A full RFP process ends with a competitor booking and no explanation.
You put together a strong proposal for a corporate meeting. The site visit went well. Then the client books somewhere else. The coordinator's explanation is vague — "they went in a different direction." You do not know if it was capacity, price, location, amenities, or the competing venue's sales relationship.
RadRoot sends a short five-question interview to the meeting planner 48 hours after a loss, framed as feedback to improve your proposals. Corporate planners are often happy to share because they know they will work with you again.
A Salesforce - Lost Opportunities Report export. One row is one lost corporate event proposal. RadRoot reads the whole row, so every question can name something the person already knows is true.
| Opportunity_ID | Planner_Name | Planner_Email | Planner_Title | Client_Company | Event_Type | Expected_Attendees |
|---|---|---|---|---|---|---|
| OPP-28491 | Michael Torres | michael.torres@vanguard-pharma.example.com | Senior Events Manager | Vanguard Pharmaceuticals | Annual Sales Kickoff | 180 |
| OPP-28503 | Rachel Kim | rachel.kim@pendleton-financial.example.org | Meeting Coordinator | Pendleton Financial Group | Board Retreat | 24 |
| OPP-28519 | Alan Greenberg | agreenberg@titancore.example.com | Director of Corporate Events | TitanCore Industries | Leadership Summit | 95 |
| OPP-28527 | Diane Murphy | dmurphy@cascade-health.example.net | Conference Planner | Cascade Health Systems | Medical Training Conference | 140 |
| OPP-28544 | Brian Wolfe | bwolfe@meridian-tech.example.com | Events Lead | Meridian Technologies | Product Launch Event | 220 |
First 5 of 20 rows, first 7 of 14 columns. RadRoot interviewed the corporate meeting planner on each row, and 6 of 20 answered.
Six options every time, including the ones that reflect badly on whoever sent it. Each question was written after the answer above it landed.
Written for whoever ran the campaign. The respondent never sees it.
Wolfe chose Grand Pavilion because their all-inclusive F&B package was easier to budget and defend to leadership. Silverpoint's multi-tier pricing with separate charges for linens, staging, and signage created uncertainty about the true cost. Wolfe acknowledged that Silverpoint felt more polished and professional, but that advantage was not enough. The path back into Meridian requires a simplified pricing model with a clear bottom line presented at the start.
Silverpoint charged separately for linens, staging, and basic signage while the competitor bundled them.
The multi-tier structure with optional upgrades made it difficult to determine the true final cost.
The all-inclusive F&B package from Grand Pavilion was the deciding factor because it simplified internal approval.
The planner would only consider Silverpoint again if they simplify pricing and provide clear upfront costs.
Silverpoint was viewed as more polished and professional than the venue that won the business.
Fifteen minutes, screen to screen. We run your real question through RadRoot while you watch, and you leave with the follow-up it wrote and a price.