The RFI/RFP Process: Vetting Potential Partners

Vetting, or researching, potential exhibit marketing partners is really at the front and center of the process of either building, buying or leasing a trade show exhibit.

Leading this process, after creating the list, is picking up the phone or crashing the keyboard to ask the vettee;’s references what they think of them.  A word of caution: because the candidates have provided these names and numbers probably means they’ve also picked out the cream of their client list.  So be prepared for lots of hearts and flowers about the candidate.

However, don’t let that deter you from asking pointed questions, including:

  • Have you had any issues with the company?
  • Do you feel their billing/pricing is fair or high or low?
  • Who is your main contact and why do you like working with them?
  • What projects have they done for you recently?  Did everything go well?

A phone conversation is ideal.  That way you can hear any tone or inflection in their voice and the conversation will go places the written exchange can’t.

Always be sure and call more than one reference per candidate.  The ideal reference is one that the candidate can also share designs and who are in the same industry as you are in.

Compile your notes.  Nothing helps you remember and sort out information by having to write it down.  While this is a lot like studying for that big exam as you did back in school, the parallel doesn’t end there: a good “score” could save you money and time and aggravation.

Do your homework and it will pay off.  And, beside, meeting new people expands your network.

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