The agenda of the meeting

The presentation you are sharing with your client

The presentation you are sharing with your client

You are about the complete the data of

the customer

Complete the data of the customer

Complete the data of the customer

Confirm the offer or order with an e-mail

Either send an offer or make a follow-up

meeting

After giving the presentation and gathering the information you can send an e-mail to your customer. This e-mail can contain a personalized offer / contract or follow-up meeting.

This is just an example. We have more options. See www.idiligo.com for more about scripting.