How to Structure a Quarterly Client Review Presentation? 👔 [Presentation Template Included]


A few days ago we had a vlog go live on this YouTube channel
that was talking about a client meeting that me and
Robert went to in Boston. In this video, I want to go through what that presentation looked like. And the goal is to show you how to build a quarterly review for your client. But first, what is a quarterly review and why is it important? What we did when we were out in Boston and what we’re gonna start
doing for all of our clients is once a quarter, we’re
gonna take a survey of all of our services
and try to look at them from an outside point of view. List out everything we did wrong, and then the lessons going forward. And come up with a new strategy. I actually have a new
account management process that we’re implementing pretty soon. Also, based on the
feedback from that client, which we can talk about, probably
in the next couple weeks. So here’s the presentation that we gave. Quarterly report for and then we had the client’s logo down here. We started with an Intro Q&A. So we asked them what they wanted to know. We sat down in the meeting. They had a bunch of stuff to talk about. Mostly it was stuff that was
actually in this presentation. So we lucked out there. And Robert wrote it up on
this whiteboard for them. Then after we answered
any questions they had, we moved into the review, which is the previous
quarter’s efforts and results. And on the services rendered slide, we listed out all of the
work that we were completing, in terms of the services. And then we moved into
the actual post review. So we talked about what we
did in the very first week of the engagement. Also, I wanted to give
more credit to Robert. He’s the one who came up with
the structure for this deck. Then we talked about the outreach process. Basically, what we were doing. And actually, you might
find this valuable. This is our outreach process,
or at least our old one. Monday through Friday
build the lead lists. Send the first wave, fix bounced emails, send a reminder, cold
call, send third email. Then week three, fix emails
and then cold call more. So we talked about the previous process, then we moved into what
happened in the first period of the engagement. So initial period. Over average number of emails sent, went exactly as expected, we got this number of leads
and this number of meetings, happy with the results, considered the current strategy to work. Then we move into the mid period and tell what happened in
the middle of the engagement. How many leads and how many meetings. What happened? In this engagement it
went down a little bit. And then the end period, we
talked about what happened in the last part of the engagement. And since these are quarterly reviews, this one would be the first month, the second month, and the third month. Then we showed the improved process. So based on what happened back here, we changed some stuff going forward. And actually, here’s our new process that we’re testing right now if you guys wanted to copy that. We added this second
series of touch points in week nine, ten, and eleven. Here’s the template you
can use for your review. Here’s the service name, and then what happened in the first couple of weeks, which tasks were completed. Then in the first half of the engagement, the tasks completed. The second half, tasks completed. And then I have this in here because we had a bunch of different services. Then we moved to the next
part of the presentation, which is the results. So we wanted to be as
quantitative as possible when we showed the client what we did. So total number of touch
points that we sent out, which ones were cold,
which ones were warm. Total number of leads, and
then how many leads per month. Total number of meetings
and how many per month. And then a nice Walt Disney quote here. Then we do the same
thing for ad campaigns. Here’s the analytics that we tracked. And then here’s the template you can use. So results for service, bullet points related to the service. The next part of this presentation is where we went through the issues we had while we were trying to make it work. So the general setup is what happened, what were the issues, and
then what were the lessons? Here are the issues that we had. Contact databases within our current target audience were less accurate. Email bounce percentages were high. Touch points to meetings booked way lower than we normally
experience for this client. And then we currently
needed this many touchpoints to get this many meetings. That was one of the main
issues with this account. So then from issues,
we moved into lessons. So expect a larger number
of emails to bounce when forecasting. Decision makers are simply not open to standard outreach during
this period of the year. This was our guess. And then we came up
with solutions for them. So find decision makers
in other departments or go with the company’s
standard email convention. Increase outreach efforts to make up for lower meeting ration. Engage with a lead nurturing
funnel for all leads to have over three months in the funnel and have never replied. So basically what we talked about when we were improving that outreach process. So here’s the template you can use. Services, any problems the
company faces with the service. The lessons that you learned, and then the solutions
based on those lessons. After that we move into the next quarter. So the beginning of this
presentation’s talking about what happened, here is talking about what’s going to happen. We started by listing out
a bunch of initiatives we wanted to try for the client. Interviews on podcasts,
attend speaking events, using reddit, testing Facebook
groups, channel improvements, sales, everything that
we’re improving for them. And then we forecasted in the next slide based on what we think is gonna happen due to these new
initiatives and the changes that we made. So leads in the pipeline, new meetings, to stretch goaled meetings, how many podcast interviews we’re gonna get, how many events they’er
gonna get booked at, and then how many closes
they’re gonna get per month. The we ended with a Q&A. Opening the floor up letting them ask us whatever they wanted. And it turned into an
open ended discussion that lasted about five to six hours. If you want this doc, check
out the description below. There’s a link to it. You can download it, play around with it. Whatever you want to do. If you find this video valuable, please like it to encourage this type of content on YouTube, subscribe for more B2B sales training, and if you need marketing support for your digital agency, check out experiment27.com Thanks.

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