RFP Template for SaaS Companies Evaluating Lead Generation Agencies (Save This!)

shieny lazarus
Nov 20
2 min read

If you're a SaaS founder or GTM leader planning to outsource Lead Generation in 2025–26, here’s something that will save you weeks:

A simple RFP template to evaluate outbound & SDR service providers — without confusion.

Most companies don’t know what to ask vendors.So they end up comparing price instead of performance.

Here’s a clean RFP framework you can copy/paste:

1. Company Background

ICP
Primary regions
Sales cycle
Current SDR setup
Inbound vs outbound split

This helps vendors understand your real pipeline need.

2. Scope of Work Required

Ask for details on:

✔ Outbound email execution✔ LinkedIn outreach✔ Calling support✔ Inbound lead qualification✔ List building & research✔ Messaging strategy✔ Event/booth lead conversion✔ Reporting & analytics

Be clear. Don’t let agencies hide behind jargon.

3. Volume & Capacity Expectations

Ask vendors:

How many contacts will you target per month?
Expected meetings per month?
How do you ensure quality over quantity?

This separates the good agencies from the “spray & pray” ones.

4. Tools, Technology & AI Usage

RFP question:“Explain your use of AI in personalization, targeting, deliverability, and intent detection.”

You’ll immediately know if the vendor is modern or outdated.

5. Metrics & KPIs

Define what success looks like:

Meeting booked
SQL
MQL
Response rate
Conversation rate
ICP hit-rate

Make every agency show how they measure pipeline impact.

6. Team & Experience

Ask:

Who will run my account?
Do they have SaaS experience?
What verticals have you worked in?

This prevents juniors from managing your biggest revenue channel.

7. Processes & Security

Include questions on:

Data handling
Spam prevention
Deliverability system
CRM integration
Compliance (GDPR, CAN-SPAM)

SaaS companies take this seriously — vendors should too.

8. Pricing Structure

Ask vendors to present:

Monthly retainer
Hybrid pricing
Per-meeting model
Contract period
Hidden costs (if any)

This makes pricing transparent.

Save this post if you're planning to outsource SDR or Lead Gen in 2025.

We can also share a full RFP PDF template if you want it.

For help building your outbound + inbound engine, reach out:📩 shieny@pipelineedge.in