Final Presentation - Enterprise Software Company Template

Meeting Prep Checklist

Review the work done, the objectives achieved, and the performance metrics
Prepare the final software/product demonstration
Understand the client’s current needs and challenges
Prepare answers for potential questions
Plan how to showcase the future support and updates
Practice the presentation to ensure its effectiveness and readability

Meeting Agenda Template

  • Introduction
  • Recap of work done and objectives achieved
  • Showcase of final product/software and its key features
  • Demonstrating how the product addresses the client's needs and challenges
  • Detailed product walkthrough
  • Future support and updates
  • Feedback and Q/A session
  • Discussion on next steps and contract closure

Meeting Notes Template

  • Names and roles of attendees
  • Recap of work done and objectives
  • Demo and key features of the software/product
  • Specific points highlighting how the product addresses the client's needs
  • Points discussed in Q/A session
  • Feedback received
  • Decisions made about next steps
  • Points to follow-up on

Meeting Follow-up Checklist

Log meeting notes, recording/transcript, and outcomes in a CRM
Update contacts and opportunities based on the decisions made
Send a follow-up email summarizing the meeting and the next steps decided
Share a summary with colleagues
Prepare and deliver the contract for closure if agreed upon