PRE-PROPOSAL MEETING

What is the purpose of "Pre-Proposal Meetings" with Collabrance?

After you've completed the first appointment and assessment, work together with Collabrance to polish your proposal and ensure you're leading with the best possible solution that's positioned to help you win!

• Review questions and information gathered from sales and technical teams
• Establish pricing, sizing and solution based on customer's needs
• Determine if more information is needed & next steps

What reports do I need to perform and include for the Pre-Proposal Meeting?

Use these N-Central Discovery Reports to better understand the customers current infrastructure and devices, as well as identify which devices meet minimum standards and need upgrades. This helps provide a more accurate quote to the customer.

• Hardware Inventory Report
• Network Assessment Report
• *Active Directory (AD) Report

*Collabrance bills based on users so AD needs to be accurate.

What resources should I review for the Pre-Proposal Meeting?

Take a look at these before going into your final sales proposal meeting.

• Assessment Checklist
• Business Implication Questions
• Discovery Reports
• Pricing
• Pre-Requisites of a Sale
• Proposal
• Example Exhibits and Agreement (Review with your legal team)
  • IT Support Services
  • Schedule of Fees
  • Customer Selected Services
  • Onboarding Requirements
  • Vendor IT Services Agreement