B2B LEAD GENERATION REQUEST FOR PROPOSAL
Editable starting brief from CallTeam. Adapt to your purchasing process.

OUR BUSINESS AND OFFER
What we sell:
Relevant evidence we can provide:
What our sales team handles:

TARGET ACCOUNTS AND BUYERS
Industries and operating conditions:
Company size or other material fit criteria:
Buyer roles:
Territories, languages and working coverage:
Exclusions and existing account relationships:

WORK TO INCLUDE
Account research and contact preparation:
Human calling:
Agreed follow-up:
Qualification and appointment scheduling:
Reporting and CRM / sales handoff:

MEETING REQUIREMENTS
Account fit:
Relevant buyer involvement:
Confirmed question / purpose:
Buyer agreement:
Information the seller needs before attending:
No-show and wrong-fit handling to clarify:

TIMING AND COMMERCIAL RESPONSE
Desired start / proposal deadline:
Budget, if known:
Ask providers to state fixed fees, billing periods, preparation charges,
variable costs, minimum commitments, notice and exit arrangements.

PLEASE ANSWER
1. How will you select accounts and prepare usable contact records?
2. Who owns each part of execution, including open replies and callbacks?
3. What must our team supply, approve and follow through on?
4. How do you qualify, confirm and record the buyer's agreement?
5. Which records and reporting will we receive, and what access is agreed?
6. What exactly is included in the price, and what remains unresolved?
7. Which relevant past engagement can we assess, with period and definitions?

OPEN REQUIREMENTS
Confirm contact eligibility, data and record use, system access, approvals,
launch dependencies and each party's responsibilities.

This is a campaign buying brief, not a contract.
Prepared resource: https://www.callteam.ca/b2b-lead-generation-rfp-template/
Compare responses: https://www.callteam.ca/lead-generation-proposal-comparison/