10 Hacks for Crafting a Winning Sales Presentation | Yvonne Lines | Skillshare

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10 Hacks for Crafting a Winning Sales Presentation

teacher avatar Yvonne Lines, Sales Presentation Specialist

Watch this class and thousands more

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Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Watch this class and thousands more

Get unlimited access to every class
Taught by industry leaders & working professionals
Topics include illustration, design, photography, and more

Lessons in This Class

    • 1.

      Win more business!

      1:28

    • 2.

      Hack #1: Relevant to Your Audience

      2:53

    • 3.

      Hack #2: Start with a Hook

      4:57

    • 4.

      Hack #3: Interactive Conversation

      3:48

    • 5.

      Hack #4: Help Them Visualize

      2:31

    • 6.

      Hack #5: Your Main Take Away

      2:53

    • 7.

      Hack #6: Three Key Messages

      3:37

    • 8.

      Your Class Project

      0:37

    • 9.

      Hack #7: Weave in Stories

      5:05

    • 10.

      Hack #8: Timing is Critical

      2:26

    • 11.

      Hack #9: Practice

      2:12

    • 12.

      Hack #10: End Strong

      1:36

    • 13.

      Win More Business!

      0:49

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About This Class



Win more business with a presentation that doesn't just inform, it engages and closes deals.

I’ll walk you through 10 common presentation pitfalls and how to transform them into wins. These 10 hacks will help you...

- be more engaging

- deliver memorable messages

- nail your timing

- gain confidence, and win business.

I’ll share the secret to winning hearts and minds, leaving your audience craving more. It’s like being on a first date - if you talk non-stop about yourself and ignore your date’s interests, you’re not going to get a second date. It’s the same for your presentation - it needs to do more than just spew information.

We’ll turn chaos into clarity with messaging that resonates. You’ll form a story that demonstrates how you understand your prospect and can solve their problems.

Structure your presentation so that you can respond to your audience - and do it so you present cohesively if you’re presenting with a team. Get to your main points, even if something unexpected throws you off. Timing is critical.

If you’re duct-taping slides together at the last minute… afraid your audience will be texting while you talk, then this course is for you.

Meet Your Teacher

Teacher Profile Image

Yvonne Lines

Sales Presentation Specialist

Teacher

Years ago, I used to go home, flip on the 'toob, watch hours of mindless tv, go to bed, get up, go to work, repeat. Finally, I got sick of it to the point that I decided to do something...

I read every leadership and development book I could grab. After 236 books, my mindset had changed so much, I was able to leave my steady job, build my own business, and still avoid an all-ramen diet. And now I can finally call myself a surfer and a motorbike adventurer.

I'm loving life and want to share what I've learned, so that you can live your best life too.

I spend my time researching and learning nuggets of wisdom, give them a personal test drive, and if I find it useful, I'll share it with you. My courses are based on answers to students' questions, formed through my rese... See full profile

Level: All Levels

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Transcripts

1. Win more business!: You've got $1 million offer, but your sales deck Listen, you've worked so hard to be invited to present to your prospect. You cannot drop the ball at this point. If you're duct taping slides together at 11:00 P.M. The night before, then this course is for you. I help salespeople stop winging it and start winning it. How? By turning chaos into clear, compelling messaging that wins. We'll go through my AA framework, appeal to your audience, articulate your messaging, and arrange your structure for flow. I'm Yvonne Lines and I've helped some of North America's leading brands think differently about how they set up a sales presentation and win more bids. My track record is a whopping 59% increase in win rates for my clients. I'll walk you through ten common presentation pitfalls and how to transform them into wins. These ten hacks will help you be more engaging, deliver memorable messages, nail your timing, gain confidence, and win business. First up, we're going to discuss the number one thing, the most important thing to engage your audience, to connect with them. See you in the next video. 2. Hack #1: Relevant to Your Audience: Pat number one, make it relevant to your audience. This is the most important thing. Let's talk all about me, me, me, me, me, me. No, I will not do that to you. You'd be so bored so fast. And you should not do that to your prospect, either. Your presentation should offer useful solutions for your audience and only a little bit about you. Keep the spotlight where it belongs on them. A little bit about you? Sure. A full on monologue about how fabulous you are. That's a hard pass. It's like being on a first date with someone you really like. If you want to get to a second date, you've got to take an interest in them. If you talk nonstop about you, how great you are, all your achievements, how qualified you are, some of the other important people who loved dating you and try to convince them that you're the best person for them ever without even knowing what they are looking for. Yeah, good luck getting a second date. Yet, that's exactly what happens in too many sales presentations. If you talk all about yourself, your product, your company, ignoring their interests, it's not likely to go well. When your prospect says, tell me about you. They're not inviting a one person bragfst. They're asking, Can you solve my problem? It's an opening for you to talk about information that's relevant to them. It's not an invitation to talk nonstop about how great you are, the awards you've won, other clients you've loved working with you or try to convince them that you're the best person to work with ever without even knowing what they need. Here's the magic mindset shift. You're not the hero. They are. You're the guide, the GPS that gets them to where they want to go. Think of your presentation like a great movie. Your prospect wants to see themselves overcoming a challenge. Your products the tool that helps them succeed. When they see themselves in the story, they stay engaged, and they're much more likely to say yes. So be curious, ask questions, understand what they need, like a coach helping someone reach a goal. Then if your solution fits, show them how it works. Briefly, clearly, and specifically for them. That's how you go from just another pitch to the one they actually remember. No one likes being sold to by somebody who just rattles off random features of their product or service. But if you have an issue and someone walks you through how to solve it in ways beyond what you expected and then has a perfect solution for you, then it's an easy yes. 3. Hack #2: Start with a Hook: Act number two, start with a strong hook. First impressions matter a lot. A strong hook statement at the beginning of your presentation can be the difference between engaging your audience and losing them. If you start your presentation with, Hey, everybody, thanks for being here today. Congratulations. You've already lost half the room. You need a hook, a bold, spicy, curiosity sparking moment that grabs your audience by the brain and says, Hey, this is worth paying attention to. Think of it as the movie trailer to your presentation. It should tease intrigue and leave them wanting more. Here are a few ways to do just that. Try a quote, a stat, a question, a dash of humor, or a short story to create a powerful opening. Let's take a closer look. Use a quote that packs a punch. Choose a quote that relates directly to your topic and evokes curiosity. Make sure it's short, sharp, and thought provoking. For example, you can have brilliant ideas, but if you can't get them across, your ideas won't go anywhere. This quote not only underscores the importance of clear, persuasive communication, I emphasizes why crafting a compelling sales presentation is just as important as having a great product or service. Nail the delivery or kiss your genius goodbye. Start with a stat, a little known fact or a bold promise. Hidden with something unexpected. Numbers speak, especially when they hit a nerve. A surprising or compelling statistic can immediately establish importance. Here's an example. Only 13% of customers believe a salesperson can understand their needs. Ouch, that stat doesn't just land, it stings. It makes your audience want to be in that golden 13%. Now you've got their attention. Like starting with the stat, a bold promise can pique curiosity. For example, in the next 20 minutes, I'm going to challenge the way you've been thinking about growth and show you how to do it faster. That's a great way to kick things off. Ask a question that makes them pause. Questions flip the spotlight onto your audience. They are like little brain traps that spark curiosity and make your audience do a quick internal check. When was the last time a sales presentation actually made you sit up and pay attention? Most people answer silently. Never. Perfect. You've just set yourself up to be the exception. You set the stage for showing how your approach can break through the noise. Drop some humor, but use it wisely. Light humor can break the ice, grab attention, and help decision makers relax. Try. Look, I know you'd rather be out eating a cheeseburger right now, but stay with me because by the end of this talk, you'll be upgrading to steak and lobster. It's cheeky, disarming, it makes your audience think, this might actually be fun. Be sure to keep it courteous and know your audience. Vegans maybe don't open with a meat metaphor, just saying. Tell a snappy story. People love stories that you can relate to. A brief anecdote that ties into your main takeaway can personalize your message and build a connection. Here's one. I was in the middle of a Zoom presentation when my fire alarm started screeching. Yep, I left the soup boiling on the stove. Classic multitasking fail. Faster than a speeding bullet, I ran to the kitchen, leap to the stove in a single bound, rescued the pot, and like a bird, like a plane, flew back to my video call, only to find my audience fully on their phones. I needed to rehook their attention, review what I was saying before the interruption, and then shorten the rest of my talk while still getting my key messages across. That moment taught me how important it is to be flexible because you never know when you'll need to pull out your superhero cape and rescue the presentation. A good story, humanizes you and sets up your key message, total win. The bottom line. A strong hook isn't just a catchy intro. It sets the tone, builds intrigue, connects emotionally, and leads naturally into your main message. Tailor it to your audience, tone and goal. Give your audience a reason to lean in instead of check out. Next time you present, don't just start. Start with something they'll remember that tells your audience buckle up. This is going to be worth your time. 4. Hack #3: Interactive Conversation: Number three, make it an interactive conversation. Let's face it. No one wants to be talked at for 60 minutes. So flip the script and make your presentation a conversation, not a monologue. Ask questions throughout and keep your audience involved to help build a two way connection with them. The goal, keep your audience actively engaged. So they're not just listening. They're thinking, reacting, and connecting with you. Here are eight examples of how to make it interactive. One, it's quiz time. Do you remember the number one hack? Why is it important? Here's the answer. The number one hack, make it relevant to your audience, and here's why. When your audience sees themselves in your presentation, they pay attention. Focus on solutions for them, not just slides about you. That's how you stay interesting and build credibility. Here's our second example. Quick polls or live surveys. Use online tools to ask questions mid presentation. For example, you could ask, how confident are you in your current sales process? That question gives you real time feedback and wakes up any passive listeners. Here's our third example. Raise your hand if moments. Prompt simple actions like raise your hand if you've ever sat through a sales presentation that felt like a data dump. It creates relatability and brings energy into the room. Example four, chat box prompts. This is for virtual sessions. Encourage some responses like drop one word in the chat that describes how your last client pitch went. This question builds connection and it gives you content to bounce off. Example number five, choose your own Adventure. Let the audience guide the flow. As in, would you rather go through some case studies or have a platform demonstration next? This sort of choice keeps your audience engaged and shows that you can be responsive to them. Example number six, real time demos or scenarios. Walk through a live example or ask the audience to weigh in on a challenge. As in, what would you do next if this inventory report showed a 30% spike? Invite their input. It turns listeners into problem solvers and then be sure to add your expertise. Example seven, thought starter discussions. For longer sessions, try using group discussions to reflect on a question. As in what's one obstacle in your sales process right now? With this sort of setup, you can give your insight, and it's an opportunity to showcase your leadership in the field. And here's example number eight, guessing gains. Add a fun twist with a bit of trivia. Guess how much time the average salesperson spends prepping for a presentation. Trivia is a great way to inject an energy boost. By the way, according to Tat, it's a ten to one ratio. So if you have an hour presentation, it's ten hour prep time. These interactive techniques turn your audience from spectators into participants, boosting retention, energy, and connection. Depending on the length of your presentation, you could sprinkle in a few interactive moments throughout your talk. Every five to 10 minutes is a good rule of thumb for keeping attention high. When you make your audience part of your talk, they're more likely to remember your message and you. 5. Hack #4: Help Them Visualize: Act number four, help them visualize the future with you. Imagine standing at the front of a boardroom, you got your clicker in hand and you're trying to keep your heart from pounding outside of your shirt. The regional manager of a big deal company sits across from you, arms crossed, flanked by two operations directors who are checking the time before you even start. Not exactly the warm fuzzy fives you were hoping for. They're not here to be dazzled. They're here to solve a problem. You take a deep breath. You know not to rattle off product specs or features like a tech manual. You're here to change the game. Instead, you pull up a single image, a group of happy customers outdoors looking like they've never heard of stress. Then you begin. Let me show you a day in your world six months from now. Imagine you're sipping your first coffee of the day. You open your reporting dashboard, and instead of a messy list of problems, you see progress. Systems humming, optimization overnight, happier customers and savings, real savings piling up month after month. You smile. It's not a fluke. It's your new normal. Gone are the late night emergencies. No more fretting over what might happen next. Just calm, peace, smooth operations. The regional manager leans forward and says, tell me more. The mood in the room shifts where there had been skepticism, there's now curiosity. Questions turn into nods. You're co creating a vision. The conversation moves from how does it work to when can we start? You leave the building knowing you've nailed it. You haven't just sold the product, you've sold a better future. Here's why it works. Most people are visual thinkers. When you paint a picture that reflects their goals, addresses their pain points, and demonstrates their potential success, they don't just listen. They feel it. They won't remember your 27 features, but they'll remember how you make them feel. When you help them see what life looks like with you in it, and that version looks smoother, calmer, more successful, mike drop, you're no longer pitching, you're partnering, and that makes all the difference. Y. 6. Hack #5: Your Main Take Away: Let's move into messaging. Pack number five, know your main takeaway. If he could only use a few words for why your prospects should choose you, what would they be? The other day, a colleague in my network sat through a tech vendors sales presentation. Afterwards, I asked him if it was worthwhile. His answer, I'm not really sure what they were selling. Wait. What? He vaguely remembered some features and benefits, but he couldn't tell me how this product could make his life better or if it was what he was looking for. That sounded like a 30 minute time waster to me. I'm glad I missed it. The moral of this little story? If you are hosting a sales presentation and your audience doesn't walk away knowing your main message, you've lost the plot and the win. Know your one main takeaway and make sure your prospect knows it, too. Your one takeaway should be so clear and repeatable that your prospect could walk into a meeting of other decision makers and say, we should go with them because blank. That's it. Now, here's your job. Fill in that blank. Once you have clarity on what that one thing is, simplify it. Make it crisp and make it stick. Make it a memorable sound bite, if you can. This is your chance to put words in their mouth. Here are some generic examples. We should go with them because they'll help us go further faster. We should go with them because they'll make our complex process simple. We should go with them because they offer the best value and ongoing support. They're the only ones who get our vision. Our synergy makes the perfect partnership. They'll take a long term view to future proof our vision. We can trust them through every part of our transformation. You'll, of course, customize your main takeaway to fit your prospect and make sure it's clear differentiates who you are and memorable. Now, take that sound bite and work it into the title of your presentation. Put it on the cover. Weave it into the middle somehow and end with it on your final slide, as well. If you only stick one idea in their heads, make sure it's the right idea because here's the deal. Your takeaway is your echo. It's what they'll repeat when you're not in the room, so make it count. Test it by saying it out loud. If it sounds like marketing mush, it probably is. Rewrite it until it feels like something a real human would say over coffee or in an elevator or in front of the CFO. What's my main takeaway for this course? Get ready to win business. 7. Hack #6: Three Key Messages: Pack number six, use no more than three key messages. Do not overwhelm your prospect with too many details or expect them to remember more than three key messages. You may think you're being thorough, but really, you're just giving them decision fatigue. Let's break it down. Number one, don't overwhelm your audience. Packing your presentation with too many details doesn't impress. It overwhelms. Think of your audience like a sponge. It can only soak up so much before it drips. When you overload your audience, they stop listening and start zoning out, missing the key points you actually want them to remember. Instead of clarity, you create confusion. For example, if you're pitching a software solution and spend 10 minutes walking through every feature and sub menu, your audience won't recall the standout benefit. It's all blurred together. Stop dumping every detail into your presentation just because a feature resonated with one person back in 1997. Try focusing on one powerful use case, like how your solution cut onboarding time and half for a major client. Less noise equals more impact. Number two, three is the magic number. There's science behind this. Our brains love threes. They're neat, they're satisfying. They're just the right size for memory. We are built to retain a laundry list of information, especially in high stakes, fast moving environments. If you try to land six or seven different takeaways, chances are your audience will walk away with none. It's the equivalent of throwing spaghetti at a wall and hoping something sticks. Buddy von, you say, you've got ten hacks here, not three. Nice observation. You'll also notice that I organize the ten thoughts into three categories. My A framework, appeal to your audience, articulate your messaging, arrange for flow. Those are the three key messages I want you to remember. Instead of listing every capability of your product or service, focus on the three that will matter most to your prospect, such as it boost engagement, saves time and delivers measurable ROI. That's a clear, memorable trio that sticks long after the slides are gone. People rarely remember more than three key messages from a presentation, so make them can't three, there's a time and a place for more details. Go deep on ask, not by default. There's a time and place for deep detail, but your presentation usually isn't it. If your presentation is like a movie trailer, don't make it the full movie. Don't start reading them the legal terms on slide 18. Wrong vibe. Especially if you've already sent a written proposal packed with specifics. Now it's about bringing the big picture to life and sparking interest, not reading up fine print. Good news, though. If your audience wants to dig into the details, they'll ask for more. That's your green light to geek out on the details. Until then, keep it tight, compelling, and focused on what matters most to them. Stick to three messages, resist the urge to overexplain and let curiosity do its job. Your goal, leave them wanting more, not wondering when it ends. 8. Your Class Project: Here's your class project. Think of a presentation you have coming up and the audience you'll be speaking to. What one main takeaway do you want them to remember about you? And what are your three key messages? As in what problems do they have that you can solve? Write it out, take a picture and upload it to our project area so I can give you feedback. Remember not to include any specific client names or confidential information. I'm looking forward to reviewing your messaging. 9. Hack #7: Weave in Stories: Weave in stories to explain points. Stories don't just entertain. They explain, engage, they wrap emotion around your message, and they give your prospect an opportunity to feel the value that you offer. Stories bring your ideas to life, and they're way more fun than a capabilities matrix slide. But a good business story needs a strong transformation. You can't get to the moral of the story without it. Take your prospect from point A, where they're at with the challenges they have to point B, an ideal future with your product or service as their solution. The trick use short, smart mini stories to make your message pop. These aren't TedTs. They're strategic story snacks designed to explain your point, grab attention, and help people connect the dots. A case study, analogy, testimonial or life example can help bring your concepts, graphs, and stats to life. Let's dissect these examples. Case study. A great way to set up a case study is in three parts challenge, solution, and impact. The challenge will need to be relatable, the same challenge your prospect has. Let's say you sell digital inventory tracking systems, and you know your prospect is looking to upgrade. Your case study could be one of our clients, a midsized agricultural company was struggling with updating their inventory systems. Their process was a complicated hybrid of digital and manual spreadsheets with the odd sticky note thrown in. Once they completely lost track of a skid of fertilizer, the solution is how you solved their issue. We introduced a mobile friendly system that let them scan and track everything in real time. Now, many people stop there and forget to include the impact, but that's the most important part of a case study. It's the part you prospect needs to hear. Since implementing our solution, this client had zero lost items and saved countless hours every week. The point, don't just show them what you did, show what changed. Analogy. Analogies are like cheat codes for clarity. They make the abstract feel obvious. Think of your business like a pro sports team, and your inventory tracking system is the game winning coach. Without it, your players, your products are scattered all over the field with no strategy, no plays, and no idea who's supposed to be where. But with our software, you've got real time data, smart plays, and wins. You know when to restock, when to cut losses, and how to stay ahead of the competition. Just like a coach turns raw talent into championship wins, reliable inventory tracking turns scattered stock into streamlined profit. Everyone gets the point without a single boring text beck. Let's look at testimonials. A testimonial should be like word of mouth with muscle. Skip the Wow, that was great, fluff. And use something that shares a relevant experience, such as this wasn't just a vendor pushing software. They stuck with us, trained our team, and made sure it worked. Our execs noticed, our frontline noticed. That kind of support, that's rare. A good testimonial is less about praise and more about proof. Moving on to a life example. Choose a topic that is universally recognizable or something that you know your prospect has an interest in. Think spilled coffee, kids fighting over the remote, a ruined dinner, or your dog losing its mind at the mail carrier, whatever. Then tie it into the problem you're solving. Here's an example. The other day, I got distracted scrolling on my phone while making toast. It didn't pop up, and by the time the smoke alarm went off, the toast was charcoal, the dog was barking and my spouse was asking, why I triggered the apocalypse. That's what it's like working with systems that don't alert you when things go wrong. With a right tech, no smoke, no stress, just warm golden toast and calm mornings. Each of these mini story examples are short, relevant, and emotion tied, perfect for grabbing attention and adding authenticity. Mini stories make your message easier to understand and more fun to remember. They turn dry points into real world moments. When your audience hears one, they're not just absorbing info, they're visualizing it, feeling it, and sharing it later. When you tell the right story, your message doesn't just get heard, it gets remembered. 10. Hack #8: Timing is Critical: Pack number eight, timing is critical. Have you ever attended a webinar online, and they ran long. They didn't get to the good part. I just left one. I had to hang up before they got to the offer. To respect time, we need to know where to cut and how to expand or talk while still getting our three key messages across. I had a client who said that they never got to the end of a presentation. I was flabbergasted. The ending can be the most important part. It's where you summarize and reinstate your main takeaway. Can you imagine being cut off and skipping sections of your presentation or not having time for questions? Here's the thing. You can have the best content in the world, but if you run out of time, it's like cutting off a movie before the ending. That final moment, the recap, the takeaway, the mic drop is where your message really sticks. And if you skip Q&A, even worse, you could be missing some crucial information. Whether you have 30 minutes or 3 hours, you need to own the clock from start to end. Hit your key messages and either expand upon them in more detail or cut a story that seems less important as you get to know your audience better. Go too long, and even the most interested listeners will start checking the time. A well paced presentation shows respect for your prospects time. It builds momentum and ensures that your message lands with clarity and impact. Okay, maybe you have a long talker on your team who says important, relevant things and holds attention. We all know someone who's brilliant but long winded. If that's someone on your team, plan for them. If they need a full 10 minutes to explain a concept, then budget a full 10 minutes for them. If they are just talking for the sake of talking, prepare beforehand by helping them get to the point and have a signal that means time to wrap up. Okay, maybe not playing music over top of them like they do at the Oscars, but some sort of little nuch. Time isn't just a constraint, it's a tool. Use it well, and your presentation will hit harder, land cleaner, and earn the respect of everyone in the room. 11. Hack #9: Practice: Act number nine, practice, practice, practice. You've built your deck, you've nailed your messaging. You've sharpened your stories. What do you do now? You guessed it, you practice. And then you practice again, and then you practice one more time. Start solo. Run through it in front of a mirror or record yourself on video. Yes, it feels weird. No, it's not a waste of time. You'll catch things you didn't know you were doing like that weird eyebrow twitch, your ums or how often you say, basically, you'll cringe a little, but you'll learn a lot. If you're on a team, rehearse like one. You wouldn't show up to a relay race and decide on the fly who runs which leg. So don't wing it in a group presentation. Decide who's talking about what for how long each, how you will transition from one speaker to another, how you'll do introductions, whether you'll be taking questions throughout or waiting till the end, and build some team camaraderie so you look cohesive. Avoid the awkward moments like, are you going to talk about this or should I? Also, build a little team chemistry. Joke around, have fun. Run through it a few times together. If you're presenting as a team, you should look like a team. But listen, you know your stuff. You're not an actor. You don't need to memorize your lines, have some comfort notes, use just some bullet points, not a script that emphasize priority messaging. And then talk conversationally, like you're talking to a friend. Be sure to do a tech run through if you're using anything digital. Make sure your demos work, have a backup plan in case they don't you have a slide deck, run through the animation so you're not surprised by how they perform and check that you have the right fonts installed so you don't have formatting issues. Practice doesn't make perfect. Practice makes polished. And polished means confident, clear, and in control. So rehearse your message depends on it because it does. 12. Hack #10: End Strong: Number ten and strong. Thank you, is a lovely ending. Polite but completely forgettable. Your ending needs to be much stronger. It's here at the end that you can summarize your three key messages, reinforce your main takeaway, and if appropriate, include a call to action or next steps. Your presentation told a story, whether it was about solving a problem, achieving a goal, or discovering a new way to win. So now, what's the moral of that story? What's the one thought they should walk away with, even if they forget everything else? Is it about saving time, driving growth, making smarter decisions, crushing the competition without breaking a sweat? If you can make that takeaway a sound bite that your prospect can remember, even better. They might need to turn around and convince someone else of why they should work with you. So make it easy and repeatable. Put words in their mouth. Give them a headline they can steal. Something short, sticky, and smart that makes you sound like the obvious choice. For example, focus on growth, not grunt work. Use our data like a crystal ball to predict your inventory needs. One platform, endless possibilities. Endings aren't an afterthought. They're the last impression you leave and may even be more important than your first impression. Make sure your main takeaway is clear, easy to remember, and a little exciting. 13. Win More Business!: Here's my summary and ending for you. My three key messages, appeal to your audience, articulate your messaging, arrange for flow. I've also got a call to action for you. Skillshare has a great way to get a one on one coaching session right here on the platform. Go to my profile page and click on the one on one session Graphic, or navigate to the site's one on one sessions page and search for me, Yvonne Lines. If you do sales presentations, book a session with me. So I can help you. Drum roll, please. Here's my main takeaway. Get ready to win more business.