2. Introductions
• John Smith, VP Sales - [company name]
• Sally Brown, Account Executive - [company name]
• Prospect Name, Prospect Title - [company name]
• Prospect Name 2, Prospect Title - [company name]
3. Our Understanding
Your Company
• Provide a brief summary of prospective company.
Your Needs
• Outline prospective company’s situation & problems.
• Discuss implications of problems in financial terms if possible.
Decision Criteria
• Communicate key decision criterion and rank importance (Hi, Med, Lo)
4. Our Approach
Our Company
• Provide a brief summary of your company.
Our Solution
A. Key Product/Service Offering
B. Professional Services
C. Service Level Agreement
D. Project Delivery Timelines
Action Plan
1. Step 1
2. Step 2
3. Step 3
5. Our Solution
Key Product/Service Offering
• Component 1
• Component 2
• Component 3
Professional Services
• Solution Delivery
• User Training
• Solution Support
Service Level Agreement
• Insert high-level SLA
Project Delivery Timelines
• Insert estimated delivery date
6. Action Plan
1. Step 1 - clarify this step in the process
2. Step 2 - clarify this step in the process
3. Step 3 - clarify this step in the process
4. Step 4 - clarify this step in the process
5. Step 5 - clarify this step in the process