USE CASE — NEW BUSINESS
Walk into every first meeting like you already know them.

First impressions in sales are set before you say a word — by whether the content in front of the customer was made for them or recycled from the last meeting.

LivePreso makes genuinely tailored first-meeting content as fast to produce as a generic template.

Generic pitches lose deals before they start.

Prospects can tell when a presentation wasn’t made for them. The wrong industry example. The product that doesn’t apply. The slide that’s clearly a holdover from a different customer. It signals that you haven’t thought about their world, which makes it harder to argue that your product will.

The problem isn’t effort. It’s that tailoring a presentation properly takes time most reps don’t have before the first meeting.

NEW BUSINESS WITH LIVEPRESO
Tailored to this prospect. Ready before the meeting is booked.

LivePreso pulls what it knows about the prospect — from your CRM, from their industry, from the data sources that are relevant to their world — and assembles a first-meeting presentation that already reflects their context.

AI selects the slides that have worked in similar situations, recommends additions, and generates talking points that start with what this customer cares about.

The result is a presentation that feels considered — because it is, even though it took minutes rather than days.

Better still, adaptive content turns a first meeting into a guided discovery. The prospect indicates their priorities, goals, or challenges — visually, inside the presentation — and the content that follows responds instantly, showing only the products, case studies, and solutions that are relevant to what they’ve just said. No “let me come back to you on that.” No irrelevant features taking up airtime. The rep arrives with a full library of governed content; the customer sees only what matters to them.

This is especially powerful for less experienced reps — the presentation guides the sale through every possible customer scenario, so they don’t have to rely on knowing every product or having the perfect answer to every objection. The right content surfaces automatically, and every path is one the business has already approved.

The leave-behind the customer receives isn’t a static PDF, it’s the same interactive experience, personalised to the path they took, so they can return to it, share it internally, and build the business case on their end.

Features for this use case
  • AI-powered slide selection based on prospect context and what’s worked before
  • CRM-connected personalisation from day one
  • Adaptive content paths — prospect inputs during the meeting shape what they see next, automatically
  • Governed sales journeys — every path approved in advance, so reps can’t go off-script even as they respond to the customer
  • Live data in slides — industry benchmarks, relevant metrics, product scenarios
  • Interactive leave-behind personalised to the customer’s path through the meeting
  • Engagement analytics — know who viewed it, what they focused on, when they came back
  • AI-drafted follow-up email based on what was presented
Related

AI

Smart, grounded content suggestions for first-meeting proposals

Sales teams

Why this matters for your sales team specifically

More use cases


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