Free Event Planning Proposal Template That Wins Clients

Visually stunning cover

The first thing your client sees is a beautifully designed cover, fit for a world-class event planner. If the cover doesn't impress them, it's always going to be an uphill struggle from there. You can change the text, your logo, and the background image if you like - this gets you started.

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Pre-written services section

Writing about what you do is hard. Luckily, this event planning proposal template comes with a structure that gets you started. Simply add client specifics, tweak to your needs, and you're ready to send.

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Process and timescales

Explaining the event planning process can be difficult. You want to give enough detail, but not so much that it seems overwhelming. Fortunately, this has been battle-tested and is the perfect amount of information. You can tweak it to suit your exact process.

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Case study example

The number of event planners that simply don't put examples of their work in their proposals is shocking. If you want to be taken seriously, you need to show that you understand the client's needs and can come up with a successful solution.

In this event planning proposal template, we've set out an example case study. All you need to do is replace our example with one of yours and use the structure we've used.

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Pricing

Getting pricing right in the event planning industry is difficult. In this automatically calculated pricing table, all you do is put the numbers in, type a quick 1-line description of the service and the quote part of your proposal is done. And if you want to charge per hour, sell in quantities, or offer optional upsells, you can do that, too.

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Next steps with digital signing

One of the biggest reasons businesses don't win work is not giving clear instructions on how to buy from them. This proposal template comes with a 'Next Steps' page which you shouldn't need to alter at all. Simply detail the next steps your client will go through and ask them to sign digitally by typing their name and clicking Accept.

Our digital signatures are 100% legal and compliant. When your client signs, you can see your digital signature certificate in your Better Proposals account.

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Take payments from your client

Getting paid - it's the hardest thing to do in business. The sooner and the easier you can get that money in your account, the better.

Using our integrations with Stripe, PayPal, and GoCardless, you can take a payment from your client the moment they sign your proposal and then, if needed, start a subscription.

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