Templates / Sales

Free, and not counted as a creation. You get your own copy to edit, in any theme.

When to use it

Use it after a discovery conversation, when a client has asked you to put your approach, team and fee in writing.

How to use it

1. Make your own copy. It opens in the editor, where you can change the theme and edit anything.
2. Fill in the fields below, and answer the question each slide asks with your own content and numbers.
3. Download it as an editable PowerPoint file, or as a PDF. The file is reopened and checked before it is offered.

Slide by slide

1. Proposal for [client] Prepared by [company] · [date]
2. What we propose In one sentence: what will [client] have at the end, and why us?
3. What we heard What is [client] trying to achieve? What is in the way today? What happens if nothing changes?
4. How we will do it Discover, Design, Deliver
5. Who will do the work [lead name], Second team member, Third team member
6. Investment A table: What, Fee
7. Next steps We are asking [client] to agree to start on [start date].

Fields to fill

Fill them once in the editor, or from a spreadsheet to make one copy per client. Where a slide needs content, it asks the question it must answer instead of showing a made-up answer.

• {{client}}
• {{company}}
• {{date}}
• {{duration}}
• {{fee}}
• {{lead_name}}
• {{start_date}}

What is inside