Todd, here's a pass at your idea. Instead of saving every ask for the last few minutes, the room takes real steps all the way through, starting on slide 3. These are mockups only, and nothing in the live deck has changed.
This sets the expectation early. The room hears that today isn't a lecture, sees the three things they'll do, and watches the counts go up as people do them.
Today you'll do more than listen. Before you leave, you'll write down your why, name your first savings account, and take your first step toward investing.
"We're rebels. We don't sit idly by, we take control of our financial future. So today I'm going to ask you to do a few things with me, not just listen. Look at these three. By the time we're done, I want every one of these numbers to match the number of people in this room."
It's a promise you get to keep. Each tile ticks up live as people write their why on slide 5, pick accounts on slide 6, and tap on the new Acorns slide. At the end the same three numbers come back as the closing slide, so the presentation starts and ends on the same scoreboard.
You're right that this one's harder. Opening a credit union account takes ID and about ten minutes, and nobody should do that in the middle of a presentation. So the phone doesn't ask them to open anything. It asks them to pick their accounts and lets them send the list to themselves.
One account per goal, each with a name, and each funded automatically. Pick yours on your phone and watch the room's choices add up.
Want your list and the link to open them? We'll email it so you can do it tonight.
Kemba lets you add extra savings accounts to your membership, so each goal gets its own.
The picker already exists. The new part is the email box under it. That's the first time we ask for an email, at the moment they want something from us, which is their list.
They get their accounts and a link to open them at the credit union that night. If they haven't opened one by day 3, the follow-up email we already send says "Give your money a job" with the same link.
Two People is the moment the room feels it, and that's when the investing step is easiest to take. This short slide gives them a way to act on that, then you hand out the Acorns postcard like you already do.
Maria's head start came from one decision she made early. Acorns lets you start investing with $5, and setting it up takes about three minutes.
Set up Acorns, turn on a recurring investment, and Acorns adds $40 after your first one.
Start on AcornsNot right now? We'll email you the link.
We get paid by Acorns if you open an account, so we have an incentive to recommend it. Investing involves risk.
"If you want to be Maria and not Nick, the easiest version of that is five dollars. I'm not going to tell you to do it. It's on your phone if you want it."
The slide teaches and the phone offers. There's no "sign up now" on the big screen, just a count of people who chose to. If they already gave an email on the savings slide, the box is filled in for them.
Right now the last few minutes are three asks in a row: subscribe, put in your email, take the survey. This puts one slide up that shows the room what it accomplished, with the three survey taps on their phones.
Weren't following along? Scan hereThe room scans one code at the start and never needs another. The small code in the corner is only for people who walked in late.
The last thing on screen is the room's own numbers, the same three tiles from slide 3, all filled in. It's a celebration instead of a sign-up form.
The first version read like a coupon, so this one teaches instead. It follows the five steps, they fill it in as you go, and the credit union shows up where it belongs, as the place to open the accounts. If a credit union gives us an offer, it's one quiet line at the bottom.
Phones get put away, but a card with their own handwriting on it goes on the fridge. It's also the one thing a credit union can see in the room.
Ask each credit union for a promo code just for us, like REBEL25. Every account opened with it is a member we can prove came from your presentation, which is the number that gets them to renew.
| Today | With these changes | |
|---|---|---|
| QR codes | One to follow along, then three at the end | One to follow along, plus a small one for latecomers |
| When we ask for an email | The last few minutes, when people are packing up | On the savings slide, when they want their list |
| Acorns | A postcard and a button at the end | A short moment right after Two People, plus the postcard |
| The credit union | A button on the closing slide and in the emails | Where to open the accounts on slide 6, on the card, and in the emails |
| The last slide | A survey | What the room did, with the survey on their phones |