Online Instructor-Led Client Presentation Design Skills Training
Designing On-Target Client Presentation: Generating Buy-In, Adding Value, and Moving Business Forward
Available Formats: Virtual Classroom Course, Multi-Session Virtual Classroom Course
This web-based client presentation skills course for people who present to customers and clients will:
Explain what most clients want and/or need.
Suggest strategies for planning for and addressing different types of clients.
Outline preparation strategies.
Provide a strategy for identifying and organizing salient points.
Producing great work for clients is one thing, but knowing how to talk about your product or process is an entirely different skill set. Furthermore, all else being equal, people who know how to deliver presentations to clients effectively are more likely to show value, generate new business, and keep competitors at bay.
This two-hour course teaches people how to determine what clients want, prioritize the people in the room, identify a storyline or presentation plot, and tell a succinct story.
Note: For a more complete workshop experience, consider adding a second training segment where we coach participants on delivery skills.
At this program’s conclusion, participants should be able to:
Identify a client’s top needs and wants.
Find opportunities in the narrative to show needs and wants are being met.
Determine the correct depth and breadth of information to share.
Develop audience personas.
Choose a presentation plot.
Determine how an audience could influence how content is presented.
Proactively address client idiosyncrasies.
Build a story using the plot + subplot + characters (PSC) method.
Write a presentation goal and headline.
Create a mind map.
Follow an answer-first structure.
Use examples, stories, and analogies to add color to data.
Leverage various language models.
Follow design best practices.
Read a room and adjust delivery.
What Clients Want: Understanding Needs
The Story: Picking a Plot
Information Organization: Building a Framework and Putting Pages in Order
Tools to Advance the Story: Using What’s Available
Slide Rules: Choreographing with PowerPoint
Reading the Room: Getting Delivery Right
By the end of this two-hour training session, participants should be able to create a client-centric presentation.
Questions This Page Answers About Web-Based Training for Designing Client Presentations
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“I have never attended D&I training before and didn’t know what to expect. This exceeded my expectations. It wasn’t boring. It was timely and relevant. D&I can be a sensitive topic with some and I felt like the approach here brought people along with being judgmental or condemning anyone.”
Training Participant, ICBA
“I wanted to thank you again for the chat training. This was essential to our new chat initiative moving forward, and we hope to see some substantial increases in our customer satisfaction scores in the upcoming new year.”
Brad B., IT Manager, Major US Bank’s IT Service Desk Manager
“Charles’ presentation style is so engaging that I felt like he was speaking to me! Thanks for making what could be a dry topic a fun session!”
Training Participant, Data Driven Storytelling (Virtual)
“This course provided everything you would need to hold a successful chat.”
Chat Webinar Participant, Port Authority of Allegheny County
“Our customer service manager of 21 years stated that this training was the best and the most relevant class she attended in her career.”
Simon B., R.E. Carroll Inc.
“Thank you. This was the first course I’ve had virtually that truly maxed the technology to solicit audience participation. Thanks for teaching by doing!”
Training Participant, National Academies of Science, Engineering, and Medicine
“My director just called me and said whatever discussions you and Stefanie had made this training focused, interesting, fun, and valuable – she’s already getting additional feedback on the team (they love the interactivity). She already wants me to work with you and Chris on something else. And she’s not an easy push….so thank you, thank you!”
Leo S., Training and Development, HHS
“Yesterday’s workshop was both thoroughly enjoyable and tremendously beneficial. From all accounts, it was a productive, engaging, and substantive experience from which participants were able to glean significant professional insights and lessons for best practices in their field.”
Hugh H., Director of Program Development, Friends of Crown Heights Educational Centers Inc.
INSTRUCTOR-LED ONLINE CLIENT PRESENTATION DESIGN TRAINING
COURSE . WEBINAR . PROGRAM