Free Marketing RFP

Fully editable with custom branding and templated offering.

Free Marketing RFP

Fully editable with custom branding and templated offering.

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First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.
First Name
Last Name
Acme LLC.
Client
First Name
Last Name
Corporation Corp.

Free Marketing RFP

Fully editable with custom branding and templated offering.

Free Marketing RFP

Fully editable with custom branding and templated offering.

Bonsai has helped create 1,023,928 documents and counting.

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business owners

Date: March 8th 2023


Between:

Coach:

First_name
Last_name
Acme LLC.
Client:

First_name
Last_name
Corporation Corp.

This Contract is between Client (the "Client") and Acme LLC, a California limited liability company (the "Coach").

The Contract is dated January 23, 2023.

1. WORK AND PAYMENT.

1.1 Project. The Client is hiring the Coach to develop a coaching relationship between the Client and Coach in order to cultivate the Client's personal, professional, or business goals and create a plan to achieve those goals through stimulating and creative interactions with the ultimate result of maximizing the Client's personal or professional potential.

1.2 Schedule. The Coach will begin work on February 1, 2023 and will continue until the work is completed. This Contract can be ended by either Client or Coach at any time, pursuant to the terms of Section 4, Term and Termination.

The Coach and Client will meet by video conference, 4 days per month for 2 hours.

1.3 Payment. The Client will pay the Coach an hourly rate of $150. Of this, the Client will pay the Coach $500.00 (USD) before work begins.

1.4 Expenses. The Client will reimburse the Coach's expenses. Expenses do not need to be pre-approved by the Client.

1.5 Invoices. The Coach will invoice the Client in accordance with the milestones in Section 1.3. The Client agrees to pay the amount owed within 15 days of receiving the invoice. Payment after that date will incur a late fee of 1.0% per month on the outstanding amount.

1.6 Support. The Coach will not be available by telephone, or email in between scheduled sessions.

2.DUTIES AND RESPONSIBILITIES.

- A coaching relationship is a partnership between two or more individuals or entities, like a teacher-student or coach-athlete relationship. Both the Client and Coach must uphold their obligations for the relationship to be successful.

- The Coach agrees to maintain the ethics and standards of behavior established by the International Coaching Federation (ICF).

- The Client acknowledges and agrees that coaching is a comprehensive process that may explore different areas of the Client's life, including work, finances, health, and relationships.

- The Client is responsible for implementing the insights and techniques learned from the Coach.

3. REPRESENTATIONS.

3.1 Overview. This section contains important promises between the parties.

3.2 Authority To Sign. Each party promises to the other party that it has the authority to enter into this Contract and to perform all of its obligations under this Contract.

3.3 Coach Has Right To Give Client Work Product. The Coach promises that it owns the work product, that the Coach is able to give the work product to the Client, and that no other party will claim that it owns the work product. If the Coach uses employees or subcontractors, the Coach also promises that these employees and subcontractors have signed contracts with the Coach giving the Coach any rights that the employees or subcontractors have related to the Coach's background IP and work product.

3.4 Coach Will Comply With Laws. The Coach promises that the manner it does this job, its work product, and any background IP it uses comply with applicable U.S. and foreign laws and regulations.

3.5 Work Product Does Not Infringe. The Coach promises that its work product does not and will not infringe on someone else's intellectual property rights, that the Coach has the right to let the Client use the background IP, and that this Contract does not and will not violate any contract that the Coach has entered into or will enter into with someone else.

3.7 Client-Supplied Material Does Not Infringe. If the Client provides the Coach with material to incorporate into the work product, the Client promises that this material does not infringe on someone else's intellectual property rights.

4. TERM AND TERMINATION

This Contract is ongoing until it expires or the work is completed. Either party may end this Contract for any reason by sending an email or letter to the other party, informing the recipient that the sender is ending the Contract and that the Contract will end in 7 days. The Contract officially ends once that time has passed. The party that is ending the Contract must provide notice by taking the steps explained in Section 9.4. The Coach must immediately stop working as soon as it receives this notice unless the notice says otherwise.

If either party ends this Contract before the Contract automatically ends, the Client will pay the Contractor for the work done up until when the Contract ends. The following sections don't end even after the Contract ends: 3 (Representations); 6 (Confidential Information); 7 (Limitation of Liability); 8 (Indemnity); and 9 (General).

3. INDEPENDENT CONTRACTOR.

The Client is hiring the Coach as an independent contractor. The following statements accurately reflect their relationship:

- The Coach will use its own equipment, tools, and material to do the work.

- The Client will not control how the job is performed on a day-to-day basis. Rather, the Coach is responsible for determining when, where, and how it will carry out the work.

- The Client will not provide the Coach with any training.

- The Client and the Coach do not have a partnership or employer-employee relationship.

- The Coach cannot enter into contracts, make promises, or act on behalf of the Client.

- The Coach is not entitled to the Client's benefits (e.g., group insurance, retirement benefits, retirement plans, vacation days).

- The Coach is responsible for its own taxes.

- The Client will not withhold social security and Medicare taxes or make payments for disability insurance, unemployment insurance, or workers compensation for the Coach or any of the Coach's employees or subcontractors.

6. CONFIDENTIAL INFORMATION.

6.1 Overview. This Contract imposes special restrictions on how the Client and the Coach must handle confidential information. These obligations are explained in this section.

6.2 The Client's Confidential Information. While working for the Client, the Coach may come across, or be given, Client information that is confidential. This is information like customer lists, business strategies, research & development notes, statistics about a website, and other information that is private. The Coach promises to treat this information as if it is the Coach's own confidential information. The Coach may use this information to do its job under this Contract, but not for anything else. For example, if the Client lets the Coach use a customer list to send out a newsletter, the Coach cannot use those email addresses for any other purpose. The one exception to this is if the Client gives the Coach written permission to use the information for another purpose, the Coach may use the information for that purpose, as well. When this Contract ends, the Coach must give back or destroy all confidential information, and confirm that it has done so. The Coach promises that it will not share confidential information with a third party, unless the Client gives the Coach written permission first. The Coach must continue to follow these obligations, even after the Contract ends. The Coach's responsibilities only stop if the Coach can show any of the following: (i) that the information was already public when the Coach came across it; (ii) the information became public after the Coach came across it, but not because of anything the Coach did or didn't do; (iii) the Coach already knew the information when the Coach came across it and the Coach didn't have any obligation to keep it secret; (iv) a third party provided the Coach with the information without requiring that the Coach keep it a secret; or (v) the Coach created the information on its own, without using anything belonging to the Client.

6.3 Third-Party Confidential Information. It's possible the Client and the Coach each have access to confidential information that belongs to third parties. The Client and the Coach each promise that it will not share with the other party confidential information that belongs to third parties, unless it is allowed to do so. If the Client or the Coach is allowed to share confidential information with the other party and does so, the sharing party promises to tell the other party in writing of any special restrictions regarding that information.

7. LIMITATION OF LIABILITY.

Neither party is liable for breach-of-contract damages that the breaching party could not reasonably have foreseen when it entered this Contract.

8. INDEMNITY.

8.1 Overview. This section transfers certain risks between the parties if a third party sues or goes after the Client or the Coach or both. For example, if the Client gets sued for something that the Coach did, then the Coach may promise to come to the Client's defense or to reimburse the Client for any losses.

8.2 Client Indemnity. In this Contract, the Coach agrees to indemnify the Client (and its affiliates and their directors, officers, employees, and agents) from and against all liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of: (i) the work the Coach has done under this Contract; (ii) a breach by the Coach of its obligations under this Contract; or (iii) a breach by the Coach of the promises it is making in Section 3 (Representations).

8.3 Coach Indemnity. In this Contract, the Client agrees to indemnify the Coach (and its affiliates and their directors, officers, employees, and agents) from and against liabilities, losses, damages, and expenses (including reasonable attorneys' fees) related to a third-party claim or proceeding arising out of a breach by the Client of its obligations under this Contract.

9. GENERAL.

9.1 Assignment​. This Contract applies only to the Client and the Coach. Neither the Client nor the Coach can assign its rights or delegate its obligations under this Contract to a third-party (other than by will or intestate), without first receiving the other's written permission.

9.2 Arbitration. As the exclusive means of initiating adversarial proceedings to resolve any dispute arising under this Contract, a party may demand that the dispute be resolved by arbitration administered by the American Arbitration Association in accordance with its commercial arbitration rules.

9.3 Modification; Waiver. To change anything in this Contract, the Client and the Coach must agree to that change in writing and sign a document showing their contract. Neither party can waive its rights under this Contract or release the other party from its obligations under this Contract, unless the waiving party acknowledges it is doing so in writing and signs a document that says so.

9.4. Noticies.

(a) Over the course of this Contract, one party may need to send a notice to the other party. For the notice to be valid, it must be in writing and delivered in one of the following ways: personal delivery, email, or certified or registered mail (postage prepaid, return receipt requested). The notice must be delivered to the party's address listed at the end of this Contract or to another address that the party has provided in writing as an appropriate address to receive notice.

(b) The timing of when a notice is received can be very important. To avoid confusion, a valid notice is considered received as follows: (i) if delivered personally, it is considered received immediately; (ii) if delivered by email, it is considered received upon acknowledgement of receipt; (iii) if delivered by registered or certified mail (postage prepaid, return receipt requested), it is considered received upon receipt as indicated by the date on the signed receipt. If a party refuses to accept notice or if notice cannot be delivered because of a change in address for which no notice was given, then it is considered received when the notice is rejected or unable to be delivered. If the notice is received after 5:00pm on a business day at the location specified in the address for that party, or on a day that is not a business day, then the notice is considered received at 9:00am on the next business day.

9.5 Severability. This section deals with what happens if a portion of the Contract is found to be unenforceable. If that's the case, the unenforceable portion will be changed to the minimum extent necessary to make it enforceable, unless that change is not permitted by law, in which case the portion will be disregarded. If any portion of the Contract is changed or disregarded because it is unenforceable, the rest of the Contract is still enforceable.

9.6 Signatures. The Client and the Coach must sign this document using Bonsai's e-signing system. These electronic signatures count as originals for all purposes.

9.7 Governing Law. The validity, interpretation, construction and performance of this document shall be governed by the laws of the United States of America.

9.8 Entire Contract. This Contract represents the parties' final and complete understanding of this job and the subject matter discussed in this Contract. This Contract supersedes all other contracts (both written and oral) between the parties.

THE PARTIES HERETO AGREE TO THE FOREGOING AS EVIDENCED BY THEIR SIGNATURES BELOW.

Coach

First_name
Last_name
Acme LLC.
Client

First_name
Last_name
Corporation Corp.
Table of contents

A marketing RFP (request for proposal) is a document specifically for soliciting marketing proposals. This solicitation process is usually done through a bidding process by the business that is interested in procuring the marketing services. However, most firms cringe when marketing RFP example documents land on their desks, mostly because the documents contain so many requests and stipulations that most agencies don't have the expertise for. Some marketing RFP templates are uncertain and are poorly organized, leaving the marketing company at a loss of how to decipher what the solicitor needs.

As a digital marketer looking for more significant business, understanding what request for proposal (RFP) documents are all about is essential. Digital marketing RFP examples are bidding solicitations that companies use to announce that funding is available for a digital marketing project. This process is usually followed by larger companies since small businesses prefer other avenues to solicit marketing services.

However, as a digital marketer, understanding the Ps and Qs of a marketing RFP template may land you the business you have been dreaming of since it isn't the name of the company that will get you the contract; but, the way you handle the digital marketing RFP.

The purpose of the RFP is to convey to the marketing firm what is needed for a particular business relationship, the budget allocated and capabilities required to carry out the campaign successfully. Creating an FRP is time-consuming and wholly involving. However, there are a few elements that are considered when preparing the request for proposal.

Marketing RFP
Image credit: theheights.us

So, what elements should not miss from your marketing RFP template?

1. Showcase your company profile in the marketing RFP

Your company profile outlines your company's background details. This profile isn't similar to a typical "About Us" page that is on every website. Your company profile offers the prospective bidder key insights on your company, allowing the bidders to understand precisely what drives your business. It also indicates your company's differentiators in the market, the value propositions, team structure and other details that explain how your business structure and its projections in the future.

2. Mention your digital environment in the marketing RFP

It's paramount that your marketing RFP example outlines the communication channels you are currently using, and those you have used in the past. This information seems redundant, but it will save you from getting vague or pointless answers. The performance of your current digital platform allows the agency to know where you come from, and they can also project where to take you depending on your needs. You will also outline which digital environment has worked for you, which hasn't, and the general analytics. This step helps the agency to tailor your solutions based on the needs you will have outlined in your digital marketing RPF template.

3. Capture your challengeswhen responding to a marketing RFP

You will have to specify your pain points; otherwise, the chances are that you will end up with generalized solutions that may fail (once again). Without knowing the specific challenges your business is facing concerning marketing, it's almost impossible for the marketing agency to understand what you need. If there are newer solutions or technologies in the market, your business may miss out. Some businesses have had challenges like yours, and they have received solutions from marketing agencies. However, if you keep these pain points hidden, you may miss out on a particular set of strategies and recommendations that may work well with your current business need.

Marketing RFP Example
Image credit: dtkshow.com

4. Mention your business goals when responding to marketing RFPs

Always know what you want. It's well known that getting more traffic isn't the ticket to directly more sales, nor do they guarantee brand affinity or loyalty. It is crucial that you understand the issues deeply, and make sure your marketing RFP template reflects this. Your potential marketer wants to work and grow with you for the long haul, but you can only achieve this through clearly defined business goals in well-structured marketing RFP examples.  

For example, do you wish to gain more market share in the industry, or do you want to target a particular customer type? These requirements will help the bidding agencies understand if they have the capacity to partner with you, and will help the bidding agencies understand the true scope of your needs and how to help you get to where you want to go. Defining what you need also includes letting the winning candidates know how they will work with you. It also allows you to specify a particular geographical region if you feel like it is paramount to your success, as well as detailing how much experience they need before you can sign the contract.

Marketing RFP Sample
Image Credits: narrafy.co

5. Why are marketing RFPs used?

Large corporations and governments use RFPs when soliciting products and services from different providers since it makes the procurement process more transparent, as well as ensuring that the bidders know what they are bidding for.

A typical digital marketing RFP will outline the bidding process, the contract terms and guidance as to how the bids should be formatted. Thus, the solicitor will describe the kind of service providers they need and what they consider as qualifications for eligible service providers. The marketing RFP examples also favor the bidders since they can gauge the health of the soliciting company, thus preventing bad business relationships. Therefore, freelancers should not shy away from handling any RFPs as long as they are within the scope of the services they can provide.

6. Questions you can expect with the marketing proposal RFP

Generally, you should anticipate questions on your company's ability to deliver the digital marketing services. For example, the scope of issues will include (but are not limited to):

  • ‍How your company can manage a budget versus the ROI.
  • ‍How your team will integrate information from data.
  • What competitive edge your digital marketing has over other providers with regards to each digital marketing service.
  • They will want to know what you require from them (the soliciting company) to ensure a successful partnership.
  • Who will own the data and the accounts?
  • You may have to provide contact information of two or three clients, or a case study on the clients or both.

You may have to provide a fee structure for services you plan to offer, as well as how your accounts are structured. Studying how your accounts are structured allows the soliciting company to gauge your company's financial health concerning the size of the project.

Marketing RFP PDF
Image Credits: slideshare.net

7. Be proactive in the marketing proposal RFP

Sometimes, as the bidder, it is useful also to ask questions. This move gives you more insight on the project, and what the client expects from you may be broken down further for clarification. This proactive move also boosts your company's image. While the questions will not influence how the winner is selected, it improves your company's image in case they may need further digital services that won't require a bidding process, your company will have an edge. As you study the digital marketing RFP, these are some of the questions you should ask the prospective client.

  • What tool (if any) will be used to grade the marketing RFP template, and how does it work? What factors will be considered (such as value addition, match to needs, metrics and so on)?
  • What do they consider as the most crucial aspect of the entire project?
  • What happens to competitive responses once they have been submitted? Are they usually considered for future projects or they are binned?
  • Who will review the responses? Will they send blind answers to eliminate any chances of preconceived notions or any form of bias?

8. What not to answer in  the marketing proposal RFP

Please note that the digital marketing RFP process is usually too early to answer detailed questions on biographies of key personnel. You won't have to deal with the process of having to identify and "reserve" key personnel and their teams at this stage. Also, unless asked, provide just generic details lest you are suspected of trying to "bait-and-switch" in case there are shifts in your internal mechanisms (bait-and-switch process involves a company listing influential personnel, and when the contract has started, they are never seen or heard of by the client during the duration of the contract).

Frequently Asked Questions
Questions about this template.