All posts by Katie Martz
This article first appeared in Fundfire. It was written by Synthesis Director of Client Solutions, Katie Martz.
Recently, a salesperson told us about a deal where he went “rogue.” He got an opportunity to present to a major institutional client but didn’t have an up-to-date deck from marketing. So he cobbled together a deck using slides from previous presentations. He knew he was pushing the compliance boundaries, but he needed to land this deal.
His was the first presentation to the client, and he secured their agreement before leaving. As he walked out, three competitors sat in the lobby, waiting for their turn to present. “If I had waited for marketing to send me an updated deck,” he said, “we would have lost that deal because the first sales guy to show them what they needed got the business.”