Marketing Agency RFP
Covers brand strategy, digital campaigns, creative services, reporting cadence, and retainer vs. project pricing models.
What's Included
Choosing the wrong marketing agency costs more than the retainer — misaligned strategy, missed deadlines, and brand inconsistency can take years to repair. This template puts structure around the agency evaluation process so marketing directors and brand managers can compare agencies on the dimensions that actually predict success: strategic thinking, creative process, measurement approach, and team continuity.
The six-section framework collects agency credentials, capability depth, campaign strategy, portfolio evidence, all-in pricing, and team communication norms. Because agencies fill in structured fields rather than submitting free-form decks, reviewers spend time on substance rather than reformatting submissions for comparison.
Designed for marketing directors, CMOs, and brand managers at organizations with annual marketing budgets of $250K or more who need to select an agency partner for multi-channel campaigns, brand refreshes, or demand generation programs.
Suitable For
5
Sections
16
Fields
Free
No Credit Card
Template Structure
Preview the sections, fields, and pricing tables included in this template.
Assess the agency's service breadth, industry experience, and technology stack. Describe all services delivered in-house, your experience and client roster in our industry vertical, the marketing technology platforms and tools your team uses, and your brief-to-delivery creative process including revision cycles and approval gates.
| Field | Type |
|---|---|
| Label | TEXT |
| Response | MULTILINE |
Evaluate the agency's strategic thinking and ability to connect marketing activity to business outcomes. Describe your approach to developing a marketing strategy for a new client, how you research and maintain buyer personas, which channels you would prioritize for this engagement and why, and what KPIs you would track and how you would report against them.
| Field | Type |
|---|---|
| Label | TEXT |
| Response | MULTILINE |
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