10THINGS before sending your TO
DO SALES DECK to a potential client

Whether your SALES DECK… looks
more like a DOCUMENT or like a classy PRESENTATION

IF YOU ARE LIKE MOST
PEOPLE

YOU ARE USING YOUR SALES
for your PITCH DECK and… SALES MEETINGS

SAME DECK …and the TO
POTENTIAL CLIENTS TO EMAIL

HARMTHAN GOOD AND THAT IS
DOING MORE

if your SALES DECK looks
more like a DOCUMENT first of all, make it look like a PRESENTATION

but if your SALES DECK
already looks like a PRESENTATION then here are 3 REASONS WHY EMAILING IT IS A REALLY BAD IDEA

1 YOUR DECK WOULD GET
SHARED with others who have never heard your pitch

2 YOU ARE NOT GOING
TO BE AROUND to explain things and answer queries

3 YOUR DECK HAS DIVIDED
ATTENTION with so many things ready to distract

10THINGS so finally here are
to your email decks to ensure they are doing a lot of good and no harm TO DO

OBJECTIVE rethink your 65 7
9832 41 10 • You Can’t Close The Deal With It • If Sending Before Meeting, Make It A Teaser To Get The Meeting • If Sending Post Meeting, Use It To Push The Deal Forward

everything else REMOVE • Remove
Everything That Is Not In Sync With The Defined Objective 65 7 9832 41 10

ENGAGING MAKE IT • With
No Committed Time Slot, It Really Needs To Be Engaging • Consider Adding Images, Icons & Examples 65 7 9832 41 10

per slide ONE IDEA •
Don’t Fret About The Number Of Slides. • Long Yet Engaging & Simple, Wins Over Short Yet Complicated 65 7 9832 41 10

HELP TEXT add some •
This Sentence Is A Help Text. Use It Sparingly, Though. 65 7 9832 41 10

TITLE SLIDE MAKE AN ENTICING
• Come Up With A Title That Creates Interest In The Viewer • Use Large Font Size To Ensure Readability From Attachment Preview • This Deck’s Title Is A Good Example 65 7 9832 41 10

CALL TO ACTION have a
clear • Do You Want Them To Visit A Web Page To Learn More • Or Is There A Case Study You Want Them To Download • Have It Only If It Serves The Objective 65 7 9832 41 10

SELF SUFFICIENT ensure it to
be • Make Sure That Your Deck Doesn’t Require Any Additional Information or Background, Beyond The Obvious, To Be Relevant 65 7 9832 41 10

the file RENAME • Don’t
Name It Something Like “Sales Deck” • Think About How The Other Person Would Search For The File, Once Downloaded, On His Computer • E.g. “ABC Ltd.’s Sales Presentation for XYZ Ltd.” OR “How Does ABC Ltd. Fix Recruitment Issues” • And Of-course, Only Send A PDF Version (Or Similar) 65 7 9832 41 10

HYPERLINK upload and share •
Sharing A Hyperlink Has Many Benefits Over Sending It As An Attachment. Such As, Tracking User Behaviour, No Heavy Files To Download. 65 7 9832 41 10

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