How to present a pitch or onboarding deck to a client

Presenter gives you ready-made decks to walk a client through on a call — sales decks to pitch your service and onboarding decks for clients who have signed up. Pick your strategy, present as-is, or edit the copy to make it yours.

Pick your strategy

1. Open Presenter in the Builder sidebar.
2. Under Your strategy, choose the business you run. Your choice is saved.
3. The decks for that strategy appear in two groups: Sales decks and Onboarding decks. If a strategy has no decks yet, the page says so.

Present a deck

1. Click Present on a deck.
2. Optionally enter who you are presenting to — their name and email. This is recorded with the presentation so you can see it later.
3. Start. The deck opens full screen, ready to share on your call.
4. Move through the slides with the right arrow or space bar, and go back with the left arrow.
5. Click End, or press Escape, when you are done.

Your past sessions appear under Recent presentations on the Presenter page.

Customize a deck

1. Click Edit on any deck.
2. Change the Deck title, the text of each slide, the Bullet points, and an optional Highlight number with its label.
3. Save.

Edits are copy-on-write: the first time you save, Zi-Find keeps the original and stores your version as your own copy. The editor tells you which you are looking at — "This is the default" or "You're editing your customized copy". To go back to the original, click Reset to default. That discards your customizations, so you will be asked to confirm.

Good to know

• Fill the highlight number with figures from your own business, so the deck speaks for you.
• After the call, send your client the link to one of your client intake flows so they can sign up, sign your agreement and pay in one place.