Template
Event brief template
Send this to clients who are unsure how to describe their event. A brief that answers these questions takes far less back and forth to quote.
Event name:
Client and contact:
Event date(s) and times:
Venue and address:
Expected attendance:
Rooms or spaces, and what happens in each:
Deliverables
- What the client expects to see or hear
- Recording, streaming or both
- Any required outputs
Technical
- Power available at the venue
- Rigging points and weight limits
- Internet: dedicated, shared or unknown
- Access times, load-in and bump out windows
- Parking, permits and lifts
People
- Who is on site from the venue
- Who approves scope changes
- Any accessibility or safety requirements
Commercial
- Budget indication, if any
- Deadline for the quote
- Preferred payment termsPaste a completed brief straight into the analysis step. QuotePilot separates the stated facts from the assumptions and raises the checks that are still unanswered.
Other templates
Venue technical check
Run this before you commit to a price. Most margin loss on event work comes from a venue detail that was guessed rather than the equipment list.
Pre-send quote review checklist
A short review pass that catches the mistakes that turn into variation claims. Print it, or keep it beside the quote while you check.
Turn the brief into a quote
A completed brief is the input QuotePilot expects. Paste it and review what comes back.