Archived: round 1 review from Sept 24, before the run-through with Mike. Slide numbers refer to the original deck.
A review of main-deck slides 4 to 24 against Michael Foley's Presentations that Deliver method (the PTD workbook plus his published approach), ahead of the run-through with Mike on Monday, Sept 28.
The research is the best part of this deck. What Foley will push on is that the audience can't see the three-part argument, almost none of our proof is human, and a few slides contradict each other.
| Rule of three / 3x3 structure | Gap |
| Forecast and formal recap | Gap |
| Claim + objective evidence | Strong |
| Claim + subjective evidence (stories, quotes) | Gap |
| Audience-centric (their priorities first) | Partial |
| Opening | Partial |
| Closing and call to action | Partial |
| Audience engagement | Gap |
| Descriptive titles | Strong |
| 3-second rule / economy of words | Partial |
| Logic check (devil's advocate) | Gap |
Foley founded Clarity Central in 1996 and teaches this at Kellogg. The approach is Aristotle-based: state your case, then prove it. These are the tests applied to every slide.
Ranked by how much they'd cost us in the room.
Slide 13 calls the Engine "Process A." Slide 18 shows the same flywheel with the Exchange as "Process A." Slide 16's notes say Process A is the Exchange. Slide 20's title says "Enablement first," but its rule says "run Process B first," and VisiQuate sits on that slide with a recommendation to deploy the Exchange first. ESO sits on "Ready for the Exchange" with a recommendation that leads with enablement. A skeptical partner will catch at least one of these, and it undercuts everything else.
Revised: A = Engine and B = Exchange everywhere (matching the Sept 3 order and the flywheel image). VisiQuate moved to the Exchange slide. The sequencing rule now matches the letters. ESO is flagged for a group call.
Twenty-one slides with no forecast, no recap, and no signposts. The audience has to work out the structure on their own. Foley's seven structural slides exist so they never have to.
Revised: one spine (What we found, What we recommend, What it's worth), a forecast slide, agenda check-ins before points two and three with the current point bold and the others muted, a small progress tracker on every body slide, and a formal recap that maps each point to one of our three tools.
Every proof point is a percentage. There isn't one quote, story, or named example on a main slide, even though 168 people wrote open-text answers. Foley's formula needs both kinds: the numbers convince the head, and the stories make people care.
Revised: real respondent quotes on the fragmentation and value-lever slides (for example, an ESO RevOps respondent: "We have everyone using different data sources to prompt Claude for analysis and, no surprise, getting different results."), plus story cues in the notes for Abrigo's task force (Engine) and VisiQuate (Exchange).
Pichai's quote is a valid Foley opening, but the Cisco bandwidth stat is about network infrastructure, not GTM readiness. The next slide adds three focus areas that compete with the real structure. The notes on slide 6 are about missed forecasts and exit value, which looks like leftover content from another talk.
Revised: a show-of-hands opener in Janine's notes ("Who used AI before nine this morning? Keep your hand up if someone trained you.") that previews the 74% vs 43% finding with the room itself. Quote and Cisco share one slide; focus areas are kept but shortened.
"AI adoption is already here. The advantage comes from honing and sharing it." is a strong executive takeaway. But the slide is mostly empty, and it never tells AKKR what to do next. Foley's strongest closings pair the takeaway with a call to action and a callback to the opening.
Revised: takeaway, a one-line ask, and a callback to the opening poll or Melissa's "last year's graduation" story in the notes. The ask wording is a placeholder for the group.
The flywheel appears twice. The four-stage framework appears twice (slide 10, then again on slide 11). The ROI model (19) and ROI per seat (22) are separated by the two recommendation slides, so the money story stops and starts.
Revised: a simpler two-bridge preview, then the full flywheel once as the synthesis. The stages and placement are on one slide. Both ROI slides sit together, before the PortCo plays.
The recommendation cards run about 50 words each, which fails the 3-second rule. Findings are numbered 01, 02, 04, 03. There's "[link removed]" on Methodology, "Aarron" and "IIt" typos, gray speaker-name boxes on seven slides, and VisiQuate and ESO still on template ROI defaults.
Revised: each recommendation leads with a bold action phrase and the full original wording is in the notes. Findings are numbered in order, typos are fixed, the live survey link is back, and speaker names and timing moved into the notes. The ROI defaults are flagged, since only the group can fix those.
Audience: AKKR operating partners and PortCo leaders. Data-driven, short on time, and wary of more training programs. Their six concerns, combined into three: Is this real across the portfolio? What should we actually do? What's it worth, and where does my company start? That ranking gives us the order.
Bookends: the opening (poll plus Pichai) and closing (takeaway, ask, callback) frame the same idea. The formal recap maps each point to a tool: Survey, Two Plays, ROI Calculator.
"Revised" is the slide number in the new deck.
| Orig | Slide | Through Foley's lens | What changed | Revised |
|---|---|---|---|---|
| 4 | Title and team | Strong Title, names, companies, date, logo: his structural slide #1. The eyebrow is doing too much. | Eyebrow split into two tones; "Shared Advantage" in accent; cards grouped. Tip: select each headshot, then Mask image, then Oval, to get the circles back. | 1 |
| 5 | Transformative scale of AI | Partial A quote is a legitimate opening, but Cisco's bandwidth stat is about infrastructure, not GTM. The notes describe a different opening than the slide. | Quote is the hero, Cisco is a single stat card. Show-of-hands opener written into the notes. | 2 |
| 6 | Key focus areas | Partial A second triad that isn't the talk's structure, so it competes with the forecast. Orphaned notes. | Kept and tightened, pitched as a 20-second setup. Notes flag the stray content. | 3 |
| none | Forecast (new) | Missing Foley's structural slide #2. | Added. The team cut it on Sept 3 in favor of a verbal agenda, so you can hide it if you prefer. The tracker still carries the structure. | 4 |
| 7 | Methodology | Strong Builds credibility. "[link removed]" and the "Aarron" chip read as unfinished. | Live site link restored; now the first slide of point 1. | 5 |
| 8 | The paradox | Strong Claim plus objective proof. The 74 vs 43 contrast is the moment, but all three numbers get equal weight. | 74% and 43% side by side at hero size, 3.51 demoted, closing line enlarged. Eyebrow ready for Aaron's new name. | 6 |
| 9 | Everyone builds in private | Strong Great claim title. The friction pills are hard to compare, and there's no human proof. | Pills became a single-color bar chart with the top two highlighted. Added the ESO RevOps quote. | 7 |
| 10 | Four stages of maturity | Partial A definition slide, repeated word for word on the next slide. | Merged into slide 8. | 8 |
| 11 | Current AI maturity | Partial Numbered Finding 04 before 03. The title is a label and the real claim is in a sidebar. The six-axis radar is hard to read from the back of a room. | Claim promoted to the title. The radar was replaced with the stage line, a dot per company, and a dashed "Standardized line" nobody has crossed. | 8 |
| none | Agenda check-in (new) | Structural slide: agenda with point 2 bold. | Ten-second transition. | 9 |
| 12 | Shared assets over training | Strong The pivot of the deck, and already one-color storytelling. Needs a voice. | Rebuilt as a native chart, with an Abrigo quote describing the Exchange before we named it. | 10 |
| 13 | Learn, then contribute (Mark) | Partial Shows the full flywheel before either process is explained. Duplicates slide 18 with the letters swapped. | Replaced with a simpler preview: two bridges on the maturity line (the "stripped" version the team asked for). | 11 |
| 14 | Embedded Enablement Engine | Strong Five clear steps with grounding and metrics. Needs the Abrigo story. | Rebuilt as a grouped five-step flow with arrows; story cue and "open on 43%" in the notes. | 12 |
| 15 | What the Engine looks like | Strong The most Foley-aligned slide in the deck: a real, detailed example. | Layout kept, cleaned up and grouped. | 13 |
| 16 | AI Knowledge Exchange | Partial No eyebrow or stage bridge, so it doesn't parallel the Engine. It repeats Megan's numbers as heroes, and the steps are bare labels. | Parallel structure to the Engine. Chevron flow (Foley's own device), with the definition as the hero line and the numbers demoted to "grounded in." | 14 |
| 17 | Scalable and sustainable | Strong Three pillars fit the rule of three. Typo "IIt"; the VisiQuate line is a story hook. | Typo fixed; measures styled to echo the ROI levers. | 15 |
| 18 | Learn, then contribute (Melissa) | Partial Duplicate of 13. Melissa's notes hold the best story in the deck. | Kept once as the synthesis at the end of point 2. Her story moved to the closing callback. | 16 |
| none | Agenda check-in (new) | Structural slide: agenda with point 3 bold. | Ten-second transition. | 17 |
| 19 | Four levers (value model) | Strong Excellent objective proof with an honest disclaimer. The title is a label. | Claim title ("add up to $1.5M a year for one PortCo"), rebuilt natively. | 18 |
| 22 | ROI per GTM seat | Partial Separated from its partner slide. "Not yet run" invites "why not?" | Moved next to the value model. Claim title, native stacked bars, and a +38% Appspace vs Abrigo callout. | 19 |
| 20 | Recommendations 1 of 2 | Gap The title and VisiQuate's recommendation contradict each other, the rule's letters are reversed, and the text is too dense. | Only Appspace and StoreForce here, each with its untrained percentage as a hero number. Bold lead phrases; rule fixed. | 20 |
| 21 | Recommendations 2 of 2 | Partial ESO's first recommendation is enablement, on an Exchange slide. | VisiQuate added; four parallel cards. ESO flagged in the notes. | 21 |
| 23 | What's in the box | Partial A natural recap with no title, in an order that doesn't follow the talk. | Became the formal recap: each tool is tied to one of the three points. | 22 |
| 24 | Closing | Partial A strong takeaway line with no ask, on a mostly empty slide. | Larger takeaway with accent on the key phrase, plus a one-line ask and a callback in the notes. | 23 |
Speaker and time are also at the top of each slide's notes. Susan now closes point 2 with the flywheel, which evens out Melissa's load.
| # | Slide | Time | Clock |
|---|---|---|---|
| Janine · Opening and point 1 setup | 2:10 | ||
| 1 | Title and team | 0:20 | 0:20 |
| 2 | Opening: poll + Pichai + Cisco | 0:40 | 1:00 |
| 3 | Key focus areas | 0:20 | 1:20 |
| 4 | Forecast | 0:20 | 1:40 |
| 5 | Methodology | 0:30 | 2:10 |
| Aaron · The problem | 2:00 | ||
| 6 | Adoption outpaced enablement | 1:00 | 3:10 |
| 7 | Everyone builds in private | 1:00 | 4:10 |
| Megan · Maturity and the pivot | 2:10 | ||
| 8 | No PortCo has reached Standardized | 1:00 | 5:10 |
| 9 | Agenda check-in | 0:10 | 5:20 |
| 10 | Shared assets over training | 1:00 | 6:20 |
| Mark · Process A | 2:10 | ||
| 11 | Two processes, two bridges | 0:30 | 6:50 |
| 12 | Embedded Enablement Engine | 1:00 | 7:50 |
| 13 | What the Engine looks like | 0:40 | 8:30 |
| Susan · Process B and synthesis | 2:20 | ||
| 14 | AI Knowledge Exchange | 1:00 | 9:30 |
| 15 | Scalable and sustainable | 0:40 | 10:10 |
| 16 | Learn, then contribute | 0:40 | 10:50 |
| Melissa · Value, plays, close | 3:55 | ||
| 17 | Agenda check-in | 0:10 | 11:00 |
| 18 | Four levers, $1.5M a year | 1:00 | 12:00 |
| 19 | $16K to $28K per seat | 0:30 | 12:30 |
| 20 | Start with the Engine | 0:35 | 13:05 |
| 21 | Start with the Exchange | 0:40 | 13:45 |
| 22 | Recap: three tools | 0:35 | 14:20 |
| 23 | Closing and ask | 0:25 | 14:45 |
Each of these is a group call. The revised deck makes a default choice for each one, and the notes say so.
Questions are grouped by the section most likely to draw them. "Heavy hitter" means a skeptical partner could use it to knock over a claim. Answer the way Foley teaches: take a breath, make one claim, then prove it with one number or one example. The angles below use numbers from our own survey.
Why did you pick AI readiness for a GTM capstone?
Angle: It's the one change every PortCo is making at the same time, and nobody has a shared playbook for it yet. The survey let the portfolio tell us where to focus instead of guessing.
Appspace is 65 of the 168 responses. Isn't this really Appspace's survey?
Angle: Claim: the conclusion holds without them. Proof: the top value levers rank the same at every one of the six companies, and results are published by company so each PortCo can read its own slice. Hand to Megan if they push further.
Is a self-reported survey strong enough to build a program on?
Angle: It's a baseline, not a verdict. The value is that it's one instrument across six companies, so the comparisons are fair. The Engine uses the same survey as its recurring diagnostic, so the baseline improves every time we run it.
Who actually answered? Leaders or the front line?
Angle: Mostly the front line: 114 of 168 are individual contributors. That's deliberate, because they're the people running AI in the workflow every day.
What does the Pichai quote have to do with a sales team?
Angle: It sets the scale. The Cisco point makes it concrete: agents already use about 450% more bandwidth than people doing the same work. The rest of the talk is what that means for GTM teams.
If 74% use AI daily, isn't adoption already a success?
Angle: Usage is a success. Consistency isn't. Only 16% of teams use standardized approaches, and the top friction is inconsistent output at 42%. Busy isn't the same as effective.
People can learn AI on their own. Why does formal training matter?
Angle: They are learning on their own, and that's the problem: 69% can't easily find what their peers built, so the same prompt gets rebuilt in every team. Use the ESO RevOps quote as your example.
How do you know 3.51 out of 5 is low? Compared to what?
Angle: Don't defend the number on its own. Pair it: people rate their understanding at 3.5 but use AI daily. They're confident enough to use it and not confident enough to trust it, which is why 61% name quality and accuracy as their top concern.
Isn't security the bigger risk?
Angle: The respondents ranked it second. 95 people named quality and accuracy, 49 named security. Governance is built into the Exchange either way.
How did you place each company on the maturity stages?
Angle: From each company's survey results: how standardized their teams are, how clear governance is, and how discoverable shared work is. It's directional, and the placement updates each time the survey is rerun.
Isn't this just AKKR's maturity model with new labels?
Angle: Built independently from the survey data (the group's Sept 3 call was to keep it separate). If they see the overlap, that's a good sign. Two views arrived at the same place.
Training ranked last. So are you telling us not to invest in training?
Angle: No. Training is how you deliver the shared assets, not the headline. That's why Process A exists: every module is built on an approved play. People asked for playbooks, and the Engine is how they learn to use them.
Why is no one Standardized? Is that a failure?
Angle: It's the opportunity. It means the portfolio can move together, and the first PortCo across the line becomes the model for the rest.
Does 49% average top-three selection really count as strong demand?
Angle: The strength is how consistent it is, not how big. The same four levers hold the same order at all six companies, across very different business models. That rarely happens in a survey.
How much time does this ask of people?
Angle: It fits the budget people gave us: most said 1 to 4 hours a month. Modules are 20 minutes, one a week, reinforced in manager 1:1s. Time was the number one barrier (84 of 159), so we designed around it.
We've all rolled out training nobody finished. What makes this different?
Angle: Three things: it's embedded in onboarding and SKO rather than added on top, every module runs a real workflow on a live deal, and graduating means publishing a play, which gives people a reason to finish. Then tell the Abrigo task force story.
Who owns this? Enablement, RevOps, or IT?
Angle: The respondents were split: cross-functional team 57, sales enablement 53, IT 22. Recommend enablement as the owner, with a cross-functional group vetting the plays.
What do the badges actually get someone?
Angle: Recognition, and they create pull. Managers reinforce them in 1:1s, and the badge is what qualifies someone to contribute to the Exchange.
How do you prove it's working in 90 days?
Angle: Path completion by role, badges issued, plays contributed by graduates, and the change in confidence and consistency scores on the next survey.
Isn't this just a SharePoint folder or a Notion page?
Angle: The tool matters less than the process. It's tool-agnostic on purpose. What makes it work is screen, score, and approve before anything is published, so people trust what they find. A folder without vetting is how you get 69% who can't find anything.
Who vets the submissions, and doesn't that turn into a bottleneck?
Angle: Name an owner per function and keep scoring light. Governance is the first pillar because trust is the whole point. Keep the lane fast, or people go back to building in private.
Why would busy reps contribute anything?
Angle: Contributing is the graduation step in the Engine, managers reinforce it, and contributors get recognized. Tell the VisiQuate story as proof that it's already happening.
What about data security and prompts with customer data?
Angle: Approval includes a governance check. 79% of respondents already say they understand their company's AI policy, so the Exchange builds on rules they know.
How is this different from each vendor's own prompt library?
Angle: Those libraries are generic. Ours holds our plays, on our systems, already proven on our deals. The survey asked for team-specific playbooks (65%), not generic prompts.
Where do these ROI numbers come from? They look high.
Angle: Say it before they do: only the time-reclaimed lever uses Kantata's real inputs. The other three use shared illustrative defaults. The calculator exists so each PortCo can plug in its own numbers, and nobody has to take ours.
8.5x ROI and a 3.3-month payback. What's the catch?
Angle: Adoption. The model assumes people use it, which is exactly what the two processes are designed to drive. Offer to walk through the inputs live.
Why are VisiQuate and ESO not run yet?
Angle: (Fix before Monday, or remove the row.) If it's still open: the inputs are pending, and we'll send updated numbers after the session.
Time saved doesn't pay the bills. Where does revenue show up?
Angle: Time reclaimed is the floor, and it pays for the program on its own. Revenue upside comes from win rate and ramp: getting new hires productive four weeks sooner is real pipeline.
What should a PortCo do first, Monday morning?
Angle: Run the survey. It tells you your stage, and your stage tells you whether to start with the Engine or the Exchange.
If we could fund only one of the two, which would it be?
Angle: Follow the sequencing rule: where training gaps are wide and governance clarity is low, start with the Engine; everywhere else, start with the Exchange. They compound, so the second one gets cheaper once the first is running.
"A speech has two parts: you must state your case, and you must prove it."Aristotle, as quoted in the PTD workbook