How You Would Present the Business Case to a Company Client

You have been working on a major project opportunity with one of your company's clients. The project sponsor has asked you to present the business case for this project opportunity.

Presenting the business case to your client's decision-makers is the critical step in securing the approval and funding for this project.

Here are some tips for effectively presenting a business case to a company client:

1. Customize the presentation for your audience: Before the presentation, research the company client's needs and concerns. This way, you can tailor the presentation to address their issues directly. Be ready to respond to any inquiries regarding the project and articulate how it will be advantageous for them.
2. Make sure to begin your presentation by clearly stating the issue or potential that this project seeks to solve. To make your case, use data and statistics and explain how the project will assist the company in meeting its objectives.
3. Emphasize the advantages: Make sure to articulate the advantages of the project, both financial and non-financial, plus how it will support the company client in accomplishing their objectives or addressing the issue. Illustrate the advantages by providing case studies or examples.
4. Outline the cost for the project and detail how it will be funded. It's important to note any savings or cost reductions that will be gained from the project.
5. Fully explain the proposed solution, outlining how it solves the identified issue or opportunity. Ensure to include all relevant technical information, including specs, deadlines, and strategies for risk management.
6. Provide an overview of the project team: Outline the qualifications and experience of each key team member. Demonstrate to the client that you have an experienced team who can efficiently complete the project.
7. It is essential to be ready to respond to any questions the company client may have concerning the project. Bring any supplementary documents or materials that may be useful in answering the questions.
8. Maintaining contact with the company client after the presentation is essential, as well as addressing any inquiries and providing more details as necessary.

Organizational skills, clear communication, and the ability to anticipate and address client concerns are all essential in this important presentation.

Let us help you create a winning business case presentation and pitch deck.

Developing a winning business case presentation can be a demanding task for any professional manager whose organization wants to plan to grow, thrive and improve its systems and processes.

If you're looking for ways to develop and tailor your presentation to your decision-makers, then you've come to the right place! We'll show you how to create a winning business case presentation and pitch deck in our strategic business case coaching sessions.

Learn more.