Overview
This sales pitch deck template combines marketing storytelling with the structure sellers need for consultative conversations. Customize it by segment or persona to keep discovery and demos anchored in the same narrative.
When to use this deck
- Primary pitch deck for SDRs and AEs during discovery or solution fit meetings.
- Enablement rollouts when messaging or positioning evolves.
- Channel or partner playbooks that need a consistent story.
What’s inside the template
- Opening hook that reframes the customer problem with market data.
- Solution overview slides featuring product capabilities, packages, and pricing options.
- Proof section with case studies, ROI snapshots, and third-party validation.
- Implementation roadmap that builds confidence in onboarding and support.
- Call-to-action options for pilots, workshops, or formal proposals.
Data & assets to gather
- Persona-specific pain points, outcomes, and competitive differentiation.
- Case studies, testimonials, analyst quotes, or benchmark data.
- Implementation timelines, support plans, and change management resources.
Customization tips
- Create vertical-specific variants by swapping case studies and KPI callouts.
- Embed live demo links or product walkthrough videos to jump directly into experience.
- Hook ML Clever automations to log meeting takeaways and send recap emails using deck highlights.
Related playbooks
Prepare product releases with the Marketing Product Launch Deck and reinforce ongoing value with the SaaS KPI Review Deck.
