Category Archives: Uncategorized

Sales-Pitch-Presentation-Deck.pptx

VN:F [1.9.22_1171]
Rating: 0.0/5 (0 votes cast)

This is a very basic sales pitch presentation deck that can be used for a small or medium sized company’s sales pitch. It includes the basic structure of a sales presentation, and leaves room for you to fill things in for your company.

The fundamentals of a sales presentation pitch deck are included in here:
– About Our Company
– What We Do (product/service overview)
– Product Options and High Level Pricing
– Product Demonstration (placeholder slide)
– Our Clients (noteworthy current customers that build your credibility)
– Details (smaller points that reinforce credibility, such as a Better Business Bureau rating, security of payment transactions, data encryption, years in business, etc)
– Next Steps (next steps of the buying process on the prospect’s side and your actions to support them. Filling out the table together at the end of the presentation helps build commitment on the prospect’s side).

Cost-of-Sale-Calculator.xlsx

VN:F [1.9.22_1171]
Rating: 5.0/5 (1 vote cast)

This spreadsheet provides two models for calculating the cost of sale for a revenue channel of a business.

The first model calculates costs through Contriubtion Margin.  It starts with an estimate of the lifetime value of a customer.  Next, Cost of Goods Sold and Marketing Acquisition Cost are subtracted out.  Then, the Sales Cost and Account Management costs are subtracted out.  Each of these cells reference other tabs itemizing costs such as salary, commission, benefits, software licenses, office space cost, etc. 

The sales cost is estimated by taking all of these costs and multiplying them across the number of sales people, then dividing it by the number of deals they close in a given month. This provides the cost per deal.

The account management cost (or client services cost) is calculated by taking the similar costs and breaking it down to an hourly rate for the account manager.  This is multiplied by the number of hours the account manager spends on a given account throughout the average life of an account to provide a cost per account.

The net of this model provides amount that is contributed back to the business (contribution margin) from this particular revenue channel.

The other model provides net margin per deal.  It also starts with the average lifetime value of the account and subtracts out COGS and marketing acquisition cost.  Then, instead of subtracting itemized sales and account management costs, it subtracts out the company Operating Expense (OpEx), as a percent of revenue.  Using this model, it is subtracting out operating costs associated with the entire company instead of just the revenue channel generating the revenue. The result is net profit per new account signed expressed in both dollars and as a percent of revenue.

One-Page-Project-Charter.pptx

VN:F [1.9.22_1171]
Rating: 4.5/5 (2 votes cast)

This one page project charter is built in Powerpoint.  Project charters are typically very lengthy documents describing the background of the project, different options considered, detailed scope statements, etc.  The One Page Project Charter is meant to be a summary of the most important components of the charter in a single page.  For large projects, it is used in addition to a full project charter.  For small projects, it’s used in place of it.

The template includes sections to document:

  • Project Name
  • Project Description
  • Target Date
  • Costs
  • Gains
  • Project Team
  • Key Milestones

The One Page project Charter is also useful for communicating with an executive audience that is not interested in all of the minute details

PERT-Project-Plan-Template-with-Expected-Time-Calculation.xlsx

VN:F [1.9.22_1171]
Rating: 0.0/5 (0 votes cast)

This Project Plan Template has a built in calculation for Expected Time using the Program Evaluation and Review Technique, or PERT.  

A full PERT Project Plan template would include additional components such as the critical path definition, a Gantt Chart, etc.  Other tools, such as Microsoft Project, are preferred over Excel for that type of work.  This PERT template is intended to incorporate the Expected Time calculation from the PERT Project Management method.

Expected Time is calculated based on three different estimates of time for a single task of work.  The first estimate is the Optimistic Time, or the minimum amount of time to complete the task.  It assumes everything proceeds better than is normally expected.  The next estimate is the Pessimistic Time.  This is the maximum amount of time required to complete the task and assumes that many things go wrong.  The final estimate is the Most Likely Time. This is the best estimate of time to complete the task and assumes that everything proceeds as normal.

The Expected Time is then calculated by multiplying the Most Likely Time by four, then adding the Pessimistic Time and the Optimistic Time and dividing the entire sum by six.  This takes into account all three estimates provided, but weights the Most Likely Time the heaviest.