Mobile Marketing RFP Template by demandmetric


Your Problem

You need to hire a consultant or agency to help you with mobile marketing.

Our Solution

A Microsoft Word template for a Request for Proposal (RFP) for Mobile Marketing Consulting Services.

Key Benefits

professional 10-page RFP template
attract top agencies & consultants
outlines scope of work & requirements
save 5 hours on writing/formatting
provides a real-world example

More Info
									Mobile Marketing Services RFP

The purpose of this tool is to help you design a Request for Proposal (RFP) for Mobile
Marketing Consulting Services.

An RFP is a formal invitation to request vendor proposals that meet specific business
requirements and purchasing criteria. Consultants interested in pursuing the opportunity
will respond with their approach to delivering on your requirements, provide a detailed
project plan & budget, and relevant references. An RFP is useful for expediting the
contracting process, once negotiations are complete.

How to Use this Template

Complete the following sections with your project team. Cut & paste this information into
a document that reflects your corporate image, and deliver your RFP to a short-list of
potential consultants for review and proposal submission. Be sure to cut out requirements
you don’t need, and add any that are particular to your organization.

Title Page

                        [Insert Company Name or Logo]

                 Mobile Marketing Services Request for Proposal

                                     [Insert Date]

Effective Date
Document Owner:
Version Date Revision / Description Author:

Approver Title:
Approval Date:

Table of Contents                                          Page

1. Company Information                                     4

    1.1 Corporate Overview
    1.2 Technology Environment

2. Statement of Work                                       4

    2.1 Purpose
    2.2 Scope
    2.3 Schedule

3. Proposal Submission Procedure                           5

    3.1   Consultant RFP Reception
    3.2   Good Faith Statement
    3.3   Communication & Proposal Submission Guidelines
    3.4   Evaluation Criteria
    3.5   Short-list Selection

4. Scope of Work & Business Requirements                   7

    4.1 Business Process Review Workshop
    4.2   Mobile Media System Selection
    4.3   Mobile Media System Customization
    4.4   Mobile Marketing Program Implementation
    4.5   Support & Training

5. Consultant Information

6. Estimated Budget & Resources Required

1. Company Overview

1.1    Corporate Overview

Provide a description of your organization including:

      Company size
      Number of locations & staff
      Current mobile marketing activities & systems
      Key stakeholders
      System expansion plans
      Business goals that you are looking to achieve

1.2    Technology Environment

Provide a detailed description of the technological environment in which your company is
currently operating:

      CRM system
      Marketing systems
      Mobile operating system
      Server operating system
      Desktop operating system
      Programming languages
      Web-architecture
      Applications, etc.

2. Statement of Work
2.1   Purpose
The purpose of this Request for Proposal (RFP) process is to invite consultants to submit
their proposal to provide mobile marketing implementation-consulting services. This
document contains business requirements that are necessary for the success of the
Company XYZ mobile marketing initiative.

2.2   Scope
Provide a detailed description of how each department will be involved in the mobile
marketing initiative. Additionally, document what is in scope for this project and explicitly
state what is not in scope. If you are planning on a phased approach, provide a summary
or bulleted list of what each phase will look like from your perspective.

If you have already completed a project charter, feel free to include details from your
charter here.

2.3    Schedule

This schedule is based on our current timelines, but is subject to change.

Project Milestones                           Deadline

RFP Delivered to Consultants                 July 1, 2012

RFP Question Period Ends                     August 1, 2012

RFP Close Date                               August 12, 2012

Conduct Consultant Evaluations               September 15, 2012

Award Contract to Consultant                 October 1, 2012

3. Proposal Submission Procedure

3.1   Consultant RFP Reception
By responding to this RFP, the consultant agrees to be responsible for fully understanding
the requirements or other details of the RFP, and will ask any questions to ensure such
understanding is gained. [Insert your company name] retains the right to disqualify
consultants who do not demonstrate a clear understanding of our needs. Furthermore, the
right to disqualify a consultant extends past the contract award period and [insert your
company name] will be at no fault, cost, or liability.

3.2   Good Faith Statement
All information provided by [insert your company name] is offered in good faith.   Specific
items are subject to change at any time based on business circumstances.

[Insert your company name] does not guarantee that any particular item is without error.
[Insert your company name] will not be held responsible or liable for use of this
information or for any claims asserted therefrom.

3.3   Communication & Proposal Submission Guidelines
Communications shall not be effective, unless a specified procurement executive
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