Initial Meeting Sales Presentation

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This Slideshare presentation is a partial preview of the full business document. To view and download the full document, please go here:
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This presentation provides a template for slides that can be presented in an initial meeting with a potential consulting client. The first section of the presentation (covering the majority of the slides) includes an overview of our consulting firm. The second section contains a high level assessment of the client based on high level financial analysis. The final section outlines potential next steps.

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Initial Meeting Sales Presentation

  1. 1. Initial Meeting Sales Presentation TEMPLATE This presentation provides a template for slides that can be presented in an initial meeting with a potential consulting client. The first section of the presentation (covering the majority of the slides) includes an overview of our consulting firm. The second section contains a high level assessment of the client based on high level financial analysis. The final section outlines potential next steps.
  2. 2. 4 • Factoid 1 • Factoid 2 • Factoid 3 • Factoid 4 • Factoid 5 Insert headline about what products or services we provide Key Figures Milestone Year Current Company Name Year Milestone Year Milestone Year Milestone Year Milestone YearThis document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/initial-meeting-sales-presentation-81
  3. 3. 7 Insert headline about disciplines and service offerings Service Offerings and Disciplines Management Consulting Strategy Growth Strategy Product Launch Strategy Innovation Discipline Operations Process Optimization Supply Chain Management Post Merger Integration Business Technology Technology Assessment Technology Implementation Project Management Service Offering Project Type Project Type Project Type Service Offering Project Type Project Type Project Type Service Offering Project Type Project Type Project Type Discipline Service Offering Project Type Project Type Project Type Service Offering Project Type Project Type Project Type Service Offering Project Type Project Type Project Type Cross-Offering Project This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/initial-meeting-sales-presentation-81
  4. 4. 10 “Insert Additional Quote” – Author Insert headline about our thought leadership Thought Leadership – Philosophy and Publications “Any intelligent fool can make things bigger and more complex... It takes a touch of genius - and a lot of courage to move in the opposite direction.” – Albert Einstein (Sample Quote) ADD WHITEPAPER COVER IMAGE ADD WHITEPAPER COVER IMAGE ADD WHITEPAPER COVER IMAGE ADD WHITEPAPER COVER IMAGE ADD WHITEPAPER COVER IMAGE ADD WHITEPAPER COVER IMAGE This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/initial-meeting-sales-presentation-81
  5. 5. 13 We have conducted a high level assessment of <COMPANY>’s financial and operational health, uncovering potential areas for improvement Assessment Summary Performance Cost Structure Capital Structure Margins (Gross, Op, Profit) Returns (RoE, RoA, RoS) Growth & Market Share Product & Channel Mix Global Presence COGS SG&A R&D Liquidity Asset Management Debt Management Assessment Commentary Potential Areas for ImprovementMetric High-LevelFinancial&OperationalAssessment This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/initial-meeting-sales-presentation-81
  6. 6. 16 Contents Next Steps Our Understanding of <TARGET COMPANY> Introduction to Our Firm This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/initial-meeting-sales-presentation-81
  7. 7. 1 Flevy (www.flevy.com) is the marketplace for premium documents. These documents can range from Business Frameworks to Financial Models to PowerPoint Templates. Flevy was founded under the principle that companies waste a lot of time and money recreating the same foundational business documents. Our vision is for Flevy to become a comprehensive knowledge base of business documents. All organizations, from startups to large enterprises, can use Flevy— whether it's to jumpstart projects, to find reference or comparison materials, or just to learn. Contact Us Please contact us with any questions you may have about our company. • General Inquiries support@flevy.com • Media/PR press@flevy.com • Billing billing@flevy.com

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