Final Presentation Template

Meeting Prep Checklist

Set clear meeting objectives
Review any previous interactions with the prospect
Research the prospect's role, responsibilities, and preferences
Research the prospect's industry, competitors, and market trends
Fully understand your product's/service's highlights and key benefits
Prepare a presentation that addresses the prospect's needs, pain points, and challenges
Develop a compelling value proposition that highlights benefits and outcomes of your solution
Practice presenting your proposal in a concise, engaging manner
Prep relevant case studies or success stories
Identify common objections and prepare detailed responses
Gather and ready any materials related to the prospect's needs
Coordinate team roles and responsibilities
Share the meeting agenda early
Test your tech
Have a backup plan ready

Meeting Agenda Template

  1. Opening and Agenda Review
  • Welcome and introductions
  • Recap of agenda and objectives
  1. Company Introduction and Background
  • Provide a brief overview of your company, mission, values, and relevant achievements
  • Discuss how your company's values align with the prospect's needs and industry
  1. Prospect's Needs, Challenges, and Goals
  • Summarize the information gathered during the discovery and needs assessment phases
  • Clarify the pain points, challenges, and goals identified during the sales process
  1. Final Proposal Presentation

a. Proposed Solution Overview - Present a detailed overview of your solution and its key features - Discuss how your solution directly addresses the prospect's needs and challenges

b. Value Proposition - Explain the unique value proposition of your product or service - Highlight key benefits and outcomes the prospect can expect - Share relevant success stories and case studies - Conduct a live demonstration of your product or service

c. Pricing and Contract Details - Present pricing options, models, or packages - Discuss contract terms, payment plans, and other relevant financial details

  1. Addressing Questions and Concerns
  • Open the floor for questions, concerns, and clarifications from the client
  • Address objections and concerns effectively, providing information and evidence to alleviate doubts
  1. Next Steps and Action Plan
  • Outline proposed next steps
  • Discuss and establish a timeline for next steps
  1. Feedback and Q&A
  • Encourage the prospect to ask questions and share feedback on the presentation
  • Allow additional time for any remaining questions or discussions
  1. Closing and Thank You
  • Summarize the key points
  • Confirm the prospect's commitment and timeline for the next steps
  • Thank the prospect for their time and consideration

Meeting Notes Template

  1. Basic Information
  • Date and time
  • Attendees and their roles
  • Key decision-makers
  • Contact information
  1. Key Features and Functions
  • Product/service offerings and features presented
  • Key features that specifically align with the prospect’s needs or pain points
  • Prices and packaging information provided
  • Any technical specifications or requirements (system compatibility, data migration needs, etc.)
  1. Prospect Information
  • Prospect’s pain points, needs, or challenges
  • Prospect’s goals and objectives
  • Competitors or alternative solutions the prospect is considering
  1. Proposal Specifics
  • Prospect’s interest level in specific features
  • Prospect’s reaction to different stages of the presentation
  • Prospect’s questions, concerns, or objections and your responses
  • Positive or negative feedback from the prospect
  1. Previous Interactions
  • Previous presentations or interactions
  • Prospect's reaction and engagement level to previous interactions
  1. Next Steps
  • Agreed-upon next steps and deadlines
  • Roles and responsibilities for next steps
  1. Summarize
  • Key takeaways and confirmed next steps

Meeting Follow-up Checklist

Review meeting notes
Update CRM with meeting notes and contact information
Update outcomes and potential deal or opportunity records in CRM
Upload meeting recording/transcript to CRM
Schedule a follow-up meeting if applicable
Review the prospect’s feedback and concerns
Prepare detailed responses to raised objections for follow-up communications
Share key takeaways and insights with relevant colleagues
Address any action items or follow-up tasks agreed upon
Send customized follow-up email thanking the prospect, recapping the meeting, addressing objections, and outlining next steps
Share any additional resources with the prospect
Set a reminder for follow-up meeting
Plan and prepare for follow-up meeting