Our Recommendation for [Client Name]
Goal: [the outcome this agent is built around, e.g. "more booked demos with fewer clicks"]
Tier: [Crawl / Walk / Run]
[One sentence stating the recommended surface and why, drawn directly from discovery: e.g. "A Knowledge Box layered on your existing search, so you see AI-powered answers live within days, with no disruption to what's already working."]
Speaker Notes
This slide only works if you fill it in before the meeting: don't present it blank or generic. Pull the tier and reasoning straight from Discovery & Scoping's deliverable template, starting with the goal, not the tier: name the outcome the client described before naming the tier that gets them there.
State the reasoning plainly, not just the recommendation: "you told us the goal is [goal]. Based on [current search setup / integration needs], we think [tier] is the right starting point to get there because [reason]." This is also the moment to preview, briefly, that this is a starting point, not a ceiling; save the full growth-path pitch for Slide 10.
Transition: "Let's show you what that actually looks like."