Advertising Agency Pitch Meeting Catering Request Form

Planning a successful client pitch at your advertising agency means sweating every detail—including the catering. A poorly timed lunch delivery or overlooked dietary restriction can derail the momentum of even the most brilliant creative presentation. This Advertising Agency Pitch Meeting Catering Request Form helps your ops, account and creative teams coordinate food orders that impress clients and keep everyone fueled.

Built specifically for advertising agencies, marketing firms and creative studios, this template captures everything you need in one place: meeting details, headcount, client dietary preferences, presentation timing, budget parameters and preferred premium vendors. Instead of ping-ponging emails with the office manager, you can submit one clear request that accounts for nut allergies, vegan preferences, kosher requirements and more—ensuring every client feels looked after.

Paperform's conditional logic shows or hides follow-up questions based on meal type, dietary needs and setup preferences, so requesters only see what's relevant. Use calculation fields to estimate per-head budgets or track spend against your pitch budget in real time. Because the form lives on a clean, branded page, you can even share it with external caterers or freelance producers working on the pitch, keeping coordination transparent and professional.

Once submitted, connect the form to Stepper (stepper.io) to auto-route requests to your office manager or EA, send order confirmations to the caterer, create calendar holds for delivery windows and log expenses in your project-management or accounting tool. If your agency is juggling multiple pitches in a single week, this workflow ensures nothing falls through the cracks and every client meeting feels like a premium experience.

Whether you're hosting a breakfast brainstorm, a working lunch or an evening presentation with wine and canapés, Paperform gives you one flexible, on-brand tool to manage the details—so your team can focus on winning the business, not chasing down sandwich orders.