Sales Pitch Deck

About this template

Ten slides that leave the client room to talk

Slides should not do the talking in a sales call. This deck stays at ten slides so the client still gets airtime: cover, agenda, two divider-plus-body pairs, comparison, metric cards, trend bars, closing. The two body slides are “confirming the client’s situation” and “product demo”. Use it for a first visit and keep quotes and contracts as separate documents once terms are on the table.

Three places to rewrite for every client

• The three situation lines – the defaults are “how you work now and what hurts”, “40 hours a month goes here”, “what you already tried internally”. Replace all three with facts you verified about that company: job postings, recent press, what you heard on the intro call. The 40 hours in particular must be recalculated from their headcount.
• The four metric cards – 14-day free trial, 34 customers in the same sector, 24% price advantage, 5-minute demo. The first two are terms and evidence while the last two are promises, so the set is mixed. The 24% especially needs a stated comparison, so replace the “unit: internal tally” footnote with what it is measured against.
• The closing slide – it already reads “let’s book the next meeting”. Do not revert it to a thank-you; write the actual date, such as a screen walkthrough with three of their staff next Tuesday and a two-week pilot starting the first week of September.

Between five agenda lines and two body slides

The agenda runs confirming the client’s situation, product demo, common objections and answers, key metrics, trend – five lines. Only the first two have a divider and body; the third is slide 7 and the last two are slides 8 and 9. So “why now” and “what makes us different”, which a first meeting usually needs, have to ride on slide 7, and customer cases get a single tile – the 34-customer card. Pricing appears neither in the agenda nor on a slide, so add a slide before the closing and an agenda line to match. A first meeting that ends without a price rarely turns into a second one.

How to build the numbers

Start from one figure you know about them and multiply. Six desk agents, 40 tickets each per day, six minutes per ticket gives roughly 480 hours a month (6 x 20 x 40 x 6 minutes). Cutting six minutes to four frees about 160 hours a month, or KRW 4.8M at KRW 30,000 an hour. Show that arithmetic on the slide; the visible calculation persuades more than the saving itself. Rewrite the body line “40 hours a month goes here” with their own values the same way.

Using the funnel bars

The trend bars read 100 at first meeting, 64 at demo, 38 in review, 17 at contract – a shrinking funnel, not a rising trend. Those are your own stage conversions, so showing them to a client discloses your win rate. For a client-facing file, change labels and numbers to something that rises, such as expected volume after the pilot, or keep the slide for internal sales reviews only and delete it from the client copy. The bars are shapes, so lengths do not follow edited values.

How first meetings fail

• Listing twelve features. About two survive a first meeting.
• Never naming a price. Without even a range they cannot start an internal review.
• Naming competitors and their weaknesses on the comparison slide; that screenshot travels. Frame it as a difference in approach.
• Leaving the 14-day trial and 5-minute demo in place while actually running a 30-day trial and a 20-minute demo. The first numbers become the baseline.
• Opening the situation slide with your own company history. They do not listen until the conversation is about them.