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Overview

Exporting is the final step after creating and reviewing an output. The right export format depends on how the work will be used: edited, presented, shared, analyzed, or published.

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Choosing the right format

Use a document format for reports, feasibility studies, proposals, plans, policies, memos, and any work that needs formal review or editing.
Use a presentation format for investor decks, sales decks, board updates, training material, company profiles, and any output designed to be presented live.
Use a spreadsheet format for KPI trackers, budgets, pricing models, financial assumptions, comparison tables, operating plans, and structured data.
Use a web format for landing pages, service pages, prototypes, campaign pages, and small websites that need visual review.

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Before exporting

Run a quality pass before downloading or sharing:
  • Confirm the output type matches your goal.
  • Check titles, section order, and formatting.
  • Review names, dates, locations, and numerical assumptions.
  • Remove placeholder text or vague claims.
  • Ask for a shorter or more polished version if the result feels too long.
  • For presentations, review slide order, slide titles, and the overall story.
  • For spreadsheets, check column names, assumptions, and whether totals or percentages make sense.

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Useful export prompts

Prepare this as a formal Word document with clear headings, an executive summary, and a concise conclusion.

Turn this into a 10-slide PowerPoint deck for a board meeting. Keep each slide focused on one message.

Convert the financial section into an Excel-style table with assumptions, monthly cost, annual cost, and notes.

Improve the landing page for mobile reading before I share it with a client.

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Presentation export checklist

Before presenting a deck, check:
  • The first slide makes the subject and audience clear.
  • The story moves from context to problem, solution, evidence, plan, and ask.
  • Each slide has one main point.
  • Bullets are short enough to present verbally.
  • Financial or market assumptions are labeled clearly.
  • The final slide tells the audience what decision or action is needed.
Visual previews and exported presentation files can differ in small ways. For important decks, review the exported file before sending it externally.

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Document export checklist

Before sharing a document, check:
  • The title and subtitle are specific.
  • The executive summary is useful on its own.
  • Sections are ordered logically.
  • Recommendations are clear and actionable.
  • Tables are readable and explained.
  • Any assumptions, risks, or limitations are stated plainly.

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Spreadsheet export checklist

Before using a spreadsheet, check:
  • Every column has a clear label.
  • Assumptions are separated from results.
  • Percentages and totals are easy to interpret.
  • Notes explain any estimates.
  • The sheet is understandable without the original chat.