Meeting Prep

Meeting Prep for small businesses

Meeting a sales or marketing executive? Prepare, stay in control of the pace, and confirm everything in writing.

Everything on Before and During is saved on this device only. Nothing is sent anywhere. No AI is used.

Who I am meeting

Private: kept on this device. Left out of every copy unless you tick the box.

Payment I can manage

One-page requirement brief

Requirement brief
Buying: Machinery and equipment
Asking in writing: full quote, what is included, taxes, validity date.

Questions to ask

Draft wording · not yet reviewed

  • Why it matters: Two quotes can only be compared when they cover the same things.

  • Why it matters: Extras added later change the real price.

  • Why it matters: A written validity date lets you decide on your own date.

  • Why it matters: Late fees and early-payment terms affect your cash flow.

  • Why it matters: A named contact and process matter more after you pay.

  • Why it matters: Customers like you can describe what actually happened.

  • Why it matters: Spoken promises are hard to rely on later.

  • Why it matters: These are often charged separately.

  • Why it matters: Downtime costs you money.

  • Why it matters: Exclusions decide what the warranty really covers.

  • Why it matters: Site changes can add cost.

  • Why it matters: Exit value affects the full cost.

  • Why it matters: An AMC can leave out common repairs.

Message to send before the meeting

Hello. Thank you for making time to meet. I have set aside about 30 minutes. I'd like to go through my requirements and questions. Could you send the quote and brochure in writing before we meet? Thank you.

My walk-away note (private, never copied)

This is not legal, tax, financial or investment advice. The decision stays yours.

Words you may hear in a meeting — fictional examples

What it says

“50% advance”

What's behind it

You pay before you receive anything.

What it means for you

On ₹40,000, that is ₹20,000 first.

Does this match what you wanted?

What it says

“12-month lock-in”

What's behind it

You may pay if you leave early.

What it means for you

₹500 × 12 months = ₹6,000 committed.

Does this match what you wanted?

What it says

“Guaranteed results”

What's behind it

A promise is only as good as what is written.

What it means for you

Check what happens if the result does not come.

Does this match what you wanted?

What it says

“Offer ends tonight”

What's behind it

A deadline gives less time to compare.

What it means for you

Ask if the same price is open tomorrow.

Does this match what you wanted?

What it says

“Refundable security deposit”

What's behind it

'Refundable' can come with conditions.

What it means for you

When it comes back cannot be computed yet.

Does this match what you wanted?

Your call

Your reasons so far

No answers yet.

These are your answers. Only you can weigh them.

Kept on this device only.

Give and get

What I give

  • Your details, if asked

What I get

  • Not stated in the text

The balance stays level. You decide what each side is worth.

Discuss with family

No name, phone or address is included.

To discuss with family — TulaSwan summary
1. What it says: “50% advance”
   What's behind it: You pay before you receive anything.
   What it means for you: On ₹… that is ₹… first.
2. What it says: “12-month lock-in”
   What's behind it: You may pay if you leave early.
   What it means for you: ₹… × 12 months = ₹… committed.
3. What it says: “Guaranteed results”
   What's behind it: A promise is only as good as what is written.
   What it means for you: Check what happens if the result does not come.
4. What it says: “Offer ends tonight”
   What's behind it: A deadline gives less time to compare.
   What it means for you: Ask if the same price is open tomorrow.
5. What it says: “Refundable security deposit”
   What's behind it: 'Refundable' can come with conditions.
   What it means for you: When it comes back cannot be computed yet.
The decision is ours.
WhatsApp

Did this make things clearer?

Not legal or financial advice.

Use cases

  • Machinery and equipment
  • Software, CRM, billing or POS
  • Digital marketing agency or SEO pitch
  • Raw material or packaging supplier
  • Vehicle or fleet purchase
  • Shop or office lease
  • Payment gateway, business loan or insurance
  • Solar or energy
  • Franchise or distributorship