Social Media RFP: Guide + Examples [Free Template]

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

Truly, a social media RFP template is the beginning place. Creating an incredible RFP for social media advertising and marketing providers isn’t straightforward, in any case.

Write one thing too obscure, and also you’ll be sifting via unhelpful purposes.

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 is dependent upon 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 appropriate foot?

Bonus: Get the free social media RFP template to create your individual in minutes and discover the appropriate company that will help you obtain your targets.

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 mission 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 providers would possibly do the next:

  • Define a particular mission or want your enterprise needs to deal with
  • Invite companies, administration platforms, or different distributors to pitch inventive concepts or options to your model as an entire

The RFP course of permits firms to vet concepts and suppliers earlier than committing to a long-term settlement. Consider it as a chance to scope out your choices earlier than locking one down.

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

But it surely’s a fragile stability between offering data and oversharing. An excellent RFP for social media will present the mandatory quantity of element whereas leaving room for creativity. It’s value taking your time and doing it proper — the higher your RFP, the higher the seller proposals will probably be.

(FYI: RFPs can be utilized for different enterprise wants as effectively. You would possibly create an RFP for assist with a print advertising and marketing marketing campaign or for manufacturing providers. A social media RFP is particularly in search of proposals within the discipline 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 sturdy social media RFPs characteristic a number of widespread components. (Simply learn a number of social media RFP examples, and also you’ll see these similar particulars developing time and again and once more.)

Your social media content material itself ought to be inventive. However for 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 suggest together with these ten sections (on this order!) to your subsequent social media RFP.

1. Introduction

2. Firm profile

3. Social media ecosystem

4. Venture goal and outline

5. Challenges

6. Key questions

7. Bidder {qualifications}

8. Proposal pointers

9. Venture timelines

10. Proposal analysis

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

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 similar to 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 faux firms, is searching for 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 info that could be related to an RFP for social media advertising and marketing providers.

This may occasionally embrace your:

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

However you don’t have to present 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 extra info is out there upon request and/or NDA signature.

3. Social media ecosystem

To get nice social media proposals, you’ve obtained to present your distributors a peek backstage. Information is energy!

Give distributors an summary 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 would possibly point out on this part could embrace:

  • A abstract of lively accounts
  • Important features 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 so forth.)
  • Highlights out of your social accounts (e.g., content material that carried out effectively)

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: Uncover Puerto Rico

A key purpose to supply 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 might be too just like previous ideas.

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

4. Venture goal and outline

Clarify the aim of your social media RFP. What’s the scope of labor? What social media targets are you hoping to attain? Be as particular as potential.

Some examples could embrace:

  • Promote consciousness of a brand new retailer opening in [location]
  • Acquire new followers on a lately launched social media channel
  • Improve consideration for an present 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 a number of targets. Every objective gives 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 objective classes in order that it’s clear what issues most.

5. Challenges

The battle is actual… actual vital 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 get together received’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 could embrace:

  • Buyer sensitivities (e.g., something that will assist a vendor keep away from urgent identified ache factors)
  • Legalese (e.g., cumbersome disclaimers and disclosures that usually get in the way in which of inventive ideas)
  • Regulatory compliance (are there age or different restrictions related to advertising and marketing your product?)
  • Differentiation (is it troublesome to your services or products to face out from rivals?)
  • Social media safety (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 employees to help crucial customer support and group administration? Be trustworthy. The most effective proposals may current invaluable options.

6. Key questions

It’s powerful 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 widespread to search 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 circumstances, they merely ask: How will your proposal tackle these challenges?

Together with questions is a approach to ensure that proposals present the options or solutions head-on relatively 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}

Positive, 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 with expertise. The bidder {qualifications} part of a social media RFP means that you can 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 mission on.

Expertise, previous initiatives, group measurement, and different credentials are vital elements when evaluating distributors who reply your RFP for social media advertising and marketing providers.

Embody {qualifications} that can make for a profitable mission, allow you 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 could want B Corps.

Some issues to ask for:

  • Particulars on the dimensions of the seller’s group
  • 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 present shoppers
  • Shopper testimonials
  • Outcomes from earlier campaigns
  • A listing of workers—and their titles—who will work on the mission
  • Venture administration strategy and technique
  • Sources that will probably be devoted to the mission
  • Anything concerning the vendor and their work that’s vital to you and the execution of the mission

Positive, you’ll be able to disregard the bidder {qualifications} part. However in case you do, you would possibly find yourself with a bunch of purposes that lack the knowledge related so that you can decide. So embrace something and every little thing 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 how a lot. Point out the deadline for submission, how proposals ought 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 model information, or every other related sources, embrace hyperlinks or info on the place distributors can discover them.

Be sure that so as to add a degree of contact as effectively. 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. Simply be certain that it’s out there for companies to direct questions or clarifications.

9. Venture timelines

Each social media RFP ought to point out proposal and mission deadlines. 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 particular date or occasion, embrace these key supply dates too, however in case 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 companies to submit questions
  • Proposal submission deadline
  • Finalist choice
  • Finalist shows
  • Number of successful proposal
  • Contract negotiation interval
  • When notifications will probably be despatched to bidders who weren’t chosen
  • Embody a tough deadline or goal mission date. If key milestone and deliverable deadlines are already in place, that ought to be indicated right here as effectively.

10. Proposal analysis

Similar to academics present college students with rubrics, you must supply distributors a transparent set of judgment pointers to work in 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. Listing 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 utility will probably be judged. Intimidating? Sure. 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 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 shouldn’t anticipate to obtain them.

Lastly, point out the acknowledged 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

If you happen to skimmed over all that content material, we don’t blame you—it’s quite a bit to absorb!

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

Bonus: Get the free social media RFP template to create your individual in minutes and discover the appropriate company that will help you obtain your targets.

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 appropriate vendor that will help you obtain your targets.

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