A request-for-proposal workspace for brands selecting a marketing agency — covering creative portfolio review, capability and channel scoring, pricing comparison, and reference audits with the AI Reference Agent verifying claimed work in Taskade.
What's Included
- Capability Matrix: Table of channel coverage (paid, content, social, brand, lifecycle) with weights tuned to your growth stage.
- Portfolio Review Board: Board view of submitted case studies, scored by creative directors and growth leaders.
- AI Reference Agent: Cross-checks the agency's claimed clients against public press releases and case-study domains, flagging any unverifiable references.
- Pricing Comparison: Side-by-side fee structures with effective hourly rate normalization across retainer and project pricing.
- Cultural-Fit Interview Cadence: Auto-scheduled with finalist agencies, with structured prompts for the panel.
Why This Template Wins
- Creative-and-numbers scoring: Most agency RFPs over-weight pricing or over-weight creativity. Balanced rubric forces both onto one rubric.
- References verified, not assumed: Reference Agent surfaces resume-padding before the contract is signed.
- Pricing normalization: Effective-rate comparison cuts through retainer-vs-project misdirection.
How to Use
- Clone this template into your Taskade workspace.
- Customize channel weights for your growth stage and brand goals.
- Connect Slack, Calendar, and your DAM.
- Train the AI Reference Agent on your reference-verification standards.
- Set up automation triggers for finalist scheduling and final selection routing.
FAQ
Does this work for choosing a single full-service agency vs a roster of specialists?
Yes. Switch the rubric weights — full-service emphasizes channel breadth and team depth; roster selection emphasizes channel-specific excellence and project-pricing efficiency.
Can the agent compare creative work apples-to-apples?
Yes. Train the agent on your brand voice and visual standards. It scores submitted case studies against those standards instead of generic creative quality.
What plan supports a multi-finalist agency selection?
Pro ($10/mo annual) handles the full process. Business ($25/mo) adds advanced audit logs and approval workflows for marketing-procurement compliance.
CTA
Try this template free in Taskade. For agent setup, see /learn/agents/custom-agents. Pair with Marketing Plan Templates. Browse marketing apps in the Community Gallery.