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Welcome to the Client Presentation and Business Review Tool

Welcome to the Client Presentation and Business Review Tool. Follow these instructions to create your customized presentation to share with your client and effectively communicate your business objectives and performance. << Insert Client Name >>.

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Welcome to the Client Presentation and Business Review Tool

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  1. Welcome to the Client Presentation and Business Review Tool Follow these instructions to create your customized presentation to share with your client and effectively communicate your business objectives and performance << Insert Client Name >>

  2. Welcome to the Client Presentation and Business Review Tool • A single, easy-to-use, client-focused presentation shell • A library of slides • Use to customize Quarterly Client Reviews to cover: • Follow-up to expectations meetings • What has been done to meet expectations • What is going to be done to meet those expectations • Quarterly marketing client presentations • Demonstrates the value of Sodexo • Quarterly business reviews • The resource is updated each trimester, placed on THE SOURCE resource portal << Insert Client Name >>

  3. Rationale for Tool • Fully integrates the Clients for Life process • Provides a comprehensive resource • Addresses common client expectations • Streamlines client communication • Brings forth the value of Sodexo • Speaks with one voice Moving forward together ….. << Insert Client Name >>

  4. Review of Tool Structure • Based on “common threads” of client expectations • Grouped into various 5 categories • Every category has a collection of slides • A general category is also provided • Slides demonstrate the value of Sodexo • Detailed speaker’s notes are included << Insert Client Name >>

  5. Using the New Client Presentation • Visit the Engage Your Client section of THE SOURCE. There you will find instructions, a sample presentation, four design templates and a library of slides. • SAVE all five of the Library of Slides PowerPoint presentations to your computer. • REVIEW each Library of slides sections. Customize these sections to provide specific details about your location, business, and marketing activities. • INSERT your final presentations into the slide design template that you choose. There are four templates to choose from. Select the one the best represents your offer and keeps the presentation fresh from meeting to meeting. • Review and edit your final presentation. Make sure the information on the slides is enough for the client to understand the message even if you leave the presentation behind and do not have the opportunity to present it personally. • Schedule your quarterly client meeting and share this presentation with them. Be prepared with speaker’s notes, leave behinds and samples of some of the activities you are discussing. << Insert Client Name >>

  6. Slide Categories Based on Common Client Expectations Moving forward together with a customer focus In this section, review customer survey results, fullfill and personix approach, focus groups or other feedback you have received from your customers Moving forward together with innovative solutions In this section, review your marketing programs, promotions and strategies. Demonstrate how Sodexo’s innovative marketing is on-trend, fulfills our customer’s needs and provides variety and convenience for their employees Moving forward together to enhance employee wellbeing In this section, review our wellness platform and all our innovative wellness solutions that help improve the health and productivity of their employees Moving forward together to drive performance In this section, review your financial results and other key program information you may be tracking for your client Moving forward together with a strategic focus In this section, discuss Sodexo’s vision and ethical business practices and demonstrate additional value Sodexo brings to their organization << Insert Client Name >>

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