Proposal Presentation

Meeting template with checklists and agenda

A Proposal Presentation meeting is a crucial step in your sales process where you present your proposed solution to the client. This meeting is an opportunity to demonstrate how your product or service can address the client's needs and challenges. This template helps you prepare a comprehensive and engaging presentation, anticipate and handle objections, and ensure a thorough follow-up. With this template, you can elevate your proposal presentation meetings, making them more structured, impactful, and result-oriented. 👍


Proposal Presentation Template

Meeting Prep Checklist

Review the history of interactions with the client
Understand the client's business needs and challenges
Prepare a detailed proposal addressing those needs
Develop a presentation that clearly explains the proposal
Anticipate possible objections and prepare responses
Set the objectives for the meeting

Meeting Agenda Template

  • Introduction and greetings
  • Recap of previous discussions
  • Outline of the presentation
  • Detailed proposal presentation
  • Addressing anticipated questions and objections
  • Discuss next steps
  • Set a date for follow-up meeting
  • Close and thank you

Meeting Notes Template

  • Attendees and their roles
  • Key points discussed in the introduction and recap
  • Details of the proposal presented
  • Questions and objections raised by the client
  • Responses provided and client reaction
  • Next steps agreed upon
  • Date for follow-up meeting
  • Any additional observations or insights

Meeting Follow-up Checklist

Update CRM with meeting notes
Attach call recording or transcript if available
Update deal or opportunity records in CRM based on meeting outcomes
Add any new meeting contacts to the CRM
Send a follow-up email summarizing discussions and next steps
Share meeting summary and action points with relevant colleagues