Buyer Enablement

Is anyone even opening your PDF attachments?

Unlocking the mystery behind the effectiveness of your PDF attachments: Should you still be sending them in 2023?

Martin Barnes | 8 Seconds 2 Connect
September 6, 2023
February 24, 2024
Try for free
Unlocking the mystery behind the effectiveness of your PDF attachments: Should you still be sending them in 2023?

See trumpet in action

Get under the hood of G2's leading Digital Sales Room and explore some of our features without having to speak to any salesperson!

Start your tour
On this page

Is anyone even opening your PDF attachments?

Here's the scene:

  • You've just finished a great call.
  • You are on the same page.
  • They know the price range, and then they ask...

"Send me something so I can share it with the team."

YES - a result, progress.

But stop.

You are at the cliff edge.

The cliff edge of momentum.

You could bounce over the canyon to the other side or fall short and free-fall to the ground far below.

However, there is a bridge to the other side.

Sorry did I say bridge I meant to say Trumpet?

Before Trumpet, I would finish the call, compile a pdf and a cover letter and then click -

‘Send’.

I get a swift reply for one or two follow-ups, and then we get started.

But for the majority, I would then wait... and wait....and send reminders.

Slow.

Painful.

Wasting time and energy.

Why is this?

01 - Sometimes, it's because they were shopping around, and something in your proposal bursts momentum.

02 - Sometimes, it's because their internal process works at a different speed.

03 - Or their life has kicked up a gear, and it isn't a priority.

Whatever the reason, sitting in the dark after a great call is highly frustrating.

But this changed when I started sharing pods, not proposals.

What's a Pod?

The visual continuation of the phone call - a bespoke proposal that is created with reusable assets and frameworks.

Imagine if:

  • a webpage 
  • a magazine feature article 
  • a proposal 
  • a social media feed

All combined - it sounds hectic, but the team and Trumpet make it work.

  • I can have multiple pages to a proposal - this allows me to breadcrumb the content and avoid overloading people with too much information at one time
  • I can add video, voice, images and PDFs
  • We can have specific conversations with the chat feature at precise points in the content
  • It allows the ability to scale without falling foul of impersonal automation
  • And the one that inspired me to go pro
  • I know when the follow-up is following up and not just sitting in the dark
  • I get a notification every time someone has looked at the follow-up - I can see who and when, and this a) removes the self-doubt that might foster whilst waiting and b) lets me prepare for the next flow of the conversation.

For example

One of my pods has been opened and viewed once = zero interest.

Another one over 24 times by four different team members = people are spending time on it, so it's got alignment.

A trumpet Pod is part of the evolution of pitching and communication post 2022 - tools that help us zig when everyone else is zagging. 

  • Have a process.
  • Follow the plan
  • Adapt to our work context
  • Get results

I've sent 11 pods, and so far, I have:

Five wins.

Two fast nos.

Four ghosts.

The five wins have all happened recently - so like anything quality, the results take time and effort.

There is no 'Jack and the Beanstalk' overnight success.

But instead, long game progress and a slight learning curve - but it is 100% totally worth the investment of time.

Oh, and one last thing - I haven't measured it strictly, but it feels like I finish my follow-up much faster - an additional win for family life.

Thank you.

“Martin Barnes is a pitch coach with decades of experience reaching out to prospects and training professionals to become more confident in their presentations and pitches.

With 8 Seconds 2 Connect he helps business leaders and founders connect with their audience and elevate their presentation skills.”

Related Articles

More posts