1. Digs Up the Basics

• Gives you the lowdown on the client's industry

• Spots what the competition is up to

• Flags any big trends you should know about

  
  

Have a cheat sheet on who you're selling to.

2. Breaks Down the Product

• Sums up what the product actually does

• Points out what makes it special

• Hints at where it might need some work

  
  

  

  
  
  Sounds like you know what you are talking about, even when you are new to a product.
  

3. Figures Out Who Might Buy It

• Suggests types of people who'd want the product

• Describes these potential customers

• Explains why they'd be into it

  
  

Have a cheat sheet on who you're selling to.

4. Comes Up With Selling Points

• Suggests ways to pitch the product

• Matches what it does with what people need

• Shows how it's different from other stuff out there
  
  

Get a starting point for coming up with a killer pitch.

5. Suggests Where to Advertise

• Recommends places to get the word out

• Explains why those places might work

• Gives ideas for using multiple channels

  
  

Became faster at creating plans for new clients.

6. Gives Budget Ideas

• Suggests how to split up the money

• Shows what's normal for the industry

• Highlights where you might get the most bang for your buck

  
  

Avoid that awkward 'how much does this cost' conversation early on.