1. Building a Mutually Rewarding
Partnership
[Your Company Name]’s Commitment
to Delivering Unequaled Value to
[Client Name]
(Replace with
client logo)

2. Our Value Proposition
[Client Name] will be able to [improve
what, for whom, and by how much] as a
result of [describe your organization’s core
competency or solution strategy].

3. Our Commitment
 Mutual trust and respect
 Delivering measurable value
 Understanding and quickly resolving challenges
 Minimizing risk and lost opportunity
 Positioning [Client Name] for improved
growth, efficiency, and customer satisfaction
Our partnership with [Client Name] will be driven by:

4. Your Business Needs
 Improved speed to market to retain industry leadership
position
 Improved overall customer satisfaction (demonstrated
by repurchase intention and referrals)
 Reduction of unnecessary costs while improving quality
of services delivered
While working closely with [Client Name], we have
identified the following business needs, which we will
carefully address:

5. Your Pain Chain
CEO
Eroding shareholder value
• Profits down, cash flow tight
• Not meeting business goals
CFO
Profits down, cash flow tight
• Costs are up (despite cutbacks)
• Not meeting financial goals
COO
Not meeting business goals
• Operating costs continue to rise
• Productivity, quality are stagnant
CIO
IT not aligned with business
• Cannot meet demand for IT
• Quality control, staffing issues
Our solutions seek to minimize the pain felt throughout
[Client Name]’s organization.

6. Leveraging Our Core Competency
 World-class financial analysis software
 Business consulting and process improvement expertise
 Highly trained systems integration team
 Measurement of quantifiable benefits
As a leader in [field], [Company Name] can fully
leverage its knowledge, expertise, and people in the
following areas:

7. Solutions That Deliver Value
 Timely implementation of financial analysis system
 Full integration with existing business systems
 Streamlining of core financial and business processes
 Hands-on training and mentoring of system users
[Company Name] offers a variety of business solutions
that can be customized to address specific customer
needs:

8. A Proven Methodology
Our ability to deliver consistent, reliable solutions is
based on a time-proven methodology that places
customer needs above all other considerations:
Phase 1
Describe
[Company Name] Solution Methodology
Phase 2
Describe
Phase 3
Describe
Phase 4
Describe
Phase 5
Describe

9. Measurable Benefits
 Our solution will be fully implemented within 4
months, including all staff training
 Streamlined customer, sales, and service processes will
improve efficiency by at least 10% within the first 6
months of implementation
 Time to market will be reduced from 8 to 6 weeks
 Average time to close new sales will be reduced from 6
to 4 weeks, and sales costs will be reduced by at least
10% within the first 6 months
The key to any partnership is delivering real business
value. The following customer benefits will drive our
priorities and solution strategies:

10. Next Steps
 Complete systems analysis by Aug. 31
 Define new business processes by Sept. 15
 Install financial analysis system by Oct. 15
 Complete staff training by Nov. 20
 Begin transition to new system by Jan. 1
After validating your business needs and
priorities, we will ensure that our business objectives
align with your needs. From this perspective, we will
propose cost-effective solutions that deliver
measurable value to you and your end customers.