Proposal Creation TIPS for Members

Participation in the Call for Speaker Proposal (CSP) process is a valuable “member only” benefit of listing with d.d.s.

Make your proposal memorable!

Create an “introduction letter” that you can use as a template for future proposals. This will streamline the process as you can just tweak the letter to change the details each time you use it.

NOTE: Copy the letter into the body of your email (not attached). Address your email to the planner. Send your email to and we will forward your email directly to the planner.

In addition to answering the meeting planner’s questions, consider adding the following to your introduction letter:

  • How do you differentiate? What is different/better about your presentations?
  • Meeting planners hire speakers in anticipation of results. What will change as a result of your presentation?
  • Be excited about the opportunity and their interest in your programs.
  • Recommend the topic(s) you feel would be the best fit and why. Mention upcoming meetings at which you have been hired to present on the same topic (if those meetings are easily recognizable).
  • Include a very brief, relevant bio which helps to solidify you as an expert on the subject.
  • Attach your speaker packet to the email

View Introductory Letter Template

man+with+checklist2. Keep it conversational. Write your proposal like a letter, addressing each of their areas of concern. Have some energy, have some fun with it. Meeting professionals receive dozens of proposals in response to our Call for Speaker Proposal requests. Let your proposal be the one that brings a smile to their faces and is interesting to read.

3. Presentation is everything. Give time and thought to how your proposal looks. The most effective proposals will utilize speaker marketing materials with color, interesting fonts, graphics… Include your logo, your picture, any graphics that help make the information easier to read and absorb. ATTACH these supporting documents to your email.

A little attention to detail will go a long way for you when preparing your speaker proposals. The extra time you spend can make all the difference in getting the gig.

Have questions? Would you like us to review your speaker proposal and provide feedback? Email today to take advantage of this complimentary service.


Important to Note

1. Don’t make the planner do the work. Don’t provide links back to your website for every item that is requested. Planners typically receive a couple dozen proposals. It’s not likely that they will track down your information. Make it easy for them to see why you are the best choice for their meeting. Take some time, make it look good, put some thought into it.

2. Many CSP’s request presentations that qualify for CE. This does NOT mean that you must be an approved CE provider. The meeting planner is ultimately responsible for deciding if your presentation will qualify for CE. The meeting planner will typically offer the CE credits. YOU can help them know whether your course qualifies by providing a clear, meaty course description and measurable bullet-pointed objectives. Also, let them know if your presentation(s) has been approved for CE before.

If you think it’s likely that your course would be considered CE worthy, please indicate this information on your proposal. If the planner feels that your presentation could be a good fit, they will contact you and this can be sorted out during your conversations.

3. A demo video is usually not essential. (If it is, we will indicate on the CSP.) Demo videos ARE an important element in the decision-making process every time. If you don’t have a short demo video available on your website, I encourage you to create one. Contact with any questions!

4. It is very helpful to have a relationship with companies that are interested in sponsoring your presentations. Learn more about sponsorships at:

5. The meeting planner will contact you directly to learn more about your programs / discuss contracting details if they feel that your presentation could be a good fit for their meeting.

6. Many planners who have previously asked for proposals will go back through those proposals to find speakers for future meetings. This is all the more reason for you to participate in the CSP process!

Submitting proposals can be a quick and easy process once you’ve streamlined it and have the necessary elements in place. If you’d like help, let us know! Email