8.19 Sales Process: Investment Agreement – Pricing & Booking the Job

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Sales Process: Investment Agreement - Pricing & Booking the Job

The Investment Agreement is our company paperwork to complete the sale and define the price and scope of work. Utilize the sample Invetment Agreement on the site to execute the agreement.

Investment Agreement - Closing Paperwork

This best practice video defines the Investment Agreement and its usage to create a price, create a work specification and present the customer's value proposition.

Run Time: 14:17

Investment Agreement Example

This is an example investment agreement -- a model that you can use in your business. It is brand-agnostic, which allows you to customize to the brands you work with. This tool is an MS Word template, so it can be modeled in a software platform and tied into software as you see fit, or it can be paper-based.