Enterprise Software Company Proposal Presentation

Meeting Prep Checklist

Review past interactions and meetings with the customer
Understand the customer's industry, business model, and challenges
Finalize the proposal and presentation
Do a mock-run of the presentation and software demonstration
Get to know the specifics of the pricing and contract terms

Meeting Agenda Template

• Welcome and Introductions
• Review of Customer's Business Needs
• Highlighting the Key Challenges
• Presentation of the Company's Proposal
• Demonstration of Software Solution and its Benefits
• Explanation of Implementation Process
• Discussion of Pricing and Contract Terms
• Addressing Questions and Concerns
• Next Steps and Timeline

Meeting Notes Template

• Names and roles of meeting participants
• Key points of customer's business needs and challenges
• Main points and highlights from the proposal
• Reactions and responses to software demonstration
• Questions, objections, and feedback
• Agreement points and objections on pricing and contract terms
• Agreed next steps and deadlines

Meeting Follow-up Checklist

Log meeting notes and outcomes in the CRM
Update contacts and opportunities
Review and analyze feedback, objections, and questions
Send a follow-up email summarizing the meeting and providing requested information
Internally discuss feedback and next steps
Plan for the next interaction based on agreed timeline