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October 28, 2024 22 mins

This week, we start a new series on how to win Shortlist Presentations or Shortlist Interviews. Basically, this is a very high level sales presentation. Companies will often submit a proposal to a potential customer or client. The potential customer or client will weed through all of the proposals to create what they call a "shortlist." 

Then, the remaining companies will often each get a shot to come in and pitch themselves to the customer. If you think about it, this type of presentation has a number of very unique challenges. First, the stakes are really high. Some of these projects may be worth millions of dollars. So if the team does well, they may close a really big contract. And if they do poorly, they get excluded from that same contract. So, even if you are a confident speaker, this type of presentation can be nerve-racking.

The next big challenge is that most of the presenters who deliver these presentations are technical experts -- they are NOT skilled presenters or salespeople. For instance, if the project is a building project, the presenters are often mechanical engineers, architects, or construction superintendents. Or if the project is a technical project, the presenters may be engineers or people who write and edit code for a living. 

Many of these presenters have never delivered any type of business presentation before. And this first one has a ton of pressure.

On this episode, I tell about how, over the last 20 years, I and my team accidentally became experts at this unique type of presentation. Then, in the next few weeks, I'm going to reveal a few secrets that will make this type of presentation much easier. I'll show you have to reduce the nervousness and tension. We'll also show you how to master Q&A sessions and be more persuasive. Then, in the final sessions, I'll show you step-by-step how to design a really good shortlist presentation that will make the audience want to hire your team.

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