#Client Prep Document

What is a Client Preparation Document It’s a document that maps out the prerequisites for a Discovery Session or other presales workshop. It ensures that all the key elements needed are actually in place prior to the meeting taking place. The Document should be sourced around a particular theme, then edited to reflect customer details and passed on to the customer. It should outline a framework agenda for discussion and finalisation in the Prep-Call as well as potential outcomes from the one day Discovery Session. [Read More]