Free Template

Find the Right Email Marketing Partner — Faster

Evaluating email marketing platforms or agencies is time-consuming without the right structure. This free RFP template gives you a ready-to-use framework to compare vendors fairly, ask the right questions, and make a confident decision.

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Find the Right Email Marketing Partner — Faster

📄 Complete RFP framework❓ The right questions to ask vendors⚖️ Scoring & evaluation matrix⚡ Ready to send immediately

A Complete RFP Framework

Pre-built sections covering company background, technical requirements, pricing structure, support expectations, and evaluation criteria.

The Right Questions to Ask

Vendor-specific questions that surface the differences that actually matter — deliverability, automation, integration depth, and contract flexibility.

Scoring & Evaluation Guide

A structured approach to scoring vendor responses so you can compare apples to apples and defend your recommendation internally.

What's inside —

How to Use This Template

A quick guide to customizing the RFP for your specific situation — whether you're switching platforms, evaluating agencies, or running a formal procurement process.

Company & Program Background

The section where you describe your organization, your current email program, and what you're looking for in a new partner — giving vendors the context to respond meaningfully.

Technical & Feature Requirements

A comprehensive list of technical requirements to complete — from deliverability tools and automation capabilities to API integrations and reporting.

Pricing, Support & Evaluation Criteria

How to structure your pricing request, what support questions to ask, and a scoring matrix for evaluating and ranking vendor responses.

Skip the Vendor Runaround

A well-crafted RFP gets you better vendor responses in less time. This template has been designed to surface the information that actually matters for email marketing decisions — not generic IT procurement boilerplate.

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