CRM, lead flow and sales techniques · Inbound selling: advise
Build the deck around what the buyer said and leave your company history for last.
An advisor style presentation deck is a short set of slides that opens with the buyer's own situation and recommends one course of action. It runs in six parts, from a recap and the gap to what happens after the buyer says yes. The page ends with a template your rep fills from discovery notes.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
An advisor style presentation deck is a short set of slides that opens with the buyer's own situation and recommends one course of action. It runs in six parts, from a recap and the gap to what happens after the buyer says yes. The page ends with a template your rep fills from discovery notes.
A distributor in Hubballi asks for a presentation on your inventory software. Your rep sends the usual forty-slide deck: founding year, client logos, feature tour, price on page 38. The distributor's accountant stops reading at slide four and asks for 'just the rate'.
An advisor deck turns that order round. The first slide says what the buyer told you, the second says where they want to be, the third names the gap. Only then do you show how you would close it. Ten to fifteen slides is enough, and the company-history slide, if you keep it, goes last.
The rep who ran the discovery call builds it, and the sales head reviews it before it goes out. It replaces the all-purpose deck, which can stay for cold introductions but should not be sent to someone who has already told you their problem.
It follows the value sheet and the discovery notes, and it comes before the budget and purchase process confirmation. The sales presentation page in the sales process section covers how to stand and talk; this page covers what is on the slides.
Where this sits
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If you want this done for you
Win the room before you win the argument on price.
The work
What this is actually like.
“The recap slide is a test”
If the first slide gets a correction from the buyer, you have saved yourself a bad proposal. Put their goal, their current state and their date on it in their words, and invite changes. A buyer who edits the slide has started co-writing your pitch.
“Show alternatives, including doing nothing”
An advisor lists the options the buyer is already weighing, with a fair line on each, and then says which one fits and why. Leaving out the competitor or the in-house option makes the deck look like a brochure, and the buyer will raise it anyway.
“Price with and without GST”
Show every price twice: before GST and with GST at the applicable rate. Buyers who claim input credit compare the first figure, and buyers who do not compare the second. Seeing both on the slide stops the question being raised on the call as though you had hidden something.
“One recommendation, not a menu”
Three packages on a slide hands the decision back to the buyer. Pick the one that fits the goal on the recap slide and say why in one sentence. Keep the other options in the appendix for the person who asks.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
The six-part template
A slide file with six section headers: what we heard, the gap, the options, our recommendation, why it fits you, and what happens after you say yes. Each section has a one-line instruction in the notes pane.
Result: Finished when a new rep can fill it from a set of discovery notes in under two hours.
The recap and gap slide
Current state, desired state, the gap in the buyer's numbers, and the reason it matters this quarter. Written in 'we' language about the shared path.
Result: Finished when the buyer reads it and has nothing to correct.
The pricing slide
One recommended scope, the price excluding GST, the GST line and the total. Payment steps follow, and the value sheet's break-even sits beside the price.
Result: Finished when the buyer's accountant can lift the figures into a purchase request without asking you for a revision.
The appendix
Alternative scopes, the proof bank stories that match the buyer's trade, and the company slide. Nobody presents these unless asked.
Result: Finished when the main deck runs without a single appendix slide being shown.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
How long should the deck be?
Do we still need a company introduction slide?
What if we had no proper discovery call?
Can the same deck work for walk-in or consumer buyers?
How much does it cost?
How long is the contract?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of inbound selling: advise
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.