Scenario: Joel Edmonton is a business representative from Builders Plus, a business that you have identified as being a potential partner. Builders Plus is a small to medium size building and construction organization, that specializes in residential construction.

He is visiting your organization and meeting you for the first time, and from initial communications, there is some hope that your organization will partner with Builders Plus to offer house and land packages.

You have been asked to prepare a plan of action for meeting and conducting a deal with Joel. Your manager has emphasized the importance of adhering to organizational policies and procedures, as well as legislative, regulatory, and professional codes of practice.

Resources

You need access to the following resources:

• Learner Guide
• Scenario in this case study
• Computer, internet

Task 1

Student Instructions

a) Prepare an example of short pitch to Joel Edgmanton providing an overview of your business. The pitch must be in a video format and cover the following criteria:

Provide an overview of Entry Finance's products and services

Explain why you are a company worth doing business with

Show how you can meet the needs of the client

Discuss the cost of your services