Meeting a prospective client face to face is a priceless opportunity. With SoloFire you can create tailored presentations for your clients called Agendas using collateral tailored to that specific prospect’s needs. There are two ways you can do this.










1. Tap the Content button and/or Pulse button located in the upper right hand navigation to view your files

  • Find the files you want to add to your agenda
  • Click the Agenda button underneath the file's thumbnail
  • Click + Create New Agenda
  • Enter the name of your new agenda, click Create
  • From here you can select the files you want for this agenda
  • After selecting the files, click Save



2. Tap the Agenda button located in the upper right hand navigation

  • On the left hand side is your Agenda Folder
  • Click + Create New Agenda
  • Enter the name of your new agenda, click Done
  • From here you can select the files you want for this agenda
  • After selecting the files, click save


Now that you have just created a tailored presentation you can access it anytime under the Agenda button and can present it anytime by clicking Play All Content in Folder to help close the deal.