A pitch deck is key to a successful sales pitch: helping you present your company, product, or idea in a way that draws investor interest or inspires excitement within a team. Pitch deck templates let you skip the blank page struggle and launch right into creating the content that might close your next deal or open new doors to opportunity.
In this article, you’ll learn how a pitch deck template can simplify the process of preparing pitches. We’ll also share a monday.com template that you can use to create an easy-to-use pitch deck that you and your team can customize quickly and effectively.
What is a sales pitch? And what is a pitch deck template?
A sales pitch is a condensed presentation that salespeople give to summarize the value of their of their product or business offering. The presentation acts as a visual aid to support any verbal information provided about a product, service, or campaign. If your sales pitch is successful, the other party agrees to another meeting to find out more or move forward with a purchase or partnership.
A pitch deck template provides an outline to ensure you include everything you need to make a pitch deck. It ensures there is enough information to speak for itself because if you can’t get a meeting with potential investors or clients, you will likely try to engage them with something polished.
Why use a pitch deck template to create your sales pitch?
Using a template takes the guesswork out of building your pitch deck, streamlining the process, and increasing productivity. A pitch deck template:
- Provides the building blocks you need to quickly put a deck together
- Helps your team save time and money
- Assists in developing a visually pleasing, high-quality deck
- Could also be a useful piece of marketing collateral in the future
You can increase the benefits of using pitch deck templates by customizing them to meet several needs.
What are some sales pitch examples?
Since there are different types of sales pitches, it’s important for a good pitch deck template to allow for variation to best accommodate the type. Starting with a basic template, you can add branding elements such as colors, fonts, logos, and images. From there, consider creating several types of templates your team can choose from when they want to finalize a presentation for a specific type of pitch. Let’s look into the different types of sales pitches that exist, and how to best customize a general pitch deck template to support each one.
A startup pitch deck template helps you organize thoughts and ideas for the purpose of pitching a business idea in a concise way. Similar to an elevator pitch, a startup pitch is typically brief. You may only have a few minutes to garner support for an idea and facilitate future meetings, so make sure every bullet point counts.
A team pitch deck introduces members of your company or the key players in a project, explaining why each is a valuable addition to the team. Details might include any education or accomplishments relevant to the project.
A team pitch template helps you build a compelling presentation that illustrates how this specific group of people is essential to project success. A good team pitch template has image placeholders so you can quickly add headshots to help the audience get to know the team better.
A vision-opportunity pitch template helps you build a pitch deck to present an opportunity or specific vision to potential investors. It might include:
- A spot for a vision summary, which is a single sentence that describes the opportunity using data
- Prompts to help you summarize the business model required to achieve the vision
- A section where you can include investments you’re seeking to support the project
You can customize the Creative Processes Template on monday.com to create an intuitive, adaptive pitch deck template that represents your brand and engages your audience.
Plus with the monday sales CRM, you can store multiple pitch decks and similar content for sales teams in one centralized place, so everyone on your team can make use of these templates and customize it to their liking.
Tips for writing an effective sales pitch
Of course, using a template to best structure your sales pitch is one of the best things you can do to ensure your pitch is checking off all the necessary boxes. But there are other best practices to consider when crafting the perfect sales pitch.
1. Know your audience
Before even creating your pitch, you must understand who exactly your target audience for the pitch is. What are their specific pain points you can bring up? How can your offering address some of these pain points and provide tangible value? You want to make your pitch as personable as possible, and you can do this by extensively researching your audience and bringing up points that are specific to them.
2. Include real facts
Human beings naturally react well to seeing unrefutable facts or examples that support an argument. Including case studies, numbers, and testimonials is a surefire way to give your product or offer credibility.
3. Ensure your pitch tells a cohesive story
At the end of the day, a good pitch is all about telling a good story. Stories humanize your pitch, keep your audience engage, and build a connection between you and your audience. So instead of just providing numbers and data, combine all your information together to create an emotionally-appealing story: one that brings your company and product to life.
4. End your pitch with a specific call to action
The goal of the pitch is, of course, to make a sale. People often get so wrapped up in creating their pitch that they forget the bottom line, and don’t include the next action steps for the audience. This is a huge mistake as it’s vital to make these next steps totally clear. End your pitch with the exact next step you are hoping for the audience to take. Whether that’s purchasing a product, calling a phone number or email to receive more information, or perhaps moving forward with a trial, make it clear what you want them to do.
Creating winning presentations with monday.com’s pitch deck template
The Creative Processes Template is flexible enough for a number of creative business endeavors and functions, including creating high-quality pitch decks. Our collaborative Work OS environment makes it easy to get all your stakeholders or team members involved in the pitch presentation process. Here are a few core features to help your pitch creation and action plans:
- Integrations with Dropbox, Slack, Google Drive, Gmail, Google Calendar, and OneDrive
- WorkForms to gather ideas and requests or quickly enter upcoming pitch presentation appointments
- Files Column to save all kinds of relevant files to your board
- Custom Status Columns for priority and other at a glance information
Brainstorm and discuss ideas for the pitch with remote teams and partners in any location. Using this template and other marketing tools on monday.com, you can easily delegate tasks, such as image and content creation for each slide, while saving progress automatically to the cloud.
You can also automate workflows related to your pitch process. For example, you might assign someone to write bullet points for a specific slide. Once content is written, keep the work flowing forward by automatically notifying the person responsible for creating corresponding images.
monday.com also has plenty of other templates you can use to power up your sales processes. You can customize any of our available templates and use them with boards, automations, and other monday sales CRM features to drive efficiency and productivity.
Related templates to pitch deck templates
A great pitch deck lets you connect with a potential investor or sales lead. From there, other sales templates can help you keep your team on target and close more deals.
Sales pipeline template
Our easy-to-use Sales Pipeline Template can help your team manage leads effectively. The layout of the template is extremely visual, making it ideal for collaborating. Colored labels let you track contact with prospective investors, and you can view the data in various formats for whatever suits you best.
Supporting sales material template
Our Supporting Sales Material Template helps your business organize all sales material in one customizable location. Beyond pitch decks, the template has space for adding case studies and brochures. The template offers multiple view options, including table, files, timeline, and form, so you can organize your data in a way that’s easy to read and helps you manage your project effectively.
Now you know about templates that can help you build a better pitch deck. But what content should you include to get the most out of the template? We offer some answers to common questions about pitch decks below to help you get started.
What should a pitch deck include?
A high-quality pitch deck template should include a vision and value proposition statement, the target market and opportunity, a problem and solution slide, and a business model that outlines how you plan to achieve the solution. Roadmaps and marketing/sales strategies are also important aspects of good pitch decks. You might also consider including a team slide to introduce key players for the company or project.
How do you structure a pitch deck?
The structure of the pitch deck should have a story arc. Think of the pitch deck as having a three-act structure:
- An intro and development: Covers the problem, why it’s important, and what you plan to do about it
- The who: Introduces your team members and builds a case for why they’re the right choice
- The vision: Elaborates on what your solution might become long-term
These development points should build to a climax, which is the moment where you sell investors on a strategy before bringing up fundraising points.
How many slides should be in a pitch deck?
A classic pitch deck should have roughly 10-20 slides. However, some pitch decks may have more, depending on the scope and scale of the project. Ten slides should be the minimum number you include, as this ensures you can hit key elements of a solid pitch.
Entice investors with help from monday.com’s pitch deck template
The brain can process visuals 60,000 times faster than words. That’s just one reason it’s important to back your verbal communications during a pitch with a high-quality pitch deck.
Developing an effective pitch deck is a big task, but you can reduce the workload and streamline the process by creating a pitch deck template on monday.com. All of our templates are customizable, so you can work the way you want with helpful guidance along the way.