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Business Strategy and Creative Execution
Pitch Deck Example



 This is an example of the initial sales presentation made to executives in effort
  to sell business strategy and creative execution consulting work. This format
 can be used as a template. The information inside is generic and not specific
                           to any specific organizations.
• Executive Summary

• Engagement Details

• Next Steps

• Background & Qualifications

• The Team
Why Us: End to end on the front end.

                We are not a typical Management Consulting and
                                Creative Agency.

CORE SERVICES

     1.     Corporate and Competitive Strategy.
     2.     Customer Analytics, Segmentation.
     3.     User Experience Strategy, Design, and Development.
     4.     Brand Building, Positioning.
     5.     Creative Direction, Services, Execution.
     6.     Business Development.
     7.     Marketing Execution, Subscriber Acquisition.
     8.     Customer Lifecycle Management.
Barriers to growth
 XXMM users                                                      XXMM users




               In the real world, what’s stopping COMPANY from
                             reaching XX MM users?




        1.    Me too product creating try-buy-churn cycle.
        2.    Using early market to project growth trajectory.
        3.    Clumsy, difficult, uncool, or unclear User Experience.
        4.    Wrong type of Marketing at right time.
        5.    Right type marketing at Wrong time.
        6.    Wrong type of Marketing all the time.
        7.    No Marketing at all.
Our 3-phase engagement approach.


                                                                      GET HERE
                                                                  $50MM, 100MM users




           YOU ARE HERE
            15MM users




                     PHASE 1          PHASE 2                PHASE 3
                    Market           Strategy           Strategy
                  Assessment       Development         Execution




   Innovators     Early Adopters            Early Majority               Late Majority   Laggards
Phase 2. Strategy Development
                                    6 weeks


                   PHASE 1           PHASE 2                 PHASE 3
                   Market           Strategy                Strategy
                 Assessment       Development              Execution


KEY ACTIVITIES

 • Competitive Strategy. Develop a strategy for competing against
   INDUSTRY LEADER. Identify key points of feature differentiation and value
   proposition differentiation. This strategy will drive COMPANY’s conquest of
   existing INDUSTRY LEADER users to achieve our goal of attaining XXMM
   users from the current XX MM user base.
 • User Interface Differentiation. Determine the key elements to user
   interface differentiation to maximize the customer experience and extend
   user lifespan.
 • Strategic Marketing Plan. Develop a 2-year strategic marketing plan for
   COMPANY to execute against.
Pricing summary.

                  PHASE 1          PHASE 2               PHASE 3
                  Market          Strategy               Strategy
                Assessment      Development             Execution


                 MONTH 1     MONTH 2          MONTH 3        MONTH 4


Monthly Price    $100K       $100K            $100K          $100K


  Total Price
                 $400K
Next steps.


• Follow-up call with CEO.
• Agree on Deliverables.
• Define Work Schedule, Weekly Meeting Schedule.
• Kick off meeting in ____________.
• Project runs from ____________.
Our approach.




                Approach Pillar         Approach Pillar
                 Description of          Description of
                   this pillar             this pillar




                            Approach Pillar
                             Description of
                               this pillar
Representative clients.

Over the past X years, we have served clients from startups to
Fortune 500 companies. We specialize in growth strategy and
creative execution across the sectors of ____________.



                     ADD LOGO             …

    ADD LOGO

       …
CONSULTANT NAME.
                   Name: CONSULTANT NAME                   Summary of Relevant Work Experience

                   Level: Senior consultant
                                                             • Firm Name
 PHOTO                                                           • Led Strategic Marketing and Business Case Streams
                   Practice: Technology                            on global product launch strategy engagement.
                                                                   Developed primary deliverable, Customer Value
                   Nationality: German                             Proposition Guide, detailing value proposition
                                                                   (qualitative and financial) by customer segment,
                                                                   product, and financial benefit. Key activities include
                                                                   Customer Segmentation, Pricing Analysis, and
Competences                                                        Business Case Development.
  • Three years of professional experience in consulting         • Acted as Business Case Stream Lead—created
    services                                                       business case for studio to expand into new line of
  • Mergers & Acquisitions                                         business. Developed financial model to calculate ROI
                                                                   and IRR over 5-year and 7-year scenarios based on
  • Sourcing & Procurement                                         dynamic pricing point.
  • Strong knowledge of the telecoms and media as well           • Led several categories in an enterprise-wide Strategic
    as the financial industry                                      Sourcing initiative for a Fortune 15 company.
                                                                   Conducted spend analysis, contract analysis, RFP
Education and Experience                                           development, and vendor selection. Managed over
                                                                   $100MM worth of spend across multiple categories.

  • B.S. from Harvard University, Mathematics                    • Participated in creation of a Finance & Accounting
                                                                   Shared Services organization. Led 3 weeks of
                                                                   workshops between US and China.


                                                             • Previous Firm Name
                                                                 • Management consultant
CONSULTANT NAME.
                   Name: CONSULTANT NAME                   Summary of Relevant Work Experience

                   Level: Senior consultant
                                                             • Firm Name
 PHOTO                                                           • Led Strategic Marketing and Business Case Streams
                   Practice: Technology                            on global product launch strategy engagement.
                                                                   Developed primary deliverable, Customer Value
                   Nationality: German                             Proposition Guide, detailing value proposition
                                                                   (qualitative and financial) by customer segment,
                                                                   product, and financial benefit. Key activities include
                                                                   Customer Segmentation, Pricing Analysis, and
Competences                                                        Business Case Development.
  • Three years of professional experience in consulting         • Acted as Business Case Stream Lead—created
    services                                                       business case for studio to expand into new line of
  • Mergers & Acquisitions                                         business. Developed financial model to calculate ROI
                                                                   and IRR over 5-year and 7-year scenarios based on
  • Sourcing & Procurement                                         dynamic pricing point.
  • Strong knowledge of the telecoms and media as well           • Led several categories in an enterprise-wide Strategic
    as the financial industry                                      Sourcing initiative for a Fortune 15 company.
                                                                   Conducted spend analysis, contract analysis, RFP
Education and Experience                                           development, and vendor selection. Managed over
                                                                   $100MM worth of spend across multiple categories.

  • B.S. from Harvard University, Mathematics                    • Participated in creation of a Finance & Accounting
                                                                   Shared Services organization. Led 3 weeks of
                                                                   workshops between US and China.


                                                             • Previous Firm Name
                                                                 • Management consultant

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Flevy.com - Business Strategy and Creative Execution Pitch Deck

  • 1. Business Strategy and Creative Execution Pitch Deck Example This is an example of the initial sales presentation made to executives in effort to sell business strategy and creative execution consulting work. This format can be used as a template. The information inside is generic and not specific to any specific organizations.
  • 2. • Executive Summary • Engagement Details • Next Steps • Background & Qualifications • The Team
  • 3. Why Us: End to end on the front end. We are not a typical Management Consulting and Creative Agency. CORE SERVICES 1. Corporate and Competitive Strategy. 2. Customer Analytics, Segmentation. 3. User Experience Strategy, Design, and Development. 4. Brand Building, Positioning. 5. Creative Direction, Services, Execution. 6. Business Development. 7. Marketing Execution, Subscriber Acquisition. 8. Customer Lifecycle Management.
  • 4. Barriers to growth XXMM users XXMM users In the real world, what’s stopping COMPANY from reaching XX MM users? 1. Me too product creating try-buy-churn cycle. 2. Using early market to project growth trajectory. 3. Clumsy, difficult, uncool, or unclear User Experience. 4. Wrong type of Marketing at right time. 5. Right type marketing at Wrong time. 6. Wrong type of Marketing all the time. 7. No Marketing at all.
  • 5. Our 3-phase engagement approach. GET HERE $50MM, 100MM users YOU ARE HERE 15MM users PHASE 1 PHASE 2 PHASE 3 Market Strategy Strategy Assessment Development Execution Innovators Early Adopters Early Majority Late Majority Laggards
  • 6. Phase 2. Strategy Development 6 weeks PHASE 1 PHASE 2 PHASE 3 Market Strategy Strategy Assessment Development Execution KEY ACTIVITIES • Competitive Strategy. Develop a strategy for competing against INDUSTRY LEADER. Identify key points of feature differentiation and value proposition differentiation. This strategy will drive COMPANY’s conquest of existing INDUSTRY LEADER users to achieve our goal of attaining XXMM users from the current XX MM user base. • User Interface Differentiation. Determine the key elements to user interface differentiation to maximize the customer experience and extend user lifespan. • Strategic Marketing Plan. Develop a 2-year strategic marketing plan for COMPANY to execute against.
  • 7. Pricing summary. PHASE 1 PHASE 2 PHASE 3 Market Strategy Strategy Assessment Development Execution MONTH 1 MONTH 2 MONTH 3 MONTH 4 Monthly Price $100K $100K $100K $100K Total Price $400K
  • 8. Next steps. • Follow-up call with CEO. • Agree on Deliverables. • Define Work Schedule, Weekly Meeting Schedule. • Kick off meeting in ____________. • Project runs from ____________.
  • 9. Our approach. Approach Pillar Approach Pillar Description of Description of this pillar this pillar Approach Pillar Description of this pillar
  • 10. Representative clients. Over the past X years, we have served clients from startups to Fortune 500 companies. We specialize in growth strategy and creative execution across the sectors of ____________. ADD LOGO … ADD LOGO …
  • 11. CONSULTANT NAME. Name: CONSULTANT NAME Summary of Relevant Work Experience Level: Senior consultant • Firm Name PHOTO • Led Strategic Marketing and Business Case Streams Practice: Technology on global product launch strategy engagement. Developed primary deliverable, Customer Value Nationality: German Proposition Guide, detailing value proposition (qualitative and financial) by customer segment, product, and financial benefit. Key activities include Customer Segmentation, Pricing Analysis, and Competences Business Case Development. • Three years of professional experience in consulting • Acted as Business Case Stream Lead—created services business case for studio to expand into new line of • Mergers & Acquisitions business. Developed financial model to calculate ROI and IRR over 5-year and 7-year scenarios based on • Sourcing & Procurement dynamic pricing point. • Strong knowledge of the telecoms and media as well • Led several categories in an enterprise-wide Strategic as the financial industry Sourcing initiative for a Fortune 15 company. Conducted spend analysis, contract analysis, RFP Education and Experience development, and vendor selection. Managed over $100MM worth of spend across multiple categories. • B.S. from Harvard University, Mathematics • Participated in creation of a Finance & Accounting Shared Services organization. Led 3 weeks of workshops between US and China. • Previous Firm Name • Management consultant
  • 12. CONSULTANT NAME. Name: CONSULTANT NAME Summary of Relevant Work Experience Level: Senior consultant • Firm Name PHOTO • Led Strategic Marketing and Business Case Streams Practice: Technology on global product launch strategy engagement. Developed primary deliverable, Customer Value Nationality: German Proposition Guide, detailing value proposition (qualitative and financial) by customer segment, product, and financial benefit. Key activities include Customer Segmentation, Pricing Analysis, and Competences Business Case Development. • Three years of professional experience in consulting • Acted as Business Case Stream Lead—created services business case for studio to expand into new line of • Mergers & Acquisitions business. Developed financial model to calculate ROI and IRR over 5-year and 7-year scenarios based on • Sourcing & Procurement dynamic pricing point. • Strong knowledge of the telecoms and media as well • Led several categories in an enterprise-wide Strategic as the financial industry Sourcing initiative for a Fortune 15 company. Conducted spend analysis, contract analysis, RFP Education and Experience development, and vendor selection. Managed over $100MM worth of spend across multiple categories. • B.S. from Harvard University, Mathematics • Participated in creation of a Finance & Accounting Shared Services organization. Led 3 weeks of workshops between US and China. • Previous Firm Name • Management consultant