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Read our best-practice tips and advice

How to McDonald-ize your B2B demo videos

11/3/2025

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An assembly line of TVs showing marketing videosGreat photo by Grok.
​We love continuous process improvement here at Copel Communications! 
 
In this article, cash in on all the tweaking and optimizing we’ve been doing, literally for years, with different clients of ours, to make things as efficient and repeatable as possible. 
 
Today, we’re going to talk about B2B “demo” videos. Does your company ever make these? We’re talking about those “watch this screen and see what happens” kinds of explainers which also, of course, sell.
 
So it could be a product demo. A software demo. A service. A SaaS platform. A training session. There are tons of these. They are common. And chances are, if you need to make one of these, you probably need to make a ton of these. 
 
And this is where optimized efficiency—that “Big Mac-ifying” of the process—really comes into play. 
 
In this article, we’ll describe (in broad strokes, with the details purposely blurred) how we do this for a couple of clients of ours. Pay attention: We guarantee that there are elements of this process, perhaps many elements, that apply to your situation. And the more that apply, the more you can benefit. 
 
The challenge at hand
 
As we’d stated above, we’re going to anonymize these specific client assignments. But you’ll get enough detail to follow the process, and recognize opportunities to improve your own workflows. 
 
In the first example, this client of ours will do a screen-sharing demo of the prototype of a use-case solution they create for their clients. And they do lots of these. The big opportunity here: If you could anonymize these brilliant solutions, and pare them down into, say, little two-minute stories, you’d have marketing gold. You could use them to quickly populate, say, a dedicated playlist on your YouTube channel. You could use that to show to prospective clients, who stand to be awed, once you hit the critical mass of sheer videos posted to that playlist. Not to mention your ability to feed the voracious appetite of the SEO algorithms and web crawlers of YouTube, Google, and so on. It’s one big virtuous snowball. 
 
Turning those client demos into marketing videos, incidentally, was not as obvious a choice as you might think. You’re starting with a lot of sensitive material. You need to see the bigger marketing picture, strategically… and be able to literally blur the lines of sensitive information, tactically, once it comes time to execute. 
 
So. This client does more than have one of their reps conduct (and record, via Zoom) the client demo of each new prototype. The prototype itself is based on a use-case that was presented/sold to their client beforehand, in order to get the green-light to make the prototype. Follow? 
 
Between the raw footage of the demo Zoom call and that original use-case PDF, we’d almost have everything we need to script the video. But not quite. So here, after lots of back-and-forth and tweaking with the client, the third of our three pieces of input evolved. In this case, it’s a super basic Excel sheet. In one column, it lists the timecode of the demo video; in the column beside that, there’s a quick description of what is happening on screen at that time. 
 
Example: “00:32 – 00:41  User logs into platform, using two-factor authentication with an emailed six-digit code.” 
 
Someone on the client side makes that little Excel, typically only about ten rows deep, for us. It takes them about 30 minutes. 
 
And that’s all we need! From there, knowing this client well, we can pen the video script using a basic three-act structure: 

  • Act One: The problem which this demo will address 
  • Act Two: The demo of the prototype, showing it in action 
  • Act Three: The call-to-action (“Book your initial consultation today!”) 
 
Even easier
 
As you can clearly see, the big lift, for the client, in the scenario above, is to create that little Excel sheet for us. But more recently, we’ve started making videos, for a different client, with no Excel required. 
 
That’s because, for the cool things that this client is creating (we can’t share details, sorry), they already create three PDFs which are not only goldmines for us, but they’re also all we require to start scripting. The three PDFs, broadly speaking, are: 

  • The output deliverable, shown in a graphical format 
  • The metrics by which the first deliverable is measured 
  • A “heat map” comparing the first PDF to the second one
 
These PDFs are so detailed that we’ve been able to write video scripts from them, using their details as the visuals, with the simple addition of a basic voice-over. So there will be shots such as “Zoom in ultra-tight on the detailed box at the lower right of Page 3, and pan across the different functions listed in its flow chart.”
 
In other words, no “lift” from the client at all! It reminds us of Craisins. 
 
Huh? 
 
You know Craisins. Those “dried cranberries” originally created by Ocean Spray. While making cranberry juice, they would throw out all of the skins of the actual cranberries used. Until someone got the great idea of drying the skins and adding sugar to them, and coming up with a clever portmanteau name like “Craisin,” which implies “cranberry + raisin.” 
 
(Read our article about portmanteau names and how you can profit from them.) 
 
Think about that: All those cranberry skins were not being used. Today, they’re a massive source of newfound revenue. 
 
Ditto for the three abovementioned PDFs. They were used to create a client deliverable, and then effectively shelved. 
 
Today, they’re the basis of a “found money” marketing effort. With very little effort!
 
Need help “McDonald-izing” some of your existing deliverables and processes into efficient marketing gold? Contact us. We’d be delighted to help! 

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You’ll never believe the best way to tease your webinars!

10/1/2025

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Astonished businessman looking up from his newspaperPriceless photo by Grok.
​There’s a hint in the headline to this article. Read it again. 
 
We’ll circle back to it in a minute. But the topic is important: You want to fill that room for your upcoming webinar! Otherwise, all of that prep work is for naught. 
 
Here, we’ll give you some pointers, based on actual client experiences, to help you boost your odds. 
 
To webinar or not to webinar
 
This entire article, and the recommendations herein, predicate on some pretty big assumptions: 
 
1) You think a webinar is an optimal marketing tactic for your business, and 
 
2) You’ve done a stellar job creating the presentation you’ll deliver during the webinar itself. 
 
Those are huge assumptions. 
 
A webinar is, as we’d noted above, a big commitment. They’re hard to do. It’s much easier, say, to be a guest on someone else’s well-established podcast (we have an article on that topic, too), but that isn’t necessarily easy to get, either. 
 
To have a successful webinar—and by “successful,” we mean “one that brings in prospects and leads to future business-generating conversations with them individually”—you need to choose a ripe topic that will attract your desired audience. You need to craft a really great presentation for them. You need to hone it and rehearse it. You need to publicize the event before it happens, in order to “fill the room.” You need to manage attendee lists and email sequencing thereto. You need to nail the presentation when you do it live. And you need to crush the follow-up, because that’s the impetus for the entire webinar in the first place: building new business. 
 
Phew. 
 
If that checklist sounds daunting, good. It should. But the upside can well be worth it; we’ve helped numerous clients with webinars that they’ve used to build business. 
 
While we’ve worked on various facets of webinar development and production, we’d like to focus on just one aspect here. It’s the “teaser” that we’d teased in the headline. 
 
Building unbearable suspense
 
Marketing a webinar is like marketing a Hollywood movie that’s slated for theatrical release: It’s all about driving the maximum traffic for one specific date. For a movie studio, it’s opening weekend. For you, it’s your webinar date and time. 
 
So your marketing—let’s say, your social ads—for this webinar is exactly like what you see—say, on TV—for a movie. You may not have noticed this, but you’ll almost never see a TV commercial for a movie that’s already opened. That window has closed. Ditto for your webinar. 
 
So you can learn—and borrow a page—from Hollywood here. Think about a movie ad or a trailer: It gives you glimpses of the very best moments of the movie. Because the (untrue) assumption you have, as a viewer, is that the rest of the movie will be that good. But it isn’t. It never is. It can’t be. 
 
Still, you can tease snippets and factoids from your webinar, since you already know all of its content, and can gauge, pretty easily, what you think are some of its juiciest tidbits. 
 
And here’s the last bit of inspiration we’ll give you. It’s the one we’d teased in the headline of this article. And it’s one you’ve seen in several places. Here’s one: 
 
You’ve seen it on the TV news. Just as they’re about to head into a commercial. They’ll never tell you, for example: 
 
“The U.S. Olympic committee just chose Los Angeles as its next host city! We’ll give you all the details after the break.” 
 
That never happens! You know that. It’s always something more like this: 
 
“The U.S. Olympic committee just chose its next host city, and you won’t believe where it is! Get all the details after the break.” 
 
It’s a teaser. Reading about it, here, makes you groan, but you’ve got to admit that it’s effective. 
 
And here’s the lowest form of teaser, but we still love them, in a perverse way; and it’s what inspired our headline for this article: 
 
Clickbait! 
 
Yep, all of those “stories” you’ll see at the bottom of a news article’s page, with headlines like “You won’t believe how so-and-so looks today” or “My jaw dropped when I saw her dress” or whatever. 
 
Now look at your webinar content. Think of what, in it, is exciting. And then tease the heck out of it.
 
Need help with a webinar challenge, or any other marketing challenge? Contact us. We’d be delighted to help. 

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We made a Gantt chart in Word! (And so can you)

9/16/2025

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Businesswoman creating a Gantt chart at her computerGreat photo by Grok.
Here at Copel Communications, we recently helped a client of ours to plan, execute, and roll out a new product. It was a big initiative, spanning several months. 
 
Our client, not surprisingly or unreasonably, asked us to craft the rollout plan, along with a Gantt Chart so they could easily visualize the process. 
 
You know what a Gantt Chart is, right? It was invented by an early 20th century management consultant named Henry Chart. 
 
Okay, we couldn’t resist that one. It was Henry L. Gantt. And the chart—you’ve seen tons of them—is made up of little colored horizontal bars that “move forward” over time, showing what gets done and when. 
 
It’s basically a matrix. For ours, the vertical columns represented months, going forward in time from left-to-right. 
 
And the horizontal rows represented the different activity streams of this project. Some would, say, start in August and run through October. Others wouldn’t start until November, but would run for six months. And so on. 
 
Confession: We are not Excel mavens here at Copel Communications. If you are, we salute you! But you might still pick up a tidbit or two from this article. 
 
List, then draw
 
The plan/execute/rollout initiative was, as we’d mentioned, very detailed. Indeed, the way for us to even wrap our minds around it was doing it as an outline.
 
And that’s how we proceeded. 
 
It went something like this: 
 
Step One: Write up the highest-level bullet points of the outline. Things like “Come up with product ideas.” “Develop the best idea.” “Create marketing materials.” And so on. 
 
Step Two: Populate the sub-bullets of each. So bullets such as “Create marketing materials” would include sub-bullets such as: 

  • Write blogs 
  • Create an email sequence 
  • Develop social posts 
 
And then there would be sub-sub-bullets. In the above example, “Develop social posts” would include sub-sub-bullets such as: 

  • LinkedIn
  • Facebook
  • Instagram 
  • X
 
And so on. 
 
Chart your course
 
Even if you’re an Excel maven, that little bit of Word-play can help you. Just use indented bullets for brainstorming; you don’t need any special Word skills to do that. 
 
Here’s the thing: The Gantt chart isn’t as detailed as that outline.
 
It basically just charts out the highest-level bullet points, over time. 
 
There’s probably some built-in Excel (or even PowerPoint) command that will “Gantt-ify” a bullet list; if there is, illuminate us in the comments section. 
 
In the meantime, if you’re living in Word Land, like us, the chart-“drawing” process is actually quite easy: 
 
All you do is create a table in Word. The top row is the months (or days, weeks, whatever). The left-most column lists the titles of the different activity streams (“Come up with product ideas,” “Develop the best idea,” etc.). 
 
And then all you do is fill in the colors for where the two will overlap. If the first month of “Develop social posts” is, say, October, then make that cell a color other than white. And click-to-fill the other cells as needed. 
 
It takes all of about two minutes. 
 
We delivered both of these docs to our client, who was delighted to receive them. First and foremost was the Gantt chart they’d requested: A quick and easy visualization of how the project would play out over time. 
 
And, for added detail, there was a Word doc outline of the project, in which each row of the Gantt chart teed up to a top-level section of the outline. It was perfect. 
 
It may not have been obvious to the client that we “worked in reverse” to make these deliverables, i.e., starting with the outline and then culling from it to make the Gantt chart, but who cares? They were happy, and the process was efficient. 
 
Have a marketing challenge you’d like to address? Or have tips for us on how to make Gantt charting even easier? In either case, we’d love to hear from you! Contact us today. 

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So you want to be a podcast guest… What now?

7/1/2025

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Man and woman chatting on mic in a podcast studioGreat photo by Grok.
​Podcasting has exploded. It’s been around so long now that many people don’t even realize that the word “podcast” has its roots in the word “iPod.” Which doesn’t even exist anymore. 
 
But you’re not interested in etymology. You want to build your business and make more money. Sure, you could create and host your own podcast—quite the lift—or you could essentially ride the coat-tails of someone else who already has a big following, and grab a little bit of that love for yourself. 
 
If only it were that easy. 
 
What are the odds? 
 
The sad reality of today’s podcast landscape (“podscape”?) is that the numbers are driven by popularity. Media exposure, once it gets going, can snowball. But it’s hard to get it going. 
 
We hate to employ this analogy, but it’s useful nonetheless: If you’re some business wonk, how many people will follow you? How many companies will be lining up for paid sponsorships? 
 
Now replace the words “business wonk” with “Kardashian.” 
 
Ouch. 
 
As we’d said, sad reality. 
 
This is not to say that business-related podcasts can’t have influence or big audiences; they can. But before you aim to be a guest on Acquired, for example, set your sights more realistically. You, too, can build momentum and rise up the pecking order. 
 
Who are you? (And who cares?)
 
An easy way to approach the I-want-to-be-a-podcast-guest-to-promote-my-business challenge is to look at it through the eyes of the podcast host. Why would they want you? Why would you help them? If you can definitively answer that question, you’re in good shape. 
 
Some considerations: 

  • Are you a thought leader in your industry? 
 
  • Are you the inventor or creator of some kind of breakthrough product, service, or solution? 
 
  • Are you a published author on your topic of expertise? 
 
  • How many years of experience can you claim? 
 
  • Are you telegenic? 
 
The more of the above boxes you can check, the better. 
 
Money can’t buy happiness
 
It wasn’t long ago that we would advise clients to reach out to attractive podcasts on their own—usually in the form of a note from, say, an underling who would say “Hey! I think my boss would be a great guest for your podcast! Here’s why!” And then that underling would rattle off as many of the bullet points we’d listed above, as possible. 
 
Dirty little secret: No underlings were harmed in the making of that email. They were actually ghost-penned by—you guessed it—Copel Communications. 
 
Looking back, those days were quaint. 
 
As we’d said at the outset, podcasting has exploded. There are well over four million podcasts out there today. Not episodes. But actual podcasts. And the good ones—the ones you want to be on—are overwhelmed by entreaties from wanna-be guests, 24/7. 
 
So what do you do? 
 
There are actually agencies out there, today, which specialize in booking you as a guest on podcasts. No kidding: Google them and you’ll find them. 
 
And you’ll quickly see a pattern, too: 
 
They’ll often offer tiers of service, for, say, booking you on two podcasts per month. Or four, for a higher fee. 
 
But here’s the catch: You can’t simply hire one of these agencies. Throw money at them—it won’t work. Because they need to vet you first.
 
It’s like any talent agent. They can only take your money if they can sell you in the first place.
 
Which brings us back, once again, to all of those bullet points we’d listed above. What do you think those podcast-guest-booking agencies’ applications look like? Yup. Just like our bullet points. 
 
We can’t guarantee that we can get you “signed” by a booking firm. But we can help you burnish your credentials and make an honest assessment of your odds. 
 
Contact us and let’s talk. 

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Trade-show prep made easy

2/3/2025

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Woman in a crowded trade show.Great photo by Juliano Couto.
​We don’t know a company in the world that enjoys the prospect of exhibiting at a trade show. It’s often the epitome of stress. 
 
But you can alleviate a good chunk of it. Hence this article. 
 
Grab the lowest-hanging fruit
 
Sure, you’ll want to promote your presence at the upcoming show. That means creating ads and memes for social sites such as LinkedIn. 
 
But what if that were already done for you? 
 
Duh. It is, in most cases. The hosting company will typically create artwork that you can use for your own purposes. It’s in the “Exhibitor Kit” you got when you signed up, and/or it’s available for download on their website. 
 
These will be pre-created ads that say “Hey [Industry]! [Our company] will be at [Name of Trade Show] in [Location] on [Dates]! Look for us in Booth [Number]!” 
 
Granted, these won’t be stunning. Often, they’re stunningly generic. But they are there and you’re effectively getting them for free (with your paid entrance fee). So download ‘em, populate ‘em, and post ‘em. 
 
And if you belong to multiple LinkedIn groups—you do belong to multiple LinkedIn groups, don’t you?—be sure to post these things in every group you belong to, at regular intervals. 
 
That’s one little bit of pre-trade-show stress reduced. 
 
By the way, be sure to take advantage of all the stuff that the exhibiting venue gives you in advance. Submit all the information about your company to help populate, say, the mobile app that visitors will use to navigate the venue. You certainly don’t want to be left out of that. 
 
Update what you bring
 
Is your booth or stand-up display skin still showing that outdated version of your company’s logo? Or artwork featuring people wearing Covid-era masks? Now’s the time to re-visit those materials, and update them as needed. 
 
This also applies to things like handouts, leaflets, flyers, brochures, and even business cards (you have them ready for that new sales rep you hired, right?). 
 
Note that all of the above-mentioned materials are fairly production-heavy, as in turnaround time. So prioritize those first. Get the input out the door and into the vendors’ hands, allowing ample time for both revisions and delays. 
 
Also consider the promotional items you’ll bring. We had a client who would prioritize what kinds of goodies to give away at their booth based on whether or not they would fit into a carry-on bag, LOL! It’s true. Whatever works for you. 
 
Speaking of updating your materials: You’ll want to tweak your slide deck, for whether you’ll be showing it at your booth, presenting in a conference room, or entertaining prospects in a hospitality suite. Fortunately, unlike those printed materials such as booth skins and brochures, you can update your slide deck with just a few clicks, no vendors or turnaround time required. 
 
This is similar to your website. You do have a big tile on your home page advertising your upcoming presence at the show, don’t you? 
 
Don’t reinvent the wheel
 
Here’s a classic question: “How do we get more prospects to visit our booth and give us their contact info?”
 
It’s a valid question. It’s also one that’s been brainstormed, and answered, a zillion times. So don’t reinvent that wheel. Use the latest iteration of Google, a.k.a. ChatGPT. Simply ask it that exact question. It will effectively search the entire internet, and give you a list of suggestions, from giveaways and contests to customized swag bags. 
 
Speaking of not reinventing the wheel: We had a client employ a little desktop carnival-wheel game, wherein visitors could spin for prizes. Again: Ask ChatGPT: What are some good prizes? Obvious answers are discounts on your services, loss-leader free services, Amazon gift cards, “Spin Again” slots, and so on. 
 
Speaking of Amazon: these little wheels are easily found there. They’re inexpensive. And they’re made of dry-erase/white-board material, so they’re easy to customize—and re-customize, say, when you run out of a certain prize. 
 
And be sure to pre-write the “Congratulations!” emails you’ll be sending to all the prize winners, since you’ll have their email addresses—and will have input them into your CRM. 
 
For the love of QR codes
 
How can you not love QR codes? They apply to almost everything we’d mentioned in this article. Put them on your flyers. On your swag. Business cards. Everywhere. Link them to the most appropriate page on your website—which, in this case, might be a special landing page for trade-show attendees, replete with some kind of promotion/savings for visiting that page (and providing their contact info, booking a call, or other similar call-to-action). 
 
Everything we’d mentioned above is stuff that you can, and should, do well in advance. The sooner you do it, the more pre-show stress you alleviate. 
 
Need help? Contact us. We’d love to pitch in. 

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The easiest marketing videos you’ll ever make

11/1/2024

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Young woman being photographed by a mobile phone.Great photo by Samson Katt.
​Every hear of a “paper edit”? Probably not. 
 
Let’s dive, quickly, into the topic you tuned in for: Making the easiest marketing videos you’ll likely ever make. 
 
It gets better. They’ll also be among the least expensive to produce. 
 
And they’ll also be among the most powerful. 
 
Salivating yet? Let’s get started. 
 
Recycling is good for the planet… and your business
 
A client of ours recently recently pitched a new prospect via a Zoom call. Specifically, they “ran the demo” of the company’s offerings, which included both a PowerPoint slide deck and a demo of specific SaaS (software-as-a-service) offerings. 
 
The call went great. Our client closed the deal. What could be better than that? 
 
How about closing lots of deals? 
 
From the exact same call.
 
You’re smart. You’re already way ahead of us here. Why do we even try to build any suspense? LOL! 
 
The key: Our client recorded the Zoom call. With the prospect’s permission, of course. Important point: the recording did not show the prospect on screen. Only our client, who was presenting. 
 
That recording is worth its weight in gold. It’s a verbatim capture of the best possible sales pitch, with our client hitting it out of the park. 
 
The entire video ran about 20 minutes. 
 
And in it, our client—the one who was running the demo—was making killer point after killer point, with each one nicely illustrated by either a powerful preso slide or quick SaaS demo. 
 
We watched this video, and realized that it was marketing gold, being served to us on a platter. 
 
The paper edit
 
“Paper edit” is an old-school video editing term, which surprisingly isn’t so old-school or even outdated. It’s exactly what we created in this case. And it’s what you can do, too. 
 
(You know you’ve got some good recorded Zoom pitches by now. And if you don’t, you know you’re just itching to record your next one.) 
 
Here’s the task. Take that 20 minutes of raw footage, and convert it into as many little McNugget-sized videos as you can. They should run anywhere from about ten to 30 seconds each. 
 
So you just need to park the video in a window on one side of your screen, and a blank Word doc on the other. Watch the video and look for the organic “start” and “end” points of each little mini-video. Write down the time codes for each. Then come up with a title for that specific mini video. Lather, rinse, repeat, and you’ll have a “paper edit” which you can hand off, along with the big raw-footage file, to your favorite/least-expensive video editor. You will have done the heavy lifting; at this point, your editor simply needs to follow your instructions. 
 
They’ll need to create a master “set of bookends” first: This will be the opening title card, underlying music bed, and tail-end/call-to-action (CTA) title card. Once you approve those, you’re off to the races. Your editor will be able to crank these out like a machine.
 
In our case, the 20 minutes of raw footage yielded more than 20 different short videos. They were so simple to create, that we didn’t even need our usual high-end editor for this assignment. Rather, we handed off the footage and the paper-edit doc to our client’s digital marketing firm; they were able to make these little vids for us—and put them to use, too, since they were able to easily fold them into the account’s digital marketing strategy. 
 
Sure, we continue to make slick, highly-produced videos for this same client. But they’re more expensive and less frequent. These little videos are awesome for keeping the world informed and teased, while easily building up your social presence on platforms like LinkedIn, simultaneously boosting the brand and impressions. 
 
Need help with an assignment like this, or others? Contact us. We’d be delighted to help. 

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When should—and shouldn’t—you respond to that RFP?

10/1/2024

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Young businessman celebrating at his laptop in a city settingGreat photo by Andrea Piacquadio.
​RFPs—that is, Requests for Proposals—come in all shapes and sizes. Broadly, there are the ubiquitous ones that populate the world of government services contracting. There are plenty of private-sector RFPs out there, too. 
 
In this article, we’re going to address the tipping point that must inform all of your RFP pursuits: the notorious “go/no-go decision.” We’re looking out for your best interests here, trust us. 
 
All-American competition
 
A little background first. Why would a company (or the government) issue an RFP? The bigger question could be: Why wouldn’t they? 
 
Think about it. If you’re an entity that needs to spend money on services (or products, but we’ll focus on the former here), it’s entirely safe to assume that 1) you want the best possible services at 2) the lowest possible price. And what’s fairer, what’s more American, than level-playing-field competition? 
 
So. You issue an RFP. And you let all these suitors compete against each other. You get exactly what you’d wanted. It’s a beautiful thing. 
 
Or is it? 
 
The race to the bottom
 
Let’s get real jaded, real quick. How well does the government do things, compared to private industry? By and large, not nearly as well. There’s no profit motivation. There’s no “Government 2” that they’re competing against. There’s a baked-in complacency and a literal ability to print more money if they need it. 
 
This shows in their work. Think of all the shoddy government services you’ve had to suffer through—IRS, DMV, U.S. Postal Service, Amtrak, you name it. Think of how many times you’ve said, “If only Amazon were running this!”
 
And the crazy thing is, tons of these shoddy government services are actually provided by private-sector contractors! Why? Because they came in with the lowest bid.
 
We’re over-simplifying here—there are other ways that the government procures things, and even in the private sector, there are SLAs or “service-level agreements” which stipulate a minimum required level of performance—but, as we’d intimated, nice and jaded, RFPs often represent a race to the bottom. Cheapest possible—and just passable. 
 
Now pivot this scenario to your business. Would you want to willingly join in, in this death spiral? 
 
To RFP or not to RFP
 
The upside, for you, of competing on an RFP, is that it’s typically a pretty big contract. And it’s all or nothing. You either win it, or you don’t. And either way, you’re putting in a ton of work. 
 
Hmmm. 
 
This gets to the very core of the go/no-go decision. 
 
We were told, years ago, about an NFL coach who had a plaque in his office. It read: “Winning isn’t everything. It’s the only thing, Coming in second is un-American.”
 
Yowch. Painful. Brutal. But refreshingly similar to your RFP go/no-go decision. 
 
It boils down to this: Only respond if you can, and will, crush it. Partial measures are a total waste of time; expend that energy on other biz-dev. Assess your capabilities and those of your likeliest competitors. Can you crush the competition? If you can almost crush them, what would it take to push you over the top? 
 
Here’s a little anecdote for you. We were recently invited to compete on an RFP for a slate of marketing services. We could see, right away, that it wasn’t a great fit. We knew we could crush a certain part of what this company was requesting, but there were other parts that weren’t our specialty. 
 
We were just about to pass on this one when--hmmm—we learned, through the grapevine, that a few other companies, which we know and have worked with before, were also invited to respond to this exact same RFP. 
 
Know where this is going? Imagine where it went? 
 
Of course. We reached out to those other entities, and said, “Let’s consolidate!” 
 
And that’s exactly what happened. Working with the others, we created a veritable Dream Team… and crushed the RFP. 
 
By the way, there are interesting and creative ways to craft the actual RFP response itself, to help you win it, which go beyond the scope of this article. 
 
We’d love to help you in this realm. Contact us and let’s talk. 

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Why we present without PowerPoint

9/17/2024

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Young man presenting at a whiteboardGreat photo by Mikhail Nilov.
​From time to time, we at Copel Communications are invited to make a presentation, via Zoom, to a business or networking group, to talk about what we do and how we do it. 
 
When the time comes for us to present, the Zoom host invariably asks us, “Would you like control of the screen so you can show your deck?” 
 
Imagine their surprise when we say, “No thanks. No deck.” 
 
So do these presentations, pardon our French, suck? 
 
We don’t think so. The feedback we get afterward generally says otherwise. So what’s our secret sauce? Why do we hate PowerPoint so much? What’s going on here, and, most importantly, how can you benefit from this approach? 
 
We don’t hate PowerPoint
 
That line above (“Why do we hate PowerPoint so much?”) was pure bait. We don’t hate PowerPoint, simply because we shun it for our own presentations. Truth be told, we make a decent chunk of our income here at Copel Communications from writing PowerPoint decks for our clients! 
 
But our business is all about communicating. It’s in our name. And we can communicate this, quite well, thank you very much, without the crutch of a deck of slides. It’s been said that no one wants to hear a sales pitch, but everybody wants to hear a story. So the trick is to frame the pitch as a story. 
 
Have a hook. Use teasers. Sure, we’ll toss in a visual (not a deck), when it’s appropriate, such as the cover a brochure we’d written, or simply a photo of our long-suffering dog, just because. 
 
There are times when PowerPoint is unavoidable. If you’re a CFO presenting sales trends and forecasts to the board, you’ll need those line graphs and bar charts. If you’re presenting on demographic distribution, a scatter plot is de rigueur.
 
But most of the time, if you do opt to use PowerPoint (or Google Slides, or Apple Keynote, or whatever), go for the minimum.
 
Speaking of Apple. Watch any old keynote presentation by Steve Jobs. He used slides. (Trivia: the in-house app which Apple created to make his slide decks is what morphed into the app called, appropriately enough, Keynote.) And those slides are minimal. An entire slide would say something like “Lightest Mobile Phone on the Market.” And that’s it. 
 
Take a page from that playbook. Put the onus on your presenting skills (including writing, practice, and polish). Which segues, quite conveniently, to our next topic: 
 
Cognitive dissonance
 
How many times has this happened to you: You’re sitting through some presenter’s PowerPoint, and they say, “There are three big things our company specializes in.” And at that point, they bring up a slide with four Big Things. And the first three don’t even match what the presenter is describing. 
 
So you’re forced to decide, on the spot: Which is more important? What I’m hearing? Or what I’m seeing? Because you can’t really do both at once, unless they’re verbatim. 
 
Meaning, you either 1) ignore the text that’s staring at you on the slide, and close your eyes, shifting your attention to your ears to listen to the presenter, or 2) you cover your ears (or mute your speaker) and read what’s on the slide, effectively ignoring the presenter. 
 
Gee. 
 
This, to us, is the all-too-common hallmark of PowerPoint sloppiness. If you’re going to show your audience Three Big Points, then have them match, on screen, what you’re saying, aloud. 
 
Even better: Have each bullet appear when you mention it. Don’t bring all three up on screen at once; when you do that, people don’t know whether or not to read ahead. You’ve already lost them. 
 
It sounds simplistic—heck, it is simplistic—but have your audience “follow the bouncing ball,” like a sing-along video. We think that many presenters are afraid to do just that, because it seems like it’s dumbing-down or pandering. But nothing could be further from the truth. It’s respectful of your audience. And it makes your points drive home. Where they belong. 
 
Our favorite quote from Jeff Bezos, who never allowed slide decks in his “six-page memo” executive meetings: “PowerPoint is easy for the presenter. But hard for the audience.”
 
To recap: You can, and should, use PowerPoint, when it’s appropriate to do so. But use it sparingly. And if you can avoid it—if you can captivate your audience without it—by all means, do so. 
 
Need help with that next presentation, regardless of modality? Contact us. We’d be delighted to help! 

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How do you pitch your business in six minutes?

8/20/2024

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Happy woman presenting at whiteboardGreat photo by ThisIsEngineering
​Everyone’s heard of the 30-second elevator speech. But sometimes, it’s a much taller building. 
 
We were recently asked—and this will happen to you, too, soon, if it hasn’t already, so brace yourself—to present our pitch before a business group, with a six-minute time allotment. 
 
Quick: How do you present your business, to a target-rich environment like that, in six minutes? 
 
Follow-on question: How do you carve up those six minutes? Do you spend all of them, well, presenting? 
 
Audience first
 
If you’ve read any articles from us here at Copel Communications, you’ll know that we take a near-religious approach to taking a customer-back approach to everything we do. Start with the customer. What do they want and/or need? Then work back from there, i.e., “customer-back” approach. 
 
Same thing applies for your six-minute preso slot. Know who’s in that audience, in advance. Do your homework. Are they like-minded businesspeople in a similar or adjacent vertical? Or—as was the case for us—are they perhaps members of a networking group, looking to lubricate the two-way process of referrals? 
 
Get your best possible grasp on who they are. What they need. How many will be in the room. The type of room: real or virtual. How much time will there be for Q&A? Is that baked into the six-minutes? Or is it additional? And if so, how much? 
 
Rule of thumb: The more annoying you can be with preliminary questions like these, the more you’ll succeed. 
 
Working backward
 
So. We were going to be facing a business networking group—a common venue. What kinds of businesses? All kinds, with the distinction that they, like us, all operated in the B2B space. 
 
How did they differ from us? 
 
Oooh. That’s a good question you should ask yourself. In other words, how can you differentiate yourself and your offerings? That’s how you’ll cut through the clutter, make your presentation interesting and engaging, and increase your odds of successful business development. 
 
For us, fortunately, the answer to the “how do they differ” question was easy. While we toil in marketing, and many of the others in the audience either do, too, or certainly have exposure to it, we were unique in that our background is 100-percent based in creative services. So that made for a neat way in. 
 
Outline, outline, outline
 
Turns out, for us, the six-minute allotment included the time for the Q&A. That’s a huge detail. So our outline went something like this: 

  • Quick personal background. Knowing we were unique, among this crowd, to have worked in creative services, we were able to do some cool “show and tell” with pencil sketches, layouts, and stories. 
 
  • Add credibility. You can—and should—do this, too. Don’t be obnoxious, and don’t belabor it, but don’t miss this opportunity. For example, we’ve served as a judge of the Clio Awards. Even from the beginning, our earliest clients included big names such as Warner Bros. and Taco Bell. 
 
  • Who we serve. This, you shouldn’t be shocked, was custom-tailored to the audience and their clientele, too. The point here isn’t to be academic. It’s to build business. 
 
  • Teaser on how we work. We have a unique—and, frankly, cool—methodology here at Copel Communications. So we quickly walked through this, as if each audience member were a new client of ours. We went slow. Wanted each cool point to sink in. Get them excited about the process and its possibilities for them.
 
  • A referral “in.” Since we were fishing for referrals here, we prepared a list of “Questions you can ask your clients,” the answers to which would likely steer them our way. 
 
  • Q&A. Given our six-minute total, we allotted about 2.5 minutes to this—with the obvious invitation for subsequent one-on-one’s with whomever wanted/needed more time. 
 
Close, close, close
 
Odds are, your business doesn’t do anything like what we do here at Copel Communications. Yet we’ll bet that that outline above is easily 90-percent useful to you. Some things are just universal. 
 
A speaking opportunity like this, is just that: An opportunity. Seize it. Work the room. Book meetings and calls. Send follow-up emails. 
 
Need help prepping for a six-minute presentation, or other similar opportunity? Contact us. We help our clients with challenges like these all the time. 

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Can you write a good “next steps” email? (And how much is that worth?)

8/1/2024

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Young woman in a one-on-one business meeting.Great photo by Alexander Suhorucov.
​We recently had a client dump a whole bunch of input on us, as part of a larger marketing project we were helping them with. This data dump, incidentally, was incomplete. They gave us links to videos, and slide decks, and web pages, and Word docs… yet when we cross-checked the lists of stuff we were supposed to receive vs. the stuff we actually received, we found gaps. Plus there was stuff—input—that we flat-out didn’t understand. Was it even relevant? Were we missing something? 
 
Clearly, a big team meeting was needed. But our preliminary order of business was simply wrangling all of the input—and making sure that the checklists indeed teed up with requirements of the final deliverable. 
 
This was not easy. 
 
So. Where are we going with this? And how does this help answer the perennial question of “How will this help me make more money?”
 
Seeing the bigger picture
 
Sure, we’d needed to book, organize, and run, a meeting. And the clock was ticking. This, incidentally, gets to the answer to the italicized question we’d posed above. 
 
Time is money. And when you multiply the number of people in the room by what they’re worth, on an hourly basis, the stakes go up real high, real fast. 
 
So this is about more than just booking a meeting. There are bigger takeaways than that. 
 
This is about bringing different people together in service of a larger—and more profitable—goal. And it’s, frankly, about sweating a ton of details in advance. 
 
Chop, chop
 
Know what we ended up creating from all this mess? A “next steps” email to the team we were working with. 
 
Think about that. How many times have you had to compose a “next steps” email? It’s hard.
 
We had to lay out: 

  • What we’d received from the client. 
 
  • What we still needed from the client. 
 
  • What we’d received but didn’t understand or couldn’t make sense of. 
 
  • The constraints for the project established by our client’s client—and how all of the above aligned (or didn’t) therewith. 
 
  • The goals of the proposed working session. 
 
  • A brief overview of that working session’s agenda. 
 
We still have the email we’d sent to our client. It’s just 397 words long. And yet it took us an hour to write. 
 
Yup. 
 
We can’t share it here—it’s confidential—but we’ll bet you could read the thing in under two minutes. 
 
And that was the intention. And that was why it was so hard to compose.
 
Important point: Every recipient and cc on this email is very busy. We had to make our case, be ultra clear, and close with a specific call-to-action (“Shall we send you slots for a meeting?”). 
 
This email took us an hour to write because the initial draft was about double the length of the final one. We sweated the details. We moved paragraphs. We moved sentences within paragraphs. And we cut, cut, cut, as much as we could. 
 
Speed reading
 
Honestly: Do you think that any of our client-recipients of this email would have guessed that it took us an hour to write this two-minute read? Of course not. They never gave it a thought. 
 
We didn’t want them to give it a thought. But we needed to get stuff done, quickly, succinctly, and efficiently, and this much-sweated-over email was the best way to do it. 
 
And think of this: What kinds of replies did this email elicit? Were they equally-well-thought-out, carefully-considered-and-organized responses? 
 
Of course not! They were more like “Good idea; how’s Wednesday?”
 
Were we upset by this? Did we feel slighted or unappreciated? Nope. We beamed. Mission accomplished.
 
Because when you fast-forward this story, 1) all of the missing input magically appeared, prior to the meeting, 2) all of the related gaps were filled, and 3) the meeting itself went swimmingly—a full-court press in which seemingly impossible goals were surmounted in a shockingly short timeframe. 
 
And, frankly, none of it would have happened without the “next steps” email.
 
Now do you see the broader lesson here? 
 
People routinely dash off emails with nary a thought. But sometimes, when the situation calls for it, you’ve got to hunker down and really figure out the tactics of where you’re headed, and do the hard work of putting that into something that can be read at 10x the speed it took to write.
 
Need help getting all of these “tactical marketing ducks” in a row, whether via email or not? Contact us. We’d be delighted to help. 

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