If you’re responsible for building pricing decks, sales pitches, or client-facing ROI stories, you’ve probably run into Leveragepoint. It’s a platform for building and sharing value propositions. The problem: getting those value props out of Leveragepoint and into a format your clients will actually understand (and that won’t embarrass you in a meeting) isn’t always straightforward. This guide is for anyone who needs to export value props from Leveragepoint—quickly, cleanly, and without losing your sanity.
Step 1: Start With the Right Value Proposition
Before you think about exporting, double-check you’re working with the right value proposition. Sounds obvious, but it’s easy to grab an outdated version or the wrong scenario if you’re in a hurry.
- Make sure it’s finalized. Exporting a work-in-progress just means more editing later.
- Check the audience. Is this for finance, technical buyers, or executives? You may want to tweak language or assumptions before exporting.
- Look for errors. Typos, outdated numbers, or placeholder text will haunt you if they make it into a client deck.
Pro tip: Leveragepoint sometimes keeps old versions hanging around. If in doubt, use the “Preview” or “Simulation” mode to double-check what’s going to show up in your export.
Step 2: Choose Your Export Format Wisely
Leveragepoint gives you a few ways to export value props. Not all of them are useful for client presentations. Here’s the real-world rundown:
- PDF Export: Easiest, but not editable. Good for quick sharing or when you don’t want anyone making tweaks.
- PowerPoint Export (PPTX): Usually the best bet for client presentations. Editable, looks familiar to most people, and you can drop slides into your own deck.
- Excel Export: Useful if your client likes to dig into the numbers. This isn’t presentation-ready, but handy for financial types who want to play with assumptions.
What to skip: HTML or direct web links are fine for internal reviews, but risky for client meetings. You have less control over formatting, and you’re at the mercy of your client’s browser or device.
Step 3: Export Your Value Proposition
Here’s the step-by-step for getting your value prop out of Leveragepoint:
- Open your value proposition. Navigate to the right scenario/version.
- Find the export button. Usually at the top right of the screen—look for “Export” or a download icon.
- Pick your format. Choose PowerPoint or PDF, depending on what you need.
- Customize export options. Some versions of Leveragepoint let you pick which slides, sections, or data to include. If you can, strip out anything you don’t want clients to see (internal notes, extra tabs, etc.).
- Export and download. The system will generate your file. Download it to your computer.
Heads up: Sometimes exports take a minute. If you’re exporting a big or complex value prop, be patient. If it hangs or fails, try a different browser or clear your cache. Occasionally, you’ll need to refresh and try again—Leveragepoint isn’t immune to bugs.
Step 4: Clean Up the Export (Don’t Skip This)
This is where a lot of people trip up. The export from Leveragepoint is rarely “client-ready” out of the box. Here’s what you’ll need to check:
- Formatting issues: Slides often look different in PowerPoint than they did in Leveragepoint. Fonts, colors, or logos may be off.
- Remove boilerplate: Delete any default text, slide footers, or “Powered by Leveragepoint” branding (unless your company prefers to keep it in).
- Tidy up charts: Sometimes, charts and tables get weirdly sized or cropped. Fix these so they’re readable.
- Check for confidential info: Make sure internal-only notes, cost breakdowns, or sensitive assumptions aren’t visible.
- Edit for clarity: Rewrite jargon or overly technical language. If you have to explain every slide, it’s not doing its job.
Pro tip: If you’re merging slides into an existing client deck, make sure fonts and color schemes match. Nothing says “we exported this in five minutes” like mismatched slides.
Step 5: Test Your Export With a Dry Run
Before you send anything to a client, open your exported file on the device you’ll actually use in the meeting. You’d be surprised how often fonts, images, or charts go haywire when switching machines or software versions.
- Open on another computer. Especially if you’re using a Mac and your client has a PC (or vice versa).
- Run through the slides. Make sure animations, builds, and transitions work as expected.
- Check for missing data. Sometimes, exported charts lose data labels or axis titles—easy to miss if you’re in a rush.
If something looks off: Go back and fix it. Don’t assume the client “won’t notice.” They will.
Step 6: Share Securely (and Track What Happens)
Once your export looks good, it’s time to share. A few tips:
- PDFs: Send as attachments or via secure file sharing. PDFs are hard to edit, so they’re safest for formal proposals.
- PowerPoints: If you’re worried about edits, use “Export as PDF” to lock things down. If you want the client to tweak, send the PPTX.
- Don’t rely on links. Unless you’re sure your client has (and wants) web access, avoid sending Leveragepoint links. Some companies block unknown domains or get suspicious about cloud docs.
- Track viewing if you can. Some systems let you know when the client opens your file (though Leveragepoint’s tracking is mostly internal). Don’t get creepy about it, but knowing if something was opened can help you time your follow-up.
What Works, What Doesn’t, and What to Ignore
Let’s be real:
- The built-in exports save time, but they’re never as polished as you’d like. Always budget time for cleanup.
- Don’t count on perfect formatting. Even if your Leveragepoint dashboard looks slick, the PowerPoint export will need attention.
- Skip the “one-click and done” mindset. No export tool replaces a human making sure the final product makes sense for your audience.
- Ignore requests to “just send the raw output.” It’s tempting when you’re busy, but raw exports often include stuff you don’t want a client to see.
Final Thoughts: Keep It Simple and Iterate
Exporting value props from Leveragepoint isn’t rocket science, but it does take a little finesse. Don’t overcomplicate it: pick the right version, export to PowerPoint or PDF, clean it up, and double-check your work. The more you do it, the faster you’ll get.
Remember, it’s better to spend five extra minutes fixing an export than to spend hours explaining a messy slide in a client meeting. Keep it simple, iterate as you go, and don’t be afraid to tweak your process until it works for you.