Builder Checklist

Create and send a personalized tour

Use this checklist when building a tour for an RFP, site inspection, proposal, or follow-up.

The goal isn’t perfection. The goal is relevance + speed.

Step 1: Choose the Right Workflow

☐ Click Builder
☐ Select the recipe that matches your scenario:

• RFP Response
• Site Inspection
• Email Signature
• Syndicate to Cvent

Tip: Start with the scenario that matches your opportunity. The structure is already built for you.

Step 2: Select Only What Matters

☐ Search or filter for relevant spaces
☐ Add 4–8 assets that directly support this opportunity
☐ Avoid “just in case” content

Ask yourself:

• Does this asset answer something specific they asked?
• Does this strengthen my positioning?

Focused tours perform better than overloaded ones.

Step 3: Customize (Don’t Overthink It)

☐ Reorder assets if needed
☐ Rename sections for clarity
☐ Add a short intro message
☐ Remove anything unnecessary

Personalization is about relevance, not redesign.

Step 4: Review Before Sending

☐ Click Preview
☐ Confirm flow makes sense

This is exactly what your planner will see.

Step 5: Complete the Most Important Step — Share

☐ Click Share
☐ Send via email or copy link
☐ Add a short contextual message

Example:

“Here’s a custom walkthrough tailored to your 200-guest gala. I highlighted our ballroom and pre-function space for your review.”

If you don’t click Share, the tour doesn’t move the deal forward.

After You Share

☐ Follow up within 24–48 hours
☐ (Plus/Pro) Review engagement before your call

• Which spaces were viewed?
• Where did they spend time?

Lead your follow-up with insight.

Builder Success Standard

A strong Builder tour is:

✔ Focused
✔ Relevant
✔ Personalized
✔ Shared

If you completed the Share step, you’ve succeeded.