Checklist for Creating a Close Rate Boosting Sales Presentation
January 7, 2021
- The presentation serves one, clear objective
- The presenter has memorised an engaging opening (of approx. 90s)
- The content is summarised early on
- The main content is presented in easily digestible chunks
- Selected stories fit well with the audience’s prior knowledge
- The presentation has a clear call to action
- The presenter has memorised the call to action
- There are no bullet-point lists (other than in handouts or presenter’s notes)
- The visual display is a continuous experience for the audience (and not obviously chopped up into separate slides with clunky transitions)
- What the presenter says is integrated with what the audience sees
- Animations are integrated with the presenter’s message
- The presenter can deliver fluently, in sync with the slides (and knows all the click-points, transitions, etc)
- Key messages are identified and repeated during the presentation
- There are multiple opportunities for the audience to ask questions (Necessary for sales presentations, inappropriate for large stage conferences)
- There is a clear place for final questions to be addressed (prior to the call to action being delivered)
- Corporate branding is kept to an absolute minimum (Ideal: logo at the start/end, with central slides devoid of any branding)
- Images are high quality and full screen, with minimal wording
- Capability Statement
Client testimonials are included, one per slide (and large enough to be easily read by people at the back of the room) - Slides are not numbered
- A separate handout has been prepared (if required) (Slides are not to be handed over to clients)
Want more Sales Engineering content?
Get the best NAASE thinking each month: new articles, sharp perspectives, and exclusive insights.
Join Free
