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Creative Client PowerPoint Template

A client is an essential party engaging with a service or business. They receive products or services, providing feedback crucial for improvement. Client relationships are central to business success, growth, and reputation. Ideal for business professionals, consultants, and sales teams, this template streamlines client presentations. Fully editable, it adapts to diverse client profiles and industry nuances. Use it to showcase services, highlight success stories, and communicate value propositions. This template boasts six dynamic options with a vibrant multicolor theme, complemented by captivating hexagonal shapes. The client template's versatility accommodates various communication styles, ensuring engaging and personalized interactions. Empower your presentations with this tool, fostering client connections, driving engagement, and ultimately enhancing business outcomes. Download now to elevate your client presentations and forge lasting connections.

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• 100% customizable slides and easy to download.
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Pitch Like A Pro in 2022: Create An Engaging Client Presentation To Win Contracts

Table of contents, start getting more business with our client presentation tips, what is a client presentation.

Any good sales process will include a client presentation. Whether you’re pitching a prospect for new business, showcasing account results for an existing client or presenting new business offerings to help grow your clients’ business, crafting engaging and relevant presentations is crucial. Creating presentations shouldn’t be a task. Think of them as your one opportunity to impress your audience.

Similar to an RFP presentation , a client presentation allows you, the vendor, to prove the value of your work to the client in a digestible and persuasive way. The presentation is the main takeaway and could very well determine if you two work together.

How Do You Start A Client Presentation?

You might be tempted to jump right in and start compiling a sales deck but structuring the flow of the story is crucial to engage your potential client. Here are a few tips we recommend before you even begin creating the presentation slides.

Research Prospective Client & Outline Sales Process

A good starting point is to collect as many details about your prospective client as possible . This will help you outline how you’re going to craft your client presentation as well as outlining the sales process. Even though you may have an effective sales pipeline in place, understanding your potential clients will help you mitigate objections.

Determine Pain Points

Next, you should focus on determining the client’s pain points . Most of the time, the client either doesn’t 100% know what their pain points are, or they have a misunderstanding of what their struggles are.

As a professional, you should be able to present with confidence the real challenges you determined the client to have as well as the tailored services your company can provide to support them and help them achieve success.

You want to be able to present your idea in a way that makes sense. Do not try and get too fancy or over-complicate the answer.

Begin Crafting The Sales Presentation

Now that you know who your client is and the challenges they’re facing, you’re now ready to begin creating the sales presentation. You should already have a good structure and foundation in place thanks to the preliminary research you’ve conducted. Now, it’s time to craft a persuasive message to get your client from consideration to conversion.

What Should Client Presentations Include?

You want to avoid having too much text on your slides. Prioritize creative visuals that help tell the story and bring your point across. Having your potential customer digest visuals is less cognitively demanding than having them read a bunch of text. In fact, the human brain can process visual information 60,000 times faster than text .

You want to ensure your client is still listening to what you have to say. By using more visuals than text, you’ll still have your client engaged in the presentation while you’re presenting.

If you do need to use text, avoid using full sentences. Bullet points are a great way to reduce the amount of text you use while still highlighting the key takeaways .

Opening Slide

First impressions are everything and your presentation matters too. The opening slide should be the hook of the presentation that draws your audience in and makes them want to listen to what you have to say.

Some might think the opening slide should be an agenda that outlines the structure of how the presentation will flow. Although this may work in some circumstances, an agenda might not always be necessary.

Proof Points

You should always have proof points to back up your claims. It’s one thing to say you’ll do something or to say you’re the best at what you do, but results are the most important part. Proof points make customers feel confident they are choosing the right person to work with and that they’ll be getting the most helpful information from them.

Call To Action

Finally, your client presentation should include a call to action . This is where you ask for the business. Often times, people are afraid to input a call to action because it seems too forward and they’re afraid of rejection. Don’t be afraid of rejection and don’t be afraid to sell! At the end of the day, you’re not losing a client because they aren’t your client, to begin with. Until you have them sign a contract, they’re still a prospective client.

How Do You Structure A Client Presentation – Our Proven Client Presentation Template

Creating a persuasive message is an art. It gets your audience to either act, think, or feel in a certain way. By structuring client presentations similar to a story – with a clear beginning, middle and end, you’ll be able to convert more clients with less difficulty.

What you know about your client

First, take inventory of what you know about your client and prepare one quick slide deck outlining your research. This proves to the client you took the time to research them and their market and it will help build their confidence in you.

This doesn’t need to take too long either. An hour-long discovery call with the client and a quick search on their website should provide you with enough information on who they are, what business they’re in and the target audience they’re trying to reach.

Who your company is

Now, it’s time to talk about yourself. But remember, the presentation is about the prospective clients, not all about you. So keep this slide brief and simple. Just like this.

Stats related to your successes

It’s one thing to say you’re the best. It’s another thing to prove it. Provide examples of past clients you worked with – especially if the scope of work is similar to what the prospective client would request. Use data points and key performance indicators (KPIs) to help support the narrative.

Social proof such as testimonials and case studies

There is no stronger marketing tool than word of mouth. Obviously, you won’t bring past clients into the meeting but you can bring their positive remarks.

Testimonials or a case study of a past project are great elements to incorporate into a sales presentation. They help speak to the quality of work or service you provide from someone who has already experienced working with you.

More often than not, a company would object to working with you because they’re afraid of the unknown. Having a testimonial eases the tension since someone has already walked the path and had great results. It serves as a great example of success.

What your client’s pain points are

Next, present the pain points you have found. This is a great opportunity to see if you’re aligned with the client. The worst thing that can happen is both sides think the other knows what the problem is when reality there is a disconnect. You’ll then begin finding a solution to a problem that isn’t the problem, to begin with.

How your company can solve their problems

Presenting your ideas and solutions is where your hard work pays off and where your sales skills really shine. Now you can present the deliverables you’d propose to the client to help them solve their problem.

Expected Investment (Optional)

Depending on your business strategy and how you conduct a sales presentation, a slide outlining the expected investment gives the prospective customer a clear understanding of what they can expect to pay for the proposed service.

A timeline is another great slide to include which highlights the next steps. The reason you want to have a timeline in the deck is that it gets the prospective customer to put themselves in the mindset that they’re already working with you.

If they’re able to clearly see what the future touchpoints will be, when they can expect to follow up and when they can expect deliverables, it will be easier to close the deal.

Don’t forget the call to action ! This point is so important we had to put it in the blog twice. Don’t be afraid to ask for their business and have a call to action to close off the presentation.

Client Presentation Skills You Should Know

Virtual presentation skills.

With more businesses turning to a virtual model, you’ll be presented with more opportunities to present virtually. This means you’ll need to begin familiarizing yourself with online presentation tools such as Google Meets, Zoom and Pigeonhole to facilitate your presentation.

Luckily, there are great resources available online that go into detail on how to ace your virtual presentation so when the time comes to present virtually, you’ll nail it.

Body Language

Whether you’re presenting in-person or virtually, body language still plays a role . Body language will help you engage with your audience and enhances the way you speak.

Body language also helps you emphasize key points. Want to bring attention to a key fact or piece of data? Use body language to help convey the message.

Public Speaking

The skill of public speaking allows you to deliver a message with confidence. Whether it’s in-person or done virtually, public speaking allows you to speak at a proper cadence.

With practice, public speaking also helps you think quickly on your feet. So when you potential customer starts asking questions about the services you offer and your recommended solutions, you’ll be able to respond effectively.

Designing Presentations

If you don’t have a professionally designed presentation, all the work you put into your pitch will be for nothing. A professionally designed presentation is the vehicle that helps deliver the message.

Even if you decide to use templates, you should have the skills to customize PowerPoint slides or Google Slide. But, this can be time-consuming and tricky.

If you rather focus your time more on research than the creative aspect of presentation design, consider using a presentation design service such as Presentation Geeks who offer e-learning solutions, PowerPoint design, Google Slide design, sizzle reels, motion graphics and much more!

Author:  Ryan

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Client Presentations 101: How to Give a Client Presentation

Think of the word “present- ing” and consider your clients: they want you, the expert, to provide them with the information they want and need. If you think of your presentation as if you’re giving them a “present” (literally, your expertise), you can re-frame the meeting in a way that fills you with the confidence you need to communicate effectively.

What Is a Client Presentation?

A client presentation allows you to explain the importance of your work in a compelling way. It’s key for articulating your value, if it’s in the proposal stage , or your progress if you’re in the middle of a project.

Of course, you may give a wrap-up client presentation as well, where you’ll want to review what went well and what went wrong for your project.

Related: Ultimate Guide to Project Status Reports

Why Is a Client Presentation Important?

A client presentation is all about communicating . You’re the expert, and your job is to convey to your client everything that’s important. There is a lot of information that you have that your client doesn’t have. They’re not as well-versed in the project as you are. So, give them the gift of communication.

This is key for them to understand everything that went into the project. If your client presentation doesn’t effectively communicate, it’s failed.

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How to Deliver a Client Presentation

• Simplify, simplify, simplify : A good client presentation always emphasizes clarity and simplicity. If your client doesn’t understand your presentation, then you’ve wasted your time.
• Speak their language:  The best way to communicate effectively is to consider your audience. Don’t get caught up in jargon they might not understand. Speak plainly and honestly.
• Focus on what matters to them: Remember the goals of the project to begin with. Stay focused on what matters and don’t get lost in the details.
• Make your point clearly, concisely and quickly: People tend to have short attention spans. The sooner you can convey your meaning, the likelier it is that they will be able to process it and ask questions afterwards.
• Confirm they understand, and remember to ask questions: Don’t just assume they understand your points in your client presentation. It’s key to check in with them and be proactive by asking questions at the tail end of your presentation, or even the halfway point.
• Be respectful: Be respectful and be patient. These are your business partners. You don’t want to sour any relationships by how you respond to their reaction to your client presentation.
• Avoid shaming their questions: They don’t know what you know! Not everyone understands things quickly. That’s ok. It’s your job to make sure that your client presentation gets them to a place of understanding. Sometimes that doesn’t happen right away: keep at it.
• Excite them:   Be enthusiastic about the project! People don’t respond to cold facts by themselves. Supercharge your client presentation with emotion and enthusiasm. But always stay professional.
• Set a vision for them and help them see how to get there: Be the expert and the visionary . You can’t do everything for them, but you can lay out a roadmap for them to reach their goals.
• Explain the process and let them know where they are:  It’s key to be honest here. Sugarcoating reality isn’t going to help anyway, but try to pepper in good news with any bad news. Clients can be sensitive, but you’ll still need a good relationship to get anything done.

If you apply these simple tips to your presentations they will become not only more productive, but you’ll find that people will be eager to attend and engage and, most importantly, leave with a feeling of success.

Pro tip : Another tip when leading a presentation is the use of the royal “we”—not in an elitist way, but in such a fashion that you include yourself and everyone in the room in the discussion. This is a team effort, and even clients are part of the team!

To reinforce these points and learn even more, watch the video below about how to give a client presentation.

Client Presentation Video

In this leadership training video, Jennifer Bridges, discusses the art and skill of communicating during client presentations.

Here’s a shot of the whiteboard for your reference!

Transcription

Today we’re talking about how to give a client presentation. I’m not sure why we get so nervous about this. I mean think about it. If you have a present, aren’t you excited to give it to other person? So a reminder I have for myself is I think of literally giving my client of gift. Also, think of if you present something, that’s the giving of something and the presentation is the way in which you give. So when we’re giving something, a presentation to our client, well, they’re seeking your professional advice.

So let’s look at the information they want. So when we give a client presentation, they really wanna know how long is something going to take and how much is it going to cost. They also want to know how many is going to be produced and how much they’re going to cost. They may want to know how many and how long is it going to take. Basically, they’re talking about items of the Triple Constraint as identified by PMI. It’s the time, the cost, the scope, and the quality.

So there are 10 tips that we found that are really helpful in giving a client presentation.

First of all, simplify what you give them. Right? Don’t overwhelm them, make it simple. Speak their language, something they can understand and relate to their world. Focus on what matters to them. Make your point clearly, concisely, and quickly. I mean they do not want to be there all day, like taking forever. They want you to get to the point. Get them to point A to point B quickly.

Confirm they understand what you’re talking about and stop and ask. Do you have any questions? Is this what you expected? Is this helpful? So give them pause and give them time to think about it, to make sure they follow you, and give them an opportunity to ask questions. We also want to be respectful. I mean, after all, they’re the client so they don’t know what you know. So we want to be respectful if they have questions and they may not get it yet. We also want to avoid shaming them for their questions. I mean they may have questions that for you are immature, but they don’t know.

So it’s important to give them the space and honor what they’re asking. Excite them, get them excited about what you’re presenting, something about their project, or their status or where they’re going or what they can obtain from this. And also it helps to set a vision for them and help them see how to get there. If you set a vision and they can’t even conceptualize how in the world we’re going to pull that off then they’re going to be left dazed and confused or they’re not gonna believe that it’s possible. And you also want to explain the process and let them know where they are in the process of the project.

So again there are some bonus phrases that we feel like we call “The Phrase that Pays.” Number one let them know and tell them we will take care of you. That’s really comforting to know. You are in great hands. Let them know that you and your team are there in great hands. And also let them know we are excited to work with you. That really gets people to know that you’re engaged and use the phrase, “We.”

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20 Great Examples of PowerPoint Presentation Design [+ Templates]

Published: January 17, 2024

When it comes to PowerPoint presentation design, there's no shortage of avenues you can take.

While all that choice — colors, formats, visuals, fonts — can feel liberating, it‘s important that you’re careful in your selection as not all design combinations add up to success.

In this blog post, I’m sharing some of my favorite PowerPoint tips and templates to help you nail your next presentation.

Table of Contents

What makes a good PowerPoint presentation?

Powerpoint design ideas, best powerpoint presentation slides, good examples of powerpoint presentation design.

In my opinion, a great PowerPoint presentation gets the point across succinctly while using a design that doesn't detract from it.

Here are some of the elements I like to keep in mind when I’m building my own.

1. Minimal Animations and Transitions

Believe it or not, animations and transitions can take away from your PowerPoint presentation. Why? Well, they distract from the content you worked so hard on.

A good PowerPoint presentation keeps the focus on your argument by keeping animations and transitions to a minimum. I suggest using them tastefully and sparingly to emphasize a point or bring attention to a certain part of an image.

2. Cohesive Color Palette

I like to refresh my memory on color theory when creating a new PowerPoint presentation.

A cohesive color palette uses complementary and analogous colors to draw the audience’s attention and help emphasize certain aspects at the right time.

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It‘s impossible for me to tell you the specific design ideas you should go after in your next PowerPoint, because, well, I don’t know what the goal of your presentation is.

Luckily, new versions of PowerPoint actually suggest ideas for you based on the content you're presenting. This can help you keep up with the latest trends in presentation design .

PowerPoint is filled with interesting boilerplate designs you can start with. To find these suggestions, open PowerPoint and click the “Design” tab in your top navigation bar. Then, on the far right side, you'll see the following choices:

This simplistic presentation example employs several different colors and font weights, but instead of coming off as disconnected, the varied colors work with one another to create contrast and call out specific concepts.

What I like: The big, bold numbers help set the reader's expectations, as they clearly signify how far along the viewer is in the list of tips.

10. “Pixar's 22 Rules to Phenomenal Storytelling,” Gavin McMahon

This presentation by Gavin McMahon features color in all the right places. While each of the background images boasts a bright, spotlight-like design, all the characters are intentionally blacked out.

What I like: This helps keep the focus on the tips, while still incorporating visuals. Not to mention, it's still easy for me to identify each character without the details. (I found you on slide eight, Nemo.)

11. “Facebook Engagement and Activity Report,” We Are Social

Here's another great example of data visualization in the wild.

What I like: Rather than displaying numbers and statistics straight up, this presentation calls upon interesting, colorful graphs, and charts to present the information in a way that just makes sense.

12. “The GaryVee Content Model,” Gary Vaynerchuk

This wouldn‘t be a true Gary Vaynerchuk presentation if it wasn’t a little loud, am I right?

What I like: Aside from the fact that I love the eye-catching, bright yellow background, Vaynerchuk does a great job of incorporating screenshots on each slide to create a visual tutorial that coincides with the tips. He also does a great job including a visual table of contents that shows your progress as you go .

13. “20 Tweetable Quotes to Inspire Marketing & Design Creative Genius,” IMPACT Branding & Design

We‘ve all seen our fair share of quote-chronicling presentations but that isn’t to say they were all done well. Often the background images are poor quality, the text is too small, or there isn't enough contrast.

Well, this professional presentation from IMPACT Branding & Design suffers from none of said challenges.

What I like: The colorful filters over each background image create just enough contrast for the quotes to stand out.

14. “The Great State of Design,” Stacy Kvernmo

This presentation offers up a lot of information in a way that doesn't feel overwhelming.

What I like: The contrasting colors create visual interest and “pop,” and the comic images (slides 6 through 12) are used to make the information seem less buttoned-up and overwhelming.

15. “Clickbait: A Guide To Writing Un-Ignorable Headlines,” Ethos3

Not going to lie, it was the title that convinced me to click through to this presentation but the awesome design kept me there once I arrived.

What I like: This simple design adheres to a consistent color pattern and leverages bullet points and varied fonts to break up the text nicely.

16. “Digital Transformation in 50 Soundbites,” Julie Dodd

This design highlights a great alternative to the “text-over-image” display we've grown used to seeing.

What I like: By leveraging a split-screen approach to each presentation slide, Julie Dodd was able to serve up a clean, legible quote without sacrificing the power of a strong visual.

17. “Fix Your Really Bad PowerPoint,” Slide Comet

When you‘re creating a PowerPoint about how everyone’s PowerPoints stink, yours had better be terrific. The one above, based on the ebook by Seth Godin, keeps it simple without boring its audience.

What I like: Its clever combinations of fonts, together with consistent color across each slide, ensure you're neither overwhelmed nor unengaged.

18. “How Google Works,” Eric Schmidt

Simple, clever doodles tell the story of Google in a fun and creative way. This presentation reads almost like a storybook, making it easy to move from one slide to the next.

What I like: This uncluttered approach provides viewers with an easy-to-understand explanation of a complicated topic.

19. “What Really Differentiates the Best Content Marketers From The Rest,” Ross Simmonds

Let‘s be honest: These graphics are hard not to love. I especially appreciate the author’s cartoonified self-portrait that closes out the presentation. Well played, Ross Simmonds.

What I like: Rather than employing the same old stock photos, this unique design serves as a refreshing way to present information that's both valuable and fun.

20. “Be A Great Product Leader,” Adam Nash

This presentation by Adam Nash immediately draws attention by putting the company's logo first — a great move if your company is well known.

What I like: He uses popular images, such as ones of Megatron and Pinocchio, to drive his points home. In the same way, you can take advantage of popular images and media to keep your audience engaged.

PowerPoint Presentation Examples for the Best Slide Presentation

Mastering a PowerPoint presentation begins with the design itself.

Get inspired by my ideas above to create a presentation that engages your audience, builds upon your point, and helps you generate leads for your brand.

Editor's note: This post was originally published in March 2013 and has been updated for comprehensiveness. This article was written by a human, but our team uses AI in our editorial process. Check out our full disclosure to learn more about how we use AI.

Don't forget to share this post!

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How to Make a PowerPoint Presentation & Impress Clients

Want to make a strong impression during your next meeting? Learn how to create an effective PowerPoint presentation that will win your clients over.

If you want to build a successful business, impressing clients is essential. One of the best ways to do that is by creating an innovative PowerPoint. You might be wondering how to make a PowerPoint presentation stand out. Fortunately, there are plenty of ideas available.

Finding a way to communicate the necessary information without boring your clients is vital. Even though you may be tempted to use several images and videos, you don't want to distract from the central message of the presentation. Therefore, it's important to strike a balance between getting creative and straying from the main idea.

Take a look at some of the most valuable tips below. Then, don't forget to rehearse your PowerPoint with colleagues before showing it to your clients.

Are PowerPoint presentations effective for client meetings?

If you want to learn how to make a PowerPoint, you might wonder if they're even effective for client meetings. After all, there are many ways to present your pitch deck .

So, should you create a PowerPoint? PowerPoint presentations are a great way to communicate your ideas to clients in a visual, engaging format.

You can send as many emails to your clients as you want, and you may even build the occasional newsletter. However, customers may be intimidated by a wall of text and may not necessarily want to read in order to obtain vital information.

Instead, they may prefer if you put together a presentation with clean, easy-to-understand visuals. That way, they can quickly digest the most important information while deciding whether your products and services are right for their needs.

How to make a PowerPoint presentation

Before diving into a few PowerPoint presentation tips, it's important to understand how to make one. Here are some of the most critical steps you need to follow:

1. Launch the PowerPoint program

First, you need to open PowerPoint. If you have Microsoft Office Suite installed on your computer, it should include PowerPoint. All you need to do is double-click the icon to open it, or you can find it from the start menu.

PowerPoint is also accessible via your computer's browser.

2. Create a blank presentation

If you decide to create a new presentation, you'll have plenty of options to pick from.

You can also use a blank presentation to start from scratch on an empty canvas. This will give you the most freedom to control what goes into each new slide, allowing you to add a text box, bullet points, and more.

3. Choose a design

Or, you may decide to select a pre-made template. Various professional PowerPoint templates are available to fit your needs.

However, make sure the theme you choose fits your company's branding. Brand consistency is vital as you put together your entire presentation.

If you want to create a PowerPoint presentation that's on brand, you can make a custom template using your own design. Not only is this helpful for external presentations with clients but also internal communications.

4. Add content to each slide

You must make sure to add content to each slide. Here are a few elements to include in your PowerPoint:

• Title slide
• Key takeaways
• Call to action
• Graphics Some slides may have more text, while others may have more graphics. Ensure the presentation flows well from one slide to the next.

5. Incorporate visual elements

Don't forget to incorporate some visual elements. Multimedia can communicate your most important ideas faster and keep your audience engaged . This is why learning how to make a graph in PowerPoint is helpful.

Additionally, you don’t need to be an expert in graphic design to add visual elements to your presentation. There are many easy-to-use tools within PowerPoint that can help you get started.

6. Review presentation

Finally, you need to review your presentation before you finalize it. Ensure all buttons work and the images are clear. You might even want someone else to look at the file before you send it to clients.

If you follow these steps, you should be able to put together a great PowerPoint presentation that will impress clients.

Note: Remember to regularly save your PowerPoint so you don't lose your progress. You may also want to check if the auto-save feature is turned on.

PowerPoint do's and don'ts

Now that you know how to put together a PowerPoint, here are a few essential do's and don'ts to keep in mind as you build your presentation.

PowerPoint do's

Add valuable content

Make sure to add content that your clients find valuable. This is going to be the backbone of your presentation. Before you start working on your PowerPoint, list the most important things you need to include in the presentation. Then, ensure all that information makes it into your slides.

Keep it simple

There are plenty of ways to separate yourself from the crowd, but always keep it simple when in doubt. If you make your presentation too busy, your audience will have difficulty figuring out what they should pay attention to. They might concentrate on all the flashy elements instead of focusing on your main ideas.

Stay consistent

It's best to stay consistent throughout your presentation. You have a specific brand voice you want to strike, so it's a good idea not to stray too far from it. If you don't focus on consistency when you put together your presentation, your audience may find it challenging to follow you from slide to slide.

Ask for feedback

Your presentation is your idea, so you're in control of it. However, it's helpful to get an outside perspective as you build the presentation. For example, you may want to have a few of your colleagues review your PowerPoint ideas to see what they think. You can also ask for feedback from customers and potential clients.

Use high-quality images

There's a saying that a picture is worth a thousand words, which is true when it comes to a PowerPoint presentation. At the same time, your images will only be compelling if you use quality pictures. Always review the photos before you finalize the presentation, and ensure they're easy to see from the back of the room.

Take advantage of white space

You don't want to intimidate your audience. Even though you want to take advantage of every square inch available to you, having some white space can be valuable. It gives your audience a chance to relax and decompress as you go from slide to slide. So, try to fight the urge to fill up every single inch of white space with content.

PowerPoint Don'ts

There are a few common mistakes you need to stay away from. Some of the most common mistakes include:

• Don’t use flashy transitions: One of the major benefits of using PowerPoint is that you can add transitions to the presentation. However, even though you might want to play around with them, it's best to avoid special effects and transitions in your presentation. Including special effects and flashy transitions may come off as unprofessional.
• Don’t saturate the slide with text: Don't put too much text on the slide. If you have more information to include, consider adding it on a separate slide. If you add too much text in one area, your audience will have difficulty reading everything. They may also spend all of their time reading instead of listening to you.
• Don’t use more than two colors: Changing one or two colors is okay, and you may want to use your company colors if you have them. However, using too many colors in one PowerPoint slide can distract from your main points and make it challenging for your audience to read the text.
• Don’t be careless with your graphs: It's always a great idea to learn how to make a timeline in PowerPoint. However, you don't want to rush through the process when creating graphics, such as charts and diagrams. Ensure all the information is accurate and correctly displayed. It's also good practice to provide a key for clients to follow.

If you can avoid these common mistakes, you can make the most out of your PowerPoint presentation.

Land the sale with impressive PowerPoint presentations

Learning how to make a good PowerPoint presentation can go a long way in helping you land the sale. However, it's not enough to simply know how to create this type of presentation. If you want to impress clients and land the sale, you must know how to build presentations that are engaging and worthwhile. As long as you put in the necessary work, you can develop a strong presentation that can help you maximize conversions.

Once you complete your PowerPoint presentation, use Mailchimp to deliver it to your contacts. Whether you want to include it in your sales email or create a custom landing page for it, we're here to help.

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Client management

How to run the perfect client presentation

Pitching your agency as the perfect fit during a client presentation is daunting.

You have to remember product positioning, messaging, client goals, and most importantly, selling your service. Most of all, a client presentation must add value.

The aim is for clients to envision what it’ll look like if they work with you and how you’ll help them reach their goals. The failure of most client presentations is how they land.

Some are full of text-heavy slide decks.

Others are all about the agency – not the client and their specific goals.

Finding the sweet spot with a client presentation is possible if you stick to the basics and put the client first by answering their biggest needs, uncovering any issues, and confidently explaining why they're worse off without your services.

Let's dive in a little deeper and help you get ready for the big presentation:

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Step 1: Do your research and carefully plan your pitch

Any client presentation starts with a who: who is it for?

The answer is your client.

You should know everything about them before you step into the meeting with them. Go into the room with a good understanding of their business, their industry, and how your services fit into the picture. 

Prepare by researching their past projects, understanding their goals, and even studying business presentation examples to ensure your communication is effective.

Start by researching the basics:

What industry are they in?

How big is their company and how big is their team?

What are the main goals they want to hit?

What roadblocks are stopping them?

How can product/service help them?

Look at their website and LinkedIn pages to see what services or products they’re selling. If you’ve done work for similar clients in their industry, check back at past projects and pitches, and see the pain points were you spent the most time. 

Then you need to understand the company’s size and more importantly, how they plan to grow and scale their business.

Your client should have plenty of information about them online and a simple about us – like our video below – can help direct your presentation topics and tone of voice.

If you're stuck when making your presentation you can even use prompts to easily generate an AI presentation , which will streamline the process and save you valuable time that would otherwise be spent on slide creation.

Teamwork.com Overview

Once you know a little bit about the company, focus on why your solution is right for them.

How you sell your why depends on who you are selling to. A CEO with 200 employees has different challenges to a scrappy startup owner with a couple of employees on the books. Either way, explain your why by: 

Acknowledging their pain points. Talk about the client's problems and what they need to do to reach their goals. Show them that you understand their issues and build trust from the start of the presentation.

Asking questions. Presentations shouldn't be a one-sided affair. Asking the client questions makes them feel comfortable and helps you understand their needs.

Introducing your brand as the solution. Tie the client's problems to your product/service. If they need a new website , talk about how you can make that happen and what the process looks like. If they have hit a brick wall with their marketing, explain why they may be struggling and what they can do to change it.

Pro-tip: Researching potential clients can take a lot of energy. You need to ensure that they're a good fit before stepping into a presentation. Get a headstart with presentation research and start using detailed intake forms. Use a tool like Teamwork.com to build customized intake forms and get as much information as possible about a client before sitting down for a meeting. 

Step 2: Take care of some housekeeping

Your clients are busy—that’s a given.

But so are you. 

Make sure you set some ground rules before the presentation starts so that it runs smoothly. These can be basic rules like: 

Always get to the meeting first. Whether the meeting is in the client's office or on Zoom – get there first and early. Give yourself enough time to organize your slide deck and get comfortable with the pitch before the client arrives (or logs in.)

Test your tech. Open your presentation, check that it's working, and test each slide. If you're using a laptop or projector, have it open to the first slide at the start of your presentation, ready for when the client arrives.

Practice your pitch. Is it just you presenting to the client? Do you have a team joining you? Don’t show up to the meeting without a game plan. Rehearse what you’re going to say and how you’ll answer client questions before the presentation.  

Cut to the chase. Your client isn’t your friend. Don’t waste too much time with small talk. If the pitch goes well – they'll move forward – not always on your small talk skills.

These steps are so basic that it almost seems like they don't need to be mentioned. But walking into a presentation with a poorly prepared pitch or a slide deck that takes 15 minutes to fix is the fastest way for it to fall flat.

Step 3: Turn the presentation into a marketing funnel

Your presentation should have one goal—getting the client to agree to the next steps or sign a contract.

So, why not design your slide deck like a marketing funnel—with a beginning, middle, and end?

You must tread a fine line between a lecture and a negotiation with client presentations. If the slide deck is too information-heavy, clients can feel like you're speaking at them instead of talking to them.

And if you don't take charge of the meeting, it can go off track and makes it harder to get your client focused on the next steps.

Aim for somewhere in the middle and tell a story where your slides convince the client that your solution is a good fit. Your presentation deck should include these sections:

Beginning: Set the stage and tell the client what the presentation is about, why you’re there, and how you plan on working together.

Middle: The meat of the presentation. Don’t overload the slides with text. They should be a visual background to back up what you’re saying.

End: Use this as your call to action and outlines the next steps. Here, you give the client a reason to book another meeting or sign a contract with you.

Here’s a great example of LeadCrunch turning a presentation into a compelling story. The presentation kicks off by talking about common problems that B2B sales companies experience: 

This helps hook the audience.

The presenter understands their frustrations with trying to get more leads. Next, LeadCrunch takes the three frustrations and turns them into opportunities for the client: 

The text on the slide mirrors the issues in the industry so the client can connect the dots between the problems and LeadCrunch's solution.

Finally, the presentation winds up by using a pricing chart as its CTA. Don't overthink how you tie in your CTA to the client – you know your value and what you can bring to the table – so just clearly say it.

Step 4: Use visuals to tell and sell the story

Visuals are your friend during a client presentation. 

They have obvious benefits—they grab your client’s attention, break up text-heavy slides and make complex data easier to digest. 

But there are other reasons why adding visuals to your presentation is a good move.

The SEO software company SEMRush asked over 200 agency and brand reps what made their presentations successful and found 74% of brands said it was tailoring the proposal to the client. They recommended using images to help clients understand concepts that usually end up on a spreadsheet or hidden under a mountain of text. This is easy to do.

Don’t explain how your agency’s complex strategic marketing will work — show the client instead.

Step 5: Open the pitch up into a two-way conversation

Once the presentation is done, don’t just pack up and leave—start a conversation with the client instead. 

Getting feedback as soon as the pitch is over is crucial. You need to know if your presentation resonated with them and iron out any concerns or questions they have.

Kickstart the feedback process by asking the client:

Did you have any questions about anything we mentioned in the presentation? 

Do you see our solution solving your problems?

What can we do to move this forward and start working together?

Now, the client may give you some feedback you don’t like. Or ask more pressing questions around project cost estimations , deadline management , or how you handle scope creep .

Make your value clear. But also show how you'll promote a straight road to client collaboration , so you make their values your own. Want more insights into collaboration tips? Download our guide to creating a collaborative culture with your clients.

5 tips for fostering collaboration with your clients: CTA

Download our guide to get essential communication tips and insights into how to foster collaboration with your clients.

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Step 6: Close strongly with clear next steps

Don’t leave the meeting in limbo.

Be clear about what you want to do next with the client moving forward. Don’t say that you’ll follow up in a couple of days—it’s too vague. Be more direct. 

Make sure you and your client agree on a defined deadline for when the deal should move forward. If the follow-up call goes well and the client wants to go ahead, send a contract over to seal the deal. 

Pro-tip: If you want to build a strong relationship with your client, be transparent from the beginning. Invite clients to the project to keep them updated on progress. Using a tool like Teamwork.com makes this part easy.

And they’ll get access to visual project timelines , Kanban board views , and Gantt charts as well as ways to simply reply to messages, so you can both speed up feedback loops.

If you're worried about the client getting too involved, there's a solution – and it's permissions. Simply add permissions to client accounts so they can only access the things that move projects forward – not backward.

Ready to deliver a pitch-perfect client presentation?

A pitch that wows your clients begins way before walking into the meeting room. 

Successful presentations hinge on knowing your client's pain points. The more research you do, the more you'll be able to identify the barriers they face and how you can help. 

From there, it’s just a matter of showing up, targeting your messaging to their problems, and starting a conversation. 

See how Teamwork.com helps teams manage client work more successfully to impress everyone beyond the initial conversation. Get a 30-day trial for free to get in the driver's seat.

TABLE OF CONTENTS

6 steps to build the ultimate client presentation

• Do your research and carefully plan your pitch
• Take care of some housekeeping
• Turn the presentation into a marketing funnel
• Use visuals to tell and sell the story
• Open the pitch up into a two-way conversation
• Close strongly with clear next steps

Síle is a Senior Content Marketing Manager at Teamwork.com. She has been working in the project management software space for over 7 years, exclusively serving the agency sector. She loves providing agencies with actionable insights and captivating content to help navigate the ever-evolving landscape of project management.

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