WebEx, GoToMeeeting, Zoom, Join.Me – there are a large and growing number of web collaboration tools used for presenting demos. Each tool has its own idiosyncrasies, strengths and weaknesses – and each new release often brings surprises. Additionally, some customers prefer that you use a tool of their choosing, with which you may be unfamiliar.
Accordingly, here’s a new tip to apply when you are first starting your web session with your customer: ask them what they are seeing on their end, after you’ve started sharing your screen. Here’s a quick checklist of items to explore:
- Ask if there are any grayed-out or hashed-out areas (may happen with WebEx).
- Ask if they have gone full screen or need help to do so.
- Use “Can you see my mouse in the upper left corner; can you see my mouse in the bottom right corner…” to confirm that they are seeing the same screen real-estate that you want them to see.
- Do a latency check – time how long it takes them to see a new slide or change to your screen.
- “Pause” check – what do they see when you click on “Pause” with your collaboration tool? Do they see the screen that you were last showing, or a blank screen, or something else?
- Color check: confirm that what is red/green/blue on your screen is red/green/blue on theirs.
- Font-size check: confirm that they can see and read your smallest font (or you may have to tell them what it says…).
- Audio check: can they hear you clearly? If you are using VOIP (not recommended, generally) confirm that your voice is not breaking up.
- Audio check: can you hear them clearly? You may need to have them move microphones around, turn up the volume, or have someone repeat questions and comments.
Any others to add?