Most RFPs buy a commodity: page counts, templates, a CMS. You end up comparing proposals you can't score and hiring an agency you can't hold accountable.
Lock in goals before debating features. Define scope boundaries so every proposal answers the same brief. Score agency responses on strategy, not just deliverables.
Evaluate every responder on the same criteria: strategy before design, relevant case evidence, scope transparency, process clarity, and post-launch planning.
Catch the patterns that predict a disappointing outcome: vague pricing, no discovery phase, SEO as an add-on, portfolio with no conversion metrics.
You’ll walk out with an RFP that buys outcomes and a scoring system that holds vendors accountable.
B2B marketing and ops leaders scoping a website redesign or new build. If you’re writing an RFP or evaluating agency proposals, this gives you the structure to do both well.
60 to 90 minutes with your decision-maker, marketing lead, and one internal user in the room. Work through the four worksheets in order.
Use Worksheet 3 to score the proposals you received and Worksheet 4 to audit your finalist before signing. The goal and scope worksheets can still surface gaps you need to address in discovery.
No. The worksheets are designed for marketing and ops leaders, not developers. They force clarity on goals, scope, and vendor evaluation without requiring technical expertise.
PDF with four fill-in worksheets: goals scorecard, scope checklist, agency evaluation matrix, and red flag audit. Print and work through them as a team or fill them in digitally.
Yes. The worksheets are structured templates, but you can add criteria, adjust scoring thresholds, or tailor questions to your specific requirements. The framework is the foundation; adapt it as needed.
Whether you need a new website, better performance, or a smarter growth strategy, we’ll meet you where you are and build what’s next. No guesswork—just clear strategy and execution.