Test & Improve Presentation: Recommended Talking Points for Portfolio Plans

This table summarizes Altify's recommended talking points when you're presenting your portfolio plan to reviewers during a Test & Improve.

Section	What to Present	Minutes
Plan Overview	Brief background of your portfolio Progress YTD Significant wins and current opportunities in the pipeline	2
Plan Details	Portfolio goal and growth strategies	3
Opportunity Map	Accounts targeted and why Where the business is coming from today (closed won) Where the business will be coming from tomorrow (current pipeline) Summary of plans to cover whitespace (potential)	3
Target Account Insight & Relationships	Point out important the customer’s goals and pressures, and how we can support their success Identify the key players where you have support, and where your competitors may have support. Where are your gaps?	8
Objectives	Priority objectives developed to achieve success; revenue, business development, relationships, marketing, customer success	5
Summary	Your outlook for Risks to overcome What support do you need to achieve your goal?	4

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