| You’ve had a positive first meeting. Now it’s time for the critical next step. Get expectations in writing in a Plan Letter, and you’ll have a good foundation for moving forward into Needs Analysis.
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Benefits:
Professional follow up
impresses clients and accelerates the S3 sales process. This guide helps you
move confidently and quickly to the Needs Analysis stage and ultimately to closing on your Solution.
Customers will appreciate your attention to detail and your interest in their
business challenges
Pricing:
Free to S3 Council Members.
All employees of PODi Member companies can join the S3 Council for free by
simply downloading any of the S3 tools or templates.
Not a PODi Member? Join today and get this tool and many others free.
Description:
Plan Letters take many forms,
from informal emails to formal, printed letter. Choose the one that best fits
your client’s expectations.
But in all its variations, the
Plan Letter should clearly communicate:
- Actions agreed upon
- Next steps and who is
involved
- Timeframe for completion
Download:
Sample Plan Letter guides Needs Analysis solution engagement 36.30 Kb
