- Sales materials usually go unused because they were made for internal approval, not for real buyer conversations.
- Interview reps individually and collect what they actually send on WhatsApp before redesigning anything.
- Map every asset to a deal stage; gaps at first contact and after signing are common.
- Fix the single source of prices and specifications first, then the WhatsApp layer, then the brand pieces.
The company profile was approved after three rounds of comments. The brochures arrived from the fabrication partner on schedule. The product presentation has the new brand colours on every slide. Six months later, the sales team is still sending clients a deck one of the senior reps built two years ago, a photographed price list, and a long WhatsApp message they copy from an old chat.
Marketing says sales will not use what it is given. Sales says the materials do not help them sell. Both are usually right. This diagnosis explains why it happens, how to confirm which cause applies to you, and what to rebuild first so that reps use the materials you paid for.
The symptoms: how unused sales materials show up
The problem rarely appears as one complaint. It shows up as a set of small habits that each seem harmless. If three or more of these are true in your company, treat it as a pattern.
- Reps build their own decks. Each salesperson has a personal version of the presentation, with different slides, different claims and sometimes an older logo.
- The real sales tool is WhatsApp. Reps send product photos from their phones, forward PDFs from old chats and type long explanations from memory.
- Brochures and catalogues sit in boxes or on a shared drive. Nobody can say when one was last sent to a client.
- Clients receive different prices and specifications. Two reps quote different figures, or a client points out that the data sheet does not match the quotation.
- New reps take months to become useful. They learn the product by shadowing colleagues, because nothing written explains how to sell it.
- Marketing and sales blame each other. Marketing points to the materials it produced; sales points to the deals it closed without them.
None of these is a discipline problem on its own. Together they show that the materials were designed for approval inside the company, not for use in front of a buyer.
Why it happens: the likely underlying causes
Most unused sales material fails for one of five reasons. They often overlap, but each has a different fix, so it is worth separating them.
| Underlying cause | What it looks like | What the rep does instead |
|---|---|---|
| Made for the brand, not the conversation | The material describes the company in its own words: history, vision, every product line. It does not answer what a buyer asks on a first call. | Explains verbally, then sends a personal deck |
| One asset for every stage | A single long profile or brochure is used for a cold introduction, a technical meeting and a final negotiation alike | Cuts pages out, or skips the material entirely |
| Wrong format for the channel | Large PDFs, landscape slides and small text that are unreadable on a phone, when buyers often read and forward material on their phones, including over WhatsApp | Screenshots, photos and typed messages |
| No single source of truth | Prices, specifications and approvals live in different files owned by different people, with no clear current version | Keeps a personal file of “the right numbers” |
| Sales was not involved | Reps saw the materials for the first time at launch; nobody asked which objections they face or what they send most | Ignores material that does not reflect their reality |
There is a wider reason the first cause matters so much. A rep’s material is often what gets forwarded to the members of the buying group the rep never meets; Gartner’s research on this is summarised in selling to a B2B buying committee. If it only works with the rep talking over it, it does not work at all.
How to check each cause in your own business
You can confirm the cause without new software. You need the reps, their phones and a few recent deals.
1. Interview the reps, one by one
Group meetings produce polite answers. Sit with three to five reps individually, including the strongest closer and the newest hire, and work through this checklist. Write down their exact words; they will become the content.
- What are the ten questions buyers ask most often, in the order they usually come up?
- Which three objections come up in almost every deal, and what do you say to each?
- What do you send on WhatsApp after a first call? Show me the last five things you sent.
- Which file do you send most often, and where did you get it?
- Which official material have you stopped using, and why?
- When a client asks for a price, a specification or a certificate, where do you look?
- Who else at the client sees what you send (engineer, procurement, owner, consultant)? What do they need?
- Which competitor comparison or claim do buyers raise that we never address?
- What happened in the last deal you lost, and what would have helped?
- If you could have one new tool tomorrow, what would it be?
The answers to questions 3 and 4 are the most revealing. If the files reps send most are ones marketing did not make, you have found the real sales kit.
2. Audit what actually reached clients
Take ten recent deals, won and lost. For each one, collect everything the client received: messages, PDFs, quotations, presentations, data sheets. Lay them side by side and check three things: whether the prices and specifications match each other and your current price list; whether the company is described the same way; and how much of it came from official material.
3. Map materials against deal stages
List every sales asset you have, then place each one against the stage of the deal where it is supposed to be used. Gaps and overlaps become visible quickly. The map below is a starting point for a typical B2B sale; adjust the stages to your own process.
| Deal stage | What the buyer needs to decide | Material that helps | Best format |
|---|---|---|---|
| First contact | Is this company relevant and credible enough to talk to? | Short introduction message, one-page overview, two or three relevant references | WhatsApp text plus a light one-page PDF |
| Discovery | Do they understand my problem? | Qualification questions, a short needs checklist, a relevant project example | Rep’s script and a shareable checklist |
| Solution and technical review | Will this work, and is it approved for my use? | Data sheets, certificates and approvals, comparison table, technical presentation | PDF data sheets, a presentation with a mobile-friendly version |
| Proposal and pricing | Is the offer clear, complete and defensible internally? | Quotation template, proposal structure, scope and exclusions, payment and delivery terms | Controlled template, one current price source |
| Objections and negotiation | Why this supplier over the cheaper option? | Objection answers, total-cost explanation, case studies, warranty and after-sales summary | Short documents the buyer can forward to colleagues |
| Decision and onboarding | What happens after I sign? | Delivery or project timeline, contacts, installation or handover guide | Branded welcome pack or short PDF |
Often the first and last rows turn out to be empty and the middle rows are covered by one oversized profile.
4. Test the materials on a phone
Open each official asset on a mobile phone, inside WhatsApp, as a buyer would. Check whether the file is small enough to send quickly, whether the text is readable without zooming, and whether the first page says something useful. The WhatsApp Business app includes quick replies (saved shortcuts for messages sent often), greeting and away messages, and a catalogue for showing products and services. If reps are not using these with approved wording, they are typing answers from memory; and if you use the catalogue, keep anything it shows in line with your current price list.
5. Find out who owns the numbers
Ask one question in a meeting with marketing, sales and finance: “Where is the current price list, and who changes it?” If there are several answers, the problem is version control, not design.
Common mistakes when trying to fix it
- Redesigning the same material. A better-looking version of a brochure nobody uses will also not be used. Change what it says and when it is used before changing how it looks.
- Making one bigger kit. Adding every product, certificate and project into one file makes it harder to send, not easier.
- Banning personal decks without replacing them. Reps built their own because they needed something. Take their best slides and messages into the official version instead.
- Launching by email. A shared-drive link and a note saying “please use these” changes nothing. Reps need a short session, practice on real deals and a named person to ask.
- Letting marketing write the objection answers alone. The answers must come from what reps hear and what has actually worked, then be refined for clarity and accuracy.
What to fix first
Do not rebuild everything at once. This order starts with what reps use every day, so the change shows up in live deals rather than on a shared drive.
- One source of truth for prices and specifications. A single current price list and a single set of data sheets, with an owner, a version date on every file and a rule that old versions are removed. This stops the most damaging symptom: different numbers reaching the same client.
- The WhatsApp layer. Approved first replies, follow-up messages and short answers to the top ten questions, written in the language and tone your buyers use, in Arabic and English where needed. Add the light one-page PDFs reps can send in a single tap.
- Objection answers. One page per recurring objection, built from the rep interviews, that a buyer could forward to a colleague without the rep in the room.
- A modular presentation. Replace the single long deck with a core of a few slides plus modules by product, sector and stage, so reps assemble what fits the meeting instead of building their own (how to build it is covered in a PowerPoint template system your sales team will use).
- The proposal and quotation templates. A consistent structure for scope, exclusions, terms and next steps, so that the last document a buyer sees matches everything before it.
- The brand and profile pieces. Only now return to the company profile and brochures, and rewrite them around the questions buyers ask rather than the story the company tells about itself.
Distributors and agents face a sharper version of this problem, because the principal’s global materials rarely fit the local buyer, and the agency agreement may limit what can be changed. Our guide to sales kits for distributor sales teams covers that case in detail. Building these tools, together with the messaging and training that make reps use them, is the core of RX Designer’s sales enablement work; the GCS case study covers identity, launch and sales tools for a new fire-safety brand.
Your next step: collect everything clients actually received in ten recent deals and lay it next to the official kit. The gaps between the two are the first brief for the rebuild. If the gap looks wider than the materials, such as unclear positioning or a weak handover from marketing to sales, our diagnosis on rising marketing budgets with flat sales covers that side.
Frequently asked questions
Why do sales reps make their own presentations?
Usually because the official deck does not answer the questions buyers ask, is too long for the meeting, or does not fit the stage of the deal. Reps fill the gap themselves. The fix is to build a modular deck from their best slides, not to ban personal versions.
How do I find out which sales materials are actually used?
Ask reps to show you the last five things they sent to clients on WhatsApp and by email, and collect everything the client received in ten recent deals. That shows the real sales kit, which is often different from the official one.
What should a B2B sales kit include?
Material for each deal stage: a short introduction and one-page overview, qualification questions, data sheets and approvals, a modular presentation, quotation and proposal templates, objection answers and an onboarding summary, all drawn from one current source of prices and specifications.
How do we stop different prices and specifications reaching clients?
Keep one current price list and one set of data sheets, give them a named owner, put a version date on every file and remove old versions from shared folders and chats. Proposals and quotations should pull from that single source.
Should marketing or sales own sales materials?
Both have a role. Sales supplies the questions, objections and what works in real deals; marketing turns that into clear, accurate, consistent material and keeps it current. The materials fail when either side builds them alone.
- Gartner, The B2B Buying Journey (Gartner research, undated page).
- WhatsApp Business (Meta), WhatsApp Business App features.





