Collect the decision details first
Before asking for a quote, gather guest count, preferred date window, start time, budget range, office address, room type, and whether guests are employees, clients, partners, or executives.
Those answers determine whether the tasting should be interactive, premium, concise, food-forward, or built as a reception.
Ask facilities the right questions
Confirm whether outside alcohol and outside vendors are allowed, whether a COI is required, and how load-in, security, elevator access, trash, and cleanup should work.
If the event is after hours, ask whether building access, HVAC, reception desk coverage, and freight elevator windows change.
Protect the guest experience
Plan water, food, modest pours, clear pacing, and non-alcoholic participation so the event feels professional.
If senior stakeholders or clients are in the room, keep the tasting focused and avoid formats that put guests on the spot.
Know what a complete quote should include
Look for wine theme, number of wines, host role, timing, glassware assumptions, food options, staffing, setup, cleanup, taxes, service charges, deposit terms, and open questions.
A quote that hides those details will usually create more work later.