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Use cases2 min readPageworks editorial team

Sales proposal decks that survive the forward chain

A buyer forwards an eight-slide proposal to finance without the seller on the call.

Sales proposal presentation cover slide

Worked example

Use these starting values to work through the decision, then substitute your own inputs.

A buyer forwards an eight-slide proposal to finance without the seller on the call. Put the requested decision on slide one, then scope, delivery stages, responsibilities, price basis, assumptions, risks and next step. Suppose implementation takes three stages of two weeks each, with a one-week approval gap between stages: the calendar spans eight weeks, not six. Distinguish working time from elapsed time and leave dates conditional until the buyer approves dependencies.

Make the next decision explicit

A useful pitch gives its reader a specific next action. Write that action before building the deck, then choose evidence that helps someone accept, reject or qualify it. Keep supporting detail accessible without making it mandatory reading.

  1. State audience, decision and the assumptions that would change your recommendation.
  2. Give each main slide one role. Move detailed calculations to a referenced appendix instead of shrinking them.
  3. Send the deck to someone without the meeting context. Ask them to restate the request, the evidence and the unresolved conditions.

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