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1. Agenda
• Introductions
• Our Understanding
• Our Approach
• Pricing Options
• Questions & Answer
• Contact Information

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

7. Pricing Options
Option 1 - [insert option name]
• Solution Component 1
• Solution Component 2
Option 2 - [insert option name]
• Solution Component 1
• Solution Component 2
Option 3 - [insert option name]
• Solution Component 1
• Solution Component 2

8. Questions
Is there anything you need more clarity on?

9. Contact Information
John Smith, VP Sales
Phone: (212) 555-5555
Email: jsmith@abc.com
Web: www.abc.com
Sally Brown, Account Executive
Phone: (212) 555-5556
Email: sbrown@abc.com
Web: www.abc.com