How SalesDeck works


Within SalesDeck, sales processes are modeled with cards…


Different types of cards

Reaction card  enables meeting attendees to react to events quickly

Objectives and Agenda card helps structure and lead a meeting

Conversation card allows asking open-ended questions and rephrasing the answers

Closed question cards contain elements such as text, multiple choice, checkboxes, etc.

Document cards hold items such as pdf, video, etc.

Co-browsing card helps to navigate through a website during the meeting

Structured data cards (Minutes, CRM, etc.)

Call a friend card – create and process actions or tasks in a friend’s CRM

Public / Private cards  keeps sensitive information in your team and away from public eyes

Card modeling offers many advantages over decision tree modeling

Very versatile with its different types

Many contexts of use: card, deck, tray, hand, application, mail

Easy to adopt: a 6-year-old can play with the cards

Easy to use: stack, column, drag & drop, etc

Easy to improve: modify, add and delete cards and decks

The deck is the playbook of the meeting, it is prepared before the meeting and can be improved from one meeting to another…

The objective and agenda cards played at the beginning of the meeting to align with the client’s goals.

Many card types making information exchanging easier: conversations, questions, documents, etc

Contextual cards: to accelerate note-taking and guide the discussion on a subject

Customer questions/objections to guide the customer’s questions and have the right answers ready

You can prepare several decks for different types of meetings

By stage of the sales process qualification, proposal, closing

By offer type: for a marketing agency, acquisition, branding, etc.

By customer profile: industry, size, etc.

By language…

Each team can see and prepare the cards in their hand before playing them…

Drawing reaction cards or prepared cards from the deck

Take notes and hold them in your hand until it is time to rephrase

Take private notes and share them with your team

See the content of the cards in play for assistance

Prepare new cards

Import new cards from other decks

The board shows the progress of the exchange between the buyer and the seller…

It reads from left to right like a timeline

New columns are added as the exchange progresses on the right

Each column represents a different topic and the conversations around that topic (reactions, notes, etc.)

Buyers and sellers see the same thing on the board except for the private cards

It allows you to go back, reopen documents, clarify a topic, etc.

It allows to continue to exchange between meetings (before or after)


The apps engage the buyer as the cards are played and hides the board…

The Objective app is displayed at the beginning of the meeting to validate the objective, the duration, the participants and the agenda

The Agenda app allows to follow the progress of the items in the meeting  agenda, it hides the tray between each other app

The conversation app allows you to have an open conversation, take notes and play contextual cards

The questions app allows to ask different types of questions related to the buyer

Documents and co-browsing apps allow to present sales content

Emails help you fuel a solid business relationship before and after the meetings

The types of email

Email agenda shares the agenda and the objective of the meeting as well as the link to SalesDeck

Email report sends a summary of the meeting as well as a link to the board to review the complete exchange and improve it

Email asynchronous cards informs that one or more cards have been played on the board (question, notes, etc.)

Email/SMS process are sent by cards during the game (call a friend, etc.)

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