PAT BERRY — TRADE COMPANION
CHAPTER 11: A clear presentation path
Starter worksheet for review — October 19, 2026

A presentation should make the decision easier. Use three steps: the person's need, the relevant option, and a next step they can choose.

1. Open with the need in the person's own words and ask whether you understood it.
2. Show only the evidence, explanation, and limitations relevant to that need.
3. Offer a clear next step, including the option to pause. Put key facts in writing.

Trade application
Use a short deck, video, or webinar when it helps explain scope and evidence. Keep assumptions and exclusions visible.

Three-step presentation
Their need:
_______________________________________________________

Relevant option:
_______________________________________________________

Evidence source:
_______________________________________________________

Limits and exclusions:
_______________________________________________________

Questions to discuss:
_______________________________________________________

Optional next step:
_______________________________________________________

Who owns it:
_______________________________________________________

Date:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.