Free B2B lead generation RFP template
Define the buyers, work and meeting requirements before you ask for quotes. Build a brief you can copy, print and send to the agencies you want to consider.
Free. No account or email required. Editable plain-text downloads.
A lead generation RFP is a request for proposal: a brief that lets agencies respond to the same campaign requirements. Use this resource for B2B appointment setting, cold calling or outsourced SDR work, with a formal procurement process or a straightforward buying conversation.
Six short fields
The first five fields are required. Timing and budget can stay open. Keep confidential client names and sensitive records out of the brief.
The builder runs in your browser. Inputs and output are masked from session replay. Copy or print to keep your brief; it is not sent with a booking.
Your campaign requirements
Check the wording, add any exclusions and confirm the open requirements before sharing it. No agency has received this brief.
This buying brief is a starting document. Agree commercial terms and obligations separately.
Discuss My Campaign Brief ↗Download the editable template or use the completed fictional example as a guide.
A fictional ERP provider
This example shows the level of detail needed for an initial response. It represents no real client or agency proposal.
ERP software for wholesale distributors in the US and Canada. Reach CFOs and finance leaders. Include research, human calling and follow-up.
A useful meeting: a suitable distributor, a relevant finance owner, a confirmed reporting question and agreement to an introductory conversation.
Ask each agency for account exclusions, data preparation, caller responsibilities, meeting notes, fees, launch dependencies and the client's role.
An itemised response makes those choices visible before anyone commits to the campaign.
Put these questions beside the brief
Which companies belong in the campaign, what is excluded and how will contact records be prepared?
Who researches, calls, handles agreed follow-up, qualifies and schedules? What must your team provide?
What confirms the buyer's agreement? How are no-shows, unsuitable meetings and rejection reasons handled?
Which notes and records reach sales, how often are results reviewed and what access is agreed?
What is the fixed fee, billing period, preparation cost, variable charge and minimum commitment?
Which past campaign resembles your audience and sales motion? What period and definitions support its reported result?
When the responses arrive
Use one currency and comparison period, then examine costs, meeting definitions and work included. Keep unanswered terms visible so the next conversation can resolve them.
Compare Your Agency Proposals →The service buying guide explains delivery models and provider selection. The ROI Calculator helps you test campaign economics using your own inputs.
Read the agency buying guide →
Calculate Your Campaign ROI →A scoped response from CallTeam
CallTeam can assess prospect research, human calling, follow-up, qualification, appointment setting and sales handoff around your requirements. We will identify what needs confirming before the campaign is ready to run.
Explore CallTeam services →Read the audience, execution and reported outcomes in our campaign case studies. Check current pricing alongside a written scope.
When a campaign is agreed, the Cold Calling Starter Kit gives your team working documents for preparation and call tracking.
Questions before you start
An RFP is a request for proposal: a brief you send agencies so they can respond to the same requirements. For lead generation, it should define the offer, target buyers, work, meeting standard and information you need in a proposal.
No. Use the short brief for an initial agency conversation, or adapt the editable template to your organisation’s purchasing process. It is a campaign buying document, not a contract.
Yes. Specify the work you need covered and the result your sales team will accept. Ask the agency to explain responsibilities, qualification, reporting, fees and launch dependencies.
This builder prepares your requirements before you request quotes. Proposal Comparison helps assess costs and terms after you have two or three proposals.
Leave the optional timing and budget field blank. The brief will ask providers to state their preparation schedule, fees and minimum commitment, with the final scope to be agreed.
Yes. Download the editable plain-text template and the clearly fictional completed example. You can paste them into your usual document editor and adapt the fields.
The builder runs in your browser without an account or upload. Entries and output are masked from session replay. Use copy or print to keep the result. A booking does not send the brief automatically.
Turn a requirement into a scoped conversation
Tell us which buyers you need to reach and the work you want covered. Bring your brief to a free 30-minute discussion.
Need more leads, more calls, more booked appointments, better sales execution, or a stronger pipeline system? Send a message and we will get back to you.