RFP & Pitch Request Form

An RFP and pitch request template — let prospects invite your agency to pitch, with the brief, budget, timeline and what the response should include.

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Description

When a prospect is ready to invite agencies to pitch, you want their requirements clearly, not buried in a forwarded email. This RFP and pitch request form captures the opportunity in full, so you can decide whether to pitch and respond well if you do.

It asks the company what they’re looking for and to describe the brief or opportunity, the estimated budget range, and whether there’s an incumbent agency. It captures the pitch or decision deadline, what the response should include, the contact’s details and an optional RFP document.

Use it on your site or send it to prospects who want to invite you to pitch. Knowing the scope, budget and deadline up front lets you qualify the opportunity before committing time. Customize the fields, add your branding, and embed it on your site or share a link in minutes.

Form fields

Everything the RFP & Pitch Request Form above collects — 12 fields, so you can see exactly what it captures before you make it your own.

Invite Us to Pitch

Company name
Short Answer
What are you looking for?
Dropdown
Describe the brief or opportunity
Long Answer
Estimated budget range
Short Answer
Is there an incumbent agency?
Dropdown
Pitch / decision deadline
Date
What should our response include?
Multi-Select
Your name
Name
Your role
Short Answer
Email address
Email
Contact number
Telephone
Attach your RFP document (optional)
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Template FAQs

Common questions about the RFP & Pitch Request Form — what it captures, when to use it, and how to make it your own.

What is an RFP or pitch request?

An RFP — request for proposal — or pitch request is how a prospective client invites an agency to pitch for their business, setting out the brief, budget and timeline. This form captures that invitation in a structured way, so you can qualify and respond to it properly.

What should an RFP request form include?

This form captures the company, what they’re looking for, a description of the brief or opportunity, the estimated budget range, whether there’s an incumbent agency, the pitch or decision deadline, what the response should include, and an optional RFP document.

When should you use an RFP and pitch request form?

When prospects approach you to pitch, or you invite them to brief you. Capturing the scope, budget and deadline up front lets you qualify the opportunity — deciding whether it’s worth pitching for — before investing the significant time a proposal takes.

Who fills out an RFP and pitch request?

The prospective client running the selection — usually a marketing or procurement lead. The form captures their name, role and contact details, so your new-business team knows who’s driving the decision and who to build the relationship with.

Why ask whether there’s an incumbent agency?

Because it tells you what you’re up against. Knowing there’s an incumbent — and often that they’re the favorite — helps you judge whether the pitch is genuinely open or a formality, so you can decide how much to invest in the response.

Is this RFP and pitch request template free?

Yes, completely free. Add or remove fields, adjust it to fit your new-business process, and restyle it to your brand, then embed it on your site or share a link — no coding needed. A free Fun Forms account lets you collect pitch requests.

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