Clio, 2023

*content in images has been altered to maintain confidentiality 

Collaborating with the product marketing and sales teams, I was tasked with overhauling our client pitch deck templates, aiming to create tailored presentations that addressed the unique needs of each client segment. Our goal was to develop visually engaging, brand-consistent, and compliant templates that sales teams could personalize without compromising regulatory standards.

The primary challenges were balancing customization with compliance and ensuring a smooth review process for regulatory approval. To manage customization, I designated specific sections for personalization while locking down core slides on product descriptions and competitive positioning. Sales reps could highlight client-specific pain points and add tailored elements like relevant testimonials, while the standardized structure maintained regulatory alignment. For compliance, I implemented a RACI-based review process to clarify approval roles and keep all materials consistent and compliant before finalization.

These revamped presentations led to a 30% increase in sales conversions, with clients providing feedback that the decks were clear, relevant, and compelling. This structured approach not only enhanced client engagement but also empowered the sales team with effective, client-focused tools.