Presentation Template Library
Editable Google Slides templates for client onboarding calls. Clone the template, swap the client logo, and customize with their specific details.
How to Use These Templates
Click "Open Template" to access the Google Slides presentation
In Google Slides: File → Make a copy → Name it with client name
Replace client logo and update all bracketed [PLACEHOLDERS] with client details
Review for accuracy, then use in your client onboarding call
Click the placeholder logo → Delete → Insert → Image → Upload client logo. Resize to match original dimensions.
Search for "[" to find all placeholders. Replace with actual client information (company name, service area, revenue goals, etc.).
Before the call: verify all placeholders are replaced, logo looks professional, and data matches client's actual metrics.
Use format: "[Client Name] - [Call Type] - [Date]" (e.g., "ABC Plumbing - Strategic Alignment - Feb 2026")
Available Templates
What's Included:
- Welcome & program overview
- Market opportunity analysis framework
- Revenue growth projections
- Competitive positioning strategy
- Timeline & milestone roadmap
- Success metrics & KPIs
Customization Checklist:
- Replace [CLIENT COMPANY NAME] with actual business name
- Upload and insert client logo (replace placeholder)
- Update [SERVICE AREA] with their geographic market
- Customize [REVENUE TARGET] based on their package tier
- Update [PRIMARY SERVICES] (e.g., Residential Plumbing, Commercial HVAC)
- Adjust timeline dates to match their actual start date