April 6, 2021

Episode 159: Presentation Management – James Ontra

Predictable Prospecting
Predictable Prospecting
Episode 159: Presentation Management - James Ontra
/

Show Notes

Compelling presentations are always difficult to create, but they’re an essential part of sales. And now there’s something that can help you organize and curate your various slides and get them ready to become a compelling presentation. Today you’re going to hear from James Ontra, the creator of the presentation management platform and communication strategy hub Shufflrr. Learn how Shufflr works, the different ways that it can help, and what inspired James to create Shufflrr in the first place. 

Episode Highlights:

  • Whether presentation management is a part of pitch decks
  • How things are changing with COVID and how Shufflrr helps
  • Why people need a library of slides
  • How the speaker notes work
  • Getting metrics from slide usage
  • How to get started with curating slides
  • James’s favorite onboarding experience
  • Whether marketing drives the collection of assets
  • Getting copies of a presentation
  • What inspired James to develop Shufflrr
  • How to check out Shufflrr

Resources:

James Ontra

Shufflrr

Transcript

Marylou: Raise your hand if you’re a person who has multiple pitch decks, multiple versions of PowerPoint presentations. Each time you have to make that one influential, one-of-a-kind presentation, you either start from scratch or you’re frantically looking on your multiple computers for the perfect slide to add to your decks so that you can present your solution, your service, or yourself.

Today’s guest is James Ontra. He has put together a solution called Shufflrr which is a presentation management platform and communication strategy hub. Basically, all your business decks, all your assets, whatever you have that you use to present yourself, your product, your service are in one beautifully organized file cabinet so that you can pull together this presentation. You can enhance them. You can have the most recent version available at your fingertips. Doesn’t that sound great? Without further adieu, welcome James, to this podcast. Let’s get started talking about Shufflrr.

Let me tell you about my audience—salespeople, business development people, CEOs, more of round B but A in there as well, financing. I’m trying to get more people, trying to build market share, trying to build product share but mostly market share so net new. I’m seeing the value of this thing called pitch decks. I don’t know if presentation management is part of that. Is that a component of it?

James: It is in a way. 

Marylou: How is this all changing with COVID?

James: There’s been a lot of things—A, 1/3 of the market dropped out and 1/3 of the market dug in deep and invested heavily into it. The market that jumped out were people who did conferences, travel, cruise ships. A variety of people who relied on heads and bets had a hard time keeping it together. I shouldn’t say it that way, but they went into hard times. 

The pharmaceutical companies who rely on business compliance and assembling presentations in a consistent branded message suddenly had a new value in using presentations to communicate amongst the high-end academic community. Especially in the race to find drugs for COVID, they wanted to come together. 

Many of these big organizations communicate through slides and presentations. What we do is just a way to make it easier amongst your whole enterprise. Presentations have always been this one-and-done app that lets you do a presentation and you dig out what you need. 

Shufflrr is a way to address presentations on the enterprise. Everyone gets it faster, quicker, more compliant, up to date, while having the flexibility to make it on your own. I’m pitching Marylou today. Marylou Tyler is on the title page. That’s not in every corporate presentation, but it’s important to me. You might give money to the girl scouts in your local branch, not in your corporate pitch deck, but it’s important to you today. If you can’t get it, you bring in the revenue. That’s what it is—if that makes sense.

Marylou: Yeah, it does. We did things in a certain way prior to the pandemic. I, personally, on airplanes averaged 250,000 air miles a year. Now, we’re home.

James: Big changes.

Marylou: At first, I was pissed off at it but now I get it that we have to up our game in being able to engage people looking through the screen now. We can’t get that face-to-face anymore.

James: I look at your eyes on the screen but then I look down knowing your eyes are on the camera. It’s an odd thing. You have to train yourself differently to communicate through these different environments.

Marylou: Right. How do you instill that engagement, that excitement that you get when you can feel the energy? It’s more difficult to feel that in a remote setting. Also, I’ve been struggling with this because a lot of my world is impromptu. I’m a process person. I need to draw my thing. 

James: You need to communicate. You want to be there. Sometimes, it doesn’t come out of your mouth. It comes off your fingertips. 

Marylou: Right. Behind me, I don’t know if you can see, I’ve got a couple of cameras on testing. One that projects downwards so that I can grab a piece of paper, write, and hit a button. 

James: The overheads from the early-day school days. I know what you’re talking about. Go ahead.

Marylou: Exactly. It’s interesting that with Shufflrr, it sounds like you’re keeping the value proposition—why people should change, why now, why us. But you’re giving people permission to choose from a library of potential talking points and share that more than once. Everyone feels as if you’re communicating to me on an exceptional basis, that you’ve done this for me personally and you bring in the things that are important to me but in essence, correct me if I’m wrong, but there’s like a catalog where I could pull from certain topics, genres.

James: A library of slides—who you are, what you do, how you do it. A slide might be a video. A slide might be a meme. Believe it or not, every meme out there is really a slide. If you had five memes and you put one up, you could talk about it for a while. 

Slides are made in PowerPoint. A PDF might be a slide. If you need credibility, the FDA report from the government might be a better slide in and of itself in a PDF than something you build in PowerPoint. We treat it as content management where all files are formatted to present. PowerPoints being specialized. After an album of slides, you see 20 slides. Because you can see it, you can drag and drop it into our slide tray which is like an SKU in Amazon. You put it in your shopping cart, hit save, and you’re out the door. We know how to buy stuff. It’s the same thing. You have a library of slides that is up to date, you get to see them, drag and drop, hit save, and you have a new presentation. You’re ready to go. 

The person on the frontend doesn’t have to be a PowerPoint jockey or a PowerPoint Mozart to get off the door. They can focus on the client. It brings up the different issues. The big from-to that goes on in presentation management is yesterday, a presentation was about Thursday. We’re all getting on. It’s a fire drill. We’re all getting ready to be on the podium and everyone’s getting the slide. Five minutes before, you get a message. The numbers are new when you get them. It’s given to you and you get on the podium. You say, yeah, I’m giving the slides. You do it all. Then, you go.

Where are we going to get much? We all get to the hotel. Then, you go to the next place. A week later, you’re like, remember last week at the Marriott, you were supposed to do this slide and you got it at the last minute? Where is it? They go, it’s on the podium at the Marriott. You don’t have it. It’s a one and done. It’s a fire drill. The person who has the best team around them, supporting them gets the best presentations. No one knows who, what, to whom, when, where, how often, or what’s going on. 

In a presentation management environment, if you thought of your company as a one 250-slideshow—who you are, your history, your founding, the bios, locations, what you do, your process plans, where the thing is, your services, your expertise. In case studies, they’d be in different folders and there’d be slides on each one of them. But instead of 250 slides in one presentation, you would have 25, 10-slide presentations that address all these issues because they’re bite-sized. You can build them in PowerPoint, each one with a nice animation. 

The speaker notes can teach you how to speak on them. Then, when you treat these slides as a published medium like in Shufflrr and presentation management, that’s now your slide library. That’s your shopping cart. The first day you’ve come in, you can come in and say, I have a 20-minute presentation. Go in there and say, I need the overview of the company. Oh, there are people in London, let’s pull in the London plans. Oh, there’s a video on London, let’s do this case study. You hit save. Tomorrow, I’d go to the meeting, I’d start talking to you and you say, yes, we have London, but we also have a big plant in Brazil. You know you have a slide on Brazil and it’s part of that 250 but you didn’t plan it for today because if you were that smart, you wouldn’t be giving presentations. You were already talking about tomorrow.

But you can jump out, go to that slide instantly, and talk about it. We think of it as the presentation following the conversation versus the presentation forcing the conversation. Right now, we pick 10 slides and I’m going to talk about A, B, C, D. If you talk about F, wait. Now, if you want to talk about F or anything else in the whole realm of my company, I can jump out, bring up that slide, and start addressing it because sales happen when you start conversing, not when you’re just pitching someone and they’re sitting back on thank you, throw the words at me. But you actually say, I heard what you said and by the way, our printing plant in London does that special impact. Here’s a slide on it and here’s a video showing the impact on the press. 

I don’t need to say anything. I’m already into it because the video is part of the slide. The animation of the numbers is a part of the slide. The slide library might be your quarterly numbers on 20 slides and every quarter, they get updated automatically. You never have to worry about it. 

We have another concept we use in Shufflrr. We call it the genealogy of the slide, meaning when you manage your library, everyone in your audience picks and chooses from that library. Inherently, every slide chosen is a duplicate or a child presentation. That connection from parent to a child creates a genealogy that you can track and creates business intelligence of who’s doing what, where, and when. 

Additionally, if you did something as simple as spelled international wrong on slide 52 of your overview presentation, some salesperson’s going to see that. They’re going to go, oh, I got it. Then, they’re going to type into that. No different than a social media post saying, you know, Marylou, you spelled international wrong. You’ll get the message and you’d go, oh, I did. You’ll be able to change it, upload it, it’ll overwrite it, and anyone who dragged that slide in now gets an update saying, hey, there’s a new update. It came from Marylou and here it is. They’d look at the images slide by slide. They either accept it or break the link. All that knowledge becomes business intelligence. This is presentation management.

Marylou: It sounds like you can actually get metrics on slide usage. My whole thing is we’re trying to simplify the conversation in a persuasive conversation. Which point? We never know where that conversation is going to go. We can guess 50% of the time.

James: We always guess. That’s going into every meeting, you’re guessing beforehand. That’s the whole point.

Marylou: We don’t like that. We’d rather do what you said. I’m sitting here as you’re talking thinking I have a hard drive with 20 years of slides on it. I’ve got a Mac. I have a Windows computer. That’s just me. I’ve got stuff on my hard drive on each of these discrete systems. Then, my company, when they used to travel, would do something on their hard drive. There was no central repository to store slides or to even store impactful conversations that will demonstrate the idea of a slide deck of some sort of a multimedia presentation. 

James: Essential archive of sorts. That’s what it’s all about. It takes a little effort to clean it up ahead of time. Sometimes, that feels like a barrier for most people because quite frankly, we’re all lazy. But the benefits are huge and they ripple through your entire organization. I find that when the senior management—the C-Suite—finds out there’s a tool for managing presentation communications, that they can get metrics, as soon as that happens, all of a sudden is why aren’t we doing this? What are we doing? There has to be an answer.

That same question happened for sales enablement four or five years ago. They said, oh, my God. Why aren’t we doing that? Everyone scrambled but that’s what presentation management is. Once people get that presentations are all one and done and you’re all on your own, yet they’re probably more critical than all the other mediums combined when making the sale because if you don’t trust me when I’m sitting here speaking to you and the information I’m giving you, the ad you saw on the Super Bowl isn’t more convincing than me making you feel bad.

If I’m sitting with a presentation, we talk about the funnel, everyone looks at it online, what people say, then they go to your website. They know it’s your pitch. Then, they look at your product and then ultimately come to a presentation and an SOW or something.

That is one of the most valuable points of that funnel. That’s why presentations are so important. I can go into something a little more historical about presentations quite frankly. Presentations through mankind have been critical from writing on cave walls to every religion created stained-glass memes which are slides on the walls of their areas of worship so that the uneducated mass could walk through and understand what they’re saying about their religion and whether it’s a church, a synagogue, a mosque. It brought you through.

Those are forms of presentation. That’s a form of presentation management ensuring that it communicates and teaches people going forward. As we get further along, we’re in a day where images come and go by the billions yet the critical ones help convince, persuade, make viewpoints. Hence, the growth of memes nowadays.

If you have a great meme, you’re almost the star nowadays. But each slide is a meme for your company. If you’ve got a series of images that are thought-provoking, that talks about who you are, what you are, how you do it, what your product value is, and why someone’s stupid for not doing it because there’s a cartoon about it, you don’t have to go through your points. You could just pull that up, talk about it, and move on. That’s a little bit of an exaggeration but it’s not far-fetched. 

Marylou: You mentioned that the curation of the slides can be daunting and I’m sure you’ve thought this through. For example, I’ve been working on a project to try to codify our sales conversations. Not unlike writing a research paper where you’re doing a bunch of research and you’re trying research content keywords, long-tail, short-tail, phrases, do you have—I’m sure you’ve thought of this—ways for people so that that barrier doesn’t seem so daunting? Because I’m sure probably the biggest objection you get is, oh, my gosh, I have thousands of slides, where do I start?

James: It’s relatively easy at this point. Yes, we stumbled with that. Yes, I can say we’ve lost a dozen clients that probably should’ve onboarded faster, cheaper, better, and been blooming with it along the way because it does feel daunting. It feels like, God, do I have another job?

Basically, with this system, you just drag everything into one folder. You drag this folder into the site, and it’ll process all of them. Once they are in there, it’ll easily whittle out duplicates because you visually see them all. You can drag them down because you can see all the slides that are used in different ways. This doesn’t take us long as it seems but we’d go with the five Ws—who we are, what we do, how we do it, products, services, case studies, and then you start picking them out. Suddenly, you’ll realize this is the same structure as your website. You look at your website and it talks about products, services, and stuff, and explains them. This is the same stuff but in slide form and it starts building on its own. The people managing it need to understand it a little bit that they’re going through this hierarchy of information because you can’t introduce it to anyone until you have enough information.

Salespeople are ADHD. If you want to introduce something to them, you better have sugar on it, delivering right at this second. Otherwise, either you’re out the door and you failed. If you’ve made enough slides where they go, oh, that’s a slide library. Next time I have a presentation, I can get it there, you just made their day happy. You just became a success and you jump-started the whole thing.

If you tried to avoid that little effort of putting it in, you’re just going to take the mess that is the reason why you contacted something like this and recreate it somewhere else. In all SaaS models, every online business, there is a from-to that people get. People know that when they look at Uber, I went from, oh, I’m getting off the plane and there’s a long taxi line in a city I don’t know, to, I’m not off the plane and I got my phone. Oh, he’s waiting for me at terminal C. You heard that once and no one needed to be told twice.

On eBay, same way, you went there, you auction it off, you figured it out, that’s it. There’s no number two in that game. Amazon, there’s no number two. Who’s number two to Google? Everyone is a leader in that fashion and it’s always a wow moment that it happens that way. Salesforce owns CRM and it was a bit of a wow moment.

In a way, Shufflrr is a bit of that type of category where when someone sits down and they’re the ones who get 200 calls for presentations every month—I need this one, I need that one. It’s always the top salesperson whose biggest account is on the line tomorrow morning and it’s your fault if you didn’t do it. You’re under that pressure and your boss doesn’t know how much pain that is. Once they see they can do this and it’s free for single users, they can just start doing it, going out there, and using it. When you add more, that’s when it is. That’s when the value equation comes in. There’s the learning equation—from-to. From one and done to an enterprise presentation system.

With that, there’s real ROI value across the enterprise and the data business intelligence actually gets pumped into the senior KPI decks at the highest level once it’s in there because quite frankly, it is a medium of communication and there’s only five or six of them. That’s huge.

Marylou: Tell me about your most favorite onboarding experience with a client. Tell us what the before picture looks like, what their journey was with you, and then where they are today in terms of usage of the product. I’m like, wow, this would be great for someone like me who’s got 30 years of slides all over the place in various different formats. It will be best to get a consistency of brand because right now, I’ve got things in different formats, in different colors.

James: That makes a whole difference. I can use some names right here. I’ll use one that just came back this week, Royal Caribbean Cruise Line. Knowing COVID, you can imagine the challenges they’ve had. They came in several years ago. One of their things was they had different categories of stuff. They have cruises in the Caribbean, in the Mediterranean, in Alaska. They have several ships in different areas. They have celebrity cruise lines, Azamara cruise lines, and several cruise lines. All those different brands.

Each ship has different entertainment, has different rooms, has different times and dates, has different ports of calls, has different schedules, and calendars on them. Each one of the ships needed a full presentation to talk about—what restaurants are in there, what entertainment is there, what shows are going to be performed, can you get a mid-shipment room or cabin suite or one with a balcony, whatever it is. They were able to put each one of these ships into a presentation management-type hierarchy.

As such, they had it for the Mediterranean and the celebrity. They had it for Royal Caribbean in the Caribbean. A local business representative, let’s say someone in Iowa, who was going to the local Liberty Travel to say what trips are available through them could walk in and say, oh, what are you talking about? They would say something, well, I have a group that’s looking to go to Alaska. As fast as they said Alaska, they can go in and the slide library is there and say Alaska, oh, we have the Anthem of the Seas that goes out on March 7th. The port of call is Juneau. In Juneau, there are these events going on. On the ship, there are these restaurants. There’s a bowling alley. There’s a live show. There are magicians. Each one representing a slide of what’s going on.

You can say, God, these people are interested in the show, but they need a ballroom because it’s a business thing. You say, oh, we also have convention-type ballrooms and they can go into it. At that moment, they could suddenly stop and go, that’s excellent. But if they don’t have their 12 executives getting to the private trip to the high-end port of call in Rome in the Mediterranean, I can’t book the deal. Okay, in the Mediterranean, we have this Silver of the Seas which happens to start in wherever it starts from and goes through whatever. The point of it is each one of these sections is managed by each marketing director of each ship. They maintain it so the people on the frontend always have a live library to pull from.

During the COVID, they whittled down a lot and we basically didn’t bill them for a period of time. As such, beginning this year and things looking right with the shot—with the vaccine coming up, I thought this is one of the biggest endorsements—they thought enough of our product to be one of the primary drivers of their revenue as they get back on their feet. They’re back on board and we’re rolling it out very nicely 

Marylou: Wonderful.

James: That’s one client who’s been with us for a while, but the need is the same on several levels that way. 

Marylou: A lot of the work that I do is multinational. There’s the USA, the rest of the world, different languages, different compliance issues that may work—maybe forged in Germany that don’t exist in the United States.

James: We have many pharmaceutical companies who require presentations in many localities—Portuguese, everything, Mandarin. It’s the same drugs, same human beings, just different communication on how you can use it, plus different regulations in each country.

Marylou: Do you find marketing drives the collection of assets? Tell me about the relationship between marketing and sales in terms of building this together or separate domains.

James: They’re separate domains and this allows them to communicate on a single platform where they know their roles. Meaning if marketing has done their role and provided the library and it’s up to date with all the information, there is no reason sales should be bitching at them for not having done it. Sales can’t use marketing as a scapegoat because they both have the same goal of making money but they have different goals of getting there.

Salespeople are mercenaries who will drop the presentation and get the sale, and cut the deal, and walk out of the room. Marketing needs to look right. It needs to say, right. They need to understand how it’s going down. You used it right. We’re in the process. Everyone loves us. I’m bleeding blue and gold. We’re all going through that. It’s a slightly different thing and having a central library where salespeople can go in and take what they want. If it’s wrong they have the means to speak up to say, hey, I don’t have this. They have the means to ask for approval and workflow and stuff like that. Can I get this approved to go out the door? My meetings next Tuesday.

If marketing doesn’t do it, it’s up on the site, it’s been there for four days. It’s marketing’s fault. Do you know what I mean? It creates a platform of communication that allows sales in marketing not to be so abrasive with each other but actually work on the communication, on top of that sales.

Marylou: It’s the triangle of product, marketing, and sales, especially, in these companies where a product is being driven by what the salespeople are asking for, marketing is trying to get their language around the product. Sometimes there’s a disconnect between what marketing thinks the product is used for versus how sales is communicating the usage of that product. I see that this is bringing together, not only the ability to cross-pollinate communication but make sure that we’re all saying the same thing and the intended use of a particular aspect of a product or an attribute of a product is communicated correctly. Do you find that the business to business applications are equally interested in this as business to consumer? 

James: Almost all business to business within a consumer product. We are a Slack-type product. An individual can get it for free and start using it, organizing their slides, and I can do it locally. As it gets used by multiple people that’s where there’s the value equation to us and that’s where we start billing the client. Enterprise clients are based on the larger the enterprise, the larger the value equation.

Marylou: Okay. Let’s pretend I pulled together a presentation for a big company. My client would be a biotech company and I pulled the presentation together and said hey, can we have a copy of the presentation? Is there an ability to pull out the order in which I did things and crafts like an app or something?

James: Every file is converted to a PDF. It’s converted to PDF with notes. They’re also available in PPT and PPSX. You can control the way that the people get it. There is built-in enterprise file sharing, where you can have them share it and see it online or share it and allow them to download it or what have you. When they view it online, you get more data on how much time they spent on each slide and things like that. The concept that you get an update when someone clicks on it.

You send out a proposal and they don’t click on it, four weeks later someone clicks on it. These are the standard types of things but built into the presentation knowing that they finally got to it. They got to slide three, but didn’t get any further, your follow-up has knowledge that makes you better equipped to make a sale.

Marylou: Alright, my world you know where to pick up the conversation because you have a history of what they were interested in. The next conversation is where they left off in their brain as to where they were. That’s valuable for people like us. We’re trying to build that rapport trust and not sound too sales-sy but have the fact that we do know where they’ve been so that we continue where they left off.

James: We just built in something, we call it audit history. It’s an audit trail of the slide itself and that’s the file end. In some respects, PowerPoint is a file and it’s an album of slides. If you think of these photo-sharing things, you have a photo and then you have a photo album. PowerPoint is just an album, our file management system treats them, especially as 20 individual files. You can view and see them and all that type of stuff. When I refer to a file, it’s also a slide, and a PowerPoint is just an album of slides. I say that just for clarification.

Marylou: Okay. Did you wake up one morning saying we got to do this? Tell me about what got you to the point where you developed this product. This is so great. I love what you’re doing.

James: I’ve been doing this since CD-ROM days. Right there is a CD-ROM for James Bond in the 90s that was connected to the internet. That was really new. I’ve done NBC Olympics presentations for American Express, ABC, NBC, South Park, BET. I’ve done high-end presentations through the years for the biggest and best companies managing sales forces with high-end media when computers couldn’t handle high-end media. We were specialized, a very high-end consultancy, and did very well that exhibited an Epcot center and things like that, at the highest end of stuff .

As YouTube democratized the concept of high-end movement in video, our business fell into the ground overnight. We took the expertise of what we knew and turned it into a product called PPT Shuffle. It was just a PowerPoint slide library. That’s it and it worked. We had a bunch of clients and it worked through but as devices came up and the concept of live data going back and forth and HTML-5 and responsiveness, that’s when we said, we need to build this as a multi-user repository slide library and take this 25 years of experience in presentations and build it into a product.

One of the hardest things in the world is diving off of a consultancy that pays you very well to try to build someone $10 a month. You don’t start with volume. That’s the whole thing, you go from what is impossible to now it seems inevitable. But at that point, it’s a totally different world. This is a long-term type of development and I was part of web 1.0 with a funded company here in New York and CEO of it and all that type of stuff. Then I was tarred and feathered and removed. I went through all that is highs and lows of what they consider the tech world. With them, wisdom carries with me and we have a nice stable business which is the most important issue.

Marylou: Yeah. The audience listening is thinking, alright this is great. What’s the next step? Where do you want to point us to learn more? I know you […] single user but should we go right to the website?

James: Yeah, go right to shufflrr.com. You can set up a site right on the top. Put in your name. You’ll have your own username, myname.shufflrr.com. That’ll be your own private library and then just take your marketing folder and drag it into the upload box and upload. Well, you do want to think about the top level. It’s the root of what’s going on. If you put five folders there, the world is going to see five folders. You want your different sections.

Let’s say you’re a bank or you’re doing this for a bank, your top-level is going to be treasuries, retail, merchant accounts, trading, whatever the bank is into. Then under treasuries, you’re going to have the different sections for your different divisions that do that. Retail, you’re going to have different sections. Retail is going to have the actual presentations that go on the screen behind the teller and run all day.

Marylou: Sure, yeah.

James: Because that is part of presentation management. What is bank teller 973 doing? What slides are going up during what time and how often? That’s all part of it. If you go to the site, you can set up your own and it starts working right away. It’s free for single users. You can get it, run it and maintain it. As you grow, that’s when there are fees involved.

Marylou: Do you have webinars on the website we can look at for some blueprints of how to do this correctly or you just think it’s getting in there and playing around is the best way to go?

James: We are available 24/7. We include onboarding and training with our service at any time. We will take you through the whole process. We will have scheduled training just for being a client and going through that. There are also videos that take you through it right on the page and teach you the process of looking at your slide saying, okay, the first thing isto just drag all your stuff to one folder.

I know it’s a mess, don’t worry about it. Just drag it in there. Now that you got it, drag it up here. You’re going to see everything up here. Now, do you see it, get rid of duplicates. Think about who you are. What does a who-you-are page look like? We’re founded. We’re built here. We’re in New York and LA. We need an overview page. There are templates in there for you but within literally a half-hour to an hour, you have a structure that’s very strong. When you start realizing that a video is just another slide, you start going. We have more content than we ever dreamed of.

The CEO realizes you spent $50,000 on that video two years ago that quite frankly should be in every salesperson’s presentation. Now, there’s an ROI for all that unused media or marketing that never went through.

Marylou: Exactly. Like you said one and done. You can choose once and the people forget about it. The biggest issue is, I think two years ago, we did whatever.

James: Yeah. There’s a lot of wasted marketing dollars that never get reused on so many levels. Think about posters that get printed that never get reprinted that one of your local offices could print them out at Kinko’s and put them up because it’s marketing material. Now, it’s budgeted locally on the printing from it. It makes a big difference that way. But just getting in there, getting it going. You can watch the videos for a little time there. Give us a call, we’ll sit with you and bring you through it.

Marylou: Okay. Let me pull up the site. I know that you and I are looking at each other, but it’s not that intuitive. It’s Shufflrr Presentation Management. Go over there and look at James’s stuff. It’s amazing. This is like a game-changer for people who utilize a presentation platform to continually either start conversations with people they don’t know, continue conversations, bring people back around for renewals. That’s a big customer experience, customer service. There’s a lot of things that we like to do to educate people as they’re rounding the corner for renewal.

I don’t know about you, but I hate getting 11th hour, 59 minutes. We’re going to charge your cart with no other correspondence or anything leading up to hey, there’s this great feature. Look at this presentation deck on how to use the feature, how to apply it to your business. This seems like a good way to keep the pulse on how to engage our clients, to keep them loyal to us but also to utilize it in the selling situation to convince people to come to join us. Also, to advance them into the pipeline.

James: It makes a difference.

Marylou: This has been a great discussion. Thank you so much for your time.

James: Thank you for your time. I appreciate it. It’s been wonderful. Happy February at this point.

Marylou: Happy February 2nd. We’re still in COVID, people.

James: I’m happy to be here today. I thank everyone.

Marylou: Yeah, very grateful for sure. Well, thanks so much, James, for your time. I very much appreciate it.

James: Take care, Marylou. Bye.

Predictable Prospecting

Upgrade Yourself - Join Us Today!