RFP, RFI, RFQ Response - Professional Services Template

Meeting Prep Checklist

Conduct effective research on customer requirements and objectives
Review client's RFP, RFI, or RFQ thoroughly
Prepare a robust response addressing every point of the RFx
Identify potential concerns and prepare answers
Setup presentation materials

Meeting Agenda Template

  • Welcome and introductions
  • Understanding client's needs
  • Presentation of your response to the RFx
  • Highlight significant aspects of your proposal
  • Address concerns and answer questions
  • Discuss next steps in the bidding process

Meeting Notes Template

  • Names, titles, and affiliations of attendees
  • Client's needs and objectives as discussed
  • Key parts of your proposal that the client showed interest in
  • Questions raised by the client and our responses
  • Agreed next steps

Meeting Follow-up Checklist

Log meeting notes in CRM
Update contacts and opportunities based on new info
Send a follow-up email addressing any unanswered questions
Submit your proposal if not already done
Share meeting summary with colleagues