1. (Insert Prospect’s Logo Above) Title Slide Has Benefit or Solution to the Prospect’s Problem

2. Purpose Process Payoff

3. Situation Analysis for [Name of Company Goes Here] Insert a positive fact you’ve learned (positive) Insert a second fact (positive) Insert a third fact (positive) Move to a problem you’ve discovered (negative) Include a second negative or amplify the first Insert a third fact negative) Suggestion: Prove you listened by feeding back a prospect quote from your notes

4. Situation Analysis: A Business Balance Sheet Here’s something good about your prospect’s business Another advantage Still another one A business problem from the needs analysis Another issue you uncovered Another challenge PositivesOpportunities

5. Current Opportunities/Challenges Go into more detail about the problem here. Describe what will happen if the problem goes on unchecked. How much money, time or energy will be lost? What other dreadful, unnecessary thing could happen? [Trouble Talk]

6. Recommendations-Rationale-Desired Outcomes Recommendation 1 Rationale Desired Outcomes

7. ImplementationDate Step 1 Describe action steps and dates. You can also use a calendar to visually show how your solution will be implemented. Step 2 Describe action steps and dates Step 3 Describe action steps and dates

8. Investment Summary Page Recommendation 1$xxxxx Recommendation 2$xxxxx Recommendation 3$xxxxx Total $xxxxxxxx Terms and conditions: (This page might be replaced by your company’s contract forms and spec sheets.)