Reports & Guides

Toolkit: Selecting the Right Customer Data Platform

RFP template for a customer data platform

Thanks for exploring our toolkit! We’ve designed this template to serve as a starting point for your RFP. You’ll find a series of notes, questions, and examples that will help guide you through the RFP writing process. To learn more about why this was created, check out our CDP RFP intro blog

Our RFP template includes:

  1. Sample goals

  2. Questions based on our experience with customers

  3. Criteria for you to build your own

The download contains both Excel and Word templates, so you can select the format that works best for your team.