Executive Advisors

SAMPLE PRESENTATION
Executive Advisors

Make it hard to spot the general by working like a soldier

Situtionn

We are not getting

The client do not Our marketing The clients are not
My code is not enough
like the slides we campaign is not getting back to me
working applications for
have made for them converting as they promised
new role

2
Executive Advisors

A curious mindset

• Hmm – this might require something I don’t know – great I might something learn something

that I can use going forward.

• Strange – I really like them – I want to understand why – and also how I can learn to avoid

this in the future

• Okay – so what does other companies in B2B services do? Let me study some of the market

leaders and see what they are doing different from us.

• I know clients are busy – but maybe there is a way to increase the urgency of the call – let me

study some videos and test a new approach

• I need to understand this recruiting market better to understand what are driving applicants

in this segment

3
Executive Advisors

Financial Impact

900 Forecast
800

700

600

500 2018
2019
400
2020
300

200

100

0
Finance Ops Marketing Tech

4
Executive Advisors

It was good times

JUN-2014 AUG-2015 Split the target by country

Outline the overall target

Implement the new business tracking unit

SEPT-2015

NOV-2015
FEB-2016 JAN-2016 Ensure integration into the business systems
Conduct learning and workshop Review performance