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Sales Script

The initial sales meeting has the purpose of answering any questions the client has while also gathering necessary information to put together a proposal. The agenda includes an introduction of participants, discussing project assumptions and timing, defining roles and responsibilities, and clarifying goals, deliverables, and key success factors. Questions from the client focus on specifics of the project scope, budget, and timing. The meeting aims to build rapport, vet the client, and leave them with homework to consider likes/dislikes and competitors.

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262 views2 pages

Sales Script

The initial sales meeting has the purpose of answering any questions the client has while also gathering necessary information to put together a proposal. The agenda includes an introduction of participants, discussing project assumptions and timing, defining roles and responsibilities, and clarifying goals, deliverables, and key success factors. Questions from the client focus on specifics of the project scope, budget, and timing. The meeting aims to build rapport, vet the client, and leave them with homework to consider likes/dislikes and competitors.

Uploaded by

pointfoa_961679826
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Sales Script: Initial Meeting

Purpose Thanks for coming, appreciate your time hopefully no more than an hour. To help keep things moving well want to touch upon the following items. We might bounce around a little bit with the agenda but well eventually touch all aspects. The ultimate purpose of todays meeting is to answer any questions you have for us and that we obtain the necessary information to put together a proposal. Build Repor Build Credibility (background) Fact Facting (vet them out) Build DMV

Agenda Discussion of Project Overview: Intro to Participants Project Assumptions (Timing/Processes) Project Manager (Roles/Responsibilities) Goals Deliverables (Guidelines/Expectations) Key Success Factors

Questions Specific to web/branding/print Budget Timing

Close Thanks for coming. It was a productive meeting. We have enough things to now get you a proposal.

Homework Likes/Dislike Competitors

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