Proposal Presentation - Enterprise Software Company Template

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