Sales presentation workflow for Tallyfy

Turn generic slides into deals that close

Generic pitch decks lose deals. This workflow guides you through audience research, story structuring, visual design, practice sessions, and follow-up so every presentation speaks directly to your prospect's challenges.

6 steps
2 fields

Run this workflow in Tallyfy

1
Import this template into Tallyfy and assign it to your sales rep preparing for an upcoming prospect meeting
2
Configure 5-day deadlines for the full workflow with individual step deadlines for research, narrative, design, rehearsal, and delivery tasks
3
Track each presentation's progress in real-time in Tallyfy so managers can see which deals have decks ready and which need attention
Import this template into Tallyfy

Process steps

1

Review sales deck best practices and resources

5 days from previous step
task
Why this matters: Starting with proven frameworks saves time and prevents common mistakes. Action items:Review the attached storytelling guide for narrative structure Study the content visualization examples for design inspiration Check the delivery method guide to match format to your meeting type (in-person vs. virtual) Pro tip: Spend 15 minutes reviewing winning decks from similar deals before starting yours.
2

Research and profile your audience

1 day from previous step
task
Why this matters: Generic pitches lose to customized ones. Understanding your audience lets you speak their language and address their specific concerns. Research checklist:Decision makers: Who are the key stakeholders? What are their titles and responsibilities? Pain points: What problems keep them up at night? Success metrics: How do they measure success in their role? Objections: What concerns will they likely raise? Competition: Who else are they evaluating? Pro tip: Check LinkedIn profiles, recent company news, and earnings calls for insights. Output: Complete a one-page audience profile before moving to the next step.
3

Create your presentation narrative structure

1 day from previous step
task
Why this matters: People remember stories, not feature lists. A clear narrative structure keeps your audience engaged and guides them to your desired outcome. Recommended narrative flow:Hook: Start with their problem, not your product Context: Show you understand their world and challenges Solution: Introduce your approach and how it addresses their specific needs Proof: Back it up with relevant case studies, data, or testimonials Next steps: End with a clear, specific call to action Output: Write out your story arc in 5-7 sentences before creating any slides.
4

Design and build visual slides

1 day from previous step
task
Why this matters: Visual slides reinforce your message. Text-heavy slides make audiences read instead of listen to you. Design principles:One idea per slide: If you need two bullets, make two slides Less text, more visuals: Use images, charts, and diagrams over paragraphs Include proof points: Add customer logos, case study results, and ROI data relevant to this prospect Keep it short: Aim for 10-15 slides maximum for a 30-minute meeting Quality check: Can someone understand each slide in under 5 seconds? If not, simplify it.
5

Rehearse presentation and prepare for objections

1 day from previous step
task
Why this matters: Knowing your deck cold lets you focus on the conversation and read the room instead of reading slides. Rehearsal checklist:Run through the entire presentation at least twice Time yourself - aim for 60-70% of allotted time to leave room for questions Get feedback from a colleague who can play devils advocate Prepare answers to the 5 most likely objections Practice transitioning between slides naturally Ready test: Can you present the key points without looking at the slides? If yes, you are prepared.
6

Deliver presentation and execute follow-up

1 day from previous step
task
Why this matters: The presentation is just the beginning. Deals are won in the follow-up. During the presentation:Present with confidence - you know this material Pause after key points to invite questions Watch body language and adjust pace accordingly Note any unexpected concerns or interests Immediately after (within 24 hours):Send the deck with a personalized recap of key discussion points Address any unanswered questions from the meeting Confirm the next step you agreed upon Set a calendar reminder for follow-up if no response in 3 days Success metric: Leave with a scheduled next meeting or clear next action.

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