How to Write an RFP for Consulting Services: 7 Tips

Imagine starting every project with everyone on the same page. That’s what a well-crafted Request for Proposal (RFP) can do for your organization. Companies that work with independent contractors and freelancers use RFPs to set clear expectations, so clients know exactly what they need while contractors understand their deliverables.

Ready to craft a clear and effective RFP? Follow these seven essential tips to write a consulting services RFP that positions your company as a as a client of choice for independent contractors.

How Do You Write an RFP That Works?

1. Provide Background Information

Before defining what your independent contractor will be doing, set the stage by giving them background about who they are working for. Providing context, such as details about your company and how your primary clients, helps set your independent contractors up for success.

Example: Company, Inc. is a video software company specializing in creating videos for aspiring influencers.

2. Outline the Details of the Project

Giving your independent contractors the project’s overall needs sets expectations for both parties. This brief introduction is crucial because it explains what’s needed and why the services are important to the company’s success.

Example: Company, Inc. seeks an independent contractor to help optimize their video content to increase engagement.

3. Describe Your Scope of Work

Describe your scope of work in as much detail as possible so that independent contractors know how much time they will need to invest. The more specific you are at this stage, the better the work will align with your expectations.

Example: The scope of work includes creating an engagement campaign to support Company, Inc.’s successful video content.

4. Define Goals, Metrics, and Current Roadblocks

Setting goals before a project starts ensures everyone is clear on what to expect. Defining success with specific metrics helps guide the project. Be sure to mention any roadblocks to give context about the challenges faced.

Example project goals:

• Increase engagement
• Complete engagement campaign
• Submit engagement report

Example project metrics:

• Engagement is defined by views, comments, and likes
• Success is defined by a 5% increase in all engagement metrics

Example project roadblock:

• Company, Inc. saw a -2% dip in video views after a 2024 video algorithm change.

5. Define Your Budget

Once you’ve outlined the project and its goals, define how much the work will cost. A clear budget helps both parties understand if the project fits within the company’s overall financial plan.

Example: Company, Inc. has a budget of $10,000 to increase video engagement and reach this year. $5,000 is allocated for this project.

6. Include Submission Requirements

This is a more detailed outline of what the independent contractor must deliver for your company. Clear documentation of expected deliverables helps them understand the requirements of the project.

Example submission requirements:

• One-page campaign description: How will you deliver results?
• Campaign execution: What did you do?
• Campaign report: How did the campaign perform?

7. Review and Send the RFP

Always proofread your RFP before sending it out. This helps protect your company’s reputation in the talent marketplace and encourages independent contractors to want to work with you. Having someone else review it can ensure clarity and accuracy.

More Tools and Resources Available From MBO Partners

By following these steps, you set both your company and your independent contractor up for success. A well-written RFP for consulting services helps make sure your campaign is successful and creates a positive reputation in the freelance market. While it may take time to perfect the process, clear and well-crafted RFPs for consulting services often attract top independent contractors to great companies.

For more information on contingent workforce management and how to work with independent contractors, visit MBO’s blog for the latest news and insights. We cover topics such as workforce compliance, workforce optimization, AI/technology, and much more to help your organization succeed.