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Delivery

What you plan to deliver across the year.

Learners

Team sessions / year

Leader sessions / year

…of which AOR-led

Subset of team sessions.

Leadership coaching sessions / year

Travel hours / year

Travel rate ($/hr)

Dollars per travel hour.

Who's delivering

Experience of the Associate of Record and trainer on this engagement.

Associate of Record experience (years)

Trainer experience (years)

Prospect economics

Optional

Fill this out to make sure we are pricing the value appropriately.

Annual revenue

Gross profit margin %

Dollarized impact of problems / year

Avg client lifetime value

Avg sales cycle (months)

SEIA / Assessments

Optional

Only if a SEIA or assessments are part of this engagement.

Number of overviews

Number of participants

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