Published
May 2025
Updated
Quarterly
Planning to evaluate a Customer Success Platform? This ready-to-use RFP template helps you define key requirements, align your team, and compare vendors with confidence. The template is fully editable, so you can tailor it to your business needs and get started right away.
Set up for a successful evaluation:
Covers strategic business goals and technical needs
Includes editable vendor response fields
Available in both detailed and simplified versions
Aligns with best practices from leading CS teams
