If you can help it, never send PDF’s for any pitch, sales, training or marketing material. If you do, you instantly lose out on insights that could improve them.
Why this is useful: Using this, you can find what interested that recipient most about your document. This can info can then be used in sales calls, as you now know what they’re most interested in. Similarly, knowing what parts of the page or what slides were skipped over could indicate disinterest. Pages with very short view time could also suggest which pages can be improved for their copy/design to be more engaging.
Why this is useful: You might find barely anyone actually reads your document fully to 100%, or even to 70% of your document. With these insights, you can know exactly where you have the biggest drop-offs, knowing exactly where people stop reading. This can thus inform your optimization updates, showing you where you can make changes to improve the total completion rate. Similarly, if everyone reads your deck to a 100% completion rate in a short window of time this could suggest you can add more detail.
Why this is useful: If you find most people view your documents on mobile you can optimize your decks for this viewing experience - vs a full desktop experience that might be harder to read.
Why this is useful: Often you can create extensive training programs for teams, only to find not much of it was read. With tools like this, you know what resources are actually being used by your team to then find out what is and isn’t working internally.
All of this aims to give you more data points and insights into how your documents are performing. This then allows you to create changes to your docs in a data-driven manner to continually improve their effectiveness. Check out tools like DocSend as there is a trove of features that can be very helpful, like; password-blocking views, tracking the location of reads, tracking operating systems of reads, and more.