welcome to the client presentation and business review tool

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1 Welcome to the Client Presentation and Business Review Tool << Insert Client Name >> Follow these instructions to create your customized presentation to share with your client and effectively communicate your business objectives and performance

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Welcome to the Client Presentation and Business Review Tool. Follow these instructions to create your customized presentation to share with your client and effectively communicate your business objectives and performance. >. - PowerPoint PPT Presentation

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Page 1: Welcome to the Client Presentation  and Business Review Tool

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Welcome to the Client Presentation and Business Review Tool

<< Insert Client Name >>

Follow these instructions to create your customized presentation to share with your

client and effectively communicate your business objectives and performance

Page 2: Welcome to the Client Presentation  and Business Review Tool

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• A single, easy-to-use, client-focused presentation shell • A library of slides• Use to customize Quarterly Client Reviews to cover:

– Follow-up to expectations meetings • What has been done to meet expectations • What is going to be done to meet those expectations

– Quarterly marketing client presentations• Demonstrates the value of Sodexo

– Quarterly business reviews

• The resource is updated each trimester, placed on THE SOURCE resource portal

Welcome to the Client Presentation and Business Review Tool

<< Insert Client Name >>

Page 3: Welcome to the Client Presentation  and Business Review Tool

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• Fully integrates the Clients for Life process• Provides a comprehensive resource• Addresses common client expectations • Streamlines client communication • Brings forth the value of Sodexo • Speaks with one voice

Moving forward together …..

Rationale for Tool

<< Insert Client Name >>

Page 4: Welcome to the Client Presentation  and Business Review Tool

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• Based on “common threads” of client expectations • Grouped into various 5 categories • Every category has a collection of slides• A general category is also provided• Slides demonstrate the value of Sodexo• Detailed speaker’s notes are included

Review of Tool Structure

<< Insert Client Name >>

Page 5: Welcome to the Client Presentation  and Business Review Tool

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Visit the Engage Your Client section of THE SOURCE. There you will find instructions, a sample presentation, four design templates and a library of slides.

1. SAVE all five of the Library of Slides PowerPoint presentations to your computer.

2. REVIEW each Library of slides sections. Customize these sections to provide specific details about your location, business, and marketing activities.

3. INSERT your final presentations into the slide design template that you choose. There are four templates to choose from. Select the one the best represents your offer and keeps the presentation fresh from meeting to meeting.

4. Review and edit your final presentation. Make sure the information on the slides is enough for the client to understand the message even if you leave the presentation behind and do not have the opportunity to present it personally.

5. Schedule your quarterly client meeting and share this presentation with them. Be prepared with speaker’s notes, leave behinds and samples of some of the activities you are discussing.

Using the New Client Presentation

<< Insert Client Name >>

Page 6: Welcome to the Client Presentation  and Business Review Tool

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Moving forward together with a customer focusIn this section, review customer survey results, fullfill and personix approach, focus groups or other feedback you have received from your customers Moving forward together with innovative solutionsIn this section, review your marketing programs, promotions and strategies. Demonstrate how Sodexo’s innovative marketing is on-trend, fulfills our customer’s needs and provides variety and convenience for their employees

Moving forward together to enhance employee wellbeingIn this section, review our wellness platform and all our innovative wellness solutions that help improve the health and productivity of their employees

Moving forward together to drive performanceIn this section, review your financial results and other key program information you may be tracking for your client

Moving forward together with a strategic focusIn this section, discuss Sodexo’s vision and ethical business practices and demonstrate additional value Sodexo brings to their organization 

Slide Categories Based on Common Client Expectations

<< Insert Client Name >>