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What We're Proposing

Tier[Crawl / Walk / Run]
Surface[Knowledge Box / Modal / Bot / etc.]
Content source[Connector / scraping / manual]
Integrations[Named systems, if any]
Timeline[Realistic estimate for this tier]
Your team's role[Named technical and content owners]

Speaker Notes

Fill this in directly from the deliverable template completed during discovery — this should not be the first time the client sees these specifics; it should be a clean summary of what was already discussed.

Confirm each row out loud rather than reading it silently — this is the moment to catch any last disagreement before it becomes a scope-change conversation later.

Transition: "Let's lock in next steps."