Knowing the status of your inquiries helps you stay on top of opportunities and understand where each potential event stands. In Partner Hub, you can quickly see the current status of all requests, proposals, contracts, and confirmed bookings, so you always know what’s happening with each client.
Viewing Inquiry and Proposal Statuses
All current requests can be seen in the Inquiries tab of your Partner Hub. This is where you track each opportunity from initial RFP or inquiry to final booking. Here's a breakdown of the statuses you’ll see:
Inquiries: New requests that haven’t been responded to yet. This is your starting point for response and engagement.
Proposal Submitted: You’ve sent a proposal to the client. This helps you keep track of which opportunities are actively being considered.
Contracts: The client has requested a contract. This indicates strong interest and requires timely follow-up.
Awaiting Client Response: The contract has been sent to the client and is waiting for their signature.
Not Booked: Opportunities that were either declined by you or turned down by the client. This section lets you review past RFPs and consider follow-ups or lessons learned.
Once a request or proposal becomes a confirmed booking, it moves to the Bookings tab. Here, you can manage all confirmed events, update details, and track logistics.
Best Practices
Regularly check your Inquiries tab to ensure no new opportunities are missed.
Follow up promptly on proposals and contracts to maintain client engagement.
Review the Not Booked tab periodically to learn from past opportunities and refine your approach.
If a proposal or RFP isn’t booked, use the platform to message the client for feedback or clarification if desired. This can help refine future proposals and understand client preferences.
TL;DR
All inquiries, proposals, and RFPs are visible in the Inquiries tab.
Statuses include: Inquiries, Proposal Submitted, Contracts, Awaiting Client Response, Not Booked.
Fully booked events are managed in the Bookings tab.
You can always message clients for feedback if an opportunity isn’t booked.
Staying proactive and reviewing each status helps you capture more bookings and improve client engagement.