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Download a Customer Research RFP Template

April 27th 2018

Planning to commission customer research? Start with a solid Request for Proposal

A good Request for Proposal (RFP) or ITT (Invitation to Tender) is a must for businesses across all sectors in achieving the best possible research outcomes, resulting actionable data insights to transform and improve your customer experience. A detailed and thorough RFP is the key to landing the right research agency that will produce quality insights that are tailored specifically to your business, customers and stakeholders.

Our fully customisable Customer Research RFP Template has been designed to result in better quality responses for a more successful research project that meets your specific company objectives. Download it for free.

The end goal for any organisation who has commissioned market research is to arrive at an outcome that will:

  • Meet your research objectives
  • Ask the right questions
  • Engage with your customers, employees or stakeholders
  • Be actionable and easily understood
  • Be relevant
  • Enable trending of the output at a later date (if required)
  • Add value to how you intend to use the results
  • Enable comparability with evaluation of responses

Why do I need a Customer Research RFP?

An RFP helps create an evaluation process which will assist you and your team in making an informed choice – and awarding the contract to the right company for your needs and goals. It should also enable your selected agencies to respond easily. Ranking sections in order of importance and setting out information and requirements clearly will achieve the best quality responses.

Another advantage of using a customer research RFP is that it allows you to be more specific than with a general market research RFP, and will help you to better define your project and result in the most relevant proposals from market research companies.

The minimum an RFP should contain is:

  • A description of the research requirement and company/project background
  • Your specific research objectives
  • Target sample groups e.g. B2B customers, consumers, new customers, disloyal customers etc
  • Any preferred methodology e.g. qualitative or quantitative
  • Reporting requirements
  • Timescales the work should be conducted across
  • Any additional project requirements or specifics required to complete the project.

Criteria for a project can be broadened depending on specific requirements and complexity. Other useful criteria to illustrate include submission procedures, scope of work, and business requirements.

Ask the right questions

Equally as important as communicating your company’s needs, is the information you ask for from potential market research agencies. Lay out exactly what you’re looking for from each organisation, and don’t be afraid to get specific.

Additional information you would like to receive might include:

  • Details of relevant sector or industry experience
  • Biographies of individual team members who would deliver the project
  • Description of the recommended methodology
  • Describe how the methodology will address the project objectives
  • Information about quality and the processes that will support the project
  • A description of international experience and research in the required markets
  • Proposed time schedule.

Good customer researchers listen, and get results

TTi Global Research has over 30 years’ experience in carrying out extensive customer research, with experience across a broad range of sectors, from automotive to utilities research. In 2017, we have pioneered two innovative new research frameworks, CEQA (Customer Experience Quality Analysis) and EEQA (Employee Experience Quality Analysis).

As an accredited MRS partner, TTi Global uses a multi-mode data collection strategy. To find out more, or request a free estimate for your business research, email us here.