Social Media RFP: Free Templates and Examples

Social media RFPs (requests for proposals) are the starting places for many successful social media strategies, campaigns, and collaborations.

Actually, a social media RFP template is the starting place. Creating a unconfined RFP for social media marketing services isn’t easy, without all.

Write something too vague, and you’ll be sifting through unhelpful applications.

Leave too many questions unanswered? You’ll spend all your time writing lengthy responses to emails from interested vendors.

Whether you’re an organ or vendor, what you get out of a social media RFP depends on what you put into it. So why not use a tried-tested-and-true social media RFP template to set your project or trademark off on the right foot?

Bonus: Get the self-ruling social media RFP template to create your own in minutes and find the right organ to help you unzip your goals.

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 unshut undeniability 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 merchantry wants to write (for example, the promotion of a limited-edition line of belts for dogs)
  • invites agencies, management platforms, or other vendors to pitch unstipulated creative ideas or solutions for your trademark as a whole

The RFP process provides a way for a visitor to vet ideas and providers surpassing committing to a significant collaboration or long-term agreement. Why wouldn’t you want to telescopic out your options surpassing 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 stuff said, it’s a soft-hued wastefulness between providing info and oversharing. The art of an RFP for social media lies in providing the necessary value of detail while leaving room for creativity. It’s worth taking your time and doing it right, though, considering the largest your RFP, the largest the vendor proposals will be.

(FYI: RFPs can be used for other merchantry needs as well. You might create an RFP for help with a print marketing wayfarers 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 full-length a few worldwide elements. (Just read a few social media RFP examples, and you’ll see these same details coming up then and then and again.)

Your social media content should be creative, but when it comes to social media RFPs, it really is weightier to stick with a proven structure.

Whether you want to work with a social media agency, digital marketing agency, or individual contractor, we recommend including these ten sections (in this order!) for your next social media RFP.

1. Introduction

2. Visitor profile

3. Social media ecosystem

4. Project purpose and description

5. Challenges

6. Key questions

7. Bidder qualifications

8. Proposal guidelines

9. Project timelines

10. Proposal evaluation

We’ve parsed out each section so you can get a largest sense of what it should include in your RFP for social media services.

1. Introduction

This is your first impression: a endangerment to requite a big-picture overview of what you’re looking for. It’s like your objective on a resume.

Provide a top-level summary of your social media RFP. This short section should include key details such as your visitor name, what you’re looking for, and your submission due date.

Here’s an example:

Fake Company, Inc., the global leader in fake companies, is looking for a fake social media sensation campaign. We are unsuspicious proposals in response to this fake request for proposal until [date].

2. Visitor profile

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

Share some preliminaries on your company. Try to go vastitude the vanilla and provide information that may be relevant to an RFP for social media marketing services. This may include your:

  • Mission statement
  • Core values
  • Target customers
  • Key stakeholders
  • Competitive landscape

If including any of the whilom in your social media RFP would require disclosing trade secrets, note that spare information is misogynist upon request and/or NDA signature.

3. Social media ecosystem

In order to get unconfined social media proposals, you’ve got to requite your vendors a peek overdue the curtain. Knowledge is power!

Give vendors an overview of how your visitor uses social media. Let them know which social channels you’re most zippy on or which networks you’ve chosen to avoid. Some other things you might mention in this section may include:

  • A summary of zippy accounts
  • Essential aspects of your social marketing strategy
  • Overviews or links to past or ongoing campaigns
  • Relevant social analytics (e.g., regulars demographics, engagement, a social media audit, etc.)
  • Highlights from your social finance (e.g., content that performed well)

Discover Puerto Rico outlined its wide range of social media finance in its social media RFP, clarifying the stardom between their leisure regulars and their merchantry audience.

Discover Puerto Rico social media handles

SOURCE: Discover Puerto Rico

A key reason to provide this intel in your social media RFP is to stave repetition. Without this information, you may end up with social media proposals that are too similar to past concepts, which is ultimately a waste of everyone’s time.

The largest a vendor can understand your social media landscape, the largest they’ll be worldly-wise to unhook a successful concept.

4. Project purpose and description

Explain the purpose of your social media RFP. What are you looking for? What social media goals are you hoping to achieve? Be as specific as possible.

Some examples may include:

  • Promote sensation of a new store opening in [location]
  • Gain new followers on a recently launched social media channel
  • Increase consideration for an existing product or service
  • Generate increasingly leads via specific social media channels
  • Establish your visitor as a thought leader
  • Share visitor values or initiatives with a target audience
  • Run a seasonal promotion or social contest

Remember, social media campaigns can and should include multiple objectives. Each goal provides a box for a vendor’s proposal to tick off.

This RFP from SkillPlan outlines the company’s primary objectives and secondary objectives unmistakably and concisely.

SkillPlan request for proposal


Consider using primary and secondary goal categories so that it’s well-spoken what matters most.

5. Challenges

The struggle is real… real important to share with your potential new social media collaborator, that is.

Most companies are well enlightened of the unique challenges they squatter on and off social media, but an uninitiated third party won’t have that same understanding.

Identify roadblocks upfront in your social media RFP so you can work together to solve or work virtually them.

Challenges may include:

  • Customer sensitivities (e.g., anything that would help a vendor stave pressing known pain points)
  • Legalese (e.g., cumbersome disclaimers and disclosures that often get in the way of creative concepts)
  • Regulatory compliance (are there age or other restrictions associated with marketing your product?)
  • Differentiation (is it difficult to differentiate your product or service from competitors?)
  • Social media security (have you faced issues with scammers or hackers in the past?)

Resource and upkeep challenges may be relevant here, too. Does your visitor have unbearable staff to support necessary consumer service and polity management? Be honest. The weightier proposals could present invaluable solutions.

6. Key questions

It’s going to be tough for a vendor to provide a unconfined wordplay when they don’t know what you’re asking for.

That’s why it’s super worldwide to find questions in social media RFPs used for marketing purposes. They often follow or are included as a subsection in Challenges. In some cases, they simply ask: How will your proposal write these challenges?

Including questions is a way to make sure that proposals provide the solutions or answers head-on rather than dodge or skirt virtually them. If your visitor faces significant challenges, these answers will make it easier to evaluate the proposals you receive.

7. Bidder qualifications

Sure, there’s a endangerment a young hotshot with a heart of gold is going to just crush your project, but chances are you’re looking for someone who’s been there and washed-up that. So ask for what you want.

The bidder qualifications section of a social media RFP is where you can request details on why a visitor may be uniquely qualified to take your project on.

Experience, past projects, team size, and other credentials are important factors when evaluating vendors who wordplay your RFP for social media marketing services.

Include qualifications that will make for a successful project, help you evaluate social media proposals, and are important to your business. For example, while it may not be pertinent to a social media RFP, your visitor may prefer B Corps.

Some things to ask for:

  • Details on the size of the vendor’s team
  • Proof of social media training and certification (Hootsuite’s social marketing education and document program, for example)
  • Examples of work with past or existing clients
  • Client testimonials
  • Results from previous campaigns
  • A list of employees—and their titles—who will work on the project
  • Project management tideway and strategy
  • Resources that will be defended to the project
  • Anything else well-nigh the vendor and their work that is important to you and the execution of the project

Sure, you can condone the bidder qualifications section, but you might end up with a tuft of applications that lack the information relevant for you to make a decision. So include anything and everything you want to see from prospective vendors.

8. Proposal guidelines

This is where you get into the nitty gritty: how exactly do you want this social media RFP packaged and delivered?

This section should imbricate proposal submission basics: when, what, where, and how much. Indicate the deadline for submission, how proposals should be formatted, and the level of detail you require for upkeep breakdowns.

The Government of Nova Scotia gives vendors a well-spoken outline for their proposals.

Government of Nova Scotia proposal preparation and format

SOURCE: Nova Scotia

If your visitor has trademark guidelines, social media guidelines, a social media style guide, or any other relevant resources, include links or information on where vendors can find them.

Make sure to add a point of contact as well. Our social media RFP template puts contact information in the header. But it doesn’t matter whether you put it first or last, so long as it’s misogynist for agencies to uncontrived questions or clarifications.

9. Project timelines

Every social media RFP should indicate proposal and project deadlines—that’s why you won’t find a social media RFP example without one.

In this section, provide a structured proposal schedule that vendors can follow. If your project is tied to a specific stage or event, include those key wordage dates too, but if you’ve got some flexibility, it’s OK to be wholesale here.

A social media RFP timeline may include:

  • Deadline to RSVP participation
  • Meeting period with vendors for preliminary discussions
  • Deadline for agencies to submit questions
  • Proposal submission deadline
  • Finalist selection
  • Finalist presentations
  • Selection of winning proposal
  • Contract negotiation period
  • When notifications will be sent to bidders who were not selected
  • Include a nonflexible deadline or target project date. If key milestone and deliverable deadlines are once in place, that should be indicated here as well.

10. Proposal evaluation

Just like your teacher provided you with a rubric when in your schooldays, you should offer vendors a well-spoken set of judgment guidelines to work towards. How can they wow you if they don’t know what wows you?

Both you and prospective vendors should know superiority of time how their proposals will be evaluated. List the criteria you will measure and how each category will be weighted or scored.

The National Institute of Urban Affairs provides a detailed orchestration outlining how each using will be judged. Intimidating? Yes. Crystal clear? Also yes.

National Institute of Urban Affairs eligibility and pre-qualification criteria

SOURCE: National Institute of Urban Affairs

Be as transparent well-nigh your organ selection process as possible. If a rubric template or scorecard is available, include it here. If evaluators will provide comments, let bidders know whether they should or should not expect to receive them.

Finally, indicate the stated budget’s role in your decision-making process. Will it be revealed to evaluators without they’ve scored the proposal? How will forfeit vs. value be determined?

Social media RFP template

If you skimmed over all that content, we don’t vituperation you—it’s a lot to take in and process!

That’s precisely why we built this self-ruling social media RFP example: a template to make things easy for you.

Use this social media RFP template as a starting point, and tailor it to your needs. You’ll be worldly-wise to use this to create your own in minutes and find the right vendor to help you unzip your goals.

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The post Social Media RFP: Self-ruling Templates and Examples appeared first on Social Media Marketing & Management Dashboard.

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