Client Presentations & Reports

How to present findings professionally and communicate value to clients.

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Client report format - how detailed should savings breakdowns be? by Christopher Davis New Member — 2 months ago

2 months ago
by Todd

Executive Summary Best Practices - What Works? by Donna H. — 2 years ago

2 months ago
by Karen W.

Best Tools for Creating Professional Charts and Graphs? by Keith R. — 2 years ago

3 months ago
by Alice J.

Presenting Bad News - No Significant Savings Found by Diana G. — 1 year ago

6 months ago
by Harold N.

ROI Calculations - Simple vs Complex? by Jeff C. — 1 year ago

6 months ago
by Harold N.

Explaining CT Ratios to Non-Technical Clients by Kurt T. — 1 year ago

8 months ago
by Carol J.

Client wants verbal presentation only by John D. — 9 months ago

9 months ago
by Beth H.

Quantifying soft benefits in reports by Kent L. — 1 year ago

11 months ago
by Elisa F.

Video Presentations - Worth the Investment? by Brian P. — 1 year ago

11 months ago
by Harriet C.

Charts and graphs - what works best? by Gary M. — 1 year ago

11 months ago
by Brian P.

Presenting Bad News - No Savings Found by John D. — 1 year ago

1 year ago
by Lisa B.

Remote Presentations - Best Practices Post-COVID by Gail P. — 2 years ago

1 year ago
by Brian P.

Follow-up reporting after implementation by Kenneth R. — 1 year ago

1 year ago
by Randy Dawson

War Story: Client Questioned Every Single Line Item by Joe N. — 3 years ago

1 year ago
by Lucille W.

Presenting bad news - major billing errors by Lois B. — 7 months ago

1 year ago
by John D.

Clients Who Want to "Think About It" by Frank S. — 4 years ago

1 year ago
by Harriet C.

Handling skeptical audiences by Pat K. — 1 year ago

1 year ago
by Brian S.

Stunning Success - $127K Find at Manufacturing Plant by Pat K. — 8 months ago

1 year ago
by Randy Dawson

Client questions you dread answering by Keith R. — 2 years ago

1 year ago
by Kirk G.

Remote Presentations - Best Practices? by Greg N. — 1 year ago

1 year ago
by Janice N.

Follow-up communication strategies by Brian S. — 4 years ago

1 year ago
by Gary M.

PowerPoint vs. PDF Reports - Which Do You Use? by Cecilia K. — 1 year ago

1 year ago
by Kent L.

Using Infographics in Reports by Vernon G. — 8 months ago

1 year ago
by Randy Dawson

Visual Charts vs Data Tables? by Clifford H. — 2 years ago

1 year ago
by Kurt T.

Handling clients who question your methodology by Christie E. — 1 year ago

1 year ago
by Glenda G.

Remote presentations - tips and tricks? by Alice D. new — 2 years ago

1 year ago
by Bernard P.

Presentation Went Sideways - Client Wanted Different Info by Elisa F. — 11 months ago

1 year ago
by Christie E.

Client Pushback on Recommendations - How Do You Handle It? by Bill G. — 2 years ago

2 years ago
by Kent L.

Executive Summary - What to Include/Exclude? by Margaret C. — 2 years ago

2 years ago
by Janice N.

Executive Summary Templates - What Works Best? by Patricia W. — 3 years ago

2 years ago
by John P.

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