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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
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Learn more about RFP, RFI, RFQ Response Meetings or go back to Professional Services Company Templates