Get this template plus 350+ other premium business tools & templates at www.demandmetric.com

1. Mobile Marketing Services RFP
Purpose
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.
1

2. Title Page
[Insert Company Name or Logo]
Mobile Marketing Services Request for Proposal
[Insert Date]
Effective Date
Document Owner:
Version:
Version Date Revision / Description Author:
Approval:
Approver Title:
Approval Date:
2

3. 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
9
3

4. 6. Estimated Budget & Resources Required
10
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
4

5. 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
5

6. 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 who is
responsible for managing the RFP process formally confirms these communications in
writing. In no case shall verbal communication govern over written communications.
Please submit your proposal on or before August 1, 2012
Please send questions related to this RFP, and proposals to:
Our Company
Attn: Jane Doe
Email: jdoe@companyxyz.com
Tel: 212-222-2222
Fax: 212-222-2223
Address: 1 Main Street
6

7. Anywhere, USA
11111
3.4 Evaluation Criteria
The purpose of this section is to identify consultants with the interest, capabilities, and
financial ability to provide mobile marketing implementation-consulting services, as defined
in the “Scope of Work.”
All proposals will be evaluated systematically, based on the following key criterion:
 Past Results
 Budget
 Support
 Etc.
3.5 Short-list Selection
Consultants who have demonstrated their capacity to meet our needs will be contacted via
phone and/or e-mail to be notified of their selection to move forward in the RFP process.
Consultants who have not been selected will not be contacted.
4. Scope of Work & Business Requirements
This section will provide a categorized list of business requirements, with an associated
description for each requirement. These requirements will provide the foundation for
consultant presentations, discussions, and negotiations.
4.1 Business Process Review Workshop (2-5 days)
7

8.  Understand Business Goals & Objectives - discussions with Senior Management to
identify business goals & objectives of adopting mobile marketing. Develop internal
alignment on role of mobile marketing and identify any project risks.
 Analysis of Current Processes – Workshop with department leaders to identify
areas of opportunity.
 Develop Business Requirements – based on business process analysis, work with
key stakeholders to develop requirements for marketing, sales and customer service.
4.2 Mobile Media System Selection
 RFP Development – provide guidance and write a request for proposal (RFP) for a
Mobile Marketing System that meets the requirements from the business process
workshop. This can include (but is not limited to) RPFs for the following purposes:
o Website Re-Design (Mobile Friendly)
o SMS Service Providers
o Mobile App Design
o Etc.
 Consultant Analysis & Recommendations – Based on previous experience working
with their systems, provide advice on which services to consider and make
recommendations regarding which services to select.
 Contract Negotiation – work with us to negotiate the best possible pricing.
4.3 Mobile Media Systems Integration
This section will vary depending on the mobile marketing system that you have selected.
However, you can find a few sample requirements below:
 Process Mapping – customization of fields and processes within new mobile
marketing system to match current workflows and business processes.
8

9.  Data Migration – facilitate the importing of data from CRM and Marketing systems
to populate the mobile marketing system with prospect contact information.
 Documentation - build a system administration and user manual to document how
the system works and provide reference material to internal system administrator.
4.4 Mobile Marketing Program Integration
This section will vary depending on the mobile marketing system that you have selected.
However, you can find a sample requirement below:
 Campaign Design – Integration of mobile marketing into existing marketing mix.
4.5 Support & Training
This section will vary depending on the mobile marketing system that you have selected.
However, you can find a few sample requirements below:
 System Administrator Training – ensure internal system administrator is fully
comfortable managing the system on a day-to-day basis.
 Help Improve Adoption - explain how your consulting services package will ensure
that all system users adopt the new mobile marketing program.
5. Consultant Information
All consultants must also submit the following information:
 Corporate Overview – legal name; year of incorporation; number of employees.
 Services – description of all services and products supplied.
 Markets Served – description of geographic/industry markets served.
9

10.  Partners – list of current vendors and partners.
 Customer References – Success stories (similar in scope and industry).
6. Estimated Budget & Resources Required
All consultants must provide a breakdown of costs related to the mobile marketing
implementation-consulting services as outlined in the “Scope of Work.”
Consultants must agree to keep the quoted pricing in their proposals for a minimum of 90
days after proposal submission.
Finally, all proposals must include a project schedule & work breakdown structure, which
identifies timelines, key milestones, project phases, or other project plan information.
10