What happens after you send a sales deck.
For most sellers, nothing visible: the deck leaves, and the next signal is a reply or silence. Sharing the deck as a tracked link changes that. You can see whether it was opened, which slides were read and for how long, and whether someone new started reading, and you can use that to shape a better follow-up.
Why does a sent deck go dark?
An attachment cannot report back. Once it is downloaded, you cannot tell whether it was read, which page the decision-maker lingered on, or who it was forwarded to. So follow-ups are written blind: “just checking in”, two weeks later, with the forecast still saying “proposal”.
What can you learn from a tracked deck?
| Question | What it usually tells you |
|---|---|
| First open | When they actually looked, a better moment to follow up than a fixed date |
| Time on a slide | What they care about, or what confused them |
| Slides skipped | What did not land, or what they already know |
| A return visit | The deck is being used in a decision |
| A new reader | It was forwarded, often to the person who signs |
| Read to the end | They saw your ask |
How do you use it without being creepy?
- Be open about it. Readers should be told what is recorded before they read. Coadie shows a short card that says so, and lets them skip giving a name.
- Don’t quote the data back. “I saw you spent four minutes on slide 9” feels like surveillance. “Happy to go deeper on payback, since that tends to matter at this stage” uses the signal without announcing it.
- Use it to time and shape, not to pressure. Follow up when they are engaged, on what they engaged with.
- Treat names as what readers told you. A reader can type any name.
Getting it into the CRM
Reading data is most useful where the deal lives. On Coadie Enterprise, each visit is written to the Salesforce opportunity or HubSpot deal, with time on each slide, so a manager can forecast from what customers did. More on the CRM integration.
Questions about tracking.
Can I tell if someone read my presentation?
If you share it as a tracked link rather than an attachment, yes: you can see opens, slides read, time on each slide and whether they reached the end.
Is tracking a shared deck legal?
Being transparent matters. Tell readers what is recorded before they read, let them stay anonymous, and remove their data on request. Check the rules that apply where you and your readers are.
See it on your own material.
Bring a handful of your decks. We’ll set up your workspace and build a first deck from them, with every line traced.