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Writer's pictureMrunalini Dhas

How to make a custom sales deck template [A Guide]

Last week, I was on a virtual call with a Marketing Director from a fast-growing SaaS company. As we discussed their upcoming product launch, she expressed frustration about their current sales presentation process. "We waste so much time recreating decks for each client," she sighed. "Isn't there a way to streamline this without losing personalization?"


This conversation highlighted a common challenge many businesses face. The solution? A well-crafted, custom sales deck template. In this guide, I'll walk you through the process of creating a template that will save time, maintain consistency, and still allow for crucial personalization.


Why You Need a Custom Sales Deck Template


A sales deck template is the backbone of your sales presentation strategy. It's not just a time-saver; it's a powerful tool that ensures brand consistency, streamlines your sales process, and allows your team to focus on what really matters - tailoring the pitch to each client's specific needs.

Key Benefits of Using a Sales Deck Template:

1. Consistency in branding and messaging

2. Reduced preparation time for sales meetings

3. Easier onboarding for new sales team members

4. Improved presentation quality across the board

5. More time to focus on personalizing content for each prospect


Step-by-Step Guide to Creating Your Sales Deck Template


1. Define Your Core Message


Before diving into design, establish your core message. This is the central theme that should resonate throughout your entire sales deck.


Example: For a cybersecurity firm, the core message might be "Proactive Protection in a Reactive World."


2. Outline Your Template Structure


Create a clear, logical flow for your sales deck template. A typical structure might include:


- Introduction and hook

- Problem statement

- Your solution

- Product/service details

- Case studies or social proof

- Competitive advantages

- Call to action


3. Design Your Master Slides


Using your chosen presentation software, design a set of master slides. These will form the foundation of your sales deck template.


Key elements to include:

- Company logo

- Consistent color scheme

- Standard font styles and sizes

- Placeholder for images and charts


4. Craft Your Opening Slide


Your opening slide sets the tone for the entire presentation. Make it impactful.


Example: Instead of a simple "Company Name - Sales Presentation," try "Revolutionizing Cybersecurity: Your Partner in Digital Defense."


5. Develop Problem and Solution Slides


These slides are crucial in any sales deck template. They should clearly articulate the pain points your prospects face and how your offering solves them.


6. Showcase Your Product or Service


Create slides that highlight your product or service features. Use visuals wherever possible - screenshots, product images, or infographics work well here.


7. Incorporate Case Studies and Testimonials


Social proof is a powerful persuasion tool. Include slides for case studies and client testimonials in your sales deck template.


Example: "How Company X Increased Security by 300% with Our Solution"


8. Highlight Your Unique Selling Proposition (USP)


Dedicate a section of your sales deck template to what sets you apart from competitors. This could be your technology, your approach, or your results.


9. Design a Strong Call-to-Action (CTA)


Your sales deck template should conclude with a clear, compelling call-to-action. What do you want prospects to do after your presentation?


Example: "Schedule Your Free Security Audit Today"


10. Create Placeholders for Customization


While your sales deck template provides structure, it's crucial to allow for personalization. Create placeholders for client-specific information, challenges, and solutions.


Optimize for Different Presentation Scenarios


Your sales deck template should be versatile enough for various presentation scenarios.


Consider creating variations for:

- In-person presentations

- Virtual meetings

- Emailed presentations

- Executive summaries


Best Practices for Using Your Sales Deck Template


Creating a stellar sales deck template is only half the battle. Here are some best practices to ensure your team uses it effectively:


1. Train Your Team


Conduct thorough training sessions on how to use and customize the sales deck template. This ensures everyone understands its structure and purpose.


2. Regularly Update Content


Set a schedule for reviewing and updating your sales deck template. This keeps your messaging fresh and relevant.


3. Gather Feedback


Encourage your sales team to provide feedback on the template's effectiveness. Use this input for continuous improvement.


4. A/B Test Different Elements


Create variations of key slides and track their performance. This data-driven approach will help you refine your sales deck template over time.


5. Maintain Version Control


Implement a system for version control to ensure everyone is using the most up-to-date sales deck template.


Work with us

Image linking to our presentation design services

As a presentation design agency, we specialize in creating custom sales deck templates that drive results. If you're looking for expert help in elevating your sales presentations, we'd love to work with you. Reach out to us through the contact section of our website or schedule a consultation directly from our contact page.

 

Explore our agency's offerings

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