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Business Services Proposal

A customizable document you can present to prospects that details who their onboarding team is, the accounts/services you’re recommending, potential financing options, addendums, etc.

To open the editable PowerPoint, click the link below.

We strongly recommend presenting this to the prospect in-person or via Webex. This allows them to ask questions and share any concerns they may have. For some best practices, take a look at the two articles below.


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