Client Presentations 101: How to Give a Client Presentation

Think of the phrase “Present-ing” and think about your shoppers: they need you, the knowledgeable, to present them with the data they need and wish. If you consider your presentation as in case you’re giving them a “present” (actually, your experience), you may re-frame the assembly in a manner that fills you with the boldness you want to talk successfully.

What Is a Client Presentation?

A shopper presentation permits you to clarify the significance of your work in a compelling manner. It’s key for articulating your worth, if it’s within the proposal stage, or your progress in case you’re in the course of a venture.

Of course, chances are you’ll give a wrap-up shopper presentation as properly, the place you’ll need to assessment what went properly and what went fallacious to your venture.

Related: Ultimate Guide to Project Status Reports

Why Is a Client Presentation Important?

A shopper presentation is all about speaking. You’re the knowledgeable, and your job is to convey to your shopper all the pieces that’s necessary. There is a lot of knowledge that you’ve got that your shopper doesn’t have. They’re not as well-versed within the venture as you’re. So, give them the reward of communication.

This is vital for them to perceive all the pieces that went into the venture. If your shopper presentation doesn’t successfully talk, it’s failed.

How to Deliver a Client Presentation

1. Simplify, simplify, simplify: An excellent shopper presentation at all times emphasizes readability and ease. If your shopper doesn’t perceive your presentation, then you definately’ve wasted your time.
2. Speak their language: The finest manner to talk successfully is to think about your viewers. Don’t get caught up in jargon they won’t perceive. Speak plainly and truthfully.
3. Focus on what issues to them: Remember the targets of the venture to start with. Stay centered on what issues and don’t get misplaced within the particulars.
4. Make your level clearly, concisely and shortly: People have a tendency to have brief consideration spans. The sooner you may convey your that means, the likelier it’s that they are going to be in a position to course of it and ask questions afterwards.
5. Confirm they perceive, and keep in mind to ask questions: Don’t simply assume they perceive your factors in your shopper presentation. It’s key to examine in with them and be proactive by asking questions on the tail finish of your presentation, and even the midway level.
6. Be respectful: Be respectful and be affected person. These are your corporation companions. You don’t need to bitter any relationships by the way you reply to their response to your shopper presentation.
7. Avoid shaming their questions: They don’t know what you already know! Not everybody understands issues shortly. That’s okay. It’s your job to ensure that your shopper presentation will get them to a place of understanding. Sometimes that doesn’t occur immediately: maintain at it.
8. Excite them:  Be enthusiastic concerning the venture! People don’t reply to chilly details by themselves. Supercharge your shopper presentation with emotion and enthusiasm. But at all times keep skilled.
9. Set a imaginative and prescient for them and assist them see how to get there: Be the knowledgeable and the visionary. You can’t do all the pieces for them, however you may lay out a roadmap for them to attain their targets.
10. Explain the method and allow them to know the place they’re: It’s key to be sincere right here. Sugarcoating actuality isn’t going to assist anyway, however strive to pepper in excellent news with any unhealthy information. Clients may be delicate, however you’ll nonetheless want a good relationship to get something performed.

If you apply these easy ideas to your displays they are going to grow to be not solely extra productive, however you’ll discover that individuals can be keen to attend and interact and, most significantly, depart with a feeling of success.

Pro-Tip: Another tip when main a presentation is the usage of the royal “we”—not in an elitist manner, however in such a trend that you simply embody your self and everybody within the room within the dialogue. This is a staff effort, and even shoppers are a part of the staff!

To reinforce these factors and be taught much more, watch the video under about how to give a shopper presentation.

Client Presentation Video

In this management coaching video, Jennifer Bridges, discusses the artwork and talent of speaking throughout shopper displays.

Here’s a shot of the whiteboard to your reference!

Transcription

Today we’re speaking about how to give a shopper presentation. I’m undecided why we get so nervous about this. I imply give it some thought. If you’ve gotten a current, aren’t you excited to give it to different particular person? So a reminder I’ve for myself is I consider actually giving my shopper of reward. Also, consider like in case you current one thing, that’s the giving of one thing and the presentation is the way in which by which you give. So once we’re giving one thing, a presentation to our shopper, properly, they’re searching for your skilled recommendation.

So let’s have a look at the data they need. So once we give a shopper presentation, they actually wanna understand how lengthy is one thing going to take and the way a lot is it going to price? They additionally need to know what number of goes to be produced and the way a lot they’re going to price? They might want to know what number of and the way lengthy is it going to take. Basically, they’re speaking about objects of the Triple Constraint as recognized by PMI. It’s the time, the price, the scope, and the standard.

So there are 10 ideas that we discovered that’s actually useful in giving a shopper presentation.

First of all, simplify what you give them. Right? Don’t overwhelm them, make it easy. Speak their language, one thing they will perceive and relate to their world. Focus on what issues to them. Make your level clearly, concisely, and shortly. I imply they are not looking for to be there all day, like taking ceaselessly. They need you to get to the purpose. Get them to level A to level B shortly.

Confirm they perceive what you’re speaking about and cease and ask. Do you’ve gotten any questions? Is this what you anticipated? Is this beneficial? So give them pause and provides them time to give it some thought, to ensure they following you, and provides them a chance to ask questions. We additionally need to be respectful. I imply in spite of everything they’re the shopper so that they don’t know what you already know. So we would like to be respectful if they’ve questions and so they might not get it but. We additionally need to keep away from shaming them for his or her questions. I imply they could have questions that for you is like immature, however they don’t know.

So it’s necessary to give them the area and honor what they’re asking. Excite them, get them enthusiastic about what you’re presenting, one thing about their venture, or their standing or the place they’re going or what they will get hold of from this. And additionally it helps to set a imaginative and prescient for them and assist them see how to get there. If you set a imaginative and prescient and so they can’t even conceptualize how on this planet we’re going to pull that off then they’re going to be left dazed and confused or they’re not gonna consider that it’s attainable. And you additionally need to clarify the method and allow them to know the place they’re within the strategy of the venture.

So once more there are some bonus phrases that we really feel like we name “The Phrase that Pays.” Number one allow them to know and inform them we’ll handle you. That’s actually comforting to know. You are in nice fingers. Let them know that you simply and your staff are there in nice fingers. And additionally allow them to know we’re excited to work with you. That actually will get folks to know that you simply’re engaged and use the phrase, “We.”

So in case you need assistance presenting to your shopper then join our software program now at ProjectSupervisor