If you’re in sales, you already know: a good deck can make or break your pitch. But putting one together—especially if you’re stuck wrangling clunky tools or digging for old slides—can feel like herding cats. This guide is for anyone who wants to set up a clean, organized sales deck in Flipdeck without wasting a whole afternoon. No fluff, no jargon—just what you need to get it done.
Step 1: Get Into Flipdeck and Know What You’re Working With
First things first: log into Flipdeck. If you don’t have an account yet, you’ll need to sign up and get verified (Flipdeck sometimes requires admin approval if you’re joining a company workspace).
Quick reality check: Flipdeck isn’t PowerPoint. It’s more like a card-based library where you organize and share content—think product sheets, videos, PDFs, case studies, whatever you use in sales. You build “decks” out of “cards.” If you’re expecting slide animations or transitions, look elsewhere.
Why Flipdeck?
- Keeps all your sales content organized and shareable
- Lets you mix and match reusable “cards” for different pitches
- Easy to update stuff once, instead of a hundred slide decks
But if your company hasn’t set up any content yet, you may need to upload or create some cards before building a deck. More on that in a minute.
Step 2: Plan Your Deck Before You Click Anything
Before you start clicking “new deck,” take five minutes to plan. Trust me, you’ll save yourself headaches later.
Ask yourself: - Who is this deck for? (One client? A segment? Internal team?) - What’s the main outcome you want? (Book a meeting? Answer common objections?) - What key pieces—case studies, pricing, product sheets—do you actually need?
Pro tip: Don’t try to cram everything in. The best decks are focused. You can always create specialized decks for different prospects later.
Step 3: Create a New Deck
Alright, let’s get your hands dirty.
- Click “Create Deck” (usually a big button somewhere on your Flipdeck dashboard).
- Name your deck. Make it specific—“2024 Q2 Healthcare Pitch” beats “Sales Deck 1.” Your future self will thank you.
- Add a description. This is optional, but helps if you or your team build lots of decks.
- Choose privacy settings. Decide if this deck is just for you, your team, or public. (If you’re not sure, keep it private for now.)
That’s it. Deck created. Now you’ve got an empty vessel ready for cards.
Step 4: Build or Add Cards for Your Deck
Cards are the building blocks of Flipdeck. Each card is a piece of content—think of them as digital index cards holding your best sales material.
You’ve got two options:
1. Use Existing Cards
- Check your organization's card library.
- Drag and drop (or click “Add”) any cards you want in your new deck.
- Reorder as needed—Flipdeck usually lets you drag to rearrange.
What works:
If your company’s already set up a good card library, this is fast and easy.
What doesn’t:
If the card library is a mess (outdated stuff, duplicates), you’ll waste time sifting. Don’t be afraid to flag bad cards for cleanup.
2. Create New Cards
- Click “New Card” or the plus (+) button.
- Choose a card type: text, link, file upload, video, etc.
- Fill in the fields. Give each card a clear, short title (e.g., “2024 Product Overview,” not “PDF-1234”).
- Attach your file, link, or info.
- Add a description or talking points if needed.
- Hit save.
Pro tip:
Don’t overthink the design. The point is quick access and clarity, not fancy visuals.
What to ignore:
If Flipdeck asks for a bunch of “optional” metadata fields, skip them unless you know your team actually uses those for search or reporting.
Step 5: Organize Your Deck
Once you’ve got your cards in the deck, take a minute to order them in a way that tells a story.
- Drag cards to reorder. Start with “what this is,” move to “why it matters,” then close with proof or next steps.
- Remove any cards that don’t serve a clear purpose.
- Group similar content if Flipdeck supports sections or categories.
Pro tip:
Put your most important card first. Most people won’t scroll through everything, so lead with your best shot.
Step 6: Share (or Don’t)
When you’re happy with your deck, it’s time to share—or keep it private if you’re still tweaking.
Sharing options usually include:
- Copy a link to send via email, chat, or CRM.
- Invite team members to view or edit.
- Export (if Flipdeck supports it) as a PDF or static file.
What works:
Sending a Flipdeck link is clean and lets you update content later without resending.
What doesn’t:
If your audience hates clicking links or your client’s IT blocks cloud tools, you may need to export or screenshot the deck. Don’t overthink it—do what works for your buyer, not what’s fanciest.
Step 7: Tweak, Iterate, and Don’t Stress
Your first deck probably won’t be perfect—and that’s fine. The beauty of Flipdeck is you can update cards in one place and instantly improve every deck that uses them.
- Watch what gets used. If nobody ever clicks the case study card, maybe it’s not helping.
- Update cards as your product or pitch changes.
- Archive or delete decks that get stale.
Pro tip:
Don’t try to build the “ultimate” deck on your first try. Get something good enough, use it, and improve as you go. Sales is messy—your deck should make things easier, not harder.
Final Thoughts
Flipdeck can save you time and help you look more organized—if you keep it simple and actually use it. Don’t sink hours into making things “perfect.” Focus on clear, up-to-date cards, and build decks that suit real conversations. The best decks are the ones you update often and use with confidence. Start small, see what works, and tweak as you go. That’s how you win.