Event Proposal Template Checklist printable pdf download

Event Proposal Template Checklist

EVENT PROPOSAL TEMPLATE CHECKLIST

Use this checklist to help you create the perfect client-focused event proposal

every time.

REQUIREMENTS

Not meeting the basic requirements set out by the client is a guaranteed route

to failure.

Check off all that apply:

Include a company overview

State why you are perfect for the contract

Include relevant case studies and statistics

Include team member proﬁles

Follow the client’s formatting instructions

Make sure the order of sections is correct

Ensure the budget is handled in line with client expectation

Include high and low budget options

Include upsells

Identify new forms of revenue if possible

Include your environmental policy

MESSAGING

Ensure that you understand the needs of your client by speaking their language.

Check off all that apply:

Create detailed client personas

Ensure language is client focused

Speciﬁc details within the proposal tie back to client needs/objectives

Event Proposal Template Checklist