Present
Create a smooth, digital-first experience designed for Zoom screen sharing during the customer conversation.
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Wellness Consultant
Wellness Consultant
Sales Platform
Turning a sales presentation into a connected digital workflow that made it easier for Wellness Consultants to sell and easier for the business to move a new customer forward.
4 months
MVP timeline
5–10%
Higher customer acquisition
25%
Reported increase in new-rep retention
The Challenge
The sales presentation was becoming a business process.
Wellness Consultants and New Sales Representatives needed a modern, digital-friendly way to run a sales presentation while moving the information captured during that presentation into the rest of the business.
The opportunity was bigger than refreshing the presentation itself. Information capture, menu recommendations, financial calculations, contracts, onboarding, finance, logistics, and warehouse handoffs all sat downstream of the initial customer conversation.
My Role
Designing the experience and connecting the pieces.
I led the ideation, design, execution, and data monitoring for the platform, working with New Sales and Technology.
I was responsible for shaping the experience from the Wellness Consultant's point of view while making sure the information could move cleanly into the operational systems behind the sale.
Approach
Build the sales conversation around the workflow.
Capture
Collect the information needed to move the customer from conversation to a structured next step.
Calculate
Bring menu recommendations and financial calculations into the same experience instead of relying on disconnected tools.
Contract
Connect the presentation directly to PandaDoc so contract signature becomes part of the workflow.
Solution
A digital sales experience that became an operating layer.
Presentation Experience
A modern website built specifically for Wellness Consultants to use while screen-sharing over Zoom.
Information Capture
Structured collection of customer information during the presentation.
Menu Suggestions
Integrated menu recommendations into the customer conversation.
Financial Calculations
Automated calculations within the presentation workflow.
Contract Signature
Seamless integration with PandaDoc for contract execution.
What Came Next
The MVP became the foundation for a larger system.
Six months after the MVP, the final version expanded beyond the presentation itself.
Information could be automatically saved and updated inside the proprietary CRM and synchronized with NetSuite. Status information was also communicated between the systems, giving sales representatives visibility without requiring them to contact other departments for individual status updates.
Outcome
Less friction between the sale and everything that had to happen next.
The platform had a significant impact on efficiency and productivity for the New Sales team. The documented outcome was a measurable decrease in the time required to onboard a new customer across Wellness Managers, the New Sales Director, Finance, Logistics, and Warehouse.
5–10%
Reported increase in customer acquisition
~25%
Reported increase in new-sales-rep retention
The source notes describe the retention figure as an approximate result ("probably about a 25% increase"). It is presented here as a reported/approximate outcome, not as a precisely audited metric.
Key Takeaway
The best technology doesn't add another system. It removes the handoffs between the systems people already need.
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