Productivity
SalesSlides you can read and review
Turn an approved outline into one idea per slide. Use headlines expressing the conclusion and charts only when they explain the data better than a sentence.
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← All resourcesPresentations & Documents
A presentation should help someone make a decision. Start with the argument and reviewed data before generating slides. Separate what needs to be read from what you will explain aloud. Documents need editable structure, identifiable versions and a way to retrieve the source of each figure.
Procedures
SalesA clear, editable sales proposal
Start from notes confirmed with the customer and describe needs, scope, deliverables, schedule and exclusions. Flag amounts and conditions awaiting confirmation.
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SalesA pitch built on evidence
Organise problem, customer, solution, evidence and next step into five blocks. Assign evidence to each block and flag hypotheses that still need validation.
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