Agency / Vendor Scorecard & RFP Template
Run a structured agency selection process with an RFP timeline, vendor profile, question bank, pricing matrix, weighted scorecard, reference checks, and final recommendation tab.
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Evaluate marketing agencies with a complete RFP and scorecard workbook
This workbook gives marketing leaders a ready-to-use vendor evaluation system for SEO, PPC, content, paid social, GEO/AEO, programmatic, Reddit, and other marketing partners. Use it to define the selection timeline, collect standardized agency responses, compare pricing, score each vendor, and document the final recommendation.
RFP timeline
Plan every phase of the vendor selection process, from requirements gathering and agency longlisting to pitch presentations, reference calls, and contract negotiation.
Vendor response fields
Collect each agency’s company details, service capabilities, team structure, case studies, compliance answers, and implementation approach in one standardized profile.
Pricing comparison
Compare setup fees, retainers, hourly rates, project costs, ad spend fees, and service-specific pricing across up to four shortlisted agencies.
Weighted decision scorecard
Score agencies on strategic fit, team quality, methodology, reporting, pricing, references, and risk so the final recommendation is easier to defend.
Template sections
The tabs walk you from project planning through vendor selection, so every agency is evaluated against the same criteria instead of whoever delivered the most polished pitch.
Who This Template Is For
CMOs, marketing leads, growth teams, and procurement partners comparing agencies or specialist vendors across multiple marketing channels. It is especially useful when several stakeholders need a transparent way to choose between shortlisted partners.
How To Use It
Start on the Project Timeline tab to define the RFP process and owners. Share the Vendor Profile and RFP Questions tabs with shortlisted agencies, then transfer pricing into the Pricing Matrix. Have each evaluator complete the Scorecard, run reference checks, and use the Decision Summary tab to document the final recommendation.
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