Clarifying business goals, use cases and data requirements for a CDP across marketing, product and analytics teams.
CDP RFP Support is a full end-to-end service for companies evaluating and selecting a customer data platform. We help you move from a vague idea of “needing a CDP” to a clear set of requirements, a structured RFP process and a confident decision that your stakeholders can stand behind.
We work as an independent partner to define your use cases, document data and integration needs, and translate them into a vendor-ready brief. From longlisting and shortlisting through demo design, scoring and recommendations, we manage the process so you can compare options objectively and keep momentum with vendors and internal teams.
Throughout the RFP we keep you aligned internally, making sure marketing, product, data, IT and procurement have input at the right moments. The result is a recommendation that balances capability, risk, cost and implementation effort, not just a feature checklist.
You can engage us to design the RFP, facilitate key sessions, or fully manage the process from initial discovery through to commercial negotiations. Either way, our goal is to help you choose a CDP with confidence and a clear plan for what happens after contract signature.
While every organisation is different, most CDP RFP Support engagements include:
Clarifying business goals, use cases and data requirements for a CDP across marketing, product and analytics teams.
Creating RFP documentation, evaluation criteria and scoring matrices tailored to your context.
Coordinating vendor interactions, from Q&A and demos to deep-dive workshops on architecture and operations.
Summarising findings, facilitating decision-making sessions and supporting early implementation planning.
This service is ideal for teams who know they need a CDP but want a structured way to explore the market and make a defensible choice. That includes organisations running their first formal CDP selection, or those re-evaluating an incumbent platform.
No. We are vendor-agnostic and do not resell software. Our role is to help you articulate your needs, compare options fairly and reach a decision that works for your business, not to push a particular platform.
Yes. Once a vendor is selected we can stay involved to help you translate RFP requirements into a realistic implementation plan and, if needed, support your teams through architecture, rollout and early adoption.
