Ah, the RFI. If you’ve been in business for awhile, you’ve seen the multi-page “request for information” documents prospects use during the vendor-vetting process. Some companies love filling them out, figuring it’s a great chance to showcase their successes and land the client. Other companies dread the time and manpower RFIs take to complete, preferring to opt-out of the process. With questions like, “Share your philosophy about working with clients, ” and “Explain a recent problem you had with a client, and how your firm handled it,” RFIs often feel like job interviews – except everything is done on-paper rather than face-to-face.
Mind you, I’m a big fan of prospect due-diligence. Companies need to make sure that the vendor they hire will meet their needs – and sometimes, you can learn everything you need to know by reading written responses (especially if you’re hiring a SEO copywriting agency – if they can’t write compelling RFI responses, I doubt they could create good Web copy.)
But then, the other day, I received a very unique RFI – and I’m curious to see what you think…
The “typical” questions were there regarding how my firm worked with clients, and and asking about my firm’s writing process. But then, the questions started getting very…personal. They asked me to name my top clients and their annual spend. Then wanted to know if I’ve worked with clients in certain verticals – and they wanted me to name the clients and engagement scope. And in addition, they asked for two year’s of financial statements.
Mind you, my husband didn’t see my financials until about two weeks before we were married.
Yes, there would have been a MNDA in place – so the information would have been protected. However, I didn’t know anything about the gig. Nothing. Not the scope of work. Not the budget. Nothing. This could be a $100,000 SEO copywriting makeover – or a $1,000 project. And unfortunately, the prospect was prohibited from providing any information until after they received the RFI – assuming, of course, that my firm made the cut.
How did I handle it? I took my firm out of the running. Even with a MNDA in place, I didn’t feel comfortable discussing my current clients with a prospect – not without my clients’ express signoff. And certainly, I did not feel at all comfortable sending over two years of financial documents before I could even speak to the prospect (and truth be told, I would never send over financials to a prospect.) It’s a shame, because I’m sure that I could have helped them. But the RFI process soured me on the gig.
But you tell me. What types of RFI questions are appropriate – and what feels like “RFIs gone wild?” Am I being stubborn? Would you have provided that information in the hopes of getting the gig (keeping in mind, of course, that you wouldn’t know what the gig was before submitting your information.)
What do YOU think?