Sales teams live and die by how fast they can find and share the right info. If you’re using Flipdeck for content cards, you already know it can save you a ton of time—if your cards are actually organized. But too many teams end up with a digital junk drawer: outdated decks, duplicate cards, and so many folders you need a treasure map. This guide is for sales leaders, sales ops, and anyone in the trenches who wants Flipdeck to be a help, not a headache.
Let’s break down how to set up your content cards so your team can stop searching and start selling.
1. Start With a Ruthless Audit
Before you even think about structure, figure out what you’ve got. Most teams have way more content than they need, and a lot of it is outdated or irrelevant.
What to do: - Export or list out all your current cards and decks. - Mark anything that’s: - Outdated (old pricing, expired promos, retired products) - Duplicated (the same case study three times, anyone?) - Never used (check Flipdeck’s analytics—if no one’s touched it in a year, kill it) - Delete or archive ruthlessly. If you’re not sure, ask: “Would I be embarrassed if a customer saw this?” If yes, it goes.
Pro tip: Don’t get sentimental. If it’s not useful, it’s clutter.
2. Build Around the Sales Workflow, Not Your Org Chart
Most teams mess up by organizing content the way their company is structured—by product line, business unit, or region. That’s not how reps think when they’re with a customer.
Better approach:
Organize by how reps actually sell. Usually, this means:
- Sales stage (early, mid, late)
- Customer type (industry, company size, role)
- Use case or problem solved
Example structures:
- Sales Process:
- Prospecting
- Discovery
- Demo/Presentation
- Proposal/Closing
- Onboarding
- Customer Profile:
- By vertical (Healthcare, Manufacturing, SaaS, etc.)
- By persona (IT, Finance, Operations)
What doesn’t work:
Folders for every product or ‘Team A/Team B.’ Reps will ignore it, and you’ll end up with silos and duplicate cards.
3. Use Clear, Searchable Names—Skip the Jargon
If your card is called “Q4 Value Prop Deck—For External Use—Final V3,” you’re making life harder for everyone. Keep it short and obvious.
Naming best practices: - Lead with what the card is (e.g., “Customer Story: Acme Inc. – Logistics”) - Use keywords reps will actually search for (“ROI Calculator” beats “Cost Analysis Tool”) - Avoid internal codes or version numbers (nobody remembers what “V2.3B” means)
What works:
- “Demo Video – Mobile App Overview”
- “FAQ – Security & Compliance”
- “One Pager – Manufacturing Solutions”
What to skip:
- “Marketing_Brochure_2023_FINAL.pptx”
- “Product-Update-June-USE-THIS-ONE”
4. Keep Tags and Categories Simple
Flipdeck lets you tag and categorize cards. That’s good—but go easy.
Why? - Too many tags mean nothing gets found. - Tags should help, not become a second filing system.
Tips: - Pick 5–10 core tags (like “demo,” “pricing,” “case study,” “security,” “ROI”) - Train the team to use the same tags, every time - Review tags quarterly—merge or delete ones that aren’t used
What works:
- Tags for buyer role (“CFO,” “IT Director”)
- Tags for stage (“Demo,” “Closing”)
What doesn’t:
- Tags for every product SKU or every minor feature
5. Set Up Decks and Cards for Fast Access
Sales is fast. If reps can’t find a card in under 30 seconds, they’ll make their own—or worse, send something old and wrong.
How to organize decks: - Limit main decks to 5–7 (think: sales stages, key industries) - Use sub-decks for more detail, but don’t go more than two levels deep - Put your most-used cards at the top (Flipdeck lets you pin or favorite)
For the cards themselves: - Use clear thumbnails or icons—visual cues help - Add a short card description so reps know when to use it - Link to supporting info (e.g., “See also: Implementation Checklist”)
What to ignore:
Don’t try to make a deck for every scenario. Cover 80% of what reps need and keep the rest in a “Misc” or “Archive” deck.
6. Make Updating and Ownership Part of the Process
Even the best system falls apart if nobody’s minding it. Assign clear ownership.
Best practices: - Pick a content owner (or a small team) for each deck - Set a calendar reminder—quarterly is often enough—to review and update cards - Make it easy for reps to request new cards or flag outdated ones
How to avoid the “set and forget” trap: - Add “last updated” dates to card descriptions - Remove or archive cards that are no longer current (don’t just leave them in place) - Reward team members who keep things clean—sometimes a shoutout goes a long way
7. Train the Team—But Keep It Short and Real
A 30-minute “how to use Flipdeck” video? Nobody’s watching. Give reps a cheat sheet or a 5-minute walkthrough on where to find common cards, how to search, and who to ask for help.
Tips: - Do a live demo during a sales meeting—show, don’t tell - Send out a one-pager with screenshots and top tips - Encourage reps to give feedback on what’s missing or hard to find
What doesn’t work:
Long training docs, mandatory quizzes, or pretending everyone will just “figure it out.” Respect their time.
8. Review What’s Working—And Change What’s Not
No system is perfect out of the box. Every team and product line is a little different, and your needs will change.
How to check: - Use Flipdeck’s analytics to see which cards are used—and which are ignored - Ask reps in your next pipeline review what they wish they had - Prune decks and tags regularly; more isn’t always better
If something’s not working: - Don’t be afraid to blow up a deck structure that’s confusing - Archive instead of deleting if you’re not sure - Keep the barrier low for feedback and fixes
9. Don’t Overcomplicate It—Less Is More
The biggest mistake? Trying to make Flipdeck “perfect” from day one. You’ll just end up with a complicated mess nobody uses.
Remember: - The goal is speed and clarity, not completeness - It’s better to have 20 super-useful cards than 100 nobody can find - Iterate as you go—organize, test, tweak, repeat
Wrapping Up: Keep It Useful, Keep It Simple
Organizing content cards in Flipdeck isn’t rocket science, but it does take a little thought. Start with what actually helps your sales team, cut the rest, and don’t be afraid to change things up. The less time your reps spend searching, the more time they’re selling. Stick to what works, keep it tidy, and remember—it’s supposed to make your life easier, not harder.