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Win High-Stakes Sales Presentations. Yvonne Lines on Messaging That Closes

Sales Talk for CEOs · 2025-12-29 · 45 min

0:00--:--

Key moments - from our scoring

Substance score

41 / 100

Five dimensions, 20 points each

Insight Density9 / 20
Originality7 / 20
Guest Caliber9 / 20
Specificity & Evidence8 / 20
Conversational Craft8 / 20

Building winning high-stakes sales presentations requires a fundamentally different approach than most companies use. Yvonne Lines, who transitioned from creative director to presentation strategy, emphasizes starting from a blank slate rather than modifying old decks - a common mistake that wastes time and dilutes impact. The core framework involves thorough research before the kickoff meeting (company challenges, prospect psychographics, decision-maker pain points, competitive positioning), then developing exactly three audience-centric key messages that ladder up to one main takeaway. Rather than cramming company history and product features onto slides, presentations should be structured as dynamic conversations with built-in pause points for prospect questions and feedback. Details and supporting stories should expand or contract based on real-time audience response, allowing salespeople to follow prospect interest rather than forcing through a rigid agenda. The ending is critical - instead of closing with "thank you," wrap with a memorable soundbite or takeaway that audiences can repeat to other decision makers. AI tools like ChatGPT and Claude can help craft punchy, sticky messaging. This approach works best when teams do their homework upfront and resist premature presentations before they truly understand the prospect's business context.

Key takeaways

  • →Start presentation development from a blank outline rather than retrofitting old decks, focusing first on three key audience-centric messages that address specific prospect challenges, not generic product features.
  • →Research prospects thoroughly before the kickoff meeting - understanding their demographics, psychographics, individual decision-maker goals, and competitive landscape is non-negotiable before outlining any presentation.
  • →Structure presentations as two-way conversations with built-in pause points for questions, allowing you to expand on topics that resonate and skip details on areas the prospect ignores, rather than rigidly delivering every slide.
  • →End presentations with a memorable soundbite or takeaway that audiences can repeat verbatim to other decision makers, not generic closings like "thank you."
  • →Position presentations strategically in the customer journey - saying no to poorly-timed presentation requests and educating prospects on how to buy from you builds credibility and often accelerates deals.

Guests

Yvonne Lines

Topics in this episode

Presentation strategy and structureWin themes and competitive positioningAudience-centric messagingNancy Duarte presentation methodologyTwo-way conversation presentationsAI tools for messaging (ChatGPT, Claude, Perplexity)Customer journey and sales timingRequest for proposal (RFP) presentationsDecision-maker psychographicsSoundbite and takeaway crafting

Questions this episode answers

Should I start a high-stakes presentation by modifying a previous deck?

No - retrofitting old presentations wastes time and never feels right for new prospects. Instead, start from a blank outline where you develop three key audience-centric messages tailored to this specific prospect's challenges and goals, then build supporting details from there.

What research should my team do before we outline a presentation?

Teams must arrive with knowledge of the prospect company, their industry position, recent news or management changes, the specific attendees' roles and psychographics (not just titles), and their individual pain points - otherwise you cannot develop customized key messages that resonate.

How many slides about my company should I include in the sales presentation?

Keep company background minimal; founder stories can be told in 30 seconds. Focus the presentation on the prospect's challenges and how your solution addresses them, not on your company history or comprehensive product features.

Can I skip slides during the presentation if the prospect isn't interested?

Yes - you can skip supporting details and expand or contract based on prospect responses, but you cannot skip your three key messages. Watch the time and ensure you reach the strong closing summary so they leave with your core takeaway and memorable soundbite.

What should I say at the end of a presentation instead of 'thank you'?

End with a strong, memorable soundbite that summarizes your main takeaway - something specific like 'work with us because we're strategically creative' or 'this solution will make you faster, better, and easier' - so attendees can repeat it verbatim to other decision makers.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

9 / 20

The episode contains a handful of genuinely useful structural tips for high-stakes presentations - three key messages, expand/contract detail slides, ending with a soundbite - but the content is heavily padded with host affirmations, restated agreement, and filler anecdotes. The ratio of novel insight to throat-clearing is low.

you cannot skip your 3 key messages, but you can skip the details or add details, expand and contract as needed
they've got so much information that they never get to the end of their presentation... The ending can be the most important part

Originality

7 / 20

The frameworks presented - audience-centricity, three key messages, practice for cohesion - are well-established presentation consulting doctrine, essentially a verbal summary of Nancy Duarte's published work. The seagull metaphor and the first-date analogy are memorable flourishes but not original analytical contributions.

Don't be a seagull that comes in at the last minute and shits on everything
if you really like this person and you're like, let's say you go out for dinner and you talk all about yourself... good luck getting a second date

Guest Caliber

9 / 20

Yvonne Lines is a working B2B presentation consultant with verifiable client outcomes and a creative-director background, making her a legitimate practitioner. However, she operates at modest scale with no named clients or recognisable brand, and has no documented leadership of a large sales or marketing function.

I actually have a creative background I came from. I um, used to be a creative director at a large media company here in Canada
I've uh, worked with one client. Um, it was for a request for proposal presentation. And they did their due diligence leading up to this presentation

Specificity & Evidence

8 / 20

The single concrete metric - 50% to 80% bid win rate - is the episode's main data point, and two anonymised client anecdotes add some texture, but there are no named companies, dollar values, timelines, or industry contexts. Everything else is illustrative analogy rather than verifiable evidence.

when I started working with them, they were winning about half their bids. And after using this process, they started winning about 80% of the bids
go into chat or Claude or perplexity or whatever and ask for help

Conversational Craft

8 / 20

The host is an active participant who contributes her own practitioner experience and occasionally sharpens the conversation, but there is almost no genuine pushback or probing of claims - affirmations like 'absolutely,' 'oh my gosh,' and 'yes exactly' dominate, and assertions go unchallenged throughout.

Wait, Yvonne, are you saying I can skip some of my slides? I don't have to go through every single one.
Oh my gosh, help some close deals. What we all want.

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Share of words spoken

  • Speaker B51%
  • Speaker A49%

Most-used words

presentation46details22start21team19sales18presentations18audience18three17important16messages15sure14information14slide14prospect13main12practice12

Episode notes

Win more high stakes deals. In this episode of Sales Talk for CEOs, Alice Heiman sits down with Yvonne Lines, a strategic presentation expert, to unpack exactly how B2B sales teams can win their most important, high-stakes sales presentations, the ones that make or break deals. Yvonne shares her proven process for creating audience-centric, story-driven presentations that drive decisions and close business. This episode is packed with actionable strategies for CEOs, founders, and sales leaders who want their teams to win by making customer centric presentations.

Full transcript

45 min

Transcribed and scored by The B2B Podcast Index.

Speaker A: What do CEOs need to know about sales these days? A lot outdated sales strategies and tactics plague most companies today. Listen to what innovative CEOs and experts have to say about how to change all that with sales talk for CEOs. Welcome to sales talk for CEOs. Today's topic is one everyone is going to want to tune into and possibly even take a few notes because today we're going to talk about those really important, life changing sales presentations that your company does. And you know, yeah, we want to be really great at our sales presentations every day. But when it's your most important customer and you're trying to change something, you're presenting to them or a, uh, really big company that you've always wanted to work with and now you have that chance and you and your team have to get in there and do a great sales presentation. So we want to make sure that you are all equipped to do those really well. And that is why I today have Yvonne Lines on the show to help us learn about how to do the best sales presentations. Welcome Yvonne.

Speaker B: Thank you. I'm happy to be here.

Speaker A: So first let's just tell the audience a little bit about what you do and who you do that for and then we'll jump into the topic.

Speaker B: Yeah, so I focus on helping B2B sales teams, um, present to the best of their ability. So I actually have a creative background I came from. I um, used to be a creative director at a large media company here in Canada. And um, that was about 10 years ago. I left that to freelance and I started doing graphic design. I moved into writing, I moved into strategy and then got into presentations and working with teams to help them with their presentations. And it's been really about helping them connect with their audience in a way that's really engaging and helps them close deals.

Speaker A: Oh my gosh, help some close deals. What we all want. And I'm sure you have sat through as I have you probably not as many as I have because I've been around a long time. Some really bad sales presentations.

Speaker B: Uh, yes.

Speaker A: You want to cry, right? Because you're like, oh my gosh, you have this great team m. You have this great product and you did not get your point across to the audience. You did not engage them, you did not see spark some curiosity. You just, you know, information, you, information all over the place and then you leave and you wonder as a sales team why they're not calling you back, why you didn't get the deal. So we are going to fix that because this is so, so important. Now, I just want to point out one thing to all of you listening. And, um, and it's okay if you're guilty of this, because I actually know that you are. But, but I think, you know, a lot of times when we have big presentations, one, we don't give ourselves enough time. So two, we go, where's the last deck we did for a big presentation? And everybody's searching around for that deck. And then we find that deck and we try to mold that deck into something for this new situation. And that is just the absolutely worst place place to start. So let's start there. We're not going to start with the old deck. So what should we do, Yvonne?

Speaker B: Yeah. So many people start with a backwards process. It's like if you were to rebuild your kitchen, instead of pulling out the cupboards and starting from scratch, pulling it back to the framework, designing it and making it the kitchen of your dreams, you just, you know, pull out a couple cupboards and retrofit it and stick a few pieces in here and it never really feels quite right. It's not your dream kitchen. Right. The presentations are the same way. If you're pulling out an old presentation and trying to, you know, throw a whole bunch of slides into it and just retrofit it to your new, uh, prospect, it's never going to feel quite right. So I always recommend starting from scratch. And honestly, by the time you, you try to retrofit it, you're not, you're not saving any time by not starting from scratch. I think most people do that just because they've done that in the past and they don't really know where to start. But if you start with an outline, just a simple black and white slide deck that's got, you know, what goes where on each slide. Um, start with your opening. You don't. You're going to start with, you know, the COVID but you'll have, instead of, you know, presentation to XYZ company, you're going to have your main message right up front on your cover and really try to think, you know, like, what do people need to hear from you right from the start? Use the real estate wisely and then get into just black and white messaging of what's going on, which slide. It's really easy to switch it around and figure out, well, what's the structure of your presentation? What, what messaging needs to go in there? What are my three key messages that I really want the prospect to know? What's my main message? Is it coming out? How Can I structure this so that I can expand it where needed and contract it where needed, depending on the response of the prospect in your presentation? So it's more of a two way conversation and it's structured that way from the start. Customize from the start.

Speaker A: So a couple of things that you said. One, a two way conversation, that is what a presentation is. It's not. You talk the entire time. Your team handed off from one person to the next, you know, to say the next part, you know. Oh, yeah, and now Bob is going to cover this slide. No, it's a conversation and you have, that means you have to build in an opportunity for the audience. Right, right. To respond, to, ask questions. And it's not just, oh, so do you have any questions on that slide before I move on? No. You've got to really build this presentation so it's engaging and there's something to talk about. But I'm actually going to go a little bit even before that because you said do an outline and absolutely they need to do that. But I think the entire team needs to get the homework done, get the research done to bring it to the meeting where we're going to outline this presentation. Right. Too many times I see salespeople showing up the meeting to start to work on the presentation without having done their homework, even like, who's going to be there? What do we know about them? What have you read about this company recently? What have they posted about recently? Have there been any changes in their senior management? Like, what do we need to know about this company at large and how they fit into their industry, how they fit in with their competition, who they're selling to, like all the stuff that you think, okay, of course we know that. But I have just seen it too many times, Yvonne. They show up without all the information. So before we even let them outline, what do you suggest that they do to come prepare to build that outline?

Speaker B: You know what? I really like working with clients, um, that I work with over and over and over again because now they know to show up to our kickoff meeting with all that information.

Speaker A: But you know what I'm talking about, don't you? Because, I mean, I've done a number, helped a number of teams with their presentation. Go back. We can't do this. We cannot make an outline. You do not have enough information.

Speaker B: Yeah. Knowing your client, your prospect, who you're, uh, pitching to, you just, you can't develop any key messages without really knowing who they are. And it's not just, okay, well, I'm presenting To the CEO and the uh, um, uh, CFO and the tech person, it's okay, well what are their like, yeah, you can figure out their demographics but, but what are also their psychographics like if you were to figure out what are their main challenges, not just with the company, but the people themselves at work, like are they just finding that they're overwhelmed and they don't have enough time to put um, things together? Like maybe it's a, ah, software system that you're selling. You know, maybe their real challenge is not what uh, your software does, but how it connects with everything, every other software piece that they have. And you need to know that before going into the presentation. Otherwise you can't customize it uh, specifically for them.

Speaker A: Yeah, and this is why I try to help sales teams understand not to present too early. And it's even with demos sometimes it's like it's too soon.

Speaker B: Right.

Speaker A: We don't understand enough. Now we're going to try to tell them something we're not prepared because we don't know enough right about it to get started. So okay, let's assume they have really well researched. Not only do they know the company, the industry, their position in the marketplace, the people, they have come fully prepared like you asked them to iman and they show up and you say okay, let's start outlining. So we're not making fancy slide decks yet, we're just putting a few notes on each slide as to what that slide will cover. And, and we're stating where we might stop and ask a question and inquire about something. Right, so tell us a bit more about the outline and how it goes together.

Speaker B: Yeah, so once you've got all your research together, you want to make sure that you've got. Usually I'll interview my client and try and figure out like so much about their prospect and the relationship with them and what their win themes are. Uh, I think a lot of your audience knows what a win theme is, but basically what their edge is over their competitor, um, and why this prospect may be going with them over somebody else who offers something similar. Um, but then not just what their win themes are, but how it relates to the prospects. Because it's one thing to say, well, we have the best software in the world, but your prospect is like, well, great, but how does that relate to me? So you have to translate it to be audience centric, um, and you're wanting to narrow it down so that you've got three key audience centric messages. That's it. No More otherwise you're going to get really into details that you know, you're not, you're not there to present all the details. You're there to uh, solve some challenges with your solutions, but not every little detail. Otherwise you're going to overwhelm your prospect. So once you figure out your three key messages, then it's like, well, what order should they go in and how they fit together? Um, and you'll have a slide to introduce each of those three key messages. But then you're also going to look at some details of how you can explain those concepts. And here is a great place where you can weave in stories. Um, so let's say you know, your prospect is really into

Speaker A: uh, sports.

Speaker B: You can weave in a sports analogy that applies to, and then switch it around to show how it can apply to your product. So for example, um, thinking on the spot here. But if you've got uh, people, uh, football or sorry, soccer, if you've got people kicking the, the soccer ball all over the field and it's just chaos, but your software is like a, uh, really good coach that can help bring all those players in together and strategize and move towards the, the goal and get the ball in the net, then you know that sort of analogy works. But if you're presenting to an audience that isn't into sports, then you need to know that ahead of time and come up with a story that's more relevant to them. Or something completely universal.

Speaker A: Mhm, yes, absolutely. And, and I think the stories are the key. Right? So you have a message and it just can't be like here's the bullet points about that message. Right. People want to hear a story about how that helps someone similar to them on, in a similar marketplace, right?

Speaker B: Yeah. So once you've got your three main slides with your key messages, you'd have some slides with uh, story to explain your concept or details of how your concept works. Or um, you might have some sort of infographic to explain the flow or the customer journey or any supporting details that ladder up to that key message. But those details are where you can expand or contract. If you find that during your conversation you find out more about your prospect and they start asking questions about one of your key messages, then dive in deeper. If they seem to be completely ignoring another of your key messages, then move on to message uh, that they really do care about or ask.

Speaker A: Wait, Yvonne, are you saying I can skip some of my slides? I don't have to go through every single one.

Speaker B: This is where you really play off what your. How your audience is responding. Yeah. Um, so you cannot skip your 3 key messages, but you can skip the details or add details, expand and contract as needed.

Speaker A: Yeah.

Speaker B: I've actually had one client I worked with said they've got so many. It's not so much the number of slides, but they've got so much information that they never get to the end of their presentation. And I'm just like, what? The ending can be the most important part. And they didn't know how to work with those details and, and just have the three messages and then play with the length of the details. Um, it's the ending where you really get to, um, reiterate your main takeaway. And this is your chance to put words in the mouth. So so many people end with thank you, which is lovely. Love, gratitude. However, this is your opportunity to really make a message stick. So you want to make sure that you're ending with something really strong. So you start with a. Huh, hook. Your. Your main takeaway, what you want them to remember you. But four, make a sound bite if you can. And you reiterate that at the end as well.

Speaker A: Oh, yeah, absolutely. That hook at the beginning I think is so important. And I know you and I both know Nancy Duarte, and, you know, I've studied with her and other, you know, people who are really very expert at standing up and giving presentations. And what we know that people remember is if you did something at the beginning, you know, that either surprised them or caught them off guard or got them m hooked. Right. And they remember the end, the middle, it's kind of messy. Right. And the most important thing is those who listen to your presentation need to then go do something after that. And so we've got to leave them with the words that they can say to somebody else besides, oh, it was really great. You should see.

Speaker B: Right, Absolutely. Um, putting words in their mouth, like, that's why you want to end on something strong in a soundbite, if you can. Because the people that you're presenting to may absolutely need to turn around and talk to another decision maker or another influencer. And they need to say, you know, I want to work with Yvonne Lines because she is, uh, strategically creative or whatever it is, you know, but you can't have them just lost in the wind. I want to work with Yvonne Lines because, I don't know, she just felt great. Yeah. You know, it's not going to work. You know, you're not going to get the follow through aspect of it if you don't make it easy for them to turn around and talk about you.

Speaker A: Yeah, so they have to be able to remember the key points and so those have to be short and sweet. Right. It's like they should be able to repeat those and then the details. No, they shouldn't be able to repeat the details necessarily, but they should be able to re repeat those main points. And definitely, like you said at the end, something that, that is powerful that they can say beyond. Oh yeah, it was great. Right, so let's talk about that a little bit. How do we end strong? What are some of the methods that you use to help people have a strong ending message?

Speaker B: Um, this is where AI really comes in handy because you can use it to brainstorm, making your message really pithy and strong and catchy and memorable and sticky. Um, so you take your three key messages. It's all going to ladder up to one main takeaway that I mentioned. You want to work with Yvonne because she's strategically creative. Um, if that's my one main message, then I can go into chat or Claude or perplexity or whatever and ask for help. What are you. These are my three key messages. This is the, the feeling that I want to get across. This is um, who I'm speaking to. Um, especially if you've already done some research on your audience through chat and they've got, they've got that in the profile, then it can come out with words that you may not even have thought of that are really punchy and maybe they use alliteration or they really stick in your mind somehow and it's just like, yes, that's it, that's what I want to say. It's so much easier now to come up with something creative that sticks when you've got tools with AI it's so true.

Speaker A: Uh, because our creative minds sometimes work it. Sometimes I was like, uh, I can't think of anything right now, but AI can always help you think of something which I do love. But what I like at the end of a presentation is for them to be able to walk away and say, if we use this solution that has been presented to us, it will make us faster, better, easier. Right. Something. Right. Like I now understand that using this solution you're showing us is going to give me this result. And I think it's important because a lot of times the salespeople are still kind of stuck on features and benefits when what we really have to talk about is results.

Speaker B: Mhm. Yeah. And we mentioned earlier about being audience centric. So is the result specific to that audience, which is why you're doing all the research ahead of time. Like what are their specific challenges and how is your solution going to solve them? And then how do you help them visualize a future with your product or service and working with you that's better than they have now. And you're only going to know that if you know who you're speaking with. Sometimes it's really hard to know exactly who's going to be in the room and who the decision makers are. But that's why you're having a two way conversation while you're in that presentation because you should be figuring it out or knowing a little bit more about them as you go along. And then you can know like, what are the results that this person wants? What are the results that that person wants? And you know, one person may want to have a streamlined process that means, uh, they can leave at 5 o' clock and take, you know, spend time with their family. One, the other person might want something different. They might be completely focused on profits, um, and sometimes you need to marry the two and sometimes you need to answer those uh, completely separately. But it's uh, it's important to do that research ahead of time so that you know.

Speaker A: Absolutely. And then when you hear them, because you've given them the opportunity to talk throughout your presentation and you hear something that perhaps you didn't know before or it sounds a little different or oh, maybe something has changed, you don't just blow by that to get to your next slide. Right. You dig into that and yeah, if you don't have then time to cover your other three, uh, points in detail, that's okay. You still want to make sure you watch the time and get to the end where you can summarize. Because they've heard your three main points, they may not have heard the details of all of them because you have followed their path rather than making sure you hit every slide. Right. But you've got to watch the time and make sure you get to the point where you can do your summary and wrap up and leave them with those words.

Speaker B: Yeah, exactly. And it's fine to ask as you're going along, like let's say you're getting a really great uh, in depth conversation. It's fine to ask, you know, we've got five minutes left, would you like to speak about this topic or should we continue, um, with more details on this topic and, and, or do you have more time for this conversation and you know, as the dialogue goes, you'll figure out your narrative as well. So you need to be prepared with stories and details and, uh, all kinds of information in case you've got, you know, a finance person in the room or the, the operations person in the room or the tech person in the room or whatever. But if you don't know all the information about them going into the presentation, and you never will, like, the more you get to know them, every time you have a touch point with them, you get to know them a little bit better. You can adjust your presentation to meet their needs accordingly.

Speaker A: Yes, absolutely. And I do think that we need to, in sales, especially today, understand it is a long game longer than you probably want it to be, but it's not one presentation. And oh my gosh, they're going to buy from us.

Speaker B: Right?

Speaker A: Getting that presentation at the right point in the customer journey and then what's going to come after that to keep them interested, engaged, and learning about the solution and making a decision. Right. To keep moving forward. So I think, uh, positioning that sales presentation is important too. Just because some big company that you want to work with so bad asks you to do a sales presentation doesn't mean you should. And you're thinking, oh, my gosh, what are you talking about? How could we say no? But we need to teach them how to buy from us. And doing a sales presentation as the next thing may not be really the best thing. And so we need to be prepared to guide them. Oh, I understand you'd love a sales presentation to all these people. Here's how that would work. We would first, you know, want to have a conversation with these two people and be able to get some more information from you. And then we would be able to put together a proper, proper presentation.

Speaker B: Yeah, absolutely. And you know, I've, uh, worked with one client. Um, it was for a request for proposal presentation. And they did their due diligence leading up to this presentation to the point where when they got to the presentation, the prospect actually said to them, you know what, we are not taking this any further. We know we want to work with you because you've taken the steps to build towards this presentation and really understand our needs. And we feel like you're the only one that gets us. So congratulations, here's the business.

Speaker A: Right, Because. Exactly. Because every other team that got asked to come and do a presentation is just going to say yes and show up.

Speaker B: Yeah.

Speaker A: And we're not going to do that because, uh, we can't, we can't do a proper presentation when we do that. Right. All right, so there's another important thing I really want to make sure we cover. We, which is uh, how exactly how much information about my company do I need to put in this presentation? Because. Okay, I know you're going to laugh, right? Because you've seen it, I've seen it. It's like the first 20 slides are all about, you know, my company, my product, my service.

Speaker B: Right.

Speaker A: It's like. And even diving into company history because we think it's so important that they know 25 years family owned or, you know, founded by founders. And I think founder stories are important and can be told in like 30 seconds. Right? But I mean, I see these decks with slide after slide after slide before we even get to what the customer wants or needs, you know, what they told us. But on the other hand, I'm like, yeah, they probably need to know a little bit about your company. So what's the balance there? How do we get a little information about our company in there?

Speaker B: You're killing me here, Alice. Like, it's so true. I worked with so many people. It was just like, here's all about me. M. But it's like being on a first date. If you really like this person and you're like, let's say you go out for dinner and you talk all about yourself, you know, all your interests, all the, your history, the fact that you were in, uh, club when you were a kid and you know, your high school history and people you've dated before, people with testimonials that say you're awesome, like, and you're not paying attention to your date's interest, like, good luck getting a second date. Like, it's not likely to happen. And it's the same with presentations. You're talking all about yourself, your history, your, um, I got a page with

Speaker A: a hundred logos on it of all our clients for you. Here you go.

Speaker B: Yes. Like this. These are all the people I've worked with before. And, um. Is. Aren't I wonderful? It's not. This generation is the most of the decision makers that are here in this world today are. They want to know all about them. They want everything personalized. They care a little bit about you, you know, really going to be polite. But mostly they want to know what you can do for them. That's where they want you to spend their time. They can google you. They can, uh.

Speaker A: Look, they already have, right? They've asked the people, they know, they've googled, they've used AI, right? They. They already think at least they know a Lot. Right. They have gathered a lot of information, whether that's useful or more confusing. That's a whole nother day of us having a discussion. But anyway, they have done their homework before they got there.

Speaker B: Yeah. Um, and at least they've done a little bit of homework. And the rest of it, they don't really need to know. Especially if you're in, say, a, ah, request for proposal situation or you've already sent a written proposal, you've already sent some materials ahead of time, you don't need to review it. Don't assume that your, your prospect hasn't read it. Maybe they have, maybe they haven't. Maybe they've just skimmed through the parts that are relevant to them. But treat them as intelligent people that really want you to spend your time solving their problems, you know, as opposed to talking all about you. When they say, tell me a little bit about yourself, like, sure, you can start with a tiny bit. Um, you know what, like, if you are saying that you're happy to be there, why are you happy to be there? Like, what does that industry mean to you? What does that, uh, that company mean to you? Uh, reflect it back on your audience again. Yeah.

Speaker A: How does it apply? The fact that you're 20 years old as a company, how does that apply to them? Why does it even matter?

Speaker B: Right.

Speaker A: So if you're going to say it, you gotta weave it in to what's important to them. Like maybe, you know, they had told you they had a bad experience with a startup. Well, we've been around for 20 years now and we've helped, you know, over a hundred companies like yours with this same challenge, done with that now move on. Right. But weave it into what matters to them.

Speaker B: Oh, it's such a relief hearing you say that. It really is. Um, yeah. Uh, it's your opportunity to reverse it. Talk about their challenges that you can solve with your solutions. And as you're talking about your solutions, that bit of history about you, it's going to come out, um, often they're just saying, tell me a bit about yourself. Because what else do you say? How do you kick it off? If you're not taking control of the presentation and not starting it off with a strong hook, then, you know, what else are they going to say? They're not prepared with the hook themselves. That's your job. So, um, yeah, your experience should come across in your case studies or other stories or the way you present yourself, uh, and the way you solve their challenges.

Speaker A: Right. So we don't need five slides about Our company. And in fact, we don't need any slides about our company because we can weave it in and it's so much more applicable and they get it when they need it and where it fits versus you're going to just go through these slides and they're not going to remember any of it anyway, right?

Speaker B: Yeah. You're invited in because they know a little bit about you.

Speaker A: Yeah.

Speaker B: They want to know more.

Speaker A: Your reputation is good enough to get in the door. And that's, that's awesome. Okay, great. So we can ditch all those slides about our company. Start with a great hook. Because we've done our research, we've done our homework, we know what is going to get their attention. Um, we've made this beautiful outline so we know what our three key points are that we want to get through. We have the details on those, specifically how this solution will help them. Those are the details of our three key points. And then we stop along the way, uh, to engage them. So let's talk about that and I'll just say before that and then of course, after the three key points, we have to leave time. You know, look at the clock, 10 minutes, okay. We gotta ask them if there's anything else they want to discuss. Especially they got really stuck on one point and really dug into that, which is fine. But we need that five minutes at the end to wrap up and get those words right for them to be able to leave with. So, um, because sometimes we don't have, we get 30 minutes, we get 45 minutes. It's not a lot of time to do a presentation. Uh, how do we take what we've prepared and weave the questions in so they get a chance to respond to what we've shown them, but not have this get out of control and go, you know, way too long. And then we can't get to the end and we're like, ah, it's time, we've got to go, you know, uh,

Speaker B: yeah, you know, that comes with practice and just, uh, knowing that the follow up can be really important and a great place for details. So, you know, it's hard sometimes when you've got, say, a long talker on your team or one of your prospects as a long talker to interrupt them. It's a lot easier when it's on your team to prepare for that ahead of time and, and let them know, like you've got this amount of time to talk about this subject in detail. You can go less, can't go more, uh, unless, you know, it's Given. But when the long talker is you're one of your prospects, it's a good opportunity to listen. But it also takes a lot of tact to steer them in a direction where you can follow up with more details, um, and then keep moving on to make sure you hit those three key messages and your main takeaway. Feel free to dump um, some of the explainer stories and some of the details, but get those messages across.

Speaker A: Right? So it's just like, yes, we're going to get to that. Let me give you these three key points and then I'll come back. But you've got to have that confidence to really interrupt politely, right?

Speaker B: Yes, definitely. And know that you know the follow up is really important as well. If you're feeling like you've got so many details that you didn't get across, you can follow up with those details. And if somebody's at uh, like getting really into the weeds on one topic, but you haven't got to your other points yet, then you know, politely interrupted and let them know that they will have all their questions answered in a follow up on um, the next day or next two days or whatever.

Speaker A: And I think you said something that's critical. Practice, right. I never see teams practicing enough. Like run through this presentation several times with some people who are pretending to be your audience, who will interrupt you and say weird things and ask you questions and derail you.

Speaker B: Right.

Speaker A: Practice. And I'm not saying okay for every single sales presentation you do, but we're talking about the big ones. This is the customer you really want, right? This is, or uh, the customer you really want to keep or grow or it's the prospect that you would love to land. Right. When, when the stakes are high. You gotta practice.

Speaker B: Especially if you're with a team, you need to have that sense of team cohesion. I had a client once that uh, they had a high stakes presentation and they nailed it. They felt they nailed it. All the information and their feedback, they didn't win the job. Their feedback was that it didn't look like you were one team working together. Which broke my heart because I know this team and I know how much they support each other, but they didn't come across that way in the presentation. And I suppose they probably did. The, you know, one person talks for 10 minutes then, and so, and so is going to talk about this next and then pass it on. As opposed to when you practice that just naturally gels and you come together and you, you know, you can have a little banter between each other. You can feel like a cohesive team. So that practice is really crucial for one of these high stakes presentations. Also, a lot of salespeople who are super experienced, of course they don't want to practice. Why would you? Right. But uh, if you're with a team, you have to realize that you're helping the rest of the team understand what you're going to say. Gel with what you're going to say. Gel with you personally. And if you've got less experienced people on the team, they're going to be learning from you as you're practicing. And also some of the things that you're saying, you've said for years and years and years may not be relevant to that client. And you're so used to saying those things and saying things in a certain way. It's in that practice where one of your teammates may say, you know, what do you really mean by that? Or is that really relevant to this client? And they'll call you on it. They can't call you on it in the middle of the presentation, but in the practice they can.

Speaker A: Yes, absolutely. The other thing I love about practice is timing. When you just, you put this deck together and you've always got way too much. There's just never a time when you don't have way too much in your deck. I've just never seen it.

Speaker B: They do tend to grow.

Speaker A: You know, you expect that you're not going to cover everything and that's fine. But if you, it's like, hey, we have 30 minutes to do this. And we also have to get some of their questions in you practice. And then you're like, oh my gosh, there's no way. So we start cutting slides, right? It's like, this topic is not as important as this topic. And you actually hone your presentation by doing that practice just like you said, by hearing what each other says and maybe helping them say it a little bit differently or saying maybe we don't need that. And you see, can it actually fit in the time that you have to present? Because.

Speaker B: And um, another thing, one of my pet peeves is people really try to stop talk really fast and then they stumble over the words and you can't understand what they're saying because they're trying to hit the timing slow down, cut thing. Cut out the parts that are not relevant and people are. Your audience is going to understand you better than if you try and talk really fast.

Speaker A: Yeah. And this don't feel like this is your only chance to share anything or ask Any questions? That's what I'm saying. Sometimes you're not ready to present yet because you don't have enough information to do a good presentation. And we don't also want them to think that this one presentation is enough for them to decide. Right. This is one step in their buyer journey and there are going to be more. And it's our job really, as a selling team to help them understand how to buy from us in the very best way so they get the very best result. Because somehow we think magically everyone knows how to buy from us, but if they've never done that before, how on earth would they know? Right? And they might think they know how to buy from us, but we know that they don't. Right. And so it's a give and take, right? Because they have to do certain things on their end, we have to do certain things on our end. And it's our job as a seller to guide that buyer journey so that they know what to expect next and what is the best way. And yeah, in some cases, it might make them mad if you say, yeah, we can't present until we've done these things. But if that's the case, you probably didn't want to sell to them anyway because that means you're pro. If they're not letting you prepare properly, you're just one of three bids they needed to get so they could choose the one they already had chosen anyway.

Speaker B: Uh. Oh, that's a good point. How frustrating. Because you put so much effort into these presentations and sure, even if you don't win, you might, you know, get a foot in the door so that next year you do win or whatever. But really, if you're going to put this effort in, you want to do it well.

Speaker A: Absolutely, absolutely. And to do that, you know what you need to do. So don't rush to be ready to present when you don't even really know what to present. It's just going to put you in a bad situation. Right? So do the preparation you need and let them know. Yeah, we would love to do that presentation for you. Here's what we're going to need in order to be able to do that. Like you said that one client that won that RFP before everybody even had a chance because they had done so much preparation on the front end, they're like, wow, this has been an amazing experience already. Of course we want to work with you.

Speaker B: Yeah, exactly. Yeah.

Speaker A: Oh, my gosh. All right.

Speaker B: Um, that same, uh, client, um, when I started working with them, they were Winning about half their bids. And after using this process, they started winning about 80% of the bids. It makes a huge difference.

Speaker A: Makes a huge difference. Yeah. Being prepared for the presentation meeting that you're going to do to put it all together. Right. Getting that outline, everybody agreeing, getting the right words in there. Not too much, just the right amount. Making sure there's opportunity for them to interject, ask a question, respond, and then practicing. So you, you are used to working with each other and doing what I call tossing the ball. So it's not like. And, uh, now Ben will talk about the strategy. No, it's like, oh, gosh, Susie, you're, um, you're the one who knows that best here. Uh, why don't you talk about that for a minute? Right. Or even saying, hey, Yvonne, on that third point, interrupt me and say that thing that you always say about it. Okay. You know, like practicing that.

Speaker B: Yeah. And the number one thing that I can't say this enough is be audience centric, know what your audience needs from you, and focus on solving their problems.

Speaker A: Yeah, absolutely. Oh, my gosh. Well, we're, uh, both so passionate about this, but, you know, everyone that's selling today who is selling to companies larger than themselves or big, prestigious companies, they're all going to be in a position where they're going to have a high stakes presentation, and they need to be way better prepared for those if they want to win more. And like you said, had one client was at about 50%, but by doing this methodology, they got up to 80%. Imagine that's huge for your company to win that many more deals.

Speaker B: Yeah, it'd be amazing. And honestly, if you put this much effort in, you want to win, right?

Speaker A: I want to win for sure. Okay, well, just before we go, I have a couple of questions that I'd like to ask you. And the first one is, what is a book, especially regarding presentations. Right. That you think every CEO should read?

Speaker B: Okay. I know that this person has been on your podcast and you are very fond of her. Nancy Duarte. Her company, Duarte, um Dot com. They've got a few books. Uh, Resonate is a really good one. Slideology is another good one. But as a resource in general, they've got webinars, they've got online courses, they've got articles. Uh, she's on several podcasts. Um, look her up, look up her company, what they stand for. Everything that we've just talked about right now is in line with what she teaches.

Speaker A: And she has a TED Talk too. So I'll Put the links to the podcast that I did with her and. And her TED Talk in the show notes for everyone. Because it's just like. Absolutely. For doing presentations, you gotta. You gotta know Nancy, right?

Speaker B: You absolutely have to know Nancy.

Speaker A: Okay.

Speaker B: You actually know her?

Speaker A: Yeah, yeah, I do. I mean, I do actually know her. Oh, she's, you know, she's. I'm like a, uh, huge fan of hers, but we're also friends. But she's just done so much in the field of presentations, and anyone who doesn't know her story, look it up. Because, I mean, she started, like, way back on a Mac, you know, doing presentations for people, and she's done some presentations for some very, very famous people. So very cool. All right, and then the last question. What does every CEO need to know to win in this market?

Speaker B: Uh, so I would say I wholeheartedly endorse a sense of adventure in life and presentations. So be open to change. Recognize that the market has changed. It's a different generation. And I don't know if you can swear on this show or not. You can, you can. Don't be a seagull that comes in at the last minute and shits on everything. So get involved from the start. Set your team up well from the start and then let them run with it. Because if you come in at the end, you're going to be confused about, oh, well, we've always done things this way and now you want to do it this way, and I'm not really getting it. So change everything. Whereas if you set them up from the start with the principles of being audience centric, having main takeaway and three key messages, and then let your team run with it, then I think you'll be in really good shape.

Speaker A: Awesome. Um. Oh, my gosh, Yvonne, thank you so much for coming on the show today. It was really fun to talk with you about this topic because, like I said, we're both very passionate about it.

Speaker B: We are. Yeah. This was a joy. Thank you so much for letting me share my knowledge.

Speaker A: All right, well, I will talk to you again soon, I'm sure.

Speaker B: Take care.

Speaker A: If you enjoyed the show, please like and subscribe, and we'll see you next week.

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