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How to Track Activity on Your Pitch Deck?

Izabela Raczyńska · October 7, 2024

When you share your pitch deck with potential investors or clients, you need more than just hope that it gets seen. Understanding how it’s being viewed and interacted with is crucial for refining your pitch and maximizing its impact. Tracking your pitch deck’s performance can reveal who's interested, which sections resonate the most, and where you may need to improve. Without these insights, you're essentially operating in the dark.

That’s where Doksly comes in. Doksly provides a secure platform for sharing pitch decks, combined with advanced analytics that give you real-time data on viewer engagement.
Whether you’re preparing for a VC meeting or aiming to close a fundraising round, Doksly delivers the insights you need to take control of your follow-up strategy.

Follow this step-by-step guide to learn how to track activity on your pitch deck with Doksly.

Step-by-Step Guide to Tracking Your Pitch Deck with Doksly

Step one: Create Your Doksly Account

Start by creating an account on Doksly. Just sign up, and you’ll be ready to track every aspect of your pitch deck’s performance. The free plan is perfect for getting started, with no long-term commitment required.

Step two: Upload Your Pitch Deck

Once your account is set up, it’s time to upload your pitch deck. Simply select your file from your device and Doksly will prepare it for tracking. This ensures that every slide is optimized for detailed analysis, whether you're sharing with potential investors or VCs.

Step three: Generate a Shareable Link

Next, generate a shareable link for your pitch deck. You can customize the link by adding a name and setting download permissions. By default, your link will be visible, but you have full control – you can disable access anytime, even if someone already has the link.

Step four: Share Your Pitch Deck Securely

Distribute your shareable link to potential investors or clients. The link directs them to Doksly’s secure viewer, where they can easily browse through your pitch deck. No downloads are required, ensuring that your presentation is always viewed in a professional and protected environment.

Step five: Monitor Viewer Engagement in Real-Time

Use Doksly’s analytics dashboard to track how viewers engage with your pitch deck. Key metrics like the number of views, time spent on each slide, and viewer location, and the type of device used provide a comprehensive look at your deck’s performance. You’ll also be able to see if viewers clicked on any internal links, such as those leading to your website. These insights are critical for understanding your audience’s level of interest and identifying the sections of your pitch that resonate the most—or where improvements are needed.

Step six: Analyze the Data

As the engagement data comes in, Doksly allows you to dive deep into the metrics. You’ll see how much time viewers spent on each section, the number of views, and even the geographical location of the viewer. By leveraging these data points, you can adjust your follow-up strategy to address areas of interest or concern, making every interaction more effective.

Step seven: Take Action

With detailed insights in hand, you can act strategically. If someone hasn’t opened the deck, follow up with a reminder. If they spent time on specific slides, use that knowledge to refine your next conversation or presentation. Doksly’s data enables you to approach every pitch with precision and confidence. Tailor your communications based on real-time pitch deck analytics and make informed decisions to optimize your future presentations.

Why Choose Doksly for Tracking Pitch Decks?

1. Enhanced Security and Access Control

Doksly ensures that your pitch deck remains secure. You control who can view or download the deck, and you can disable the link at any time. This means you maintain complete control over your content, ensuring that your sensitive data stays protected. Doksly is one of the best tools for securely sharing a pitch deck while giving you total control over visibility and access.

2. Detailed Analytics for Smarter Decisions

Doksly provides advanced pitch deck analytics that go beyond simple view counts. With insights into time spent on each slide and link clicks, you’ll know exactly how your audience engages with your pitch. This allows for more informed decision-making and better follow-up strategies, making Doksly an essential tool for tracking pitch deck performance.

3. Professional Presentation of Your Deck

Your pitch deck is presented through Doksly’s secure viewer, offering a professional, streamlined experience for your audience. This ensures that your content is displayed exactly as intended, leaving a lasting impression without the hassle of attachments or downloads.

4. Easy to Use, Powerful Results

With Doksly, you don’t need technical expertise to start tracking your pitch deck. The platform is designed for simplicity, making it easy to set up and use while providing powerful insights that can transform your pitch.

Conclusion: Track Your Pitch Deck with Precision

Tracking the activity on your pitch deck is essential for refining your message and improving your chances of success. Doksly provides the tools you need to monitor viewer engagement, analyze performance, and take targeted action. Whether you’re preparing for fundraising or pitching to a VC, using real-time data helps you refine your pitch, focus on what resonates most, and make every interaction count.

Don’t leave your pitch deck’s success to chance. Start tracking with Doksly today and use the power of data to take your pitching strategy to the next level.

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