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⬇ Cut and paste the following template into the template section of meeting prep ⬇

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📑 Template


I will meet full name who is a title at company name

summary


Budget

  1. How much do you currently spend on addressing this challenge?
  2. What is your allocated budget for this type of solution?

Authority

  1. Who will make the final decision on this project, and can they be part of our next discussion?
  2. What is the process for approving new vendors or solutions within your organization?

Need

  1. What specific challenges or pain points are you currently facing? suggestion: challenges
  2. How could you see our product/service fitting into your existing workflow? suggestion: goal

Timing

  1. How fast are you looking to get started?
  2. What is the timeframe for your purchasing decision?