Case Study Sales deck Messaging Clean design

Opioid Clinical Management the sales deck, from busy and buried to a story the broker can retell.

Client
Opioid Clinical Management
Sector
Pharmacy benefits & opioid risk
Engagement
B2B sales deck
The project

Opioid Clinical Management helps employers cut excess opioid prescribing, save money and save lives, by spotting opioid risk in pharmacy claims and intervening with prescribers. But OCM does not sell direct: the insurance broker is the gatekeeper, and unless the broker can retell the story, the deal never reaches the client. The deck did the work but looked busy, the point got buried, and brokers could not repeat it. We sharpened the message and rebuilt it clean and simple, so the value lands in one breath and the broker can carry it.

ClientOpioid Clinical Management
SectorPharmacy benefits & opioid risk
Use caseB2B sales deck
AudienceInsurance brokers & employers
DeliverablesMessaging, Deck, Animation
RoleStrategy, Design, Motion
Busy Clear Buried Simple Ignored Retold
The starting point

A great product, lost in a busy deck.

A real solution with real proof, on slides packed wall to wall. Paragraphs of text, dense tables, every point fighting every other for attention. Mike's own read was blunt: it looked busy, and the message was getting lost. For a deck a broker has to retell, busy is fatal.

BeforeOriginal OCM slide, dense bullet text on opioid detox
BeforeOriginal discovery slide, a wall of clinical bullet points
BeforeOriginal company-overview slide, heavy paragraphs of text
BeforeOriginal analytics slide, a dense technical diagram

Real slides from the original sales deck.

How we worked

We fix the thinking before the slides.

No template, no quick reskin. The same partnership we bring to every founder: strategy first, then design, then motion. The rest of this page is those three moves, in order.

01

Sharpen the message

We started with a working session, not a design tool, walking the deck slide by slide. We found the single thing OCM does, spot opioid risk in claims, save money and save lives, and made it the spine, so a broker could grasp it fast and repeat it to the client.

02

Design the story

A clean, calm system in OCM green, with white space doing real work, so every slide carries one idea and nothing competes with it. The busy, text-heavy look became simple enough to scan in seconds.

03

Bring it to life

Strategic animation so each point builds on cue, one idea at a time instead of a full slide at once. Easy to walk a broker through live, and clear enough to land on its own when it is forwarded to the client. Delivered in PowerPoint and PDF.

Step 01 / Sharpen the message

Said simply enough to repeat.

The broker is not the buyer, the broker is the messenger. So the test for every line was not "is it accurate?" but "can the broker say this back to the client without the deck in front of them?" We cut the jargon, led with the outcome, and made each slide carry one idea a non-expert could repeat.

Before · a wall of capability

"Patent-pending software spiders thorough de-identified paid Rx claims to identify medical patterns of withdrawal and the prescriber for education."

After · the outcome first

We find the opioid risk hiding in your pharmacy claims, and step in before it costs you. Save money. Save lives.

Why it works   A broker cannot resell "spiders de-identified paid Rx claims." They can resell "find the risk, step in early, save money and lives." Lead with what it does for the client, not how it works.
Before · everything at once

One slide carrying the problem, the method, the proof and the product, all in full paragraphs. The eye does not know where to land.

After · one idea a slide

One point per slide, in plain words, so the story moves in a clear line a broker can follow and recount.

Why it works   "Looks busy" is a memory problem. When a slide makes one point, the listener keeps it. When it makes five, they keep none, and the broker has nothing to carry into the next room.
Step 02 / Design the story

The same slide, rebuilt to be repeated.

Here are the real slides, before and after. The busy, text-heavy look becomes clean and calm: one idea, room to breathe, and a clear path the eye can follow, so a broker can take it in fast and say it back.

BeforeOriginal OCM title slide
AfterRedesigned OCM title slide, clean and confident

The opening. From a flat title to a clear, confident first impression.

BeforeOriginal company-overview slide, dense paragraphs of text
AfterRedesigned company-overview slide, one clear diagram of the ORx Suite

The overview. Paragraphs of capability become a single diagram you grasp at a glance.

BeforeOriginal results slide, a wall of bullet text
AfterRedesigned results slide, a clean grid of the key reductions

The proof. A wall of bullet points becomes a clean grid the broker can point to.

The brand system

One clean language, slide to slide.

A single calm palette and grid built on OCM green, with white space treated as a feature, not a gap. A bright signal green for the one thing that matters on each slide, deep green to ground it, and plenty of room so nothing competes.

Signal Lime#C5E89A
OCM Green#84BB3B
Deep Green#5A9E2E
Forest#1A4522
Pine Ink#0A2110
Paper White#EFF4EA
Step 03 / Bring it to life

Built to be presented, then passed on.

This deck has two jobs: walk a broker through it live, then survive being forwarded to the client on its own. We choreographed the builds so each point lands on cue, one idea at a time, so the story stays clear whether someone presents it or just clicks through. Below, the redesigned deck moving through its key moments.

100% Made in PowerPoint
Opioid Clinical Management sales deck title slide
Opioid Clinical Management sales deck slide
Opioid Clinical Management sales deck slide
Opioid Clinical Management sales deck slide
Opioid Clinical Management sales deck slide
Opioid Clinical Management sales deck slide
Opioid Clinical Management sales deck slide
Opioid Clinical Management sales deck slide
What changed

From a deck that looked busy to one a broker can retell.

Busy → clear
wall-to-wall text and tables rebuilt as clean slides with one idea each
Capability → outcome
jargon traded for the plain promise: spot opioid risk, save money, save lives
Presented → passed on
a story the gatekeeper can repeat to the client, even without the deck in the room
Your deck

Can the person in the room retell your story?

If your deck looks busy and the point gets lost, the message stops with whoever you hand it to. That is the gap we close. Messaging, clean design and strategic animation, so the story is simple enough to repeat.