Ad Agency RFI Template

1. Ad Agency RFI Template Ad Agency Request For InformationPurposeUse this tool to help you design a Request for Information (RFI) for Ad Agency Selection.Title Page [Insert Company Name or Logo] Ad Agency Request for Information [Insert Date]

2. 1. Request For Information (AGENCY XYZ Name)Based on AGENCY XYZ’s accomplishments in our industry to date, we have identifiedyour agency as a potential agency partner, and would like to invite your consideration inour RFP process. Of those agencies that respond to this Request For Information, threeagencies will be asked to submit a proposal for comprehensive agency services todemonstrate their qualifications for a three-year engagement. Additional detail on theprogram objectives, competitive landscape and industry, go-to-market strategy will beprovided to all three finalists. The annual budget for agency services that will be providedby the new agency of record is estimated at: $______ annually.IMPORTANT NOTE: All costs related to the submission of this RFI and the subsequentRFP must be assumed by the submitting agency. No expenses will be reimbursed.2. DeadlineRequired information is due at TIME on the XX day of MONTH, YYYY.3. Questions Regarding RFIAll inquiries concerning this RFI should be submitted to EMAIL ADDRESS using thesubject line, “RFI INQUIRY.”The deadline for submitting questions concerning the RFI is TIME on the XX day ofMONTH, YYYY.4. Action RequiredPlease return the following information via e-mail to CONTACT EMAIL ADDRESS using thesubject line, “AGENCY RFI.” 1. Request For Information (AGENCY XYZ Name)Based on AGENCY XYZ’s accomplishments in our industry to date, we have identifiedyour agency as a potential agency partner, and would like to invite your consideration inour RFP process. Of those agencies that respond to this Request For Information, threeagencies will be asked to submit a proposal for comprehensive agency services todemonstrate their qualifications for a three-year engagement. Additional detail on theprogram objectives, competitive landscape and industry, go-to-market strategy will beprovided to all three finalists. The annual budget for agency services that will be providedby the new agency of record is estimated at: $______ annually.IMPORTANT NOTE: All costs related to the submission of this RFI and the subsequentRFP must be assumed by the submitting agency. No expenses will be reimbursed.2. DeadlineRequired information is due at TIME on the XX day of MONTH, YYYY.3. Questions Regarding RFIAll inquiries concerning this RFI should be submitted to EMAIL ADDRESS using thesubject line, “RFI INQUIRY.”The deadline for submitting questions concerning the RFI is TIME on the XX day ofMONTH, YYYY.4. Action RequiredPlease return the following information via e-mail to CONTACT EMAIL ADDRESS using thesubject line, “AGENCY RFI.”

3. Please compete the form belowName of FirmAddressPoint of Contact (Name & Title)Point of Contact (Phone & Email)Website URLDate Is location of agency an issue? Yes/NoState your intentions below: • Intention #1 • Intention #2 • Intention #3 List of clients (name only) that your agency has served in YOUR INDUSTRY/ VERTICAL MARKETS: • Client #1 • Client #2 • Client #3 • Client #4 • Client #5 Are you aware of any conflicts of interest? (ex. Are you working with any of our competitors?). Yes/No Please compete the form belowName of FirmAddressPoint of Contact (Name & Title)Point of Contact (Phone & Email)Website URLDate Is location of agency an issue? Yes/NoState your intentions below: • Intention #1 • Intention #2 • Intention #3 List of clients (name only) that your agency has served in YOUR INDUSTRY/ VERTICAL MARKETS: • Client #1 • Client #2 • Client #3 • Client #4 • Client #5 Are you aware of any conflicts of interest? (ex. Are you working with any of our competitors?). Yes/No

4. If you are working with any of our competitors, please list below: • Competitor #1 • Competitor #2Please provide three one- paragraph success stories (not more than 150words each) that highlight how you have helped clients achieve the followingobjectives: • List Objective #1 • List Objective #2 • List Objective #3 Success Story #1: Success Story #2: Success Story #3: Please provide a 100- word explanation of why your agency is a good fit for our company: If you are working with any of our competitors, please list below: • Competitor #1 • Competitor #2Please provide three one- paragraph success stories (not more than 150words each) that highlight how you have helped clients achieve the followingobjectives: • List Objective #1 • List Objective #2 • List Objective #3 Success Story #1: Success Story #2: Success Story #3: Please provide a 100- word explanation of why your agency is a good fit for our company:

5. Please provide a short biography for each member of the proposed account team: • Biography #1: • Biography #2: • Biography #3: • Biography #4: • Biography #5:All agencies that wish to be considered for the RFP process must return this completeinformation no later than TIME, DATE. The three finalists will be notified by email of theirselection no later than DATE, and will have four weeks to prepare a proposal, which will bepresented in person at our headquarters in CITY, STATE.(Date)Agency ExecutiveAgency NameAddressCity, State ZIP Please provide a short biography for each member of the proposed account team: • Biography #1: • Biography #2: • Biography #3: • Biography #4: • Biography #5:All agencies that wish to be considered for the RFP process must return this completeinformation no later than TIME, DATE. The three finalists will be notified by email of theirselection no later than DATE, and will have four weeks to prepare a proposal, which will bepresented in person at our headquarters in CITY, STATE.(Date)Agency ExecutiveAgency NameAddressCity, State ZIP