COURSE 5 / VISUAL SLIDE OVERVIEW

From prototype
to first clients.

Browse all 48 illustrated slides. Open a slide in the PDF, or use the resource cards to follow its QR link.

Slide 1: From prototype to first clients01 From prototype to first clientsSlide 2: Build a path from interest to evidence02 Build a path from interest to evidenceSlide 3: What are you actually being asked to do?03 What are you actually being asked to do?Slide 4: Eight required portfolio items04 Eight required portfolio itemsSlide 5: Two assessed parts. Both must pass.05 Two assessed parts. Both must pass.Slide 6: Explain the opportunity and your choice06 Explain the opportunity and your choiceSlide 7: A prototype must let someone do something07 A prototype must let someone do somethingSlide 8: What counts as testing evidence?08 What counts as testing evidence?Slide 9: Make the before-and-after reasoning visible09 Make the before-and-after reasoning visibleSlide 10: Explain your tools and your own contribution10 Explain your tools and your own contributionSlide 11: Your ad should lead somewhere useful11 Your ad should lead somewhere usefulSlide 12: Replace a claim with an observation12 Replace a claim with an observationSlide 13: Find your biggest missing piece13 Find your biggest missing pieceSlide 14: Who needs this enough to respond?14 Who needs this enough to respond?Slide 15: Write your offer in one sentence15 Write your offer in one sentenceSlide 16: Match acquisition to your project16 Match acquisition to your projectSlide 17: Where could the right people be?17 Where could the right people be?Slide 18: A lead needs a reason to be on the list18 A lead needs a reason to be on the listSlide 19: Ask for evidence, not invented contacts19 Ask for evidence, not invented contactsSlide 20: Build five useful starting records20 Build five useful starting recordsSlide 21: Bring back one candidate worth discussing21 Bring back one candidate worth discussingSlide 22: A CRM remembers the relationship22 A CRM remembers the relationshipSlide 23: Choose tools by the job they do23 Choose tools by the job they doSlide 24: Attio: start with a small shared pipeline24 Attio: start with a small shared pipelineSlide 25: Import, review, and move one record25 Import, review, and move one recordSlide 26: HubSpot or folk: choose for your workflow26 HubSpot or folk: choose for your workflowSlide 27: Twenty: explore a customisable CRM27 Twenty: explore a customisable CRMSlide 28: Okra CRM focuses on inbound enquiries28 Okra CRM focuses on inbound enquiriesSlide 29: Demonstrate the complete lead journey29 Demonstrate the complete lead journeySlide 30: Use LEGIT AGENTIC or Ora to find friction30 Use LEGIT AGENTIC or Ora to find frictionSlide 31: Move a record when something actually happens31 Move a record when something actually happensSlide 32: Every active lead needs a next action32 Every active lead needs a next actionSlide 33: Make the list usable by someone else33 Make the list usable by someone elseSlide 34: Give someone a reason to answer34 Give someone a reason to answerSlide 35: Learn about what already happens35 Learn about what already happensSlide 36: Respect the answer, including no36 Respect the answer, including noSlide 37: Write three drafts and review one closely37 Write three drafts and review one closelySlide 38: Connect the advertisement to the next step38 Connect the advertisement to the next stepSlide 39: Check the handoff, not just the button39 Check the handoff, not just the buttonSlide 40: Count each step separately40 Count each step separatelySlide 41: Decide what the evidence would change41 Decide what the evidence would changeSlide 42: Where does this work go?42 Where does this work go?Slide 43: A complete evidence chain43 A complete evidence chainSlide 44: Say what you did and what you learned44 Say what you did and what you learnedSlide 45: What makes a portfolio stronger?45 What makes a portfolio stronger?Slide 46: Can another person follow your evidence?46 Can another person follow your evidence?Slide 47: Resolve these before you submit47 Resolve these before you submitSlide 48: One customer. One question. One action.48 One customer. One question. One action.