Customer deep dive presentation: A comprehensive guide

Learn to create a customer deep dive presentation that will help you understand your customers better and improve their experience.


Raja Bothra

Building presentations

girl thnking about customer deep dive presentaton

Hey there, fellow presentation enthusiasts!

If you're reading this, chances are you're looking to level up your presentation skills and lead a deep-dive business review that will leave a lasting impact. Well, you've come to the right place because in this comprehensive guide, we're going to explore the art and science of creating an effective Customer Deep Dive Presentation.

But before we plunge into the depths, let's start with the basics:

What is deep dive?

A deep dive, in the context of business and presentations, is like grabbing your snorkeling gear and exploring the hidden treasures beneath the surface. It's not just about scratching the surface; it's about delving into the nitty-gritty details, uncovering insights, and gaining a profound understanding of your brand's performance.

Now, let's delve into the heart of the matter and discuss the:

Benefits of customer deep dive presentation

A beloved brand is like a fine wine; it gets better with age, but only if you nurture it.

Why should you lead a deep-dive business review presentation? Well, let's break it down:

  1. Refine your brand: A deep dive allows you to refine your brand positioning by dissecting your closest competitors and understanding your brand through the lens of consumers. This isn't a mere powerpoint presentation; it's a journey of self-discovery for your brand.
  2. Uncover growth opportunities: Dive deep into market research to identify untapped areas in the market, new distribution channels, and even the removal of trade barriers. Your plan should take advantage of these opportunities and position your brand for success.
  3. Spot weaknesses: Through leaky bucket analysis, you can identify factors inhibiting growth. Your plan should focus on reducing or reversing these inhibitors. After all, there's a lot at stake!
  4. Stay agile: By analyzing consumer behavior, buying habits, and growth trends, your brand remains agile and can predict what they might do next. Stay one step ahead in the game.
  5. Enhance decision-making: With 2-3 key analytical slides that include an impact recommendation on every slide, you're equipped to make strategic decisions. Your plan should continue to evolve as you understand the strategies that work.
  6. Navigate market changes: In the ever-evolving business landscape, technology changes, shopper trends, political regulations, and consumer targets are constantly shifting. Your deep dive equips you to adapt and thrive.
  7. Leverage positional power: Recognize your brand's positional power and understand market inertia. Address unaddressed gaps and reduce market friction.

Now that you know the why, let's move on to the:

How to structure an effective customer deep dive presentation

Leading a deep-dive business review presentation isn't just about throwing some slides together; it's about crafting a compelling narrative that captivates your audience. Here's a structure to follow:

The four stages of a customer deep dive presentation

Stage 1: Data gathering

  • Start by gathering comprehensive data about your brand's performance.
  • Include economic indicators and uncover how consumers shop.
  • Don't forget to mention the available tools and programs for analysis.

Stage 2: Analysis

  • Dive deep into the data and dissect it thoroughly.
  • Use the brand funnel to analyze your brand's journey.
  • Highlight distribution gaps and overall category performance to gain a macro view.

Stage 3: Recommendations

  • Provide impact recommendations on every slide.
  • Focus on strengths and proven links to driving growth.
  • Address weaknesses and work on reducing or reversing inhibitors.

Stage 4: Future planning

  • Identify opportunities for growth and plan for the future.
  • Consider consumer needs, market trends, and innovation pipelines.
  • Make strategic decisions to maximize your brand's potential.

Remember, your presentation slides should tell a story, and each slide should lead seamlessly into the next. Keep your audience engaged and informed.

Do’s and don'ts on a customer deep dive presentation

As we delve deeper into this guide, let's keep a few do's and don'ts in mind:


  • Create impact: Every slide should produce exceptional work that drives your brand forward. Use analytical slides to showcase your expertise.
  • Make informed decisions: Your deep dive equips you to make informed, data-backed decisions that lead to growth.
  • Adapt to change: Embrace technology changes, shopper trends, and market fluctuations. Stay agile and ready to pivot.


  • Neglect data gathering: Your deep-dive business review presentation is only as strong as the data you gather. Ensure it's comprehensive.
  • Oversimplify: While a summary slide is essential, don't oversimplify your findings. The devil is in the details.
  • Ignore weaknesses: Address factors of weakness head-on. Your plan should focus on reducing or reversing these inhibitors.

Now, let's wrap up our deep dive adventure by:

Summarizing key takeaways

In this comprehensive guide, we've explored the art of leading a deep-dive business review presentation. We've covered the importance of refining your brand, uncovering growth opportunities, and staying agile in the face of change. Remember, your plan should continue to evolve as you gain insights and knowledge.

So, my fellow presentation pros, it's time to put these strategies into action and create a presentation that not only impresses but also drives your brand towards success. Don't be afraid to dive deep, analyze, and refine. It's through this process that you'll truly understand the strategies that work for your brand.


1. What is a customer deep dive presentation, and why is it essential for brand leaders?

A customer deep dive presentation is a comprehensive analysis of a brand's performance and market positioning. Brand leaders should select 4 ‘stages’ to go deep into data and insights. It involves examining consumer perceptions through tracking data and analyzing your brand through the brand funnel data. This deep-dive business review at least once a year helps brand leaders refine their strategic brand plan and uncover opportunities for future growth.

2. How can a customer deep dive presentation help identify what's driving growth and what's inhibiting it?

A customer deep dive presentation uses analysis and leaky bucket analysis to uncover what's driving growth and what's inhibiting it. By looking at their performance, you can map out a strategic brand plan to minimize the impact of inhibitors and maximize the use of strengths. This process includes pricing analysis and using pricing strategies.

3. What role does consumer behavior play in a deep-dive business review presentation?

Consumer behavior is a crucial aspect of a deep-dive business review presentation. It helps uncover how they shop, their underlying beliefs, and their perceptions through tracking data. By analyzing consumer needs and trends, brand leaders can refine the results and make informed decisions to drive growth.

4. How does a customer deep dive presentation relate to the performance of potential distribution channels?

A customer deep dive presentation includes analyzing potential distribution channels and the performance of all potential distribution. By dissecting your closest competitors and related categories, you gain insights into market dynamics. This information is invaluable in shaping your marketing execution and adapting to regulation changes.

5. Can a customer deep dive presentation help brands adapt their product development process?

Absolutely! A deep-dive business review presentation empowers brand leaders to use that knowledge to adapt their product development process. By uncovering opportunities in the future, including health and wealth trends, brand leaders can strategize to meet consumer needs effectively.

Create your customer deep dive presentation with prezent

Prezent can be incredibly valuable in creating a customer deep dive presentation for your enterprise team. Here's how it can help:

  1. Audience preferences: Prezent allows you to understand your audience's preferences. You can tailor your presentation to resonate with your specific customer by incorporating their preferences, ensuring that your message is well-received.
  2. Business storytelling: Prezent provides 50+ storylines to help you craft a compelling narrative. You can use these storylines to structure your deep dive presentation effectively, making it engaging and informative.
  3. Brand-approved designs: With Prezent, you have access to brand-approved designs from many Fortune companies. This ensures that your presentation maintains a consistent and professional look, aligning with your brand's identity.
  4. Real-time sharing and collaboration: Collaborating with your team on the presentation is seamless with Prezent. You can work together in real-time, making it easier to gather insights and input from various team members.
  5. Personalization: Prezent allows you to create personalized presentations. You can customize your deep dive presentation to address the specific needs and interests of your customer, making them feel valued and heard.
  6. Document management: Managing presentation documents is made efficient with Prezent. You can easily organize and access your presentation materials, saving time and reducing potential errors.
  7. Time savings: Prezent's features enable you to save up to 70% of the time typically spent on creating presentations. This means you can focus more on refining your deep dive content.
  8. Cost efficiency: By streamlining communication and presentation creation, Prezent helps you cut down on communication costs by 60%. This is especially beneficial for enterprise teams working with tight budgets.
  9. Overnight presentation service: If you're on a tight deadline, Prezent offers an overnight presentation service. Submit your presentation by 5:30 PM PST, and you'll receive a polished version by 9:30 AM the next business day, ensuring you meet your customer's timeline.

In summary, Prezent is a comprehensive AI presentation software that empowers your enterprise team to create customer deep dive presentations that are tailored, visually appealing, and efficient to produce. Its features support every step of the presentation creation process, helping you deliver impactful presentations to your clients.

Now, go forth and conquer your deep-dive business review presentation with confidence.

Sign up for our free trial or book a demo!

Happy presenting!