The document outlines a 10 step sales pitch process: 1) Greet the client and introduce yourself as an employee of Bharti Axa insurance company. 2) Introduce your company, highlighting Airtel as a top brand in India and Axa as a Fortune 500 company. 3) Use an icebreaker to build rapport by complimenting the client and asking open-ended questions. 4) Probe the client about their long term financial goals like retirement, children's education, and house purchase with different time horizons and costs. 5) Discuss illustrations of potential solutions at different ages to achieve the client's goals by saving specific monthly amounts.