Interactive Sales Presentation: How to Prepare for a Sales Call
Estimated reading time: 8 minutes.
Your prospect is interested in your offer but still isn't sure how the options differ? Show them side by side. Do they want to understand the price? Open the calculation and walk through the numbers together. You can do all of this while you're talking on the phone.
That's where an interactive presentation comes in. Prepare your slides, product page, or calculator, then show whatever helps your prospect choose. If you already have a landing page or a Google Slides presentation, you can start there.
Let's look at what to prepare, how to present it, and how to bring your prospect into the live view through Screen Share without interrupting the call.
What is an interactive sales presentation?
An interactive sales presentation lets you change the flow based on your prospect's interests. Bring up pricing earlier, return to a comparison, or show the product in action when they ask.
You listen to your prospect and choose what to show next. They don't have to click the buttons themselves: during the call, you control the presentation while they watch, ask questions, and make their choice.
Add easy ways to move between sections so you can find what you need quickly. That way, you won't have to pause the conversation to hunt for one slide in a long presentation.
What to include in your presentation
Start with what you explain most often on the phone. Which differences do you keep listing? Which numbers do you have to repeat? What does your prospect ask to see? Prepare those materials so you can open them in a couple of clicks.
A comparison of the options
Show the options side by side and use the same criteria. Your prospect can see the differences and discuss what's worth paying extra for in their situation.
| What to compare | What your prospect should see |
|---|---|
| Purpose | The task each option is suited to |
| What's included | What comes with the offer |
| Limits | Any limits on volume, quantity, or use |
| Timing | When they can start, receive the product, or use the service |
| Their involvement | What they'll need to provide or do to buy or get started |
| Cost | What they'll pay upfront and what payments follow |
| Terms | What costs extra and how they can change the order |
Choose the rows that apply to your offer. If the only difference is quantity, show that quantity. If an option includes an extra service, explain what it does. A general label like “more features” probably won't help someone choose.
Plans with clear pricing
For each plan, show what's included, what limits apply, and what costs extra. Label the billing period or unit: per month, per order, or per stage of the work.
If the price depends on the inputs, show how the total is calculated. Adjust the inputs as you discuss them with your prospect and explain what's changed. A calculator or the application you already use will work for this.
Keep the inputs and assumptions next to the calculation. This matters especially when you're showing projected savings or future results: your prospect should understand where the numbers come from.
Details you can open easily
Keep the essentials on the main screen. Put the scope of work, specifications, exclusions, and additional terms in separate sections. You can open them when you need to explain something.
Prepare materials that help your prospect see the product, too: photos, a demo, a sample of your work, or a relevant case study. Use materials you have permission to show. If you share someone else's results, explain the circumstances behind them.
Your prospect wants to understand how it all works? Show the relevant action in the product. Sometimes a quick demo is enough to explain what would otherwise take several slides.
Where to build your presentation
Choose something you're comfortable using during a conversation. Google Slides works for a short pitch. Already have a good landing page? Show it. Need to work through the numbers? Prepare a calculator.
Google Slides
Create a menu slide and separate slides for your product, comparison, pricing, and terms. Link the menu to the relevant slides and add links back to it.
Select the text or button you want to use for navigation, add a link, and choose the destination slide. Give each link a clear label so you can find the right section quickly.
Test the menu in slideshow mode. Make small text larger, shorten long paragraphs, and split up crowded tables. Your prospect may be watching on a phone, so try to show one thing at a time.
You'll switch slides yourself. Your prospect doesn't need editing access to your Google Slides presentation to watch through Screen Share.
Presentation builders
If you need expandable details, video, and multiple paths, take a look at dedicated presentation builders. Look for a tool that lets you add links, buttons, and video to your materials. Check that the features you need are included in your chosen plan.
Before building a large presentation, try a short walkthrough. Is it easy to move from the options to pricing? Do the details open quickly? If you spend too long looking for the right screen, simplify the navigation.
Your landing page
Already have a page with your product, plans, and examples? Use it during the call. Open the relevant section and explain what your prospect is looking at.
Here's what's useful for this kind of walkthrough:
- A short description of the product and who it's for.
- Options or plans that are easy to compare.
- Photos, a demo, or examples of your work.
- Pricing, extra charges, and key terms.
- A clear way to place an order or complete the purchase.
Add navigation between sections so you can move around quickly. Use a table of contents or links to page headings, and check that each link opens the section you expect.
During the conversation, open what you're discussing. If your prospect asks about plans, go to the comparison and stay there. Give them time to look at the differences, then explain the details. Constantly scrolling through the page will only make the presentation harder to follow.
An application or calculator
Showing the product in action? Open the relevant part of the application and walk through it with your prospect. Discussing the price? Open the calculation and change the inputs on your side.
Check the data beforehand so you can focus on your prospect during the call. Keep both the overall offer and the details you might need close at hand.
How to present it
First, find out what your prospect wants to solve and what matters to them when choosing. Start with that section. If the main question is how the options differ, show the comparison. If they don't yet understand the product itself, start there.
Before the call, note the questions your prospect has already raised. Keep the relevant sections ready so you can start with their priority and show how your offer addresses it.
Explain one point and give the other person time to respond. You don't have to fill every pause or immediately move to the next slide. Your prospect may still be looking at the numbers or want to clarify a term.
For example, when discussing a prospect's website, open the page and point to the area you would improve. When explaining a service package, show its scope and price together. Keep the material on screen while you work through their questions.
If your prospect is unsure
Find out exactly what's holding them back and show material that addresses it. If the price is unclear, break down what's included. If they can't see the difference, return to the comparison. If they're unsure about the results, open relevant evidence and explain its limitations.
After answering, ask whether the explanation has resolved the question. If something is still unclear, find out which detail needs more attention before moving on.
If you don't have enough information, say so and agree on what needs to be clarified. Your presentation should help your prospect understand the offer.
If your prospect is ready to buy
Move on to the purchase. You don't need to show the remaining slides just because you prepared them. Open the terms, confirm their chosen option, and explain the next step.
Prepare that transition in advance: an order page, an application, or whatever process you use to complete a sale. Then you can keep moving on the current call while your prospect is ready to act.
Get ready for your next call
Open the materials you need ahead of time. Check the navigation, prices, and readability, and have the order page ready. Install Screen Share so you can start showing your screen as soon as you need it.
Your prospect wants to see the product or compare options? Send a link, show your offer, and help them move toward buying on the same call.
Install Screen Share for Chrome