If you’re in sales, marketing, or customer success, you already know the pain: sending out the same old presentations and hoping something sticks. Buyers tune out. You waste time. Flipdeck (flipdeck.html) claims to make this easier, letting you organize and share content in decks you can personalize for each audience. But how do you actually get it right—especially when you’re juggling different buyer personas who care about totally different things?
This guide is for anyone who wants to stop sending cookie-cutter decks and actually connect with buyers (without making it a huge project every time).
Step 1: Figure Out Who Your Personas Really Are
Before you touch Flipdeck, nail down your buyer personas. Sounds obvious, but most people skip it or go too vague.
- Start with real data. Pull info from your CRM, talk to reps, or look at who’s actually buying—not just who you wish was buying.
- Focus on 2-4 key personas. If you try to cover everyone, you’ll water things down. For most companies, that means something like:
- The technical evaluator (cares about integrations, security, specs).
- The budget holder (wants ROI, case studies, cost breakdowns).
- The end user (looks for ease-of-use, support, time-saving features).
- Write down what each persona actually cares about. Not fluff. What questions do they ask? What do they object to?
Pro tip: If you can’t picture a real customer when you read your persona description, it’s too generic.
Step 2: Audit Your Content (And Ruthlessly Cut What Doesn’t Fit)
Flipdeck is only as good as the content you put in it. Dumping in every PDF, case study, and demo video you’ve got will just create a mess.
- Make a master list. Inventory your assets: one-pagers, demos, explainer videos, pricing sheets, testimonials, etc.
- Tag each piece by persona. Ask: Would this persona actually care about this? If not, leave it out for them.
- Ditch outdated or irrelevant stuff. If a case study is five years old or a feature’s been sunsetted, drop it. No one’s impressed by quantity.
- Fill gaps. If you notice you’ve got tons for IT but nothing for the CFO, flag it. It’s better to have three spot-on pieces than twenty generic ones.
What to ignore: Don’t get distracted by making everything look perfect or “on brand” before you start. Focus on substance. You can pretty it up later if it’s working.
Step 3: Build Persona-Focused Flipdeck Cards and Decks
Now, actually get into Flipdeck and start building. Here’s where most people get overwhelmed, so let’s keep it simple.
Cards: The Building Blocks
- One idea or asset per card. Each card should link to a single thing: a video, a PDF, a landing page, whatever.
- Title and description matter. Use plain language. “ROI Cheat Sheet for CFOs” beats “Value Realization Overview.”
- Add thumbnail images only if they help. If it makes it clearer, great. If not, skip it.
Decks: Group Cards by Persona
- Make a deck for each persona. Name it clearly—“For Technical Decision Makers,” not “Spring Campaign.”
- Order cards by what that persona cares about most. Put their burning questions up front. Don’t bury the good stuff.
- Limit decks to 5-7 cards. You’re not sending a novel. The fewer clicks, the better.
Pro tip: If you find yourself duplicating cards across decks, that’s normal. Just make sure the deck as a whole still feels tailored.
Step 4: Personalize Further—But Don’t Overdo It
Once you’ve got persona-based decks, you can go a bit deeper for key deals or high-value prospects. But here’s the honest truth: full-blown customization for every individual is overkill for most sales teams. Focus on small, meaningful tweaks.
- Edit deck intros or notes. Add a personal greeting or a sentence that nods to their company or problem.
- Swap in a case study from their industry. Easy win—just drag in the relevant card.
- Update order or highlight key content. If you know they’re hung up on pricing, put that card first.
What not to bother with: Don’t rewrite every card or record custom videos unless you’re in a high-stakes, late-stage deal. Most buyers won’t notice, and you’ll burn out fast.
Step 5: Share, Track, and Learn—Iterate, Don’t Obsess
Once your decks are ready, share them. Flipdeck gives you trackable links—use them. But don’t get lost in vanity metrics.
- Send decks directly to prospects’ emails or LinkedIn. Make it easy for them to open and browse.
- Watch what gets clicked (and what doesn’t). If your “ROI Cheat Sheet” never gets opened, maybe the CFO doesn’t care as much as you thought.
- Ask for feedback. After a call, ask if the deck answered their questions or what was missing.
- Tweak, don’t rebuild from scratch. Move cards around, swap in better content, or drop what’s not working. It’s all about small, fast changes.
Pro tip: Set a reminder every month or quarter to review your decks. Don’t let them get stale, but don’t make it a weekly chore either.
What Works, What Doesn’t, and What to Ignore
What works: - Persona-focused decks get more engagement than generic ones. - Clear, honest titles and descriptions help buyers find what they need. - Short decks = more opens and higher completion rates.
What doesn’t: - Over-customizing for every prospect (unless it’s a huge deal). - Loading up decks with every asset “just in case.” - Relying on Flipdeck alone to do the selling. Conversations still matter.
What’s not worth your time: - Chasing perfect branding or design for every card. - Tracking every single click obsessively. Look for patterns, not noise. - Trying to make a single deck work for wildly different personas.
Keep It Simple—And Keep Improving
Personalizing Flipdeck presentations for different buyer personas isn’t rocket science, but it does take a little planning. Start small: pick your main personas, trim your content, and build focused decks. Don’t stress about getting it perfect. The key is to make it easy for buyers to find what matters to them, and then tweak as you learn.
It’s not about making every deck a work of art. It’s about making them useful, fast—and letting your prospects know you actually get what they care about.