Client Presentations & Reports

How to present findings professionally and communicate value to clients.

Subscribe to post
Thread Replies Last Post
Value Proposition - Justifying Audit Costs by Calvin B. — 3 years ago
9
2 years ago
by John P.
Report length - how much is too much? by Lloyd S. — 2 years ago
3
2 years ago
by Amir C.
Communicating ROI When Fees Are Percentage-Based by Karen W. veteran — 2 years ago
8
2 years ago
by Bob W.
Follow-up Meeting Strategy After Report Delivery by Anthony J. — 3 years ago
7
2 years ago
by Frank S.
Report Template Sharing? by Tom B. — 4 years ago
6
2 years ago
by Tom B.
Follow-up Reports - How Often? by Lester M. — 3 years ago
5
2 years ago
by Ruth A.
Follow-up Meeting Best Practices by Wayne T. — 3 years ago
5
2 years ago
by Brett O.
Clients not reading detailed sections by Floyd H. veteran — 4 years ago
6
2 years ago
by Brett H.
Executive Summary Best Practices - What Really Works? by Angela F. — 2 years ago
7
2 years ago
by Randy Dawson
Client Wants Everything in "Simple Terms" - Help! by Rick — 4 years ago
5
3 years ago
by Beatrice S.
Client shared my report with a competitor — how to prevent this by Tamara E. — 3 years ago
3
3 years ago
by Tamara E.
Client wants presentation slides - any templates? by Lester V. — 3 years ago
5
3 years ago
by Alan R.
Quick Question - Invoice Format for Audit Reports? by Duane K. new — 2 years ago
7
3 years ago
by Duane K.
Visual Charts - What Works Best? by Priya N. — 3 years ago
9
3 years ago
by Gordon C.
Using charts and graphs effectively in presentations by Diana R. — 3 years ago
5
3 years ago
by Amir C.
Templates vs Custom Reports? by Hector R. — 4 years ago
5
3 years ago
by Darren K.
Clients who want to implement findings themselves vs. hiring us by Mike D. — 4 years ago
7
4 years ago
by Randy Dawson
Anyone Use Video Presentations? by Joe T. — 4 years ago
5
4 years ago
by Leslie L.
Client Questions Competency After Utility Pushback by Walt O. — 4 years ago
7
4 years ago
by Wanda R.
PowerPoint vs PDF vs Hard Copy - What Do Clients Prefer? by Randy Dawson — 4 years ago
8
4 years ago
by Brett O.
Presentation Software - PowerPoint vs Alternatives by Barbara N. — 5 years ago
5
4 years ago
by Randy Dawson
Follow-up Reports - How Often? by Stuart A. — 7 years ago
6
4 years ago
by Randy Dawson
How Do You Handle Confidential Client Info in Case Studies? by Cecilia K. — 11 years ago
8
5 years ago
by Randy Dawson
Client Pushback on Demand Response Credits by Greg S. — 10 years ago
8
5 years ago
by Randy Dawson
Client wants presentation in 2 days - help! by Christine L. — 12 years ago
5
5 years ago
by Randy Dawson
Client Meeting Disasters - Learn from My Mistakes by Joanne P. — 6 years ago
8
5 years ago
by Randy Dawson
Biggest presentation disaster stories? by Aaron M. — 9 years ago
9
5 years ago
by Randy Dawson
ROI Calculations - Simple vs. Complex by Beth A. — 5 years ago
7
5 years ago
by Randy Dawson
Quantifying Confidence Levels in Savings Estimates by Todd — 10 years ago
5
5 years ago
by Randy Dawson
Communicating Technical Findings to Non-Technical Clients by Paul B. — 6 years ago
8
5 years ago
by Hugh F.