PROPOSAL TASK SETS:
Load these into your project management system/CRM/Systems spreadsheet:

Pro

Proposal Example From Masterclass: CLICK BELOW FOR WORD DOC:
ShoshinProposalTemplate

Invoice Example From Masterclass (Model using your company logo/options)

Email Script for sending:
Subject: Proposal For (ORGANIZATION)’s (CITY) Event
Text: Good Afternoon, (NAME)-
Pleasure chatting with you last week, and super excited to be partnering for your 2019 event!

Attached you will find the proposal and invoice for the requested options. Your signature on the proposal scanned and returned to me, along with notice of payment issuance, will secure those February dates on my calendar. Once payment is received, we’ll schedule a chat with yourself/any other (EVENT ASSOC NAME) execs you’d like and go over event logistics/schedule, book customization and the keynote/breakout customization process.

We can hold the terms of this agreement until (DATE ONE WEEK OUT). Please call/email with any questions and we’ll chat soon!

Signature