Hospitality · Events

Event Proposal Follow-up

Close event and group proposals that stall after the quote goes out.

Apps this needs

Booking / PMS Property, listing or reservation system for availability & bookings. Connect during setup
CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup
Inbound Email Let the agent read and answer email enquiries. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent picks up proposals unanswered past the window.
  2. Follows up on the organiser's channel — persistent, never pushy.
  3. Answers the standard logistics: capacity, AV, catering, parking.
  4. Offers to provisionally hold the date while they decide.
  5. Hands anything needing a negotiated rate to events sales, with the thread.
  6. Once contract and deposit are both received, updates the event's status to definite in the CRM.

Data sources

Proposal status Function space availability Catering menus CRM

What it targets

  • Open proposals followed up Target 96%
  • Proposals closed Target 22%
  • Dates provisionally held Target 45%