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The Essential Sales Presentation Checklist

February 25th, 2008 @ 5:30 am

2 Comments

Categories: Cold Calls, Pitches, Sales Skills, Sales Tips

Tags: Sales Presentation, Sales, Geoffrey James, Here, It, Geoffrey James

Bored executives at YOUR sales presentationSales presentations to large groups of people are tough to do well. Here’s a quick way to assess whether your sales presentation will really close the deal, based upon conversations with presentation guru Terri Sjodin and Harvard psychology professor Stephen M. Kosslyn. Get out your most recent sales presentation and answer the following questions as honestly as you can:

YOURSELF

  • Have you prepared by thoroughly researching the customer?
  • Are you enthusiastic about the message you’re conveying?
  • Are you confident that the presentation will win business?
  • Have you prepared yourself to answer likely questions?
  • Have you rehearsed the presentation until you’re comfortable?

YOUR SLIDES

  • Have you selected a slide background that’s unobtrusive?
  • Does your cover slide correctly identify the customer and the event?
  • Do your slides use color fonts and boldface only to highlight what’s important?
  • Are your graphics understandable rather than confusing?
  • Does each slides contain less text than your audience can read 30 seconds?
  • Did you use a simple font that’s easy to read?
  • Can every detail of every slide be read from the back of the room?
  • Have you eliminated ALL UPPERCASE, underlining and italics?

YOUR WORDS

  • Does your opening statement capture attention?
  • Does your presentation persuade rather than lecture?
  • Are ALL your statements supported by evidence?
  • Have you removed the biz-blab and jargon?
  • Will the presentation use the time effectively?
  • Are your anecdotes or analogies vivid and memorable?
  • Is there a clear close or call to action?

If the answer to more than two or three of these questions is “NO” then the presentation will fall flat. It’s as simple as that.

Have I missed anything?

By the way, Sjodin’s book is New Sales Speak: The 9 Biggest Sales Presentation Mistakes and How to Avoid Them (Wiley, 2006) and Kosslyn’s book is: Clear and to the Point: 8 Psychological Principles for Compelling PowerPoint Presentations (Oxford, 2007). Both excellent.

This Blog's Best Post: The Ultimate Cold Calling Tool

 
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    1

    dave.stein@...

    02/29/08 | Report as spam

    Presentation Checklist

    Having a very clear understanding of the prospect's expectations and objectives for the presentation is very important. In some situations it makes sense to contact key participants in advance of the presentation (if you can) to make sure you understand precisely what they are looking for from the event. "Meeting" someone on the phone prior to the event also helps to have a smoother start to the presentation.

    In addition, I always like to test my presentation with a coach or sponsor in advance of the presentation. That will help uncover any wrong assumptions or conclusions on my part. It also helps in figuring out who might potentially have issues of objections, so you aren't surprised. Finally, trusting a coach in that way helps build that relationship.

  •  
    2

    Geoffrey James, Sales Machine

    02/29/08 | Report as spam

    Excellent suggestions!

    Thanks for helping. Running the presentation by your mentor or coach is a particular fabulous idea!

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