Selecting the right partner for your organization is a key element to ensure you are able to deliver on your ambition while meeting financial constraint and legal framework and coping with competition pressure.

Failing to establish a robust RFP process can lead to missed opportunities, inefficiencies, and potential legal challenges, not to mention the risk of selecting unsuitable long term partners.

Having been through this process ourselves, we meticulously documented our methodology and created a program to support our clients with maximum impartiality.

Preparing the upcoming pitch and transition

Before sending the RFP to multiple potential partners, we will sit down with you to ensure all business requirements and needs are taken into account, and to be sure that we understand the different work streams that will need to be involved for a smooth transition. We will :

  • Identify business needs and pain points through a workshop;
  • Review current agency operating model and highlight operational challenges in the transition;
  • Help to write/review RFI and RFP to ensure all business needs are taken into account;
  • Develop a scoring model;
  • Build a financial model to analyze the upcoming agencies proposals.

During the RFP process

We will be an integral part of your team and will support you during the evaluation process by:

  • Assisting in meetings, taking notes and helping you prepare key questions to challenge the agencies partners;
  • Collaborating with your procurement team to understand the agency cost structure;
  • Conducting an agency technology due diligence;
  • Building an agency comparison chart;
  • Implementing a live campaign test between the two final agencies and auditing their execution proficiency.

After the RFP

The transition phase is often an underestimated workstream of agency transition. Advertisers could experience negative impacts when a new agency takes over, including delays in media plan and campaign activation, a decrease in performance due to differences in agencies’ optimization approaches, or even campaign cancellations due to problems with technology access.

We can act as a neutral party to ensure a smooth transition and avoid any disruption period by:

  • Facilitating the transition between technology accounts;
  • Documenting offboarding and onboarding;
  • Defining the workflow and RACI.