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Proposal meeting prep list

Jul 31, 2022 · 93.6 KB Download

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The Proposal Meeting Prep List is included in the Offer step of the Trusted Client Adviser process. Schedule a meeting to present a proposal to the client. When discussing pricing, stress the added value provided by the engagement and incorporate the options presented on the Pricing Tool. Review the Overcoming Pricing Objections Tool to be prepared for price oppositions and questions. Use this list to facilitate your meeting.

Use the Proposal Meeting Prep List to ensure that you

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File name: proposal-meeting-prep-list

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