How to Create a Marketing Presentation Folder Kit

A sales executive at your company has an important meeting with a prospect. She needs marketing to package a panoply of print materials that display your company's strengths and the product's major benefits. Marketing presentation folder kits show the latest and greatest that your company has to offer and work well as leave-behinds after sales presentations and marketing events. A sales prospect can later read through your brochures and decide whether he would like to purchase a product from your company.

Things You'll Need

  • Presentation folder
  • Business cards
  • Case studies
  • Press releases
  • Product brochures
  • Product descriptions or slip-sheets
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Instructions

    • 1

      Determine where and how the presentation folder kit will be used. Who will be reading this material? Why is it needed and how will it be used? Where will it be displayed? Speak to the salesperson or company employee who will be using the kit so that you can customize it accordingly. All of these questions should be answered before you start selecting materials to place inside the folder.

    • 2

      Use a presentation folder that looks professional and ideally that has your company brand or logo printed on the outside cover. Without a folder, you're left with loose pages that can be easily lost or misplaced by the recipient (see Resources).

    • 3

      Assemble the marketing publications and collateral that you'll include in the presentation folder kit. Case studies that showcase customer testimonials are effective and clearly demonstrate how your product or service addressed a similar problem or issue. Recent press releases that detail the product's benefits are also helpful in marketing kits. Finally, insert any fliers or glossy inserts that explain product features and services for clients.

    • 4

      Include a brief company history and selected list of customers in the same or a similar industry. If your company is still growing and looking to establish itself as a competitor, a customer list can reassure the prospect of your company's strength and financial backing.

    • 5

      Insert a business card or slip-sheet that contains contact information for the prospect or media person who is receiving the marketing kit. If given to a customer or prospect, the card should contain the salesperson's contact information. The public relations manager or firm should be listed as the primary contact if the kit is given to an industry analyst or journalist.

Tips & Warnings

  • Add a fun giveaway item that displays your company logo and tag line. This can include a pen, stress ball, key chain or USB flash drive. Although it's optional, a free promotional gift can reinforce your brand and publicize your company to a wider audience.

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References

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