Template
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.
Before quoting, confirm and write down:
[ ] Ceiling height and rigging availability
[ ] Power outlets, phases and total draw available
[ ] Lift access, door widths and ramp availability
[ ] Noise restrictions and curfew
[ ] Internet upload speed, tested rather than assumed
[ ] Loading dock bookings and time limits
[ ] Whether a venue technician must be present
[ ] Whether the room is shared with other events
[ ] House lighting and sound that cannot be changed
[ ] Emergency procedures and induction requirementsThis is the input the analysis step expects alongside the brief. Unanswered checks surface as open questions, so the review pass becomes a review of the gaps rather than a search through the email chain.
Other templates
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.
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.