This document presents a sales presentation template for initial meetings with potential consulting clients, highlighting an overview of the consulting firm, a high-level assessment of the client's financial health, and proposed next steps. It includes sections on the firm's global presence, service offerings, past clientele, and core corporate values. Finally, the document features a financial assessment summary and suggested next steps for engagement.

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. Contents
 Introduction to Our Firm
 Our Understanding of <TARGET COMPANY>
 Next Steps
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3. Insert headline about global presence and industries we play in
Introduction to Capgemini – Our Global Presence
Our Headcount Spans Key Regions We have Broad Experience across
across the World X Global Industries
Industry X 40%
Country
XXX
Country
XXX 35%
Industry X
Country
XXX
Industry X 25%
Country
XXX Global Workforce
Country XXX Country
XXX Industry X 20%
XXX
Country
XXX
Country Industry X 9%
XXX
Country
XXX Other 7%
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4. Insert headline about disciplines and service offerings
Service Offerings and Disciplines
Management
Consulting Strategy Operations Business Technology
 Growth Strategy  Process Optimization  Technology Assessment
 Product Launch Strategy  Supply Chain Management  Technology Implementation
 Innovation  Post Merger Integration  Project Management
Discipline
Service Offering Service Offering Service Offering
 Project Type  Project Type  Project Type
 Project Type  Project Type  Project Type
 Project Type  Project Type  Project Type
Discipline
Service Offering Service Offering Service Offering
 Project Type  Project Type  Project Type
 Project Type  Project Type  Project Type
 Project Type  Project Type  Project Type
Cross-Offering Project
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5. Insert headline about clients we have served in the past
Clientele
LOGO
LOGO
LOGO
LOGO
LOGO
LOGO
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6. Insert headline about corporate values
Corporate Values
Trust is the basis for openness and thus Solidarity relies on team spirit, friendship, loyalty
warrants the free development of ideas. and transparency.
Boldness represents our sense
Trust of entrepreneurship and desire to
Honesty for us means both, take considered risks balanced by
integrity and truthfulness. Honesty Boldness
prudence and clear-sightedness,
without which a bold manager can
Team spirit become reckless.
IMAGES AND VALUES INSERTED FOR ILLUSTRATIVE PURPOSES
Freedom
Freedom means the Fun Fun means being happy to face
independence of mind and the the daily challenges and integrate
freedom to think and act. in a team.
Modesty
Modesty comprises discretion, spontaneity as well as a
sense of proportion and sensitivity.
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7. We have conducted a high level assessment of <COMPANY>’s financial
and operational health, uncovering potential areas for improvement
Assessment Summary Potential Areas
Metric Assessment Commentary for Improvement
COGS
High-Level Financial & Operational Assessment
Cost Structure SG&A
R&D
Margins
(Gross, Op, Profit)
Returns
(RoE, RoA, RoS)
Growth &
Performance Market Share
Product &
Channel Mix
Global Presence
Liquidity
Asset
Capital Structure Management
Debt
Management
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8. Insert headline uncovering key insights on the company’s financial
performance
Performance Summary
Alcatel- Observations
(numbers in MM) Juniper Lucent Cisco Nortel
Key Numbers Dec 31 '07 Dec 31 '07 Jul 26 '08 Dec 31 '07
Sales $2,836 $17,792 $39,540 $10,948 • Insert insightful observation
1-Yr Sales Growth 23.1% 44.9% 13.2% -4.1% • Insert insightful observation
Net Income $361 ($3,518) $8,052 ($957) • Insert insightful observation
1-Yr NI Growth 136.0% 3218.9% 9.8% 3517.9%
Cash Position $1,716 $4,377 $5,191 $3,608 • Insert insightful observation
Market Cap $9,310 $5,060 $96,020 $208 • Insert insightful observation
Book Value $6,885 $33,830 $58,734 $17,068
Profitability
Gross Margin 67.29% 32.09% 64.45% 42.14%
Operating Margin 14.35% -23.88% 23.88% 1.74%
Net Profit $361 ($3,518) $8,052 ($957)
Cash Margin 14.35% -23.88% 23.88% 1.74%
Return on Equity 6.74% -31.32% 23.44% -34.70%
Global Presence Product Mix
46 23 45 30
100%
4 Games 13
19 20
7 5
31 8
5 Computers 26
22 4
APAC 4
5 35
EMEA 82 72
22
Americas 13 Apparel 55
2007 2008 2009
2007 2008 2009
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9. Let’s define our next steps
Proposed Next Steps
 Insert next step
 Insert next step
 Insert next step
 Insert next step
 Insert next step
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