Template for consulting business.

1. Client Action Plan
Presentation
Template by Hubspot Client Logo

2. Introduction
The Problem
Observations
Proposed Solution
Projected Impact

3. Meet the
Team.
Presenter Patricia
Consultant
Researcher Ryan
Market Researcher

4. Introduction
What We’re Here For
Explain a background of the situation that brought you and your clients
together.

5. The Problem
What We’ll Be Solving
What is the main problem that you’ll be providing a solution for?
Specifically, what is the reason you or your firm was hired to address?

6. Observations
What We’ll Be Solving
What have you noticed has contributed the problem? You can
specifically cite:
• Observations from financial documents.
• Observations from what you’ve seen in the clients’ professional
environment.
• Observations and conclusions you’ve drawn from conversations
and interviews.

7. Proposed Solution
How we’ll fix the situation.
What are your specific tactics and steps to solve the issues presented
to you? You may want to break this section up over multiple slides.

8. Projected Impact
How this will help.
This section should outline what the results of your consulting efforts
will be. You can reference:
• Percent or Dollar Increases in Revenue or Profit.
• Percent Increase in Employee and/or Customer Retention.
• Percent or Dollar Decrease in Costs.
• Percent Increases in Productivity and/or Efficiency.

9. Thank You!
We’d be happy to take your questions.

10. Additional
Slide Bank
Copy these slides throughout the
presentation as needed.

11. Slide Section
Title

12. Use photography to create a visually
dynamic and interestingpresentation.
Try websites like Unsplash.com or the
free stock photos in HubSpot’s
Marketing Hub.

13. Content marketing gets
three times more leads
than paid advertising.
Source: Content Marketing Institute, 2017

14. Sam Balter | Sr. Marketing Manager of Podcasts | HubSpot
“Nothing sticks in your head
better than a story. Stories
can express the most
complicated ideas in the
most digestible ways.”

15. Revenue
Tracking
2018 – 2019
Quarter Revenue Earned Revenue Goal Hit/Missed Goal
Q2 2018 $52,654 $55,000
Q3 2018 $56,672 $60,000
Q4 2018 $65,213 $65,000
Q1 2019 $72,359 $70,000

16. Content Slide
A slide for general content.
Use this slide for:
• Bulleted lists.
• Action plans.
• General content.