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1 week ago

Smith and Jones Company Proposal

New proposal for Smith and Jones Company from Peter Stephan at EGPS

Smith

Smith and Jones Company PROPOSAL 90 DAY TRANSITION TIMELINE EGPS Week: 1 2 3 4 5 6 7 8 9 10 11 12 Sign requested Location contacted Site survey conducted Layout completed Client approval Meeting Kick off Work in progress ANNUAL TIMELINE Review and revise Month: J F M A M J J A S O N D Sign requested Location contacted Site survey conducted Layout completed Client approval Meeting Kick off SAMPLE www.webmerge.me SAMPLE www.webmerge.me SAMPLE www.webmerge.me 2018 2018 12 | P a g e

Smith and Jones Company PROPOSAL BENCHMARK REPORT SUPPORT SAMPLE Advisor Fee Benchmark Reports Ra dolor alitatur, odistrum con corempor sitibus simagnim volore est qui odicture voloruptas et offictem fugit abo. Nem. Ita vellaccum ulparcienis ut eossi voluptae quia voloreres et rem dolecep eribuscium harchictius re, conserferunt re sitem www.webmerge.me Plan Fee Benchmark Reports con corempor sitibus simagnim volore est qui odicture voloruptas et offictem fugit abo. Nem. Ita vellaccum ulparcienis ut eossi voluptae quia voloreres et rem dolecep eribuscium harchictius re, conserferunt re sitem SAMPLE www.webmerge.me EGPS Investment Benchmark Reports Ra dolor alitatur, odistrum con corempor sitibus simagnim volore est qui odicture voloruptas et offictem fugit abo. Nem. Ita vellaccum ulparcienis ut eossi voluptae quia SAMPLE voloreres et rem dolecep eribuscium harchictius re, conserferunt re sitem www.webmerge.me 13 | P a g e

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