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SalesTemplate10 min read

Group Proposal Template

Present rooms, meeting needs, value and decision timing in a clear hotel proposal.

PRIMARY ROLESales Manager
USE WHENProposal

Operating standard

  1. 01

    Group Proposal Template: Confirm the scope, desired outcome and sales owner for this proposal work.

  2. 02

    Verify the current facts with the appropriate hotel systems, logs, guest records or physical inspection.

  3. 03

    Complete the actions within Sales Manager authority and escalate any safety, guest, revenue or policy exception promptly.

  4. 04

    Coordinate required handoffs with the affected department so the action is visible beyond one shift.

  5. 05

    Save the completed record in the hotel’s approved location and share it with the next owner.