Creating a clear, detailed request for proposal (RFP) helps enterprise teams find the ideal creative partner. But this takes time and collating all the details isn’t easy—which is why most teams use templates to guide RFP creation. This article curates eight of the best examples of how to get it right.
Creative agency requests for proposals (RFPs) are conversation starters—incredibly important icebreakers.
It’s a high-stakes, high-effort process for everyone. Communication breakdowns mean neither side gets what they need.
RFP templates help avoid these pitfalls, consolidating the essential information needed to spark meaningful conversations with outsourced creative partners in a simple, effective and repeatable format.
This article walks through eight creative agency RFP templates, explaining why they’re the best examples for making the most of the template you’re using or even becoming your go-to format for enterprise creative RFPs.
This list of resources—including templates—will help you capture the key details required for an efficient and effective creative partner selection process.
Rather than create another template, we built a checklist that identifies what to include in the company overview, scope of work (SOW), submission guidelines and other key areas of these specialized RFPs. As a companion to this checklist, we’ve also written an expert-led article on RFP best practices.
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Adobe’s RFP template is simple and clean. As industry experts, they also share relevant insights into the full processes and best practices for creating creative services RFPs.
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Beyond the RFP document itself, Asana breaks down the entire RFP process from start to finish.
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A trusted authority on marketing topics, HubSpot tackled this challenge with style, creating strong how-to content along with its RFP templates.
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This work management platform gives you a range of marketing and graphic design RFP templates to explore.
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Wrike’s collaborative platform lets you build your own templates and their article on digital marketing RFPs includes a list of fields that you can include. The best parts:
ClickUp takes a unique approach to its RFP materials. In addition to a general overview of RFPs, it provides a web development RFP template. Since web development is a professional service, like creative services, the core content is very relevant and easily adapted.
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While not as formal as some of the other RFP templates and examples, Tome’s highly visual, user-friendly creative services RFP template helps demystify the entire process.
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Whether you’re in the process of issuing an RFP or identifying prospective enterprise creative partners, we’d be happy to start a conversation to learn more about what you’re looking for and how we can help.
Michelle enjoys learning from and empowering ambitious marketers and creatives focused on scaling design and fueling growth.🚀 With more than two decades of experience, she’s worked at both agencies and in-house teams at companies of all sizes in the United States and Canada. She began her career as an advertising copywriter, remastering these skills as a content marketer and becoming a subject matter expert on everything from frozen pies and financial statements to SaaS and now CaaS. Connect with her on LinkedIn.