RFP Intake Form
Timeframes and Internal Resources
Initial Intake Section
Rep Name
First Name
Last Name
Rep Email
example@example.com
Product Group
Digital
Microfilm
Metadata
Automated
Onsite
Institution
RFP Title
Source
URL/link
RFP Upload
Browse Files
Cancel
of
What is the due date?
/
Month
/
Day
Year
Date
What is the due date time?
E.g. 1:00 PM EDT
What is the due date for Clarification Questions?
/
Month
/
Day
Year
Date
What is the estimated timeline?
Statement of Work
Notes
Pre-Proposal Conference or Site Visit?
No
Yes, Mandatory
Yes, Not mandatory
If yes, Date/Time
Fit
Is the prospect in our target market?
Yes
No
Do you know the contract value?
Yes
No
If yes, what is the contract value?
How well do you understand the prospect’s challenges and the proposed solutions?
I do not understand their challenges and need clarity
I understand their challenges but am unsure of a fit
I understand their challenges and see gaps where we provide value
I have a clear understanding of their challenges and know exactly our proposed solution
How fully vetted are the requirements?
I have not vetted them
Looks challenging, we meet less than half the requirements from the onset, I will have to speak to multiple partners/professional services or other stakeholders.
We meet at least half the requirements, but it still looks challenging. Multiple conversations and inputs still needed.
Gaps identified, but we meet at least 70% of the requirements from the onset.
We offer a great solution and fit the majority of requirements.
Does the require any external involvement (e.g. partners)?
Relationship and Timing
What is your relationship with this incumbent opportunity?
This is a blind RFP
I have had a discovery call
I feel there's a good chance for consideration
I have been anticipating this RFP
How well developed is your relationship with the contact? What kind of relationship?
I don’t have a relationship
I have a relationship with an influencer
I have a relationship with a decision maker who is also in touch with other vendors
I have a relationship with a decision maker who is helping to manage this process
Have we influenced the RFP requirements?
Not at all
They use terminology from other vendors/competitors
They use terminology from us and other vendors
They are using our terminology and are strongly in favor of us
Notes
Competitor Language
Who is/are the competitor(s) for this opportunity?
Is there visible competitor language in the RFP?
No-bid
Reason behind decision to not bid:
Did all stakeholders agree with the decision to not bid?
Yes
No
Additional Notes:
Yes-Bid & Requirements
Prepping rep for import and first pass in Loopio.
Are the prospect's business objectives clear, or do we require further clarification?
Is there any sampling/photos needed to provide pricing or identify workflows?
Elaborate
Delivery Method
Postal Service (leave 4 days for shipping)
Electronic, via web portal
Electronic, via email
Periods Specific Stakeholders will not be available (site visits / vacation):
Name + Dates
Attachments Needed (samples, targets, insurance, etc.):
Kick-off Call / First Pass
Specific Technical Requirements (font, separate documents, format, arrangement, etc.):
Equipment and materials to be used (i.e. camera, cradle, etc.):
General workflow to be utilized or any special considerations (i.e. ppi, material prep, special handling, etc.):
Notes from Kick-off Call:
Submit
Should be Empty: