- Guide

You’ve been invited to present to the client decision makers, now what?

Insiders Guide

As part of the Pursuit Process in Professional Services, you may be invited to present to the client. Use our handy Insider’s Guide to prepare ahead of the big day and stay organized. You will learn:

  • Scheduling and agenda tips
  • What documents to bring
  • How to rehearse
  • Communication during the meeting
  • Key roles to play for your leadership team