Sales Process
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      How to create a sales deck

      This article will lead you through every step in the sales deck process and prepare you to pitch to your prospective client.

      Instructions:

      Creating the sales deck:

      1. In the Google Drive go to Shared Drives.

      2. Depending on if the sale is inbound (they come to us) or outbound (we market to them), go to their respective folders. For inbound sales, go to Inbound Sales Opportunities. For outbound sales go to Outbound Sales. 

      3. Click on the year folder for the year you are in.

      4. Inside the year folder, create a new folder and title it as the name of the potential client. For example, if UVU was our potential client, it should be named "UVU".

      5. Enter the folder you just created.

      6. Create a new Google Slide by right-clicking or selecting the "+ New" button in the left hand corner. Hover the cursor over the carrot next to Google Slides. Options for "Blank presentation" and "From a template" will appear. Click “From a Template”.

      7. Click on the “NEW Sales Deck Template” option.

      8. Once the new sales deck is open, title it “Sales Deck [Company Name]”.

      Preparing the sales deck:

      1. First, navigate to Moz and login with the information in the Resources 2024 Google Drive document. We need to create a new campaign for the potential client, which takes 30 minutes for Moz to do. Since only 10 Moz campaigns are available at a time, consult with a team lead to archive one that seems old. This will open up a spot for you to run the new campaign.
      2. Slides 1, 7, 15, 25, 31. Replace all the WELIFT logos with the client's logo. Make sure to size them all correctly so they fit nicely into the deck.
      3. Slide 1. Change the date next to "Digital Marketing Report" to be the date of the presentation with the client.
      4. Access the Grading Rubric located in the Google Drive. This provides the grading criteria necessary to edit slides later.
      5. Slide 10. Search for a relevant keyword the client would rank under. For example, if the client was "Cupbop", search for "Korean food near me". Take a screen shot of the map results and replace them with the placeholder map image.
      6. Slide 18. Social Media Audit. Observe all of the client's social media accounts and determine the amount of Audience Engagement (y-axis) and Activity Volume (x-axis). Depending on the results of this high-level audit, and referencing the Grading Rubric, replace the WELIFT logo with the client's logo, and place it in the relevant quadrant.
      7. Slide 22. PPC Audit. Log into SpyFu with information from the Resources 2024 Google Drive document, complete the PPC Audit. You will need to select four relevant keywords that relate to the client and fill out the resulting information. Also replace the top competitors listing at the bottom of the slide.
      8. Slide 15. SEO & Website Audit. Using the metrics returned from Moz, complete the table on slide 15.
      9. Slides 7, 25. Using the Grading Rubric and insights gathered from the Social Media Audit, PPC Audit, and SEO & Website Audit, give the client their final grades. Ensure both slides are updated identically. 
      10. Congratulations! Your slide deck should be ready to go. Copy the link to the Google Slide and paste it in the Sales Leads Google Drive sheet. 

      Video Instructions Here: