RFP, RFI, RFQ Response Template

Meeting Prep Checklist

Thoroughly read and understand the RFP, RFI, RFQ
Prepare a comprehensive response that aligns with customer's needs and company's offerings
Plan the presentation of the response
Anticipate questions and prepare responses
Research about the customer's industry, pain points, and competitors

Meeting Agenda Template

  • Introduction and greetings
  • Confirm the understanding of the RFP, RFI, RFQ
  • Present your response and solution
  • Discuss the solution benefits, unique features, and competitive advantages
  • Answer any queries related to the response
  • Discuss next steps and close the meeting

Meeting Notes Template

  • List of attendees
  • Main points from the customer's RFP, RFI, RFQ
  • Highlights of the presented solution
  • Customer's questions and your responses
  • Agreed next steps

Meeting Follow-up Checklist

Update the CRM with meeting notes and update deal/opportunity/account records
Send a follow-up email with a summary of the meeting and next steps
Share a summary of the meeting with the internal team
Schedule next meeting if agreed