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Marketing Automation RFP Template For Multi-Location Brands

Multi-location enterprises do not need another generic automation checklist. They need to know whether a platform can handle local data, approval workflows, AI oversight, integrations, permissions, reporting, and execution across distributed teams.

The Marketing Automation RFP Template for Multi-Location Brands provides enterprise teams with a practical framework to define requirements, validate vendor claims, fairly compare platforms, and select a solution built for the complexities of local marketing.

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In this template, you’ll learn how to:

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  • Align marketing, operations, IT, procurement, and CX teams before vendor outreach
  • Define must-have requirements for campaign creation, segmentation, automation, reporting, integrations, governance, and security
  • Ask vendors questions that test real workflows, not surface-level feature claims
  • Score platforms consistently using weighted evaluation criteria and proof-based validation
  • Identify red flags around AI claims, location personalization, manual workarounds, reporting gaps, integrations, pricing, and adoption

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