Proposal Presentation - Professional Services Template

Meeting Prep Checklist

Review customer needs and previous discussions
Study the proposal in depth
Anticipate potential questions and prepare answers
Align on meeting objectives with your team
Confirm that all decision-makers will attend
Prepare visual aids to support your presentation

Meeting Agenda Template

  • Welcome and introductions
  • Recap of customer's needs and challenges
  • Overview of proposal
  • Detailed walkthrough of solution
  • Expected outcomes and benefits
  • Pricing and terms
  • Next steps and timeline
  • Open discussion and questions

Meeting Notes Template

  • Names and roles of attendees
  • Recap of customer's needs
  • Key points of proposal discussed
  • Questions asked and answers given
  • Any concerns or objections raised
  • Agreed next steps and timeline
  • Observations on customer's reactions and interest

Meeting Follow-up Checklist

Log meeting notes and outcomes in CRM
Update contacts and opportunities
Follow up email summarizing the meeting and next steps
Share meeting summary with colleagues
Prepare for next steps as agreed in the meeting
Evaluate if there's any adjustments needed based on the meeting