Presentations

Presentations are the core of Onsidian. The platform walks you through a guided presentation with scripts, data entry, and offer calculations built in. Each lead type has its own flow tailored to that product.

Starting a presentation

Open a lead with a scheduled appointment and start the presentation. Choose Training mode to practice without affecting your metrics, or Live for real presentations that count.

During the presentation

Each slide provides a script to guide the conversation and inputs to capture prospect data. A typical flow moves through rapport, fact finding, needs analysis, product options, offer customization, and conclusion.

Use the progress bar to track where you are and jump between completed slides.

After the presentation

The outcome is logged against the lead automatically. Sale details, referrals, and demographic data are all submitted when you finish.

Local storage

Presentations are saved on your device until submitted. You can pause and resume at any time. Clearing your browser data will lose unsaved presentations.