You just met with a potential client and it’s time for you’re ready to get some new business! You know all the facts about your client’s event deets, what their goals are and what they are trying to accomplish. In the back of your head, you know this proposal is the key to your success! You may be a little nervous, but ABCey is here to help with some tips for a winning event proposal!
By summarizing or listing all the client’s desires and goals for their event, it provides reassurance. They know you understand their vision and will create their event with them in mind. In addition, this creates a good opportunity for you to add any suggestions you may have! These needs can come from anything mentioned in the initial meeting!
Show your client each stage of your execution process! You can include a variety of things, including your management process and RFP stage, your strategy, creating a timeline with adjustable milestones, and/or execution! This communication ensures that the client understands each step of your planning process and will eliminate any guessing games. It also conveys your organizational skills and shows you know what steps it takes to plan an event.
3. Showcase your experience!
This is your moment to shine! This reinforces all your strengths and showcases why you’re the best choice for their event. Don’t forget to insert any big company names if you’ve organized past events! In addition, be sure to include pictures of your past events with the most relevant ones flanking the top. (We knew those event pictures would come in handy!) Also, this is a great place to input any client testimonials and references.
Carefully break down each component and create a visual representation of the budget. One of our favorite ways to stay organized is to use a spreadsheet! It is easy to show each variable that incurs a cost, so the client is not confused about any fee or charge! This aspect of your proposal is a game changer, so do take your time! If you need any help with your budget, Event Manager Blog has an amazing event budget calculator!
5. Be visual
Inputting images and making your proposal visual make it visually appealing and easier to digest for the client. Also, the client will have an easier time envisioning your ideas for the event!
Before you submit your event proposal, be sure to double check for any typos or errors!
Site selection for events can be a challenging and tedious process. However, by accomplishing the right steps, you can find the best venue for your client. ABCey has curated a list of tips for a smooth site selection process that we use to pick the perfect venue!
Make an Initial List of Sites
The first step in our site selection process is doing a general brainstorm of sites that seem to fit the needs of the client. Consider the location, number of guests, and venue-type when compiling the list. Leave no stone unturned and make sure you’re getting a variety of different venues. This makes your client feel like they have options and will show them that you’ve considered everything.
Create a Master Spreadsheet for Your Client
After making an initial list of sites, create a master spreadsheet with a Site Selection tab. This should incorporate all the venues you found and important information about each venue, including pros and cons. For each site, include information on availability, contacts, venue size, location, pricing, and information about the space. Make sure the client can quickly and easily see what the venue has to offer!
Put Together a Style Guide
After the master spreadsheet has been shared with your client, it’s helpful to make a style guide with the key information and images for each of your top picks.
Send an RFP to all of Your Top Venues
An RFP (request for proposal) allows you to easily communicate your event needs to outside vendors. By sending your RFP to the various venues you’re considering, you can get a clearer idea about the availability and pricing for each site. This will help you narrow down your choices. Here are some tips on creating the perfect RFP!
Set Up a Review With Your Client
The next step is setting up a time to chat with your client over the phone or in person to go through each venue. From there, you’ll be able to get a better sense of which sites you can eliminate and which ones are worth visiting in-person.
Go on Site Visits to Check Out Top Venues
Once you and your client have picked your favorite venues, make sure to visit them in-person. This can help you decide if they’re the right fit for your event. There’s no better way to get a sense of the venue and their ability to meet your needs then to set foot on the actual grounds!
Make Your Final Decision
Hopefully the in-person site visits will help you identify your absolute top venues, so you can decide on the one you want to go with. Once you accomplish this, you can start working on the fun stuff, like figuring out event decor and can move forward with your chosen venue!