10 RFP questions you should ask your next wellness vendor

by | Jan 16, 2019

It’s RFP season again – do I hear a “Woohoo”?  Nah – I didn’t think I would.  They’ve been a main component of the vendor-selection process for years, but none of us actually like ‘em.  Wellness Consultants don’t like them because they take a long time to write and review.  Vendors don’t like them because they take a long time to complete and don’t allow for any back-and-forth discussion like you get in a live demo.  And clients don’t like them because they don’t usually do a good job of helping with vendor selection.  Wait – what?  Isn’t that what they’re supposed to do?  Well, yes (with a major emphasis on “supposed to”), but most RFPs are canned, loaded with generic questions that most vendors will answer the same.  They’re either closed-ended capabilities questions (“Do you have a health assessment?”), or they’re open-ended-but-relatively-dry questions that allow a vendor to bloviate and obfuscate (“How do you measure ROI?”).  Personally, we don’t like RFPs because they work well for in-the-box vendors, and we’re anything but … but I digress.

RFP questions should do so much more than simply weed out the bad fits.  They should force vendors to think outside the box with open-ended questions that tell you about how they think and collaborate with clients.  We were at an onsite presentation recently and a consultant said, “You have 15 minutes to create a promotional plan and incentive design.  You have 5 minutes to ask us anything you’d like, and 10 minutes to create.  Go!”  Now THAT is how a sales presentation should go.  Can the vendor’s representatives think on their feet?  Do they really know compliance?  Are they creative, or are you getting canned promotions?  Do they even know the questions to ask in order to find a client’s pain points and priorities?  Are they really focused on your unique goals (and prepared to support them), or are they just saying what they think needs to be said to close the sale?  I realize it’s a sales team – typically not account managers – walking into these presentations.  So?  Shouldn’t the entire company share philosophies and fundamental beliefs?  Ask any one of our Boomers, regardless of his or her role in the company, what our feelings are on incentives, and you’ll get an earful.  Again I digress.

So what SHOULD be asked in a wellness RFP?  Here are 10 ideas to get you started…

  • Are your contests all the same mechanic (e.g., “Most X wins”), or do you have more complex mechanics?  If so, what are they and how do they work?
  • Describe some of your most stimulating challenges that drive the highest sustained engagement and explain why they work.
  • Is your program “configurable,” “customizable,” or both?  Please provide examples.
  • What are your philosophies on incentives (regardless of what a client is asking for)?
  • How do you validate and reward for activities outside your program for incentive purposes, and what type of “outside” activities would you advise your clients to do?
  • Most vendors claim to be engaging.  What’s your “secret sauce” for driving/maximizing engagement?
  • What part does “social” play in your program (intentionally vague)?
  • What percentage of your staff is dedicated to client/member service, and how are they proactively engaging with clients? How many hours of hands-on support will we receive each month?
  • What does “innovation” mean to your organization?
  • Why did the founders start the company, and how has your mission changed since then?

Our hope is that these examples can help you dig deep to not only zero-in on the best vendor with the best features, but also the best long-term partner to support your ever-evolving worksite-wellness needs. If you want more ideas, feel free to hit us up – we’d love to brainstorm!

Danna Korn

Co-Founder / CEO / Chief Energizing Officer


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