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1 HOW TO BUILD A CUSTOMER- FACING DECK Dean Waye, PMP [email protected]

How To Build A Customer-Facing Deck (A Modest Template)

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The template I use to remind me how a good sales presentation, and speech, are structured for technical sales.

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Page 1: How To Build A Customer-Facing Deck (A Modest Template)

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HOW TO BUILD A CUSTOMER-FACING DECK

Dean Waye, [email protected]

Page 2: How To Build A Customer-Facing Deck (A Modest Template)

1 OF 3: STORY

A customer-facing deck tells the customer a story about themselves

It starts with knowing their reality today, the ‘what is’

Then it moves to showing them what they could have, the ‘what could be’

It goes back and forth between these 2 things, the ‘what is’ and the ‘what could be’

Moving back and forth builds tension, keeps them awake, and leaves them feeling informed and satisfied, not over-informed and bored.

<delete this slide>

Page 3: How To Build A Customer-Facing Deck (A Modest Template)

2 OF 3: GETTING READY

List the audience’s business problem(s) (1,2,3…)

List how we relieve these problems (A,B,C…)

Pick something about our product, or our company, that will be something they will remember next week, a WOW thing

Describe what the happy future looks like

Write down what your call to action will be

Decide right now, what you want the customer to say “Yes” to A next meeting An agreement to study Yelling out “Take My Money. Now!”

<delete this slide>

Page 4: How To Build A Customer-Facing Deck (A Modest Template)

3 OF 3: MAP OUT YOUR DECK…

Boilerplate mandatory intro slides

1-2 slides listing the business problem(s) (the ‘what is’)

1 slide about a future ‘what could be’

Show business problem 1

Show ‘what could be’ if you owned our product with features A, B, etc.

Show business problem 2

Show ‘what could be’ if you owned our product feature A, B, etc.

Insert a wow element in there somewhere

Show full blown happy future

Call to action

<delete this slide>

Page 5: How To Build A Customer-Facing Deck (A Modest Template)

LET’S GO!

<delete this slide>

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BOILERPLATE INTRO SLIDE

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1 TO 2 SLIDES ABOUT BUSINESS PROBLEMS

Page 8: How To Build A Customer-Facing Deck (A Modest Template)

LIST ALL THE KEY BUSINESS PROBLEMS HERE

Page 9: How To Build A Customer-Facing Deck (A Modest Template)

MORE BUSINESS PROBLEMS…

Ask if you missed any, and make a note to discuss them before the meeting ends, still using the ‘what is’ vs ‘what could be’ format

Page 10: How To Build A Customer-Facing Deck (A Modest Template)

What it is Why it sucks / why it hurts

BUSINESS PROBLEM 1Use nicer language!

Page 11: How To Build A Customer-Facing Deck (A Modest Template)

The shades of why it is good

What it actually is/does

OUR PAIN RELIEF, OUR ‘WHAT COULD BE’ #1

Page 12: How To Build A Customer-Facing Deck (A Modest Template)

A WOW ELEMENT

Dream something up, Big Boy

This can go anywhere, but about 1/3 of the way through the deck is a good, solid place to put this

Page 13: How To Build A Customer-Facing Deck (A Modest Template)

What it is Why it sucks / why it hurts

BUSINESS PROBLEM 2Again, the language…

Page 14: How To Build A Customer-Facing Deck (A Modest Template)

The shades of why it is good

What it actually is/does

OUR PAIN RELIEF, OUR ‘WHAT COULD BE’ #2

Page 15: How To Build A Customer-Facing Deck (A Modest Template)

What it is Why it sucks / why it hurts

BUSINESS PROBLEM 3

Page 16: How To Build A Customer-Facing Deck (A Modest Template)

The shades of why it is good

What it actually is/does

OUR PAIN RELIEF, OUR ‘WHAT COULD BE’ #3

Page 17: How To Build A Customer-Facing Deck (A Modest Template)

SUMMARY OF THE HAPPY FUTURE

Imagery works well here, by the way…

Page 18: How To Build A Customer-Facing Deck (A Modest Template)

YOUR CALL TO ACTION

Because what’s the point of showing up, if you don’t know what you want them to say “yes” to (a sale, a meeting with their manager, a trial, and PoC, something) ?

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THE ‘LINGER’ SLIDE. INSTEAD OF JUST A FINAL Q&A SLIDE, PUT AN IMAGE HERE THAT THE AUDIENCE CAN LINGER ON WHILE QUESTIONS ARE ASKED. NOT A COMPLEX GRAPHIC BUT SOMETHING SIMPLE WITH STRONG COLORS.