Loyalty Program
RFP Worksheet
Organize the functional, non-functional and
pricing-related requirements for your loyalty
program’s Request For Proposal.
Organize the functional, non-functional and
pricing-related requirements for your loyalty
program’s Request For Proposal.
Download worksheet
Each company has its own needs and priorities when it comes to choosing a loyalty tech. Sending out RFPs can greatly speed up and streamline the selection process — but coming up with an all-encompassing RFP can be a bit challenging. If you wish to avoid spending too much time researching the perfect criteria or building the right format for your Request for Proposal, then I’m happy to say that our worksheet is the perfect resource for you. Although it’s not a one-size-fits-all solution, it’s the perfect baseline to get a grip on the project.
Each company has its own needs and priorities when it comes to choosing a loyalty tech. Sending out RFPs can greatly speed up and streamline the selection process — but coming up with an all-encompassing RFP can be a bit challenging. If you wish to avoid spending too much time researching the perfect criteria or building the right format for your Request for Proposal, then I’m happy to say that our worksheet is the perfect resource for you. Although it’s not a one-size-fits-all solution, it’s the perfect baseline to get a grip on the project.
An RFP, or request for proposal, is a type of business document that helps companies share the details about a project, in this case, the launch or revamp of a customer loyalty program. The primary goal of a loyalty program RFP is to solicit proposals from various vendors. To do so, the organization must research, validate its concept and program objectives, as well as craft a list of questions. But in the long run, this approach undoubtedly leads to better results.
The aim of this worksheet is to help businesses realize their vision of how their RFP for loyalty technology vendors should look. It features questions that are considered must-haves for these kinds of documents, organized according to logical categories, and predetermined answers to help unify the answers. Of course, feel free to add your own questions and customize the worksheet as you see fit.
