Checklist for a Sales Leave Behind Deck

One of the most effective ways to communicate your product and its value to your customers is a well designed and engaging deck. This guide gives you a quick checklist to make sure your leave behinds shine.
Matt Talbot
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CEO of Superchart
November 15, 2022

The key to a great sales process is great follow up. The best salespeople are not only diligent in getting meetings, but excellent at following up after a meeting, quickly and professionally. 

Nothing can slow down a sales process or kill the vibe like sending a sloppy, error-filled deck to a prospect. 

Doing this can ruin your credibility and make you, and your team, look careless. Yikes.

The good news is that there is a fairly easy way to make sure you don’t make a fool of yourself in front of an important lead: use a checklist to sanity check your content! 

Why Use a Checklist

A checklist may seem like a relatively simple mechanism, but checklists are surprisingly powerful. 

Author Atul Gawande even dedicated an entire book to examining the power of checklists and how using them regularly can create better outcomes.

Checklists, according to Gawande, help reduce errors of ineptitude. That is, errors that are made when we have sufficient knowledge but we don’t make the right use of this knowledge. 

Sloppy errors in a sales leave behind deck are certainly great examples of errors of ineptitude. Certainly every salesperson knows that sending a prospect a deck that has a different prospects name or has inconsistent branding is not the right thing to do.

However, everyone is busy and mistakes certainly happen, so the best way to reduce the likelihood of a mistake that negatively affects your sales process is to employ a checklist.

Major Items to Double Check

It goes without saying that one of the worst things you can do is send content to a prospect that is meant for someone else, so first things first, do a thorough check of any references to a customer name and make sure you have the correct customer name. 

Second, you must spend a few minutes carefully checking all spelling and grammar throughout your deck. A simple grammatical error can really reduce the quality of your deck, so this is worth the extra effort. 

Third, make sure that you have updated and consistent branding throughout your deck. This doesn’t just mean colors and logos, but also fonts and general brand style guidelines, such as image treatment and icons.

Full Checklist for Sales Leave Behind Decks 

  • Check all of your brand logos
  • Check all of your colors to make sure they are brand approved
  • Check other design elements such as images and icons to make sure they follow brand guidelines
  • Check all spelling (make sure you don't’ just rely on spellcheck - it can occasionally miss industry terms)
  • Ensure all grammar is correct, including punctuation 
  • Look for extra spaces or accidental line breaks  
  • Identify and double check any references to the customer name
  • Ensure you are using the most updated customer logo
  • Make sure to include your contact details (phone and email address)
  • Check all facts and figures about your company to make sure they are accurate
  • Make sure pricing is accurate and ties our if there are any calculations
  • Ensure all pages are numbered 
  • Make sure there are no extra slides that shouldn't be included in the appendix
  • Check the print area to make sure the deck is print ready  
  • Check all dates to ensure they are accurate 
  • Make sure you are using consistent font sizing across all titles as well as body text
  • If using any data visualizations, make sure all axes are labeled and readable, and include legends where applicable 
  • Check the file size to make sure it is the right size however you plan to share (if via email, aim for less than 10MB)
  • Auto-reduce the deck if the file size is too large 
  • Check the title of the file to make sure it is accurate and professional 
  • Check all product screen shots to make sure they are appropriate for the prospect and use case 

In Conclusion

A great way to ensure that you make a great impression with your prospects is to deliver a high quality, error free deck. Use our checklist to make sure you are doing just that!

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