Communicating a clearer growth story to boards and investors

When presenting to your board, the goal is simple: show clear progress that moves up and to the right. Just as important is showing that activities that cost time and money aren’t random acts of marketing but intentionally tied to strategic initiatives like building awareness and creating demand.

The challenge

The original presentation showed marketing activities as a disconnected list. While it captured what was happening, it failed to tell a cohesive story or demonstrate how those efforts connected to larger business objectives.

List of marketing activities

The approach

bizually reframed the same activities against an overarching growth trajectory — up and to the right. Each initiative was plotted in context, making it easy to connect tactical actions to strategic pillars such as awareness, partnerships, demand creation, and nurture.

The outcome

This simple shift transformed the narrative from a collection of tasks into a clear picture of strategic momentum. The slide not only resonated with board members but was also later repurposed for investor presentations.

Note: Certain details and data points have been adjusted for confidentiality.


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