The "First Impressions Matter" Presentation Touchpoint is delivered through Next Best Actions (NBAs). When BrokerBlocks detects the right moment — such as a new buyer or seller opportunity — it automatically generates an NBA prompting you to review and send the presentation.
Rather than manually selecting leads, most users simply follow these Next Best Actions to ensure presentations are shared at the most impactful time. Your primary focus is to edit and customize the content so it reflects your brand, messaging, and value proposition. Once configured, BrokerBlocks adapts the presentation for each client — saving time while keeping every experience professional, personal, and consistent.
🧭 Getting Started
You'll typically open this presentation from a Next Best Action. To review or edit it ahead of time:
Go to Explore in the main app
Navigate to Prospect Phase → Presentation
Click Explore to open the presentation editor
Note: When editing a Buyer or Seller Presentation touchpoint, open it from a contact that is marked as a Buyer or Seller (respectively). This ensures you are editing the correct corresponding presentation.
💡 Any edits made here apply to all future presentations generated by Next Best Actions.
✏️ Quick Editor
When you open the touchpoint, you'll first see the Quick Editor — a fast way to make light refinements before diving into the full slide editor.
From here you can:
Start with a pre-built personal note template
Make quick text adjustments
Review or update your review links
This step is optional and intended for fast, high-level updates.
🖊️ Editing Your Slides
To fully customize the presentation:
Click Edit → Go to Full Presentation Editor
The full editor opens with a slide list in the right sidebar
Each slide includes two options: Edit to customize content, or Hide to temporarily remove a slide while keeping it available for future use
💡 Tip: Use Edit for personalization and Hide for content that isn't relevant to a specific lead. Use Prev and Next to review the slide flow before sending.
Note: If you simply want to save your edits as the default template, click the home icon in the upper left corner and select "Save and Return to Dashboard"
🧩 Slide-by-Slide Overview
Slide 1 — Company Intro
Upload your company logo
Add your company name and website
Enter a short, impactful headline
💡 Keep it concise — this slide sets the tone for the entire presentation.
Slide 2 — Realtor Note
Auto-filled from the client's opportunity — includes your name, email, and phone
✅ No edits required.
Slide 3 — Commitment
Personalized, one-on-one attention
Commitment to a smooth and efficient experience
Client-focused guidance toward their goals
💡 Align wording with your brand voice if editing.
Slide 4 — Dedication & Expertise
Highlights your expertise, persistence, and market knowledge
Reinforces trust and professionalism
Slide 5 — Communication
Auto-filled from your contact details
✅ No edits required.
Slides 6–7 — Networking & Collaboration
Explains how your team collaborates for client success
✅ Recommended to keep as-is for consistency.
Slides 8–10 — Reviews
Display written or video testimonials
Supports Google, Silo, or custom reviews — one review per slide
BrokerBlocks formats automatically once you paste the URL or content
💡 Mix written and video reviews for stronger social proof.
Slides 11–14 — Services
Home-buying steps, loan types, and client experience highlights
Final Slides — Additional Services & Contact Info
Optional services (staging, consultations, acknowledgements)
Contact Me slide auto-fills your email, phone, website, and office address
✅ No manual edits needed.
💡 Final Tips
Most slides use pre-written, high-performing content. Typically, only a few elements need your personal touch:
Logo
Company name
Headline or callout text
Reviews
Let BrokerBlocks handle the rest — saving time, reducing manual work, and ensuring every presentation feels professional, personalized, and on-brand.
📤 Ready to Send?
Once you've reviewed your edits:
Click Save to apply your changes for future use
Click Continue to review Sending Options and deliver the touchpoint now
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.