We have had a request for proposal widget for proposing events since 2014. Over the years, we have tried different versions and continuously adapted them for optimal conversion.

Goal:

Creating a first draft of an event
In a few steps, you will immediately have a good idea of what they want so during the first personal contact you can offer a nice proposal.

An organized overview of your assortment
On your website or in a brochure, you will often find all options for all types of events. In the request for proposal widget they only see the options that are important to the client (based on the input of step 1).

Gather as much information as possible
Gather as much information as possible from the client without using too many input fields. The contact details in the final step are of course input fields, but since the client has already set up the event, they are prepared to enter this for a successful request.

Accessible and low-threshold approach of requests
Put together an entire event in just a few clicks. This is a quick and easy way for the client to request an event rather than listing all options in a contact form or email.

Allowing to have more options selected
Just a package? The request for proposal widget is intended to give you clarity about which options are available.

Points of attention:

Keep it simple, it is a request
Limit your offer, do not offer too many packages that each have only a few deviations. It is better to offer a basic package and have it supplemented with suggestions. Based on the request, you can always offer other options that are more suitable.

As few input fields as possible
We have chosen to put as few input fields in the system as possible and to make most options clickable. This ensures a faster walk through the process. In addition, input fields also ensure adjustment/postponement behavior on the part of the applicant.

Different points of attention for each step

We have arranged each step differently because the goal is also different. The package step revolves around selecting the most extensive package, with the next step serving to expand this further with suggestions.

Inspire the client with ideas they didn't think of before
If the client wants to organize a meeting, make sure to also offer other options in the package, such as teambuilding activities, drinks or a dinner. Often, the client did not think about such activities yet.

Maximum 1 sentence below headings

Be clear, but too much text has negative consequences for your conversion. For example, you do not have to add general information to the request for proposal widget that is also available on your website.

Don't force what they don't know
For many clients it is the first time they book with you and for some it is the first time they organize an event. In the request for proposal widget they are given the freedom to select everything they want. For example, they can click on multiple lunches or selecting a setup not being mandatory. This is where your expertise as an event planner comes in.

No full range of products
We recommend 3 options (max. 6) per activity, taking into account the popular items and your margin.

Don't cover all scenarios
The request is without obligation. The quotation becomes the definitive document.

Did this answer your question?