What's your approach to organizing client presentation portfolios?

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Organizing your client presentation portfolio is a crucial skill for any professional who wants to showcase their work and impress potential clients. A well-structured portfolio can help you demonstrate your value, expertise, and creativity, as well as communicate your unique approach and style. But how do you organize your portfolio in a way that is clear, concise, and compelling? Here are some tips to help you create a stunning client presentation portfolio that will make you stand out from the crowd.

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Rodrigo Hogera

Conselheiro Consultivo | Consultor & Mentor Empresarial | Diretor Comercial no ramo Imobiliário | Lideran?a |…
Leonardo Machado

Executivo de Vendas | Especialista em E-commerce e Logística | Análise de Dados com Power BI | MBA em Engenharia de…
Rita Prado

Administra??o | Negócios | Relacionamento | Customer Experience | Customer Success

1 Define your goals and audience

Before you start selecting and arranging your samples, you need to have a clear idea of what you want to achieve with your portfolio and who you want to target. Your goals and audience will determine the type, quantity, and quality of your samples, as well as the tone and format of your presentation. For example, if you want to attract new clients in a specific niche or industry, you should focus on showcasing your relevant and recent projects that highlight your skills and results. If you want to retain or upsell existing clients, you should emphasize your long-term relationships and value-added services.

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Rodrigo Hogera

Conselheiro Consultivo | Consultor & Mentor Empresarial | Diretor Comercial no ramo Imobiliário | Lideran?a | Maratonista 42Km | Especialista em Vendas, Riscos, Contratos | Produtor de Conteúdos | +184mil Seguidores
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I believe that one of the first and most important steps is to understand the ICP (Ideal Customer Profile), and then design a strategy on how to approach, what types of materials to present, if it will be for a specific niche, as well as segment, if it will be more open, and so on. It is necessary to have a strategy and follow a flow with cadence. Is not advised to act without a strategy!

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Kalipile Candlovu

TRAINEE AUDITOR at AUDITOR GENERAL SOUTH AFRICA
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Knowing your clients will make your preparations more easier and you gather most relevant materials for your targeted group of audiences at that particular event.

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Leonardo Machado

Executivo de Vendas | Especialista em E-commerce e Logística | Análise de Dados com Power BI | MBA em Engenharia de Dados
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Você deve investir o máximo de tempo em uma única tarefa: definir o seu ICP (ideal customer profile) tenha certeza com quem está falando, conhece o seu público, suas aspira??es, dores, necessidades, entenda o seu cenário, seu momento e em que local está inserido como negócio. Tendo isso em mente, monte a sua apresenta??o com base no seu ICP, e fa?a como entender que seja melhor, mas entenda para quem está escrevendo e como considerou o sue ICP.

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2 Choose your best and most relevant samples

Your portfolio should showcase your best and most relevant work that reflects your skills, style, and personality. You don't need to include every project you have ever done, but rather select the ones that are most impressive, diverse, and aligned with your goals and audience. You should also consider the context and purpose of each sample, and how it demonstrates your problem-solving, creativity, and communication abilities. For example, you can include a brief description of the client's challenge, your solution, and the outcome or feedback. You can also use testimonials, case studies, or metrics to support your claims.

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Leonardo Machado

Executivo de Vendas | Especialista em E-commerce e Logística | Análise de Dados com Power BI | MBA em Engenharia de Dados
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Existem projetos que sao verdadeiras vitrines. Escolha aquele projeto que tem relevancia e que irá gerar valor no negócio de todos os clientes. Fa?a o seu cliente imaginar o negócio dele com aquele projeto pronto e rodando. Apresentar um case de sucesso que fa?a o seu cliente sonhar, encante ele com o seu projeto e com a sua relevancia e com o valor de executa-lo.

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Rodrigo Hogera

Conselheiro Consultivo | Consultor & Mentor Empresarial | Diretor Comercial no ramo Imobiliário | Lideran?a | Maratonista 42Km | Especialista em Vendas, Riscos, Contratos | Produtor de Conteúdos | +184mil Seguidores
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Again, you need to customize what will be presented. If you have an industrial maintenance company and is going to make a presentation to a beverage company, then the idea is to separate materials with success stories from a customer in the beverage area, if you already have one.

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3 Organize your samples logically and visually

Once you have chosen your samples, you need to organize them in a way that is logical and visual, so that your portfolio is easy to navigate and understand. You can use different criteria to group and order your samples, such as chronology, category, industry, service, or theme. You should also use consistent and attractive design elements, such as colors, fonts, images, and layouts, to create a coherent and professional look. You can also use labels, headings, captions, or summaries to provide context and clarity for each sample.

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Rodrigo Hogera

Conselheiro Consultivo | Consultor & Mentor Empresarial | Diretor Comercial no ramo Imobiliário | Lideran?a | Maratonista 42Km | Especialista em Vendas, Riscos, Contratos | Produtor de Conteúdos | +184mil Seguidores
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Having a logical presentation strategy is very important. I always say that it is still relevant to think that there are 3 learning systems: - Kinesthetic - Visual - Auditory Sometimes it is not possible to know what the profile of those who will absorb the presentation material, so, I always suggest considering a little of each of the learning systems, aiming to attract everyone's attention. It is necessary to be succinct, but avoid being too simple. Balance is the keyword!

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Leonardo Machado

Executivo de Vendas | Especialista em E-commerce e Logística | Análise de Dados com Power BI | MBA em Engenharia de Dados
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A melhor maneira de organizar suas amostras é considerando os dados que você tem disponível. Quando tiver conhecimento dos dados disponivéis, come?e a criar um storytelling com os seus dados. Conte uma história envolvendo para seu público, mantenha-os engajados e fa?a eles serem parte da história, crie n?o somente empatia, mas crie um ambiente de identifica??o com suas amostras através dos dados. Essa creio que é a melhor dica que poderia entregar a quem precisa organizar amostras de forma lógica e visual.

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4 Use the right format and platform

Depending on your goals and audience, you may need to use different formats and platforms to present your portfolio. For example, you may need to create a PDF document, a PowerPoint presentation, a web page, or a video. You should choose the format and platform that best suits your type of work, your style, and your client's preferences. You should also consider the accessibility, functionality, and security of your portfolio, and make sure it is compatible with different devices and browsers. You should also test and review your portfolio before sending or sharing it with your clients.

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Rodrigo Hogera

Conselheiro Consultivo | Consultor & Mentor Empresarial | Diretor Comercial no ramo Imobiliário | Lideran?a | Maratonista 42Km | Especialista em Vendas, Riscos, Contratos | Produtor de Conteúdos | +184mil Seguidores
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It is important to know what the presentation will be like. If it is by email, sometimes a file in PDF format can be interesting. If it is in person, it is important to make sure if a projector or a television will be used, if your computer can be used, etc. This way you avoid unforeseen events such as having a presentation made on video, for example, but not being able to present it because there is no equipment for that. Interactive materials with AI capabilities can be a great idea too. Each case is different, ok!?

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Leonardo Machado

Executivo de Vendas | Especialista em E-commerce e Logística | Análise de Dados com Power BI | MBA em Engenharia de Dados
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Escolher o formato correto é t?o importante quanto o conteúdo. N?o corra o risco de criar o PDF mais lindo e completo do mundo se, for necessário um vendedor explicar para um diretor ou tomador de decis?o que n?o esteve presente na reuni?o de apresenta??o. Atualmente existe milhares de maneiras de apresentar o seu produto, personalize o máximo possível, o objetivo final é encantar o seu cliente, se conseguir isso, através do formato correto, o seu público n?o vai somente entender, vai identificar-se com o seu produto e entender o valor da sua proposta.

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5 Update and refine your portfolio regularly

Your portfolio is not a static document, but a dynamic and evolving representation of your work and value. You should update and refine your portfolio regularly to keep it fresh, relevant, and accurate. You should add new and noteworthy samples, remove outdated or irrelevant ones, and improve the design and presentation of your portfolio. You should also solicit and incorporate feedback from your clients, peers, and mentors, and use it to improve your portfolio and your skills. Updating and refining your portfolio will help you showcase your growth, achievements, and potential as a professional.

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Rodrigo Hogera

Conselheiro Consultivo | Consultor & Mentor Empresarial | Diretor Comercial no ramo Imobiliário | Lideran?a | Maratonista 42Km | Especialista em Vendas, Riscos, Contratos | Produtor de Conteúdos | +184mil Seguidores
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We cannot fail to consider that presentation materials need to be constantly reviewed. A super relevant idea is to add customer testimonials to your presentation material. These testimonials are known as "social proof", a very powerful trigger for generating new business!

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Leonardo Machado

Executivo de Vendas | Especialista em E-commerce e Logística | Análise de Dados com Power BI | MBA em Engenharia de Dados
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Você nunca terá uma vers?o final da sua apresenta??o. Entenda que o mercado é dinamico e n?o se importa com a sua opini?o. Refine e atualize sempre, fa?a regularmente uma revis?o para certificar que o formato está correto e que o seu cliente está sendo encantado com a sua paresenta??o e seu portifólio. Com isso em mente, siga atualizando, SEMPRE!

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6 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Rita Prado

Administra??o | Negócios | Relacionamento | Customer Experience | Customer Success
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Vejo que portfólios de apresenta??es precisam gerar valor ao cliente. Dentro dos pontos já citados, vejo que n?o podem faltar: - Dores que as solu??es da empresa resolvem em seu mercado; - Como s?o resolvidas, qual a solu??o ofertada; - Indicadores que s?o melhorados e cases práticos, quem já aprovou?

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What's your approach to organizing client presentation portfolios?

1

2

3

4

5

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1 Define your goals and audience

2 Choose your best and most relevant samples

3 Organize your samples logically and visually

4 Use the right format and platform

5 Update and refine your portfolio regularly

6 Here’s what else to consider

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