A request-for-proposal workspace for brand and product leaders selecting design agencies — covering portfolio review, brand-fit assessment, design-system capability, illustration depth, and creative scoring from the AI Creative Agent in Taskade.
What's Included
- Portfolio Review Board: Board view of submitted case studies, scored by creative directors.
- Brand-Fit Scorecard: Visual style, voice, and category alignment scored against your brand guide.
- AI Creative Agent: Reviews submitted work against your brand voice and visual standards, surfaces best-fit candidates.
- Capability Matrix: Brand identity, design systems, illustration, motion, and product design depth per agency.
- Engagement Pricing: Project-fee, retainer, and hourly-rate normalization.
Why This Template Wins
- Brand fit scored, not assumed: AI Creative Agent matches submitted work to your brand voice — not just generic creative quality.
- Capability depth surfaced: Generalist agencies caught when the work calls for specialist depth.
- Pricing structure compared apples-to-apples: Project-fee, retainer, and hourly normalization reveal effective cost.
How to Use
- Clone this template into your Taskade workspace.
- Customize brand-fit criteria and capability priorities.
- Connect your DAM, Slack, DocuSign.
- Train the AI Creative Agent on your brand standards.
- Set up automation triggers for finalist interviews and final award.
FAQ
Does this work for brand-identity vs product-design selections?
Yes. Switch the capability focus — brand identity emphasizes visual system and voice; product design emphasizes UX research and design-system rigor.
Can the agent score creative work against our brand?
Yes. Train the agent on your brand voice and visual standards. It scores submitted case studies for brand fit, not just generic creative quality.
What plan supports a design agency RFP?
Pro ($16/mo annual) handles the team. Business ($40/mo) adds the audit logs and approval workflows brand procurement typically requires.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Design Templates. Browse design apps in the Community Gallery.