Request for Proposal (RFP) Form
Please fill out this form to request a proposal from our agency for your upcoming event or stay. We look forward to assisting you!
Your Information
Company/Organization Name
Full Name
First Name
Last Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Preffered Method of Communication
Please Select
Email
Telephone
Text Message
Video Call
Requested Service Type(s)
Travel Planning & Management
Event Planning & Management
Customer Service and Experience Support
Intuitive Marketing & Lead Generation
Account Management & Maintenance
Event Details
Event Name
Event Location
Number of Attendees
Event Type
Conferences & Summits
Brand Activations & Launches
Meetings
Retreats
Ceremonies & Celebrations
Holiday Parties
Is this a recurring event?
Yes
No
Previous Budget Range
Please Select
Under 10K
10K-25K
25K-50K
50K-100K
100K+
Event Date(s)
-
Month
-
Day
Year
Date
Preferred Setup Style
Banquet Style
Theater Style
Classroom Style
U-Shape
Boardroom
Lounge Style
Cocktail Style/Standing Reception
Expo style with Exhibit booths
Event Date(s)
-
Month
-
Day
Year
Date
Preferred Setup Style
Banquet Style
Theater Style
Classroom Style
U-Shape
Boardroom
Lounge Style
Cocktail Style/Standing Reception
Expo style with Exhibit booths
Event Date(s)
-
Month
-
Day
Year
Date
Preferred Setup Style
Banquet Style
Theater Style
Classroom Style
U-Shape
Boardroom
Lounge Style
Cocktail Style/Standing Reception
Expo style with Exhibit booths
Event Date(s)
-
Month
-
Day
Year
Date
Preferred Setup Style
Banquet Style
Theater Style
Classroom Style
U-Shape
Boardroom
Lounge Style
Cocktail Style/Standing Reception
Expo style with Exhibit booths
Accommodation Requirements
Room Type Preferences
Single
Double
Suite
No Preference
Check-in Date
-
Month
-
Day
Year
Date
Check-out Date
-
Month
-
Day
Year
Date
Number of Rooms Required
Special Requests
Catering Requirements
“How will you be covering meals for your group?”
We’d like traditional catering for all meals, coordinated through your team.
We prefer using a corporate meal delivery program like UberEats Business or DoorDash for Work, to let attendees order their own food within a set budget.
Meals will be included as part of the lodging package.
A mixture of all options listed above.
Attendees will be covering their own food.
Preferred Meal Types
Breakfast
Brunch
Lunch
Dinner
Snacks
Beverages
Will you be offering specific meal types on specific days?
Yes
No
Travel & Transportation Services
What types of transportation will you require?
Flight(s)
Rental Car(s)
Private Group Transportation
Dedicated Rideshare Program (e.g., Uber for Business, Lyft Pass)
Attendees will arrange their own transportation.
Will all attendees be departing from and arriving at the same location?
Yes
No
Departure Location
The City & State you will be departing from (Where are you coming from?)
Arrival Location
The City & State you will be departing from (Where are you going)
Flights
# of Economy Tickets
# of Premium Economy Tickets
# of Business Class Tickets
# of First Class Tickets
Flight Preferences
Non-Stop
Round Trip
Packaged when possible
Arrival Preference
Morning
Afternoon
Evening
Night
Any
Departure Prefernce
Morning
Afternoon
Evening
Night
Any
Rental Cars
Is the driver under 30 or over 70 years oldYoung or senior drivers may be required to pay an additional fee.
Yes
No
Rental Type
Midsize Car
Midsize SUV
Full Size SUV
Standard Elite SUV
Luxury Elite SUV
Features
AWD
Automatic Transmission
Unlimited Milage
Airport Pick-up
How many rentals will you require?
Community Building, Customer Service, Lead Generation, & Account Management
How many Customers or members do you support?
What channels do your customers use?
Phone
Live Chat
Email
Social DMs
SMS
Hours of Operation (Please Include Timezone)
Do you have an existing team?
Yes
No
Support Type Requested
Customer Service & Experience Support
Intuitive Lead Gerneration
Account Management
Community Consulting
What is your expected response time?
What KPIs will determine success in the first 30/60/90 days?
i.e a certain number of leads, increased website traffic, increased social media following, churn reduction, retention.
Who is your ideal client, member, or customer?
Which best describes our role?
Client-facing
Behind the scenes
Both
Would we be handling escalations and retention or just relationship management?
Relationship Management
Escalations & Retention
Both
Do you require appointment Setting?
Yes
No
Would we be managing inbound or outbound communications?
Please Select
Inbound
Outbound
Both
Which best describes the length of the contract?
Please Select
Short Term / Trial 30-90 days
Mid-Term 3 - 9 Months
Long-Term 12 months or longer
Tell us about your business, products, and/or services.
Do you provide SOPs & Training or would we need to develop them?
SOPs & Training Provided
No Training or other materials Provided
Does your project require technical knowledge or industry insight?
Yes
No
Will agents need any specialized training, clearances, or certifications.
Yes
No
Budget Information
Estimated Project Budget ($)
Additional Notes or Requests
Please provide any additional information or special requests.
What additional services do you require?
How did you hear about us?
Please Select
Facebook
TikTok
Instagram
Youtube
Google
An Advisor
Email
Event
Advisor
Please Select
Tiffany
Jessika
Ahira
Terms and Conditions
Submit Request
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