I always like this sales process. When it comes to giving presentations and
showing slide decks to your clients to sell them, there are a couple different
schools of thought. The sales process that we like to follow is call #1
is more of an informal back and forth where we're going through
discovery questions and gaining information and then call #2 is
the proposal presentation. During that presentation you take the learnings from
Call #1 and deliver a customized proposal to the client.
In today's video, I want to take one of our proposals that we've used at Lorelia pictures - which is
our video production agency and turn it into a well-designed presentation that
we would give to the client on call #2.
Throughout this video we'll talk through some of the selling process and I'll show you Slidebean which
allows you to create these simple and beautiful slides.
This video was sponsored by Slidebean. The link is down in the description below.
So here's Slidebean. They have a few different templates here.
Let's create an account. I'm just gonna use my Linkedin here.
Okay, that was pretty easy. One button to create an account
And they have a few different pitch deck templates here like this
Airbnb pitch deck that we can check out. Oh this is a really cool experience.
So you create the outline in the app and then when you want to design it, that's
when you pay so you create the content here. Cover, solution with some of this
content down here. It looks like it automatically puts it in.
This is actually cleaner than something like PowerPoint which I like.
I like that you don't actually have to edit it on the slides itself and then here's the design
part of it and then you can unlock the full experience by paying here.
So let's create an actual presentation and I'll run through what these proposals should
look like or what these presentations should look like.
All right. Create new presentation. We're gonna use a template to make it a little easier
Actually, I think we should use the Airbnb template and customize it cause
this is pretty close to what we're doing. So it has 37,000 uses, this is by far the
most popular template on Slidebean as well so let's run through this and I'll
use this great life hack which is - if you want to copy two things, instead of using
two monitors just move each tab over now it's like your screen is split in half. Wow!
Title- The Future of War and then I'll
probably put 90 minute observational documentaries.
So I'll put a little tagline here -Mediation. Mediation is the key to world peace.
So that's added now. You can see the design is updated already, you can change the colors too so
let's make the colors a little different. I like Phoenix, cool and then everything
kind of changes to be that and then we'll get the logo here and then we'll
just turn the logo off. Mediation is the key to world peace. 90+ minute observational documentary.
So the way I like to structure proposals is actually
really similar to what they have. The problem and the solution, so we'll write
Problem - most conflicts are solved using the oldest tactic known to man - going to war.
This is costly for society both in terms
of money and human life. There has to be a better way, it's kind of cliche but
that's okay. Problem - War is hell. Solution - Using modern technology nearly all
conflicts can be solved using mediation.
I don't want to change these icons so
I'm actually gonna use these default icons and I'll write a new one for this
documentary based on these icons here but Slidebean does have a vast
selection of icons that you can pick.
International communication has never been easier it says save money and human life
by solving conflicts using words instead of weapons work together as a human society.
Instead of destroying the world through fighting. Something like that and then
the design here. We got the solution and then what I want to do is, let's talk
about the documentary. The Movie let's say The Future of War - The Movie and then
I'll delete some of these paragraphs. They make it very easy to do that.
Deleting the content block here, we just add a paragraph and I'll say logline here.
Logline, so we're just adding sections kind of like
we do in the proposal here. It's a lot of text because this is more of a leave
behind. Usually in presentations I'll recommend just putting pictures and
things like that. But for a leave behind, something that you're gonna be running
through on a call once and then giving to the client to have, it's better to
have more information here. Especially if it's a proposal type presentation like this.
You want to make sure a lot of the info that's in this proposal it's in
this presentation and they make this so easy. So that's basically - you run through,
you create all of this. I could do this whole thing but I think you guys get the idea.
What I would do with the rest of this is - create all this other
information. So the potential interviewees and we'd have pictures of all these guys
Tom Bonds, Ben Rhodes, Samantha Power, Kenichiro Sasae, probably each with their
own slide. Then over here we'd have a slide for style, a slide for execution,
Similar examples and we have the movie posters with a little bit of text underneath.
Then bios of the team, bios of the production team, the little about us
section. Then we'll go through the production process and the timetable- 7 months.
The cost of the film which is a 100k and we'll have that all
outlined here. Let's see how easy this is, so right now I've got the rest of the
filler, it's still Airbnb but we've got the first few slides. Here's the problem.
We're in our little Airbnb logo up here let's make sure to not off.
Slidebean also has built-in backgrounds, we can pick different backgrounds.
Still sad because of the war. At the preview here and you can see the slides outlined.
It's very clean the way they do this. Very very clean.
Got the logline, Future of War and then you can see the outline of the product this is all the
Airbnb stuff but Slidebean lets you do all of these cool animations.
You see everything's bouncing all over the place, I love that.
They've got the bullet points here. Very well done and then the team section this is
where in our Lorelia Proposal we would have our team here. I like this.
And then to share it, its pretty easy. You hit share but you got to pay for that.
With Slidebean. Then they make it very easy and you can share the slides there.
Thats my review of Slidebean. If you need something to create interesting
proposals to sell to clients, this is a good tool Slidebean.com check it out.
If you want the proposal that we use at Lorelia pictures, I don't think it's
this exact one but it's a similar one to this - you can get that at
experiment27.com/proposal It's not in a presentation format though it's still in
the text format. You can use that as a basis to sell for your agency.
Share this video with somebody you think would get value and I'll talk to you later.