STEP ONE-INTRODUCE THE SUMMARY
Lets take a moment to recap what we have talked about so far…

STEP TWO-SUMMARIZE CURRENT SITUATION
So here is your current situation…

STEP THREE-SUMMARIZE DESIRED SITUATION
What you would like to see happen is …

STEP FOUR-SUMMARIZE EXPECTATIONS
What you are looking for in a business partner is …

STEP FIVE-SUMMARIZEFULFILLMENT OF PRIMARY MOTIVATING FACTOR
At the end of the day, we will know we have been successful when (describe the fulfillment of the primary motivating factor) happens.

STEP SIX-CONFIRMING QUESTION
Is that about right?

EVEN-BRIDGE TO YOUR COMPANY'S PHILOSOPHY
Let me tell you how we work with our clients…