Develop a structure

Today the great challenge of sales meetings is to engage clients during a presentation. This is becoming more and more difficult, as each client has a different perception, and they will find different aspects of your pitch interesting.

The Shaman Meeting Canvas was developed as a tool to create better-structured conversations and more impactful sales meetings. How can you achieve this?

In the Meeting Canvas, you can arrange your slides based on a horizontal and vertical logic. The horizontal slides constitute the main storyline, while the vertical ones contain more detailed information on a topic. The presentation can be followed step-by-step, you can skip elements or choose to present more in-depth details.

Clients will remain focused if you adapt the flow or the conversation to their needs and interests.

1. Start with the storyline

The customer is the most important factor of a sales meeting and the goal is to change the mindset of the customer so that they see the benefits of the product – your presentation must be in support of this goal.

First, identify the steps leading to the customer’s desired mindset. View every step of your
conversation as a separate chapter. This forms your storyline, visualized in the horizontal upper row of the Meeting Canvas.

Bear in mind that the storyline will always change according to your goal.

Include only the most important elements and try to keep it up to 10 slides, including the cover.

2. Group your slides

Group your slides by subject and try to align them vertically from general to specific. The general slide is the first slide of the chapter – a step in the storyline. The rest of the slides that you place underneath each general step will contain details, evidence, statistics, and examples.

This kind of in-depth information will support the presenter in gaining the client’s commitment before moving on to the next step. You can prepare information or evidence for possible questions of the clients and use them only when it is necessary.

Keep in mind that it is better to split a complicated story into multiple slides. This adds clarity to your messages. Try to keep it short by summarising the essence of your in-depth slides into one sentence.

Drag & drop slides to the right place

To locate the slides all you need to do is to drag and drop them to the position you want it to be. By dragging and dropping you can move the slides both vertically and horizontally. On the top of each chapter, you can enter the chapter name.

Create and name chapters

If you want to create a new chapter, drag the slide you would like to add to the main storyline, position it between the two chapters, or after the last chapter, then drop it. The position of the new chapter will be indicated by a dashed line.

It’s also possible to change the position of a whole chapter. Click the name of the chapter and drag the chapter to the right column.

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