How can you collaborate with clients to create a winning presentation?

If you understand and build their target audience as a buyer persona, the work that needs to develop after will be a lot easier for both parties. You and your client need to understand not only the purpose, but the target audience.

Understanding the purpose of the presentation is akin to deciphering the DNA of your project. Think of it as crafting a bespoke suit for your client. For instance, when working with a client in the fashion industry, I learned that their main objective was not just to showcase their products but also to convey a sense of style and elegance. By understanding this, I could tailor my design to evoke those emotions.

Establishing a workflow is akin to choreographing a dance. It's essential to have a rhythm that both you and your client can follow. I've found that setting regular check-ins, using project management tools, and, most importantly, being receptive to your client's preferred communication style (be it formal emails or casual Slack messages) can make the collaboration smoother than a well-rehearsed tango.

Research and brainstorming are where your creativity blossoms. It's like having a brainstorming session with a client over coffee. In a past project with a tech startup, I immersed myself in their industry, leading to the inspiration of incorporating dynamic animations into their presentation. This not only left a lasting impression on the client but also underscored my dedication to bringing their vision to life.

Collaborating with clients to create a winning presentation involves clear communication to understand their goals and expectations, along with a well-defined project timeline. Gather input on key message points, design preferences, and any specific content they want to include. Share draft versions for feedback, and be receptive to revisions while providing expert guidance. Emphasize visual appeal, concise content, and a compelling narrative. Regular check-ins and client involvement throughout the process help ensure the final presentation aligns with their vision and objectives, increasing the likelihood of success.

It's important that you clearly understand their input and knowledge to build the presentation's main purpose. It's a plus if they understand their leads' decision process before purchase because you can address the most important negatives with the narrative of the presentation.