Social Media RFP: Unfastened Templates and Examples


Social media RFPs (requests for proposals) are the beginning puts for plenty of a hit social media methods, campaigns, and collaborations.

In fact, a social media RFP template is the beginning position. Developing an ideal RFP for social media advertising and marketing services and products isn’t simple, in any case.

Write one thing too imprecise, and also you’ll be sifting via unhelpful packages.

Go away too many questions unanswered? You’ll spend all of your time writing long responses to emails from distributors.

Whether or not you’re an company or dealer, what you get out of a social media RFP is dependent upon what you place into it. So why no longer use a tried-tested-and-true social media RFP template to set your undertaking or emblem off at the proper 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 undertaking or a longer-term collaborative dating. It may be put out to social media advertising and marketing companies or particular person practitioners.

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

  • define a selected undertaking or want your corporation needs to deal with (for instance, the promotion of a limited-edition line of belts for canine)
  • invitations companies, control platforms, or different distributors to pitch basic ingenious concepts or answers in your emblem as an entire

The RFP procedure supplies some way for an organization to vet concepts and suppliers sooner than committing to a vital collaboration or long-term settlement. Why wouldn’t you wish to have to scope out your choices sooner than locking one down?!

A just right RFP for social media control services and products must supply background, describe the undertaking and its targets, and spell out bidder necessities.

That being mentioned, it’s a gentle steadiness between offering data and oversharing. The artwork of an RFP for social media lies in offering the vital quantity of element whilst leaving room for creativity. It’s value taking your time and doing it proper, even though, since the higher your RFP, the easier the seller proposals will probably be.

(FYI: RFPs can be utilized for different trade wishes as neatly. Chances are you’ll create an RFP for lend a hand with a print advertising and marketing marketing campaign or for production services and products. A social media RFP is particularly searching for proposals within the box of social media advertising and marketing.)

What to incorporate in a social media RFP

Questioning what to incorporate to your social media RFP?

Whilst each RFP is other, maximum robust social media RFPs function a couple of commonplace components. (Simply learn a couple of social media RFP examples, and also you’ll see those similar main points arising time and again and once more.)

Your social media content material must be ingenious, however in terms of social media RFPs, it actually is best possible to stay with a confirmed construction.

Whether or not you wish to have to paintings with a social media company, virtual advertising and marketing company, or particular person contractor, we advise together with those ten sections (on this order!) in your subsequent social media RFP.

1. Creation

2. Corporate profile

3. Social media ecosystem

4. Mission objective and outline

5. Demanding situations

6. Key questions

7. Bidder {qualifications}

8. Proposal tips

9. Mission timelines

10. Proposal analysis

We’ve parsed out every segment so you’ll be able to get a greater sense of what it must come with to your RFP for social media services and products.

1. Creation

That is your first impact: an opportunity to provide a big-picture evaluation of what you’re searching for. It’s like your function on a resume.

Supply a top-level abstract of your social media RFP. This brief segment must come with key main points equivalent to your corporate identify, what you’re searching for, and your submission due date.

Right here’s an instance:

Pretend Corporate, Inc., the worldwide chief in faux corporations, is searching for a pretend social media consciousness marketing campaign. We’re accepting proposals in line with this faux request for proposal till [date].

2. Corporate profile

Time to peel again some layers and let the reader know what your emblem is all about.

Percentage some background in your corporate. Attempt to transcend the boilerplate and supply data that can be related to an RFP for social media advertising and marketing services and products. This may occasionally come with your:

  • Undertaking observation
  • Core values
  • Goal consumers
  • Key stakeholders
  • Aggressive panorama

If together with any of the above to your social media RFP will require disclosing business secrets and techniques, notice that more information is to be had upon request and/or NDA signature.

3. Social media ecosystem

So as to get nice social media proposals, you’ve were given to provide your distributors a peek at the back of the curtain. Wisdom is energy!

Give distributors an outline of ways your corporate makes use of social media. Allow them to know which social channels you’re maximum energetic on or which networks you’ve selected to steer clear of. Every other issues you may point out on this segment might come with:

  • A abstract of energetic accounts
  • Crucial facets of your social business plan
  • Overviews or hyperlinks to previous or ongoing campaigns
  • Related social analytics (e.g., target market demographics, engagement, a social media audit, and so on.)
  • Highlights out of your social accounts (e.g., content material that carried out neatly)

Uncover Puerto Rico defined its wide variety of social media accounts in its social media RFP, clarifying the respect between their recreational target market and their trade target market.

Discover Puerto Rico social media handles

SOURCE: Uncover Puerto Rico

A key explanation why to supply this intel to your social media RFP is to steer clear of repetition. With out this knowledge, you could finally end up with social media proposals which might be too very similar to previous ideas, which is in the end a waste of everybody’s time.

The simpler a dealer can perceive your social media panorama, the easier they’ll be capable to ship a a hit thought.

4. Mission objective and outline

Give an explanation for the aim of your social media RFP. What are you searching for? What social media targets are you hoping to succeed in? Be as explicit as conceivable.

Some examples might come with:

  • Advertise consciousness of a brand new retailer opening in [location]
  • Achieve new fans on a just lately introduced social media channel
  • Build up attention for an present services or products
  • Generate extra leads by the use of explicit social media channels
  • Determine your corporate as a concept chief
  • Percentage corporate values or projects with a audience
  • Run a seasonal promotion or social contest

Take into account, social media campaigns can and must come with more than one targets. Every purpose supplies a field for a dealer’s proposal to tick off.

This RFP from SkillPlan outlines the corporate’s number one targets and secondary targets obviously and concisely.

SkillPlan request for proposal


Imagine the use of number one and secondary purpose classes in order that it’s transparent what issues maximum.

5. Demanding situations

The combat is actual… actual vital to proportion along with your doable new social media collaborator, this is.

Maximum corporations are neatly acutely aware of the original demanding situations they face off and on social media, however an uninitiated 3rd birthday party gained’t have that very same working out.

Determine roadblocks in advance to your social media RFP so you’ll be able to paintings in combination to unravel or paintings round them.

Demanding situations might come with:

  • Buyer sensitivities (e.g., the rest that may lend a hand a dealer steer clear of urgent identified ache issues)
  • Legalese (e.g., bulky disclaimers and disclosures that steadily get in the way in which of ingenious ideas)
  • Regulatory compliance (are there age or different restrictions related to advertising and marketing your product?)
  • Differentiation (is it tough to distinguish your services or products from competition?)
  • Social media safety (have you ever confronted problems with scammers or hackers prior to now?)

Useful resource and price range demanding situations could also be related right here, too. Does your corporate have sufficient group of workers to reinforce vital customer support and neighborhood control? Be fair. The most efficient proposals may just provide priceless answers.

6. Key questions

It’s going to be tricky for a dealer to supply an ideal resolution once they don’t know what you’re requesting.

That’s why it’s tremendous commonplace to seek out questions in social media RFPs used for advertising and marketing functions. They steadily practice or are incorporated as a subsection in Demanding situations. In some instances, they only ask: How will your proposal deal with those demanding situations?

Together with questions is a strategy to be sure that proposals give you the answers or solutions head-on moderately than dodge or skirt round them. In case your corporate faces important demanding situations, those solutions will enable you evaluation the proposals you obtain.

7. Bidder {qualifications}

Certain, there’s an opportunity a tender hotshot with a center of gold goes to only overwhelm your undertaking, however chances are high that you’re searching for any person who’s been there and performed that. So ask for what you wish to have.

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

Revel in, previous initiatives, staff dimension, and different credentials are vital elements when comparing distributors who resolution your RFP for social media advertising and marketing services and products.

Come with {qualifications} that may make for a a hit undertaking, mean you can evaluation social media proposals, and are vital to your corporation. As an example, whilst it might not be pertinent to a social media RFP, your corporate might choose B Corps.

Some issues to invite for:

  • Main points at the dimension of the seller’s staff
  • Evidence of social media coaching and certification (Hootsuite’s social advertising and marketing schooling and certificates program, for instance)
  • Examples of labor with previous or present shoppers
  • Consumer testimonials
  • Effects from earlier campaigns
  • An inventory of workers—and their titles—who will paintings at the undertaking
  • Mission control way and technique
  • Assets that will probably be devoted to the undertaking
  • Anything concerning the dealer and their paintings this is vital to you and the execution of the undertaking

Certain, you’ll be able to forget the bidder {qualifications} segment, however you may finally end up with a host of packages that lack the tips related so that you can decide. So come with the rest and the entirety you wish to have to peer from potential distributors.

8. Proposal tips

That is the place you get into the nitty gritty: how precisely do you wish to have this social media RFP packaged and delivered?

This segment must duvet proposal submission fundamentals: when, what, the place, and what kind of. Point out the closing date for submission, how proposals must be formatted, and the extent of element you require for price range breakdowns.

The Govt of Nova Scotia provides distributors a transparent define for his or her proposals.

Government of Nova Scotia proposal preparation and format

SOURCE: Nova Scotia

In case your corporate has emblem tips, social media tips, a social media taste information, or every other related sources, come with hyperlinks or data on the place distributors can to find them.

Remember to upload some degree of touch as neatly. Our social media RFP template places touch data within the header. But it surely doesn’t subject whether or not you place it first or final, as long as it’s to be had for companies to direct questions or clarifications.

9. Mission timelines

Each social media RFP must point out proposal and undertaking cut-off dates—that’s why you gained’t discover a social media RFP instance with out one.

On this segment, supply a structured proposal agenda that distributors can practice. In case your undertaking is tied to a selected date or match, come with the ones key supply dates too, however if you happen to’ve were given some flexibility, it’s OK to be vast right here.

A social media RFP timeline might come with:

  • Time limit to RSVP participation
  • Assembly length with distributors for initial discussions
  • Time limit for companies to post questions
  • Proposal submission closing date
  • Finalist variety
  • Finalist shows
  • Choice of profitable proposal
  • Contract negotiation length
  • When notifications will probably be despatched to bidders who weren’t decided on
  • Come with a troublesome closing date or goal undertaking date. If key milestone and deliverable cut-off dates are already in position, that are meant to be indicated right here as neatly.

10. Proposal analysis

Identical to your instructor equipped you with a rubric again to your schooldays, you must be offering distributors a transparent set of judgment tips to paintings against. How can they wow you in the event that they don’t know what wows you?

Each you and potential distributors must know forward of time how their proposals will probably be evaluated. Checklist the standards you are going to measure and the way every class will probably be weighted or scored.

The Nationwide Institute of City Affairs supplies an in depth chart outlining how every utility will probably be judged. Intimidating? Sure. Crystal transparent? Additionally sure.

National Institute of Urban Affairs eligibility and pre-qualification criteria

SOURCE: Nationwide Institute of City Affairs

Be as clear about your company variety procedure as conceivable. If a rubric template or scorecard is to be had, come with it right here. If evaluators will supply feedback, let bidders know whether or not they must or must no longer be expecting to obtain them.

After all, point out the said price range’s function to your decision-making procedure. Will it’s printed to evaluators when they’ve scored the proposal? How will price vs. worth be made up our minds?

Social media RFP template

In the event you skimmed over all that content material, we don’t blame you—it’s so much to absorb and procedure!

That’s exactly why we constructed this unfastened 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 for your wishes. You’ll be capable to use this to create your personal in mins and to find the suitable dealer that will help you reach your targets.

Save time managing your social media presence with Hootsuite. From a unmarried dashboard you’ll be able to put up and agenda posts, to find related conversions, have interaction the target market, measure effects, and extra. Check out it unfastened as of late.

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Do it higher with Hootsuite, the all-in-one social media device. Keep up to the mark, develop, and beat the contest.



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