OMG your RFP is killing me!

What is the nature of RFPs and how to do them best? My friend Mike Rohde had the pleasure to attend the SXSW conference this year and created some brilliant sketchnotes on the topic of how to deal with Requests for proposals.

RFP email marketing infographic

Lessons when writing an RFP for email software selection:

There are some great takeaways for when you are running your own RFP for email software selection and for more creative email marketing agencies.

  • Limit the number of agencies you invite to a pitch to 4 – 6, but four is better
  • Avoid RFPs in the summertime
  • Synch launch with evaluations
  • Follow up with the losing vendors so they know what happend and why . Explanations help.
  • Allow for creative responses on creative RFPs (full service email agency), dont expect then on technical RFPs (email software vendor only)
  • Try and meet the actual team on the service provider side that will be working on your (email marketing and implementation projects. The vendors sales people can facilitate, but meet the real people.
  • And lastly: When a bid is too good to be true, it usually is.

    Great points to take away and as always very nicely sketchnoted by Mike, check his stream of of other sketchnotes here or subscribe to his newsletter.

    About Jordie van Rijn

    Jordie van Rijn is an independent email marketing consultant and analyst. He is the founder of Email Vendor Selection and specializes in smart email marketing, online marketing strategy, software selection, campaign management, optimisation and RFP / vendor selection. He tested, reviewed, and wrote about 100+ business software including email marketing services, CRMs, ecommerce platforms, and online course creators. Published in-depth email marketing guides for financial service, ecommerce, travel, restaurant, and fashion industries.
    Named one of "50 Online Marketing Influencers to Watch" by Entrepreneur magazine. Companies like Scania, KLM, Unilever, AEGON, CZ, FNV, NRC Media have asked me for advice.

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