brandcast agency guide

Content that sells

Developing stunning web-based proposals + presentations

Sales teams have long used PDFs and PowerPoints​ to pitch products and services to clients, and to champion their ideas to partners and stakeholders. Unfortunately, these formats have ​ limitations that can reduce sales potential.

Above The ultra-easy-to-use Brandcast Content Studio allows sales reps to quickly create interactive sales collateral. Agencies can create a customized library of reusable content blocks and templates for their clients to use.

Whether your days are filled with making pitch decks, pricing sheets, slide presentations, or sales reports, it’s no secret that the creation and maintenance of a variety of digital documents plays a pivotal part in growing your business.

In this guide, we’ll review why static PDFs and offline slide decks are a dying breed and show you how to capitalize on new business opportunities with web-based, interactive sales presentations and proposals.

We’ll also show you how you can easily turn your drab PDFs into stunning web content​ and how to successfully pitch this offering to win over more clients.

Let’s get started!

Five reasons why PDFs + PPTs are on the way out.

With so much innovation around content creation and the ways we engage with our target market, it’s hard to believe so many businesses still use a format that was created around the same time as the internet itself—and long before smartphones even existed.

Let’s take a closer look at five good reasons why you should quit using these outdated mediums.

PDF + PPT files are hard to share.

First, PDF and PPT files tend to be large and slow to download,​ particularly if they contain many pages, large images, or graphics.

Typically, senders will then have to employ a third-party tool to share the document or compress the file, which could reduce the quality. This creates extra steps and risks. In other words, from the start, you’re your ability to share these documents is limited.

PDFs inhibit creativity and the ability to differentiate.

According to Popcomms, 91% of B2B buyers say they prefer interactive and visual content to static content.

With PDFs, you are limited to static text and graphics. There is absolutely no interactivity you can create within these formats. Buyers can’t click on anything or watch anything interactive (i.e., videos, gifs, dynamic content, etc.)

PDF and PPT files aren’t mobile friendly.

Once a PDF or slide deck is created, its dimensions are fixed. That means it can’t adapt to a mobile screen when accessed via smartphone. According to Campaign Monitor, 70% of smartphone users access ​ email on their mobile devices.

That means that sales teams using these formats to transmit their most valuable content face a high likelihood that their buyer won’t even be able to view it.

Offline content doesn’t offer engagement metrics.

Thanks to the modern marvel of marketing automation and analytics tools, we can see where visitors are spending time on websites and which content they are consuming most.

Unfortunately, offline content does not provide any insights. There is no way of knowing what parts of your pitch or proposal actually got your buyer's attention and what was ignored.

PDFs and PPTs lack version control.

There’s nothing worse than having a beautiful brand refresh only to find one of your new sales reps sent a presentation with your old, lackluster branding, or that they made unauthorized changes to your design.

You put a lot of effort into creating branding and design that suits your messaging. The last thing you want is for your team to tamper with it and potentially lose a deal over it.

Equally frustrating is when you send clients an attachment that contains typos or other errors. Then begins the death spiral of asking them not to look at the first file, download the new one, and never really knowing which one they are looking at.

Forget PDFs—just Brandcast it!

With Brandcast, agencies have the ability to offer a new, extremely valuable service to their clients: visually stunning, web-based sales proposals and presentations.

Agencies can now easily transform their clients’ static, generic proposals into interactive, personalized digital experiences that inform, delight, and help them close deals.

Additionally, the ability to create high-end, beautifully-designed web proposals and presentations is a niche offering that will ultimately allow you to command higher prices​ for your services and help you to differentiate from other agencies.

Web-based sales content examples

Web sales proposal

Web data sheet

Web book

Web pitch deck

The advantages of web-based sales content

Greater differentiation.

a.k.a. the “wow factor”

The move to web content for sales enablement is still in its infancy. This is a huge opportunity for your agency to take advantage of this slow adoption to stand out among your competitors and grab the attention of your prospects.

More personalization.

Unlike traditional PDF files, web content can be highly personalized for your audience, even an audience of one. Easily update your sales content with anything your prospect requests, such as case studies, reports, and videos.

More insights from analytics.

With Brandcast, you can easily integrate analytics tools and get data-driven insights on all of your sales content.

Learning how your prospects are engaging with any of your content empowers your team to produce more of what’s performing and retire content that may be falling flat.

Version control.

With Brandcast, you can push content changes instantly. That means you never have to worry about that one asset you forgot to update. It also means you can update a link after it’s been sent in the case that a last-minute change occurs.

Easy project extensions.

If you are creating a website, landing page, or any other web content, you can easily re-use the same assets to create new sales collateral​ for the client without having to spend the resources to develop additional assets from scratch.

How to turn a PDF or PPT into web-based content.

Brandcast makes it easy for companies to switch from offline to web-based content. Here’s how.

Step one

Add media and text from your existing offline content into a new Brandcast website. Mimic the offline layout or create a new one.

Step two

Build your global styles in the Brandcast Design Studio. These will define typefaces, sizes, colors, and other page styles for the entire site, so that everything you create is 100% on brand.

Step three

Consider how components of a slide might be presented in a more interactive and dynamic way—something you can’t do offline. Things might fade in, slide in, enlarge on hover, or you might personalize your content.

Step four

Connect Salesforce to Brandcast. This is a quick and easy integration that allows your sales team to edit content and see engagement metrics directly in Salesforce CRM.

Step five

Publish! The time to complete your first site could be as little as two to three hours, depending on complexity. You can publish unlimited sites from your own templates, and personalizing or updating your content is lightning quick.

Who should you pitch this to?

As you begin to offer this new service to your prospects, you’ll need to understand the unique value proposition for different personas. Below are some suggestions for how you can talk to various enterprise stakeholders about Brandcast.

chief executive officer

“Web-based sales assets will help your teams close more deals, with greater velocity, and maintain corporate branding.”

chief marketing officer

“Web-based sales assets offer increased brand value, additional pipeline, and they speed up your marketing funnel.”

Head of Sales

“Web-based sales assets help you improve close rates, and they provide sales engagement metrics, and a more polished representation of your company.”

Sales Rep

“Web-based sales assets help you improve close rates, and they provide sales engagement metrics that help you improve your sales process, and a more polished representation of your company.”


“Web-based sales assets save you time and require way less maintenance than traditional sales assets.”

“We recently started using Brandcast for prospect pitches. I think you’ll find it’s worth the time. I’m relying on it heavily.”

—David Houseman, Managing Director, Newmark Knight Frank

How to win new business with Brandcast

Step one

Get your champion to give you a PDF or PowerPoint presentation they currently use.

Step two

Use a Brandcast template (or start from scratch) and re-create the presentation as a website.​ Usually takes about 2 hours.

Step three

Give a sneak peek​ to your champion so that you can convince them to schedule a meeting with the CEO, Head of Sales, or CMO / Head of Marketing.

Step four

Present your design​ to key stakeholders and walk them through how reps can use Brandcast to personalize this sales asset for their clients and save it as a template to be reused by any team member.

Step five

Be sure to mention that Salesforce​ opportunity records can be auto-filled into the template.

Step six

Explain that it should take an AE less than 15 minutes to update a template and send it out.

Step seven

Remind them that it pays to be first. Don’t let their competitors outshine them!

Learn more about Brandcast

Request a demo today to see how easy it is to Brandcast your presentations and proposals.

  • Library of free templates
  • Fully customizable
  • Mobile-ready
  • Publish instantly and make updates in just a few clicks
  • Publish unlimited sites
  • Integrate your tech stack
  • No-code required

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