Timeline: End of Jan / First week of Feb 2026
Contacts: Steve Badelt, Ryan Thomas
Purpose: [Define pitch objective]
Status: Preparing

□ Confirm meeting time and attendees
□ Review previous interactions/notes
□ Research attendees (LinkedIn)
□ Prepare agenda
□ Gather relevant materials
□ Test tech (if video call)
□ Prepare questions to ask
□ Set meeting goals

□ Review agenda and talking points
□ Open relevant documents/demos
□ Clear notifications
□ Have water nearby
□ Quiet environment ready
□ Backup contact method noted

DISCOVERY CALL AGENDA
=====================
Client: [Name]
Company: [Company]
Date: [Date]
Duration: 30 minutes

1. INTRODUCTIONS (3 min)
   - Brief background on Support Forge
   - Their role and background

2. UNDERSTAND THEIR SITUATION (10 min)
   - What prompted reaching out?
   - Current challenges/pain points
   - What have they tried?

3. GOALS & TIMELINE (7 min)
   - What does success look like?
   - Timeline/urgency
   - Decision process

4. EXPLORE FIT (5 min)
   - How we might help
   - Relevant experience
   - Initial thoughts on approach

5. NEXT STEPS (5 min)
   - Proposal/follow-up timing
   - Additional info needed
   - Schedule next meeting

SITUATION
- Tell me about your current setup/process
- What tools are you using today?
- How long have you been dealing with this?

PROBLEM
- What's the biggest challenge you're facing?
- What happens if this doesn't get solved?
- How is this impacting your business/team?

IMPLICATION
- What have you tried so far?
- Why hasn't that worked?
- What would solving this mean for you?

NEED/PAYOFF
- What does the ideal solution look like?
- What's your timeline for this?
- What's the budget range you're working with?

DECISION
- Who else is involved in this decision?
- What's your process for moving forward?
- What would make this a "yes" for you?

PITCH MEETING AGENDA
====================
Client: [Name]
Company: [Company]
Date: [Date]
Duration: 45-60 minutes

1. RAPPORT & CONTEXT (5 min)
   - Reconnect from discovery
   - Confirm understanding of needs

2. PRESENT SOLUTION (15 min)
   - Approach overview
   - Specific deliverables
   - Timeline
   - Differentiation

3. DEMONSTRATE VALUE (10 min)
   - Relevant case study/example
   - Demo if applicable
   - Results they can expect

4. INVESTMENT & TERMS (10 min)
   - Pricing options
   - What's included
   - Payment terms

5. ADDRESS CONCERNS (10 min)
   - Questions and objections
   - Clarifications

6. CLOSE & NEXT STEPS (5 min)
   - Gauge interest
   - Propose next step
   - Timeline to decision

OPENING
- Thank them for time
- Reference previous conversation
- Confirm agenda

VALUE PROPOSITION
- "Based on what you shared, here's what I recommend..."
- Focus on outcomes, not features
- Connect to their specific pain points

DIFFERENTIATION
- Why Support Forge vs alternatives
- Relevant experience
- Personal attention advantage

PRICING TRANSITION
- "Let me walk you through the investment..."
- Present with confidence
- Tie to value delivered

HANDLING OBJECTIONS
- Listen fully before responding
- Acknowledge the concern
- Provide reassurance/evidence
- Check if addressed

CLOSING
- "Based on our conversation, I think [package] is the right fit"
- "What questions do you have before we move forward?"
- Propose specific next step

MEETING BRIEF
=============
Meeting: [Type] with [Name]
Date/Time: [Date] at [Time]
Duration: [Duration]
Location: [Zoom/Phone/In-person]

ATTENDEES
---------
- [Name], [Title] at [Company]
- {YOUR_NAME}, Support Forge

BACKGROUND
----------
[How you connected, previous interactions]

THEIR SITUATION
---------------
[What you know about their needs/challenges]

OBJECTIVES FOR THIS MEETING
---------------------------
1. [Goal 1]
2. [Goal 2]
3. [Goal 3]

KEY TALKING POINTS
------------------
1. [Point 1]
2. [Point 2]
3. [Point 3]

QUESTIONS TO ASK
----------------
1. [Question 1]
2. [Question 2]
3. [Question 3]

POTENTIAL OBJECTIONS
--------------------
- [Objection]: [Response]
- [Objection]: [Response]

DESIRED OUTCOME
---------------
[What you want to happen as result of this meeting]

NEXT STEP TO PROPOSE
--------------------
[Specific next step with timeline]

Subject: Great connecting - [Topic] next steps

Hi [Name],

Great speaking with you today about [topic]. Here's a quick recap:

WHAT WE DISCUSSED
-----------------
- [Key point 1]
- [Key point 2]
- [Key point 3]

NEXT STEPS
----------
My action items:
□ [Action item with timeline]
□ [Action item with timeline]

Your action items (if any):
□ [Action item]

TIMELINE
--------
[Proposed timeline/next meeting]

[Attachment if applicable: proposal, resources, etc.]

Let me know if you have any questions. Looking forward to
[next step]!

Best,
Perry
{YOUR_PHONE}

MEETING NOTES
=============
Date: [Date]
Attendees: [Names]
Duration: [Actual duration]

KEY TAKEAWAYS
-------------
1. [Takeaway]
2. [Takeaway]
3. [Takeaway]

DECISIONS MADE
--------------
- [Decision]
- [Decision]

ACTION ITEMS
------------
□ [Owner]: [Task] - Due: [Date]
□ [Owner]: [Task] - Due: [Date]

OPEN QUESTIONS
--------------
- [Question to address]

NEXT MEETING
------------
[Date/Time] - [Purpose]

NOTES
-----
[Detailed notes from conversation]

□ Steve Badelt LinkedIn profile
□ Ryan Thomas background (already know from Eyam Health)
□ JPMorgan Chase current initiatives
□ Relevant news/announcements
□ Potential pain points for their team
□ Competitors they might be considering

1. AI ENABLEMENT FOR TEAMS
   - Claude Code setup for development teams
   - Productivity gains
   - Security and compliance considerations

2. CUSTOM AI SOLUTIONS
   - Workflow automation
   - Document processing
   - Internal tools

3. TRAINING & CONSULTING
   - Team upskilling
   - Best practices implementation
   - Ongoing support

- Enterprise experience (if applicable)
- Security-conscious approach
- Personalized attention vs big consultancies
- Practical, results-focused
- Ryan Thomas referral/endorsement