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Selling on Flevy: Writing and Optimizing the Document Description

One of the easiest and most impactful ways to increase sales on Flevy is to optimize your listing’s document description.  Follow these 9 best practice principles.

1. Write at least 300 words.

We recommend writing a detailed description that is at least 300 words.  This helps with Search Engine Optimization (SEO) on Google and other search engines.

If you are having issues coming up with 300 or more words, the remaining tips should help.

2. Introduce the core management topic.

Provide a brief introduction about the management topic that relates to your document.  Make sure to clarify why this topic is important to your audience.

For instance, if your document relates to Digital Transformation, this would be an example of content to include your description:

Digital Transformation is being embraced by organizations across most industries, as the role of technology shifts from being a business enabler to a business driver. This has only been accelerated by the COVID-19 global pandemic. Thus, to remain competitive and outcompete in today’s fast paced, digital world, organizations must go digital by formulating a robust Digital Transformation Strategy.

By including an introduction to the topic and clarifying why it’s an important topic, this helps showcase your expertise on and insightful understanding of the subject matter to the customer.

3. Address questions, challenges, issues the customer may have.

The customer is looking at your document listing for a reason.  If you accurately highlight the questions and business needs the customer has, this can help drive the customer towards purchasing your materials.

To understand what questions customers typically have, we can leverage Google.  Search the name of your document in Google and see if it provides a list of questions under “People may ask.”

For instance, here are the results related to “digital transformation strategy:”

Try to address the relevant questions in your description.  This also helps tremendously with SEO, as Google has already done the legwork in identifying questions most pertinent to customers.

4. Specify what is included in the document.

This is very important.  Be clear as to what is included within the document.

If it’s a PowerPoint presentation, include a list of all the topics.  If it’s an Excel workbook, delineate the different worksheets or sections.  If it’s a Word document, include a list of the sections of major headings.

Formatting Tip: If you start a new line with *(asterisk),  (dash), or o (the letter “o”) Flevy will automatically convert them into bullets.  Flevy will also convert -> (2 dashes, greater than sign) into a small arrow icon.

5. Articulate the value proposition.

Why is your document useful?  Clearly explain the value of the document to the customer.

If this document is based on your best practice learnings at reputable organizations (e.g. global consulting firms, Fortune 500 companies, investment banks, funded startups, centers of excellence, etc.), state that, as well.

6. Add document type keywords.

This is another very important best practice related to optimizing for search engines.  Incorporate keywords that capture BOTH:

  1. The document type (e.g. presentation, PPT, PowerPoint, Excel, workbook, spreadsheet, template, form, financial model, business plan, etc.); and
  2. The management topic.

Try to include all variations you can think of.  For instance:

digital transformation PPT
digital transformation presentation
digital transformation strategy framework
...

 

7. Describe the contents of the secondary document (if applicable).

If you have a secondary document, be sure to also include details of that inside your description.

As a reminder, the partial preview on the document listing only shows the primary document.  Therefore, the customer may not even realize there is a supplemental document included with the purchase unless you call it out.

8. Include instructions (if applicable).

If relevant, provide instructions to the customer on how to correctly use your document.

9. Complete your author background and display name.

Your background/bio information is automatically appended after the document description.  You can complete your background and display from the Profile & Settings section of your Flevy account management (click here).

Including a professional background that showcases your experience and credentials establishes yourself as a subject matter expert to the customer.

For your display name, we recommend a firm name (e.g. XYZ Consulting).

 

Do you want us to review your document description?  We would be happy to.  Just send an email to support@flevy.com.

Excel workbook
Accountants, accounting firms, and real estate property owners can all benefit from this cost segregation study (CSS) template. It makes the estimated benefit easy to figure out and has flexible assumptions for high level or detailed segregation analysis. You get a summary of cost [read more]

Do You Want to Implement Business Best Practices?

You can download in-depth presentations on 100s of management topics from the FlevyPro Library. FlevyPro is trusted and utilized by 1000s of management consultants and corporate executives.

For even more best practices available on Flevy, have a look at our top 100 lists:

These best practices are of the same as those leveraged by top-tier management consulting firms, like McKinsey, BCG, Bain, and Accenture. Improve the growth and efficiency of your organization by utilizing these best practice frameworks, templates, and tools. Most were developed by seasoned executives and consultants with over 20+ years of experience.

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About Flevy

Flevy (http://flevy.com) is the leading provider of premium business documents (such as business frameworks, financial models, and presentation templates). Our documents are of the same caliber as those used and produced by top tier consulting firms, like McKinsey, Bain, Accenture, BCG, and Deloitte. Most documents were developed by seasoned executives and consultants with 20+ years of experience. Improve the growth and efficiency of your organization by leveraging Flevy's library of business frameworks and analysis tools. Scroll down a bit further on this page to download some of our free business training guides.




Complimentary Business Training Guides


Many companies develop robust strategies, but struggle with operationalizing their strategies into implementable steps. This presentation from flevy introduces 12 powerful business frameworks spanning both Strategy Development and Strategy Execution. [Learn more]

  This 48-page whitepaper, authored by consultancy Envisioning, provides the frameworks, tools, and insights needed to manage serious Change—under the backdrop of the business lifecycle. These lifecycle stages are each marked by distinct attributes, challenges, and behaviors. [Learn more]

We've developed a very comprehensive collection of Strategy & Transformation PowerPoint templates for you to use in your own business presentations, spanning topics from Growth Strategy to Brand Development to Innovation to Customer Experience to Strategic Management. [Learn more]

  We have compiled a collection of 10 Lean Six Sigma templates (Excel) and Operational Excellence guides (PowerPoint) by a multitude of LSS experts. These tools cover topics including 8 Disciplines (8D), 5 Why's, 7 Wastes, Value Stream Mapping (VSM), and DMAIC. [Learn more]
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The Flevy Business Blog (https://flevy.com/blog) is a leading source of information on business strategies, business theories, and business stories. Most of our articles are authored by management consultants and industry executives with over 20 years of experience.

Flevy (https://flevy.com) is the marketplace for business best practices, such as management frameworks, presentation templates, and financial models. Our best practice documents are of the same caliber as those produced by top-tier consulting firms (like McKinsey, Bain, Accenture, BCG, and Deloitte) and used by Fortune 100 organizations. Learn more about Flevy here.


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