- Template/Guidance

Get a head start on your Professional Services presentations and placemats.

Placemat and Presentation

As part of the Pursuit process in Professional Services, there is often an accompanying presentation to the client decision-makers after your proposal is submitted. This templates guide includes:

  • Sample layouts for Placemats, including formatting and topics to discuss
  • Sample layout for a Presentation, including formatting and topics to discuss
  • Tips and tricks around introductions, communication, timelines and value