Site icon North American Association of Sales Engineers

Checklist for Creating a Close Rate Boosting Sales Presentation

By Chris Davidson

Managing Director, Active Presence Limited

 

1 The presentation serves one, clear objective  
2 The presenter has memorised an engaging opening (of approx. 90s)  
3 The content is summarised early on  
4 The main content is presented in easily digestible chunks  
5 Selected stories fit well with the audience’s prior knowledge  
6 The presentation has a clear call to action  
7 The presenter has memorised the call to action  
8 There are no bullet-point lists
(other than in handouts or presenter’s notes)
 
9 The visual display is a continuous experience for the audience (and not obviously chopped up into separate slides with clunky transitions)  
10 What the presenter says is integrated with what the audience sees  
11 Animations are integrated with the presenter’s message  
12 The presenter can deliver fluently, in sync with the slides (and knows all the click-points, transitions, etc)  
13 Key messages are identified and repeated during the presentation  
14 There are multiple opportunities for the audience to ask questions (Necessary for sales presentations, inappropriate for large stage conferences)  
15 There is a clear place for final questions to be addressed (prior to the call to action being delivered)  
16 Corporate branding is kept to an absolute minimum
(Ideal: logo at the start/end, with central slides devoid of any branding)
 
17 Images are high quality and full screen, with minimal wording  
18 Capability Statement
Client testimonials are included, one per slide (and large enough to be easily read by people at the back of the room)
 
19 Slides are not numbered  
20 A separate handout has been prepared (if required) (Slides are not to be handed over to clients)  

 

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