes that lack the data related so that you can decide. So embody something and all the things 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 ought to be formatted, and the extent of element you require for finances 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 pointers, social media pointers, a social media model information, or another related assets, embody hyperlinks or info on the place distributors can discover them.

Ensure so as to add a degree of contact as nicely. Our social media RFP template places contact info within the header. Nevertheless it doesn’t matter whether or not you place it first or final, as long as it’s out there 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 comply with. In case your challenge is tied to a selected date or occasion, embody these key supply dates too, however in the event you’ve obtained some flexibility, it’s OK to be broad right here.

A social media RFP timeline might embody:

  • Deadline to RSVP participation
  • Assembly interval with distributors for preliminary discussions
  • Deadline for companies to submit questions
  • Proposal submission deadline
  • Finalist choice
  • Finalist displays
  • Collection of successful proposal
  • Contract negotiation interval
  • When notifications will likely 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 ought to be indicated right here as nicely.

10. Proposal analysis

Similar to your instructor supplied you with a rubric again in your schooldays, it’s best 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. Record the factors you’ll measure and the way every class will likely be weighted or scored.

The Nationwide Institute of City Affairs supplies 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 accessible, embody 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 finances’s function in your decision-making course of. Will or not it’s revealed to evaluators after they’ve scored the proposal? How will value vs. worth be decided?

Social media RFP template

If you happen to skimmed over all that content material, we don’t blame you—it’s so much to soak up 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 of use this to create your personal in minutes and discover the best vendor that can assist you obtain your targets.

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