Author: Franz Malten Buemann

When you think of online shopping destinations, Twitter may not be the first place that comes to mind. However, with ecommerce sales continuing to rise due in part to the COVID-19 pandemic, social platforms want in on the action.
On Instagram, business owners can add a “shop” feature to their profile, allowing users to make purchases directly from the profiles of their favorite brands. Similarly, TikTok teased an upcoming shop feature and integration with Shopify earlier this year. Now Twitter is testing new strategies to integrate online shopping experiences into the user experience.

The platform previously had a “Buy Now” button before retiring the feature in 2017 to focus on other avenues. Now Twitter appears to be circling back on this idea giving business account holders new tools for converting customers on the platform potentially turning Twitter into a space where buyers can discover new products while engaging in conversation with brands and communities.
Here’s what we know about Twitter’s commerce experiments so far.
Why Twitter Is Testing Ecommerce Features
In early 2021, Twitter executives announced their goal to double revenue to $7.5 billion and reach 315 million active users by the end of 2023.
Working towards such ambitious goals, Twitter is looking to introduce new revenue streams to help grow and monetize its user base – and one of those key streams is an ecommerce play designed to give businesses the tools they need to drive conversational sales.
During Twitter’s 2021 investor’s call Bruce Falck, Revenue Product Lead at Twitter said:
“We’re also starting to explore ways to better support commerce on Twitter. Our MAP (mobile application program) efforts help us understand how our users are transacting on the platform. Installing an app via an ad is in itself a form of commerce. We know people come to Twitter to interact with brands and discuss their favorite products.
In fact, you may have even noticed some businesses already developing creative ways to enable sales on our platform. This demand gives us confidence in the power of combining real-time conversation with an engaged and intentional audience.”
Essentially, the platform has aggressive business goals over the next two years and sees commerce as a viable way to increase engagement and revenue opportunities outside of traditional advertising.

Then we’re also thinking about commerce. Helping people buy things on Twitter. We want to be really thoughtful about how we do this so that we’re helping advertisers find their customers and continue to own that relationship with the customer. $TWTR— Twitter Investor Relations (@TwitterIR)
March 3, 2021

Twitter’s Ecommerce Test
The Shop Module
In July 2021, Twitter rolled out a robust ecommerce test: The Shop Module.

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The Shop Module will allow brands to display products in a carousel format at the top of the profile. When a user visits a brand’s Twitter account, they will be able to scroll through a handful of products, have the ability to tap in to learn more about each product, and eventually purchase.
This initial test is designed to determine the shopability of Twitter profiles. Though consumers typically visit Twitter to connect directly with brands for questions and customer service inquiries, Twitter is looking to understand what in-app behavior can drive users to make a purchase. As more data is collected, it will be interesting to see if Twitter can see a clear link between conversation topics and sales of related products through the platform.
Twitter has rolled out this feature to a small number of brands across industries based in the United States, and Twitter users based in the U.S. who use the English app on iOS devices are currently able to see it live.
With the feature being deployed to business profiles offering vastly different products, Twitter is also testing which product verticals sell from the platform. See The Shop Module in action below.

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Shoppable Twitter Cards
In March 2021, Twitter also began testing commerce features for organic tweets. Essentially, tweets that feature a direct link to a shopping page or product can generate a new Twitter card with a “shop” button and auto-populated product details.

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When a user clicks the shop button, they would be taken directly to the product page of the account’s website. The shoppable Twitter card appears very similar to promoted tweets. With this feature, Twitter is testing the viability of commerce through organic shares.
At the time of publication, this feature is still an experiment and hasn’t been rolled out to all Twitter users. It has been reported the shoppable Twitter card has been seen by international users and on Android devices.
How Brands Could Leverage Social Commerce on Twitter
Even if your company profile hasn’t been granted access to these new features, now is the perfect time to put a strategy in place so you can be ready to use Twitter’s commerce tools to your advantage.
1. Create organic conversation around products and services.
Consumers engage with brands on Twitter to ask questions and surface customer service inquiries. Start organically aligning your content on Twitter with products and services you’d like to highlight in the space to prepare your audience for what’s ahead with these new commerce features.
For example, a skincare company could start a conversation with its audience on Twitter about creating the ideal skincare routine. The company’s profile could start a thread with educational tweets about each essential step of an effective skincare routine and why each step is beneficial.
The audience would likely join the conversation sharing steps of their skincare routine and asking for product recommendations, creating space for the brand to share more information about its products to an engaged audience.
By continuing to prime the audience with these types of interactions, once the skincare brand gains access to Twitter’s commerce features, they can begin featuring the products discussed and measuring the audience’s response (through clicks and purchases).
2. Select a variety of products to feature on The Shop Module.
If your company profile is granted access to The Shop Module, use it as an opportunity to conduct research on what products best resonate with your Twitter audience. Try incorporating a variety of products at different price points, and regularly assess which products are getting the most click-throughs and purchases.
3. Take an experimental approach.
In the initial stages, don’t rely too heavily on using these new features to drive more sales. Instead, take a more experimental approach to gauge performance with your audience then refine your strategy when you have a more robust set of data.
When rolling out these new features, Twitter has clearly stated it is testing things out to better understand user behavior. Marketers should take the same approach to learn what resonates with their unique audiences.
With social media platforms giving brands more opportunities to sell through their platforms, marketers can find innovative ways to organically connect consumers to products and services they’ll love.

Would love to know what was your best marketing automation campaign and why
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Have you been tasked with the job of creating a request for proposal, or an RFP?
Whether you have no idea what that is or haven’t written one in awhile, today’s guide can help.
We’re diving into the specifics of what an RFP actually is, why you might need one, and how to create your very first one today.
To start, you should understand what all these letters even mean.

 

When your company has a new (often large) project, or one that’s more complex and requires a bit of outsourcing, an RFP can help you get the job done right the first time.
The RFP doc becomes a way for you to quickly uncover the strengths and weaknesses of potential vendors in relation to your project without having to spend too much of your time hunting for them yourself.

RFPs can also give you a sneak peek into different strategies you may not have considered since each vendor will include their own unique action plan along with their bid.
And you’ll have this information before you ever have to commit to the vendor.
Keep in mind, this should not be confused with an RFQ.
RFP vs. RFQ
An RFQ, or request for quotation, is slightly different than an RFP since it’s just the quote itself. Here, companies solicit multiple price quotes from various vendors to compare services based on price alone. While an RFP includes a price quote (along with several other specifics), an RFQ does not detail anything other than price.
As opposed to an RFP, an RFQ is a request for quote or quotation.
Here’s how to understand the difference:
While you’re technically receiving a quote in an RFP, you’re also getting information like the action plan, timeline of completion, deliverable schedule, and the list of services provided as well.
But with an RFQ, you’re only receiving the quote itself for the service or products you’re interested in purchasing.
In most cases, simply comparing quotes is not enough to see if a potential vendor is the right fit for your company, which is why an RFP is more appropriate in these situations.
What is an RFP in marketing? 
In Marketing, an RFP is often used to outsource any marketing activities that could help your brand increase reach. These activities include anything related to marketing that you can’t do internally. 
For instance, if you work at a small startup, you might create an RFP to find a full-service communications and marketing firm to create an integrated marketing plan for your business. If this is the case, you’d outline in your RFP that you’re looking for a firm to help you “increase SEO presence” or “attract social media followers”, etc. 
On the flip side, if you work for a marketing agency, you’ll want to keep an eye out for RFPs in your area related to services you offer. For instance, if you work for a web design company, you’ll want to look for businesses that have created RFPs for web design services. 
What is an RFP in sales?
In sales, an RFP is often created when a business is looking to purchase a product or service to suit its needs. For instance, if an enterprise company is looking for a new CRM software, the business might release an RFP that outlines what it’s looking for, and what it’s hoping to achieve with new CRM software. 
For this reason, RFPs can play a critical role in the enterprise sales cycle. Enterprise companies that issue RFPs are often looking for businesses that can provide them with IT support, security, onboarding and training, and other additional services. To close these larger accounts, it’s vital your sales team is prepared with an RFP response process, and is able to efficiently respond to these large companies within the time allotted. 

The RFP Process Explained

Before potential bidders can submit their proposals, an RFP must be drafted by the company requesting the work. (P.S. We’ll show you how to do this later in this guide)
This gives potential contractors a better idea of what your company is looking for.
Once your RFP is sent out, contractors or vendors can review it and submit their best bids to compete for the job.
In these proposals, vendors generally include the following items:

An action plan of how they’re going to solve the issue
A timeline of what you can expect
Any necessary background information
How much they expect the entire project to cost

In certain cases, bidders may come back and say specific components of the RFP need to be adjusted based on their experience in the industry.
At this point, you can either review their feedback and create a new RFP to adjust for the changes, or you can leave the original as is and keep it in mind while considering the other submitted bids.
Once you receive all the proposals, it will be almost effortless to compare each one and determine which vendor is the best fit for your company.
Out of the stack of bidders, you’ll want to narrow this down to a handful of your top three, five, or 10 favorites to consider, depending on how many you receive or are interested in.
From here, you’ll want to spend time vetting potential vendors further to determine who’s really the ideal fit for the job.
Some companies may request one more best and final offer from their top vendors after they’ve started this negotiation process to ensure they’re not only getting the right person or company for the job, but at the right price, too.
While this may sound like an extra step, it’s one that may save you money, time, and headaches down the road.
But this also leads us to a big question: Is all of this really necessary?
Can’t you just spend time reviewing two or three vendors on your own?
As you’ll see next, that route is definitely not in your best interest.

Why Issue a Request for Proposal?

Let’s briefly compare these two scenarios:

Option #1: Spend time finding the perfect vendor on your own.
Option #2: Use an RFP to get potential vendors to come to you.

Choose the first route, and you’ll probably use your coworkers, friends, and networking groups to help solicit possible referrals for the job.
Or you might perform a Google search to check out the top vendors in your area.
After you review the website of a possible candidate for the job, you’ll craft the perfect message to reach out and learn if they can even help.
Then, you’ll have to explain the specifics of your project and you may or may not ask them to submit a proposal before deciding to choose them for your project.
It’s not a complicated process, but did we mention you have to repeat it for every promising referral or vendor you come across?
Imagine how long that’s going to take!
Now, what if these potential contractors already knew your project details and they came back with their best plan of action and a formal bid for you to review?
So instead of having to explain your needs each time, you would simply outline it once, and send it out to the masses.
And to save you even more time, it would be up to potential contractors — not you — to reach out.
The RFP route also gives you a sneak peek into each vendor’s real plan of action, not the one they talk you into over the phone or in person.
Since potential candidates have to submit a formal bid, they’ll need to spend time outlining the solution and really working through the problem at hand.
And if they don’t, you have an easy way to weed out vendors and cut through the stack of options fairly quickly.
But, to get to this point, you can’t make this next mistake.
Here’s What Not To Do With an RFP
If you want to find the right vendor, you need your RFP to be specific.

Only asking “yes” or “no” questions won’t get you anywhere.
That’s why you must create specific questions that require thoughtful answers.
Try to use sentences similar to these:

Can you share an example of how you’ve solved this problem or a similar one for another company? Did you encounter any unforeseen roadblocks? What would you do the same or differently this time?

With your proposed redesign, how long would it take a non-tech savvy person to complete the new registration form? How much time do you estimate this could save?

With these tips in mind, you’re ready to draft your first RFP.

How to Write an RFP

Here’s the basic structure of an RFP and what to include in yours:
1. Project Overview
Before you go into the specifics of your company, you should give a brief introduction to the project itself so vendors know right away if it’s something worth bidding on.
2. Your Company Background
This shouldn’t be a long history of your company. Rather, it should give contractors a better idea of what your company does and who you serve as a target market.
3. The Goals of Your Project
Clearly identify what you hope to accomplish with this project and what you see as a “win” so everyone is on the same page.
4. Project Scope
The details of the project are essential in an RFP. In the same way you don’t want to use vague questions, a vague project scope won’t help you find the right vendor either.
Spend time really detailing your project scope so there’s no surprises later on.
5. Target Deliverable Schedule
Even if your deadlines aren’t super tight, you should still have a target deliverable schedule in mind. This needs to be included in your RFP so potential vendors can properly gauge if they have the resources and bandwidth to complete the job on time.
6. Possible Roadblocks
Don’t hide your existing or potential issues under the proverbial rug if you want them to disappear. A successful RFP is explicitly clear about any technical issues or possible roadblocks, such as: Are you dealing with custom coding or an outdated platform? Does your team have limited resources?
By explaining these up front, potential vendors will know exactly what they’re getting into.
You’ll also naturally weed out contractors who can’t handle the task due to those constraints.
But you’ll also connect with companies that know how to work around these common issues with skill and finesse.
Remember, it’s far better to find this out now than after you’ve accepted the bid and started work.
7. Budget Constraints
It’s also important to be upfront with your budget too. The more you can eliminate surprises, the better for all parties involved.
8. What You’re Looking For in Potential Vendors
Another way to reduce or eliminate surprises is to explain exactly what you’re looking for in potential contractors.
All you have to do is outline what matters most to your project (i.e., time, solution, budget, etc.) and show how you’ll be evaluating their proposals based on that.
We’ll show you how this is done soon, but before we do, there’s one more thing to add here: an RFP cover letter.
Just like a cover letter for a resume, an RFP cover letter creates a professional image for your brand and sets the tone for prospective vendors. It signals that they should take the proposal and the project seriously.
The good news is there are a number of tools to make creating RFPs easier and less stressful than you’re imagining.
Sample Responses to RFPs
If you’ve issued an RFP and are collecting responses, you might be wondering what you should look for in effective RFP responses. Here, let’s look at a few examples of impressive RFP sample responses. 
Example One: General RFP Response for Web Design Services
Dear [author of RFP]:
Regarding your request for proposal (RFP), [our company] is thrilled about the opportunity to provide you web design services. Having worked with [brief list of past clients], we believe a partnership with [company you’re writing to] would have a tremendous impact on your customer satisfaction and bottom line.
As one of [client’s industry] leading providers of [client’s main service], you know just how critical this time of year can be for your customers. On average, the cost to deliver is $[xxxx.xx], and [client name] is committed to “[client’s mission statement].”
As these challenges become more common, it is increasingly important to provide customers with a powerful, SEO-optimized website to atttract new leads. With this in mind, [our company] intends to help [client’s name]:

Create a sleek, impressive website that is clean, user-friendly and mobile responsive to work on all devices, so web viewers have a strong first impression of your brand regardless of the device they use to find you. 

Help you strengthen brand identity through a new logo and a new, cohesive color palette. 

Ensure each of your web pages are SEO-optimized to rank quickly, which will attract new customers to your website and demonstrate your leadership in the industry. 

As stated in the executive summary, [our company] intends to help [client’s name] [brief allusion to client benefits outlined in executive summary]. To do this, our team has outlined a proposed set of deliverables, an order of operations, division of labor, and expected dates of completion to ensure the partnership between [your company] and [client’s name] is successful.
[Your company] can’t wait to work with you to help [client’s name] in addressing [client’s challenges described in Executive Summary]. To recap, please see below a brief overview of the services included in this partnership.
This sample response clearly and succinctly explains how the vendor’s service will solve the buyer’s critical pain points when it comes to creating a strong website. By outlining the key benefits, you’re showing the client how you’ll put them first and focus on their needs to get the job done. 
Example Two: Video Production Company Offering Its Services

When responding to an RFP from Anthem Blue Cross and Blue Shield, Paul Horton Visuals chose to create a full webpage dedicated to their RFP response. The webpage format enabled the team at Paul Horton to create a full sample video treatment and process to show Anthem what they’d be able to deliver if Anthem chose them. The page also includes an embedded video to highlight the strengths of Paul Horton: video production. 

Proposal Software Tools to Help You Manage RFPs

In this article, we outlined 10 tools to help you manage and create professional looking proposals in less time.
For today’s purposes, the following five tools are great places to get started:
1. RFPIO

RFPIO Solves the problem of responding to RFPs, from project management to collaboration, to integrating with other software.  Their solution includes reporting dashboards, auto-response features, and automated generation of proactive proposals from within your CRM. RFPIO also includes an intelligent answer library that turns previous RFP responses into on-demand intelligence that empowers revenue teams with enterprise content at their fingertips wherever the work. 
And what’s better? RFPIO has an integration with HubSpot that will automatically sync your RFP with your portal, making it easy to share information with your team. 
2. PandaDoc

To create customized RFPs with your own branding, consider using the proposal software PandaDoc.
Here you can set up your first RFP within minutes and even collaborate with team members using real-time updates within the document itself.
3. Nusii

Similar to other proposal software on the market, Nusii uses a drag and drop editor that makes building RFPs a breeze — especially for beginners.
Thanks to its clean, modern, simple design, it’s also really easy to figure out too.
One of the most helpful features of Nusii is using it for re-working existing RFPs to save you time. Just copy the content from an RFP you like and edit information to fit your new request.
4. Loopio

How do you plan on organizing all the responses to your RFPs?
One standout feature with Loopio is its RFP response library, which gives you instant access to all your answers from previous RFPs. This saves you the hassle of digging around to find what you need in a crowded inbox.
Their magic feature will even help you auto-populate a response if it appears similar to one you’ve already done.
Plus, you can manage your entire RFP process — including sending automated responses — and collaborate with your team all in one place with their intuitive dashboard.
And if proposal tools are out of the budget right now, or if you’d like to try your hand at creating your own first, use this template as a starting point.
5. RFP360

RFP360 streamlines your approach to RFP response management. Their intuitive knowledge management, workflow and collaboration features make it easy to create, review, update and approve compelling responses in a single library. Proposal automation and answer intelligence (AI) capabilities accelerate your ability to answer questions, suggesting the best possible responses and automatically completing them in bulk.
You can also import RFPs in various formats and generate polished final proposals, and integrated extensions allow anyone across your organization to use content from your knowledge library in Microsoft Office files, online questionnaires and forms — without leaving those applications.

Free and Editable RFP Template

Download a free, editable RFP template.
To use this template, simply download it here or fill out the form below. You can remove sections or pieces of information that don’t pertain to your project and add whatever else you need for your RFPs.

Over To You
Now that you have a better idea of what an RFP is and how to create your first one, you’re ready to get started.
Sit down with your team to narrow down your project’s specifics, goals, and scope of work. Then determine when the project needs to be completed and your budget before moving on to the drafting phase.
With this intel gathered, you’ll be ready to plug everything into our template.

You can also use this tried-and-tested proposal formula to ensure your RFP is professional and polished too.
Follow these steps and you’ll have an RFP template you can quickly update. Your next project will be a success that much faster. 
Editor’s note: This post was originally published in August, 2018 and has been updated for comprehensiveness.