Free template · 14 pages
Website replatforming RFP template: compare vendors on what protects pipeline
Get the free template ↓Most replatforming RFPs ask vendors about design and features, then discover the real risks after launch: lost rankings, broken forms, missing tracking and an editing process nobody owns. This template gives B2B marketing leaders a complete RFP to copy: company background and goals, scope, SEO migration requirements, performance and accessibility thresholds, governance, security, AI search readiness, content migration, timeline, the questions every vendor must answer, a pricing table in one format and a weighted scoring rubric, so proposals can be compared line by line.
- Company background, goals and scope sections ready to fill
- SEO migration requirements: URL inventory, 301 map, structured data, hreflang and 90-day monitoring
- Performance and accessibility thresholds: Core Web Vitals and WCAG 2.2 AA
- Governance, security, hosting and AI search readiness requirements
Written by the PlanConversion Strategy Team, from programs run for ABB, KNIME and Nakisa. For directors of web, CMOs and digital experience leaders at mid-market and enterprise B2B companies.
What’s inside
Everything in the template
Practical and specific: questions, checks and decisions you can use in your next meeting, not theory.
SEO migration requirements: URL inventory, 301 map, structured data, hreflang and 90-day monitoring
Performance and accessibility thresholds: Core Web Vitals and WCAG 2.2 AA
Governance, security, hosting and AI search readiness requirements
Timeline, milestones and the vendor questions that expose weak proposals
A pricing table in one format and a weighted scoring rubric
Free preview
The RFP structure, in the order vendors read it
- Section 1: company background, goals and how success will be measured after launch.
- Section 2: scope: pages, templates, languages and every integration that touches a lead.
- Section 3: SEO migration requirements, with redirects and monitoring as deliverables, not advice.
- Section 4: performance, accessibility, governance, security and AI search readiness requirements.
- Section 5: content migration, timeline, vendor questions, the pricing table and how proposals will be scored.
The full template
Website replatforming RFP template
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Website development
Service, campaign and lead-gen pages built for conversion, tracking and AI search.
Questions
About this template
Who should own the RFP?
The director of web or digital experience, with marketing operations, SEO, IT security, legal and finance on the evaluation team. Sales leadership should sign off the success criteria, because the website exists to create pipeline.
How many vendors should receive it?
Three to five is enough to compare. More vendors means more proposals to score without better choices.
Should we choose the platform before the agency?
Not always. Many teams shortlist two platforms, then ask vendors to propose on one of them. The pricing table makes licence and service costs visible either way.
Why are Core Web Vitals and WCAG 2.2 AA in the contract?
Because they are measurable. Written thresholds turn performance and accessibility from promises into acceptance criteria the vendor must meet before final payment.
Can PlanConversion help with the RFP or the migration?
Yes. We help write and score the RFP, run the SEO migration and measurement parity checks, or build the site with your team. Talk to our team.
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