Their plan, not ours. If you cannot fill this in, you do not yet have the relationship you think you have.
What they are trying to achieve in the next 12 months The pressure they are under (board, regulator, market) Where they are hiring, restructuring, or pulling back Their personal win — what makes this a great year for them Match our capability to their plan. Three plays, no more.
Play 1
What we offer
Why now
Indicative value
Play 2
What we offer
Why now
Indicative value
Play 3
What we offer
Why now
Indicative value
Sharpen the play
A good play is specific, time-bound, and connects to something the client has already said matters.
A version of this page may be shared with the client. Keep it generous, plain, and free of internal language.
What we have heard from you What we will do for you this year How we will measure that we are getting it right Your single point of contact
Next review date