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Annual
review
Contoso
September 24, 20XX
Customer Success Team
Agenda
01 Introduction
02 Results from last year
03 Team
04 What's next
05 Closing
7/13/2023 2
01
Introduction
Profits are up, and losses are down! We
are very proud of the progress our team
has made.
Today we’ll review our wins and losses
from last year and give you an overview
of what you can expect for next year.
7/13/2023 3
02
Results from last year
Growth by sector
4.3
2.5
3.5
4.5
2.4
4.4
1.8
2.8
2
2
3
5
Q1 Q2 Q3 Q4
Series 1 Series 2 Series 3
7/13/2023 5
Growth by sector
Q1 Q2 Q3 Q4
Series 1 4.3 2.5 3.5 4.5
Series 2 2.4 4.4 1.8 2.8
Series 3 2 2 3 5
7/13/2023 6
Contoso was great to work with. Patrice was
my representative and she anticipated my
needs and worked diligently to fix my issue.
A satisfied customer
7/13/2023 7
03
Team
Ana
CFO
Larissa
CFO
Roman
CTO
Federico
COO
Alejandra
CPO
7/13/2023 8
04
What’s next
Monthly timeline
Jul Aug Sep Nov
Oct Dec Jan Feb Mar Apr May Jun
Product launch
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Mauris vitae lorem id leo
accumsan.
Product launch
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Mauris vitae lorem id leo
accumsan.
Product launch
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Mauris vitae lorem id leo
accumsan.
Product launch
Lorem ipsum dolor sit amet, consectetur
adipiscing elit. Mauris vitae lorem id leo
accumsan.
Q1 Q2 Q3 Q4
7/13/2023 10
Goals for
Q1 Employee opportunities
• End of fiscal celebration on July 15th
• Employee day of learning on August 14th
• Employee Yoga on September 3rd
• Seminar series begins September 10th
Business priorities
• Increase customer satisfaction by 2%
• Maintain growth
• Initiative partnership with 3rd party organizations
7/13/2023 11
Goals for
Q2
Business
priorities
• Increase customer
satisfaction by 2%
• Maintain growth
Added
priorities
• Improve our social media
presence
• Ensure the cost of
development stays below
budget
Employee
opportunities
• Interns begin
• Indoor rec leagues
• Chess tournaments
• Big Game watching party
7/13/2023 12
Summary
Our business is good
Profits are up in the last quarter by 3%
Our customers keep coming back
We increased customer retention by 4%
We’re getting our work done
We finished the consolidation project
We’re leaders
We are top leaders in the industry across the board
We’re delivering for our customers
Customer satisfaction increased from 70 to 80%
Our team is growing
We welcomed 3 new team members last quarter
7/13/2023 13
05
Closing
Thanks to your commitment and strong
work ethic, we know next year will be
even better than the last.
We look forward to working together.
Ana
sales@contoso.com
7/13/2023 14

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Annual review.pptx

  • 2. Agenda 01 Introduction 02 Results from last year 03 Team 04 What's next 05 Closing 7/13/2023 2
  • 3. 01 Introduction Profits are up, and losses are down! We are very proud of the progress our team has made. Today we’ll review our wins and losses from last year and give you an overview of what you can expect for next year. 7/13/2023 3
  • 5. Growth by sector 4.3 2.5 3.5 4.5 2.4 4.4 1.8 2.8 2 2 3 5 Q1 Q2 Q3 Q4 Series 1 Series 2 Series 3 7/13/2023 5
  • 6. Growth by sector Q1 Q2 Q3 Q4 Series 1 4.3 2.5 3.5 4.5 Series 2 2.4 4.4 1.8 2.8 Series 3 2 2 3 5 7/13/2023 6
  • 7. Contoso was great to work with. Patrice was my representative and she anticipated my needs and worked diligently to fix my issue. A satisfied customer 7/13/2023 7
  • 10. Monthly timeline Jul Aug Sep Nov Oct Dec Jan Feb Mar Apr May Jun Product launch Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris vitae lorem id leo accumsan. Product launch Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris vitae lorem id leo accumsan. Product launch Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris vitae lorem id leo accumsan. Product launch Lorem ipsum dolor sit amet, consectetur adipiscing elit. Mauris vitae lorem id leo accumsan. Q1 Q2 Q3 Q4 7/13/2023 10
  • 11. Goals for Q1 Employee opportunities • End of fiscal celebration on July 15th • Employee day of learning on August 14th • Employee Yoga on September 3rd • Seminar series begins September 10th Business priorities • Increase customer satisfaction by 2% • Maintain growth • Initiative partnership with 3rd party organizations 7/13/2023 11
  • 12. Goals for Q2 Business priorities • Increase customer satisfaction by 2% • Maintain growth Added priorities • Improve our social media presence • Ensure the cost of development stays below budget Employee opportunities • Interns begin • Indoor rec leagues • Chess tournaments • Big Game watching party 7/13/2023 12
  • 13. Summary Our business is good Profits are up in the last quarter by 3% Our customers keep coming back We increased customer retention by 4% We’re getting our work done We finished the consolidation project We’re leaders We are top leaders in the industry across the board We’re delivering for our customers Customer satisfaction increased from 70 to 80% Our team is growing We welcomed 3 new team members last quarter 7/13/2023 13
  • 14. 05 Closing Thanks to your commitment and strong work ethic, we know next year will be even better than the last. We look forward to working together. Ana sales@contoso.com 7/13/2023 14

Editor's Notes

  1. Line spacing + Page numbers