Are you really impressing anyone by sending them a slide deck or a PDF? What if instead you could send them a page like this? Not only does it look a lot more professional and like a website, but it has a handy navigation menu so they can quickly jump to certain areas that you'd like them to focus on.
Well, in this video, I'm going to show you how to set this up without having to create a website.
How to Impress your Clients
So in order to make this happen, I'm using a tool called Walling. And best of all, it's not only free,but you don't need any coding experience or knowledge of HTML. Walling allows us to drag and drop or copy and paste virtually anything that we want, including images, including embedding videos.
We can even have complete timelines, like in this example, where I am creating an event page and embed maps and other elements. We can even include buttons.
So this could become a landing page if you wanted to or you could simply just be sharing your work. And when I'm ready to publish, all I need to do is come up to the top, hit Publish, and I can copy this link.
Now, when I send it to anyone on the web, they don't need a password. They don't need a login. They can come to this event page and see everything I've put together. And yes, they can interact with the elements on the screen.
They can go and click this button and jump to my registration page. They can see our sponsors,
but they can also quickly and easily navigate the entire screen, the entire page here on the left-hand side.
And you know as well as I that when you share something with someone else, typically via email, we are opening those links on email. Well, best of all, it is dynamic. So as the screen changes, whether they're viewing it on a tablet,
whether they're viewing it on their phone, everything here is responsive. So no matter what you design here, it's going to look great to that end user.
Creating your own Wall
So let's jump back into Walling and get started with creating a new wall of our own.
On the left-hand side here, I'm going to select New Wall.
And we can either start with a blank space or we can start with a number of many templates. So these can be a great place to get started whether you want to share a project plan, you want to share meeting notes and invoice, number of different reasons and great examples
that can get us started in just a matter of seconds. But for our example, we're going to start with a blank wall just to show you how easy it is to get started. So perhaps in this case, I want to send a project proposal. So I'm going to give it a simple title here.
Now, Walling divides its screen into sections. So after our title, let's get started with a bit of a heading section here. I'm going to Select Template, and I've got a number
of different layouts to choose from. I think I'm going to start with this one here, this sort of Heading template. Now, just so we can see how things look, it's always going to input some sample text here, but we can easily copy and paste and revise this as we go.
And if I come over here and want to choose an image, I can quickly search for something from Unsplash. So I don't even have to upload or prepare my images in advance. In this case, let's say, I am designing a workshop for this company.
So I'm going to select this image here. And of course, I can come and copy and paste information either directly from my website or some other document into this space below. Don't forget that everything you see here is customizable.
If I want to make this heading stand out a little bit more, maybe I'm going to come down here and choose a different color such as this blue just so it stands out that much more.
Next, I want to jump into the three options
Adding new sections
which I'm going to give them. So I'm going to come down here and select New Section. And once again, I'm going to select template. Now, one of these first two are going to be ideal. Since I already have some images here on the front of the screen,
I'm going to select this one here and I'm going to give them options one, options two, and options three. But in order to make them a little more distinct, let's go ahead and change their colors as well. So all I need to do is right-click on them. I'm going to give this one sort of a green shade. I'm going to give this one more of a yellowish shade.
And over here, let's choose this shade as well just so they can really zero in on the differences between those options. But of course, whenever you're sharing information with someone, you typically want them to take action. And that's another great thing about Walling is that we can actually add clickable buttons if we need to.
Here under Option 1, I'm going to select Insert. And here's just a sample of the number of things which we can insert within our wall. I'm going to select Button in this case.
First, let's change the button text. I'm going to say Select for the button.
And then down below, all we need to do is paste in where we want them to go. So do we have a registration page? Do we have a sales page? Do we want them to book some time with us? Whatever that next step is, you can paste it in here as a part of that clickable button.
Now, here, I can see that that button is transparent so it's not really going to stand out. So let's go ahead and edit this button and let's give it a different shade,
something that will stand out across all three of these colors. So I'm going to select that one here. If I want, I could just go and duplicate this button two more times.
And then at this stage, I can simply click and drag these buttons to where I want them to go. So yes, I want that button to go over here and I'm going to put this at the bottom of Option 3.
The only additional step I'll need to do is to change the link, making sure that they are going to the appropriate place. But already in just a few minutes, we've got something that is much more colorful, much more engaging than a PowerPoint, a PDF, or some other static document which you have to attach to an email.
Now, we've got something living, breathing, and something that is a lot more inspiring
Sharing project progress
to share with our clients. Lastly, let's create another section which is really going to wow our clients by adding something which is a little more dynamic.
Now, in this case, I want to show the progress of this plan and where we are going because this can serve a dual purpose, not only an opportunity to sell or to communicate, but this could also be a place where I update the status of this project.
So here within my template, I'm going to select tasks board which is going to give me a very simple Kanban style board. Of course, I can edit any element here. I'm going to start by giving it a section title called What's Going On so they can always stay up-to-date.
And then here, I can give as many or as little details as I want. So maybe we need to find a workshop site.
That's something that we need to be doing. Maybe we need to interview the customers who are a part of this workshop, but there are some things we're already engaged in such as reviewing the initial survey, something like that.
And maybe we've already completed something at this stage as well such as selecting the date, something along those lines. Now remember, I can come back in here and edit this and update this as often as I choose.
But when I'm ready to share, all I need to do is come up to the top and select Publish. Here, I am given my unique link. I'm going to say copy that link. Now, when I share this link with others, this is exactly what they will see.
It's colorful, it's beautiful, it's easy to navigate. And they can also use the navigation screen hereon the left-hand side. So if you'd like to share your work with your clients or others in a matter of seconds and wow them without sending a PowerPoint, be sure to check out Walling.
To learn more and to sign up for free, go to Walling.app. And if you have any other questions, be sure to let me know in the comments down below.
Thank you so much for watching. And remember, being productive does not need to be difficult. In fact, it's very simple.
