Customer-value presentation outline

Outline your next customer presentation. Use anonymised details.

Use fictional or anonymised examples. Do not enter confidential customer information.

Audience and what each person needs to hear

Role — main question

Their situation and goals (as we understand them)

Check this at the start

Challenges and their cost

Use the customer's own figures where possible

How our approach creates value, with evidence

Feature → what it means for them → evidence

Planned interaction points

Questions, polls or discussion moments

Decision and proposed next step

What, who, when