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How to Write a Project Proposal and Present it to Stakeholders

Every manager or executive has at some point of their career the need to create a project proposal (or initiative, we will use both terms instinctively in this post). In this opportunity we will briefly define the concept, how to write it and more importantly how to present it to an audience. Persuasion is key. Being able to transmit the right message behind the proposal will help you engage your audience with your ideas.

What Is a Project Proposal?

A project proposal is a document that details a new project idea. Its main objective is to communicate the idea, and what is needed to make it happen. In its most basic form, it contains a title, initial and end dates, objectives, goals and the overall main achievement pursued at completion of the project.

Formal project proposals have clear sections that have been proven to effectively communicate a project idea. The basics include context about the problem or pain trying to solve, a high level action plan, and the required resources to execute it. We’ll give you more detail into how to write project proposal categories later on in this article.

Note that a business project proposal is not the same thing as a complete project plan , in terms of project management . The project proposal includes a lot of details in many of the same categories as a project charter or a complete project plan. However, it is not the same document. The project proposal is not a detailed execution plan. There are lots of details that may change between the proposal presentation and the final, approved project plan.

Types of Project Proposals

There are many different kinds of project proposals, since there are many different kinds of projects. For the sake of keeping the article with a reasonable length, we will exemplify Business Project Proposals.

Business project proposals range from formal to informal and vary greatly depending on the industry and company where they are defined. This article focuses on business project proposals, though a lot of the basics and recommendations also apply to different categories.

Situations that Require to Write a Business Project Proposal

Projects intake vary depending on the management frameworks applied by every organization. But there are common management practices that trigger the need for project proposals.

The most common place for project definitions and ideation is during Corporate Planning. Independently of the size of the organization, planning is a practice that every professional organization carries out. Could be defined as Corporate Planning, or just Growth planning, but the time of the year where executives prepare their forecast and plan for the future is the main event where initiatives are defined. In order to evaluate them objectively, project proposals are created. Based on the proposals, the executives decide which projects they will sponsor. With this in mind, it is important that the document is formal, informative, but also persuasive.

How to Write a Project Proposal

The following paragraphs describe the common sections of a professional project proposal document. Keep in mind that this guide does not pretend to be exhaustive and is understood that you’ll need to evaluate adjustments to this outline in order to make it work for your industry, field, and department.

Step One: Define the Purpose around a Problem or Pain

No executive team will approve or fund a project if it’s not solving a realistic problem, situation. While it may sound negative, in business a lot of decisions are made around addressing pains, both organizational and client-facing. This step aims to show stakeholders why your project is important and what are the stakes if they don’t approve it.

Since your problem statement is the very first section of your project proposal, it has to be strong. If you don’t make your audience start believing in the need for a new initiative at this point, it will be very hard to change their minds later on. Don’t exaggerate the problem, since that is easy to discover later on, but be emphatic about why this is a problem that needs fixing. Backup your claims with facts, figures, and business cases. The cost of “ not doing ” is also a strong argument.

Here are some questions to consider when defining the problem:

Step Two: Introduce The Solution

Now that you’ve hopefully convinced your audience of the existence of a problem, you now have to introduce the proposed solution. The next several steps will help you specify some of the more tangible components of the “how”. On this step, however, you’re still at the dazzling and inspiring stage.

That means your introduction to the plan should focus on its benefits.

How is this going to address the problem and what is your organization going to get out of it? Think increased profits, lowered costs, new products on the market, more satisfied clients, increased brand awareness, etc.

What is the anticipated impact of your project or idea? Focus on wide-ranging effects for a more impressive presentation.

Step Three: Specify Deliverables and Success Criteria

Deliverables are the results of your project. Think about it as the components, both tangible and intangible, that you’ll be delivering. Include the functions and characteristics of each deliverable, such as what it will do, how it will work, and what benefit it will have. Include details such as due date and key tasks required to successfully carry out each deliverable.

Alongside the definition of deliverables are the success criteria. It’s important to specify how you’ll know if each deliverable has been successfully created, as well as the project as a whole. Whenever you’re presenting objectives or criteria for evaluating success, use the SMART goals approach. SMART stands for specific, measurable, achievable, realistic, and time-bound. You can try using a roadmap template to visualize these deliverables and delivery dates.

Step Four: Outline Project Resources

In order to execute a project, you will require resources. Generally in a project proposal you will divide this definition in two. First, an overall estimation of resources in a common language , financial . So you will translate every resource into budgeting terms and define an investment number. Then, you will break down these financials into: assets (i.e.: technology, infrastructure), human resources, services (i.e.: advertisement, consultancy).

Step Five: Outline your Schedule

In this section you will combine deliverables and resources to generate a high level roadmap. Main points to highlight are start and end of the project, delivery dates and resources usage times. In this way you will materialize the proposal in high level activities.

Step Six: Executive Summary

Once the detailed version of your project proposal is complete, it’s time to summarize it into an executive summary. This summary will include a high-level list of each key element of your proposal. The idea of the executive summary is to be able to summarize in one page all the proposal, in a way an executive can grasp the overall scope.

How to Present a Project Proposal to Stakeholders

Your project presentation will follow the basic steps detailed above. Here is a project proposal example structure using project proposal templates to help you get started on your presentation.

Slide 1: Cover Slide with Project Name

Like in all presentations, you don’t dive into the main part of the presentation without introducing the name of the project and yourself as presenter. Covers slides provide some visual stationary previous the presentation kick off. As a recommendation, set a project name that will make it memorable.

Slide 2: Table of Contents

Audience members will have an easier time paying attention if they know what to expect from your proposal presentation. See the following slide for a common project proposal table of contents format. When presenting it, do not dive into details. The agenda slide is aimed to set a mental state in the audience on the structure of the information will follow. It is a presentation best practice to prepare the audience.

Slide 3: The Problem

Summarize your problem statement in one or two sentences. Be BOLD . When creating this problem summary, make sure to touch upon what the problem is, why it is a problem, how this problem manifests, who this problem affects, and what is the fallout of this problem. Make sure your message is directed to the real pain to solve. Avoid repeating the detailed problem definition; the audience can drill down in the documentation for the facts behind your statements.

Slide 4: The Solution

As the first slide that formally introduces your projects proposal, this slide should briefly communicate what it is you are proposing to do. You can frame this slide in terms of the solution to the previously mentioned problem or you can introduce it as your plan. Either way, make sure this project introduction is no more than 1-3 sentences long. You’ll have time to specify other details in later slides. At this point of the presentation, your audience curiosity starts to peak, and you need to build your persuasive speech.

Slide 5: Goals and Benefits

For this slide, you want to briefly list the main goals for what you want to achieve with your project, as well as the top benefits your project will generate for the organization. While there may be a much larger list of these two components in your project proposal document, you’ll want to present the most important/relevant here. Try to group goals and benefits into categories. Remember that what you put on your PowerPoint slides is only the tip of the iceberg when it comes to your presentation. You can and should give more details in the spoken part of your proposal presentation.

Slide 6: Deliverables and Success Criteria

Without going into too much detail, list deliverables, due dates, and criteria for acceptance for your main deliverables.

Slide 7: Project Management Strategy

State the project management strategy you’re planning to use to manage the project. You can’t assume everyone in your audience will understand what each project management strategy entails, so you should also provide a brief description of your choice. These templates detailing the Scrum , Kanban , and Waterfall methodologies can give you ideas of how to summarize your chosen methodology.

Slide 8: Budget

The budget slide remains pretty simple. Report both the total budget you anticipate for the project as well as a general breakdown of the budget into the main categories. Providing the percentage of each category of the budget is helpful for stakeholders to conceptualize it. In the Project Proposal Presentation template we have included a project budget slide (in slide #9) with a data table that can be used to present the Budget information.

Slide 9: Project Requirements

Other than budget, what’s needed in order to complete your project? Will you need human resources, specific software, equipment, or a special location in order to execute your project? Add a simplified list here of the main requirements.

Slide 10: Project Proposal Timeline

You will not be able to present the entire project timeline in a simple project proposal presentation. However, you should present an overview of the timeline, including major phases and deliverables. Instead of presenting a simple chart with deliverables and dates, we recommend placing your timeline of deliverables and phases in an actual calendar. This puts your timeline in a visual context of quarters, months, or weeks, allowing audience members to have a clearer concept of how long this project will take.

Slide 11: Conclusion

Close your project proposal with a very short summary of the project, similar to what you wrote previously when introducing your solution. The point of this is to remind your audience of the overarching reason for this presentation, especially after going over potentially less-than-inspiring details like budget and requirements.

Slide 12: Thank You Slide

Don’t forget to thank your audience for listening to your project proposal. Add your contact information in case this project proposal is sent over email and reviewed individually.

Final Words

In this article we had reviewed the definition of project proposal, its main structure and a guide on how to present it to your stakeholders. For further reading about presentations skills , here is a guide to improving your public speaking skills that will help you present your project proposal even more effectively. Hope you had enjoyed the reading.

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Project Execution, Project Management, Project Planning Filed under Business

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Project Proposal

Free templates for project proposals for powerpoint and google slides.

Make your Project Proposal stand out with these free templates. Perfect for your next pitch, data analysis and ideas.

Download them to use with PowerPoint or edit them in Google Slides and start creating!

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45+ Startup & Business Proposal PowerPoint Templates 2024

Presenting a project proposal or startup idea in a slideshow can be a daunting task. But it gets easier when you have the right PowerPoint proposal template at your side.

PowerPoint proposal templates allow you to design more attractive and persuasive slideshows to present your various business proposals, ideas, and projects in your meetings.

In this post, we bring you a collection of startup and business proposal PowerPoint templates, handcrafted by professional designers. All you have to do is download the template, open it in PowerPoint, and copy-paste your own content into the slides. And you’ll have yourself a high-quality PowerPoint presentation within minutes.

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Minimal PPT Templates

Clean & clear.

Animated PPT Templates

Fully animated.

Explore PowerPoint Templates

STRIVE – Creative Startup & Studio PowerPoint Template

This is a professional PowerPoint template you can use to design presentations for modern startups or studios. It includes 30 unique slides featuring editable shapes, vector graphics, image placeholders, and much more. It even comes with a few device mockups as well.

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Bonsai’s all-in-one product suite with smart automation lets you focus on your passion, not your paperwork. From crafting proposals and contracts, to time tracking and invoicing, Bonsai has you covered (plus, free users also get access to their massive library of templates and guides). You can find out more and try Bonsai free with your workflow today .

Launch – Startup PowerPoint Template

If you’re working on a slideshow for a product launch, this PowerPoint template will come in handy. It comes with 30 slide layouts that are specifically designed for crafting product launch presentations. Each slide can be customized to change fonts, text, images, icons, and anything you want.

Down – Business PowerPoint Template

Down is a modern PowerPoint template designed for various business presentations. It includes a total of 39 slides that you can edit and resize to your preference. The template also features master slide layouts for adding more slides to your presentations.

Clark – Creative Business PowerPoint Template

This creative and colorful PowerPoint template is perfect for making slideshows for creative brands and businesses. It comes with a set of beautifully designed slides filled with shapes, illustrations, and editable graphics.

Splendens – Free PowerPoint Project Proposal Template

This free PowerPoint template features a colorful retro-themed design that’s ideal for making presentations for creative agencies and brands. The template includes 26 unique slide designs with editable text, shapes, and colors.

REX – Colorful Startup PowerPoint Template

A very bold and colorful PowerPoint template for designing startup presentations. This template lets you choose from 30 different slides to craft a startup profile, project proposal, and many other types of business presentations.

Creative Agency PowerPoint Template

If you’re working on a project presentation for a creative agency, make sure to download and use this template. It includes 35 unique slide designs you can use to make various slideshows for business presentations.

Bontance – Corporate PowerPoint Template

Bontance is a professional PowerPoint template designed with corporate brands and businesses in mind. This template features a set of clean and minimal slides you can customize however you like. There are 40 slides in the template.

Maverick – PowerPoint Proposal Template

Check out Maverick, a modern and professional presentation format that has been designed with attention to detail, keeping the needs of a startup in mind. It features 35 custom slides, creative infographics, photo, and project galleries, and a range of amazing features.

Minimal PowerPoint Proposal Template

This minimal and elegant PowerPoint template is a fantastic choice for presenting a project proposal presentation. While the slides are pretty simple and straightforward, they come equipped with tons of charts, maps, and layouts helping you visualize your startup’s growth plans in the form of statistics.

Serione – Business Proposal PowerPoint Template

Serione is an excellent business proposal PowerPoint template for startups looking to make an impression on potential investors. It comes with 36 minimal yet eye-catching slides, drag and drop picture placeholders, free fonts, and more.

Free Startup Business Proposal PowerPoint Template

If you need a PowerPoint template that’s neat, and professional, look no further than this freebie. It offers unlimited color themes, vector objects, and icons, and a range of animated slides that can be fully customized into a winning presentation.

Marketing Agency PowerPoint Template

With this template, you can design a PowerPoint slideshow with a minimalist design. It’s perfect for creating casual business proposals and presentations. The template includes 30 slides that you can easily customize to your preference.

Financial Statement Free PowerPoint Template

This free PowerPoint template allows you to design a beautiful slideshow for presenting your business financial reports and statements. It includes 27 different slide layouts with fully customizable designs.

Startup Proposal PowerPoint Template

Your presentations have to be simply perfect when presenting a startup to a group of investors. It could literally make or break your startup. This PowerPoint template will help you avoid taking that risk. It features 40 professionally designed slides and everything you need to create the perfect presentation for a startup proposal.

Black Business Proposal PowerPoint Template

Minimal presentation designs are more effective for presenting proposals as they highlight the content in a much better way. This PowerPoint template features a similar design with fewer colors and lots of white space. It comes with 20 unique slides. You can use it to create proposals, annual reports, and even pitch decks.

Free PowerPoint Proposal Template

This free PowerPoint proposal template is razor-focused on gaining your clients’ attention and getting them interested in your pitch. It’s a great template that we wholeheartedly recommend you try out for your upcoming presentation.

Project Proposal & Pitch PowerPoint Template

Working on a project proposal for an agency? Then this PowerPoint template will help you craft an attractive presentation to showcase your project to clients. It features 40 unique slide designs with beautiful colors and shapes. Slides are easily customizable as well.

BizPro – Clean PowerPoint Proposal Template

Whether you’re creating a proposal for a product, a project, or even proposing a new business strategy to your team, this template will help with all those presentations and more. It includes more than 100 clean and simple slide designs with fully editable layouts.

Proposal Space – PowerPoint Proposal Template

You can use this PowerPoint template to design all kinds of proposal presentations for agencies, corporate brands, businesses, and more. The template includes 30 different slide designs with editable shapes and graphics. It’s compatible with Google Slides as well.

Free Web Project Proposal PowerPoint Template

This is a free PowerPoint and Google Slides template you can use to create proposals for your web design and web app projects. It comes with 19 unique slide layouts featuring beautiful graphics and icons.

Free Graphic Design Project Proposal Template

This free proposal template will help you create slideshows for your graphic design project proposals. It features 23 unique slide layouts with easily editable designs. You can edit it using PowerPoint and Google Slides.

Website Proposal PowerPoint Template

If you’re a web designer or agency trying to convince a client to make a website, this PowerPoint template is a must-have for you. The template includes 40 unique slide layouts you can use to create killer website proposals. It lets you choose from 15 pre-made color schemes and customize each slide to your preference.

Creative Business Proposal PowerPoint Template

This PowerPoint template comes with a very creative and modern design that’s perfect for creating business proposals, project proposals, and pitch decks for both agencies and startups. The template includes 20 unique slides with professional designs.

Project Proposal – Colorful PowerPoint Template

If you want to create a proposal presentation full of vibrant slides, this colorful PowerPoint template is for you. It includes 33 unique slide layouts filled with color, shapes, and graphics. Of course, you can easily edit each slide to change the colors to your liking as well.

Wlop – Modern Business Proposal Template PPTX

This business proposal PowerPoint template is designed with modern and luxury businesses in mind. It’s ideal for creating proposals for brands in fashion, lifestyle, and interior design. The template is fully customizable and also comes with portfolio slides.

Minimal Business Proposal PowerPoint Template

This PowerPoint template is most suitable for creative agencies and small businesses. It comes with a set of creative slides that features a hand-crafted look and feel. The template is available in 5 pre-made color themes and it’s fully customizable to your preference.

Free Pitch Deck Proposal PowerPoint Template

If you’re looking for a simple PowerPoint template to create a basic project proposal, this free pitch deck template is perfect for you. It includes 22 unique slides with modern and trendy designs.

Free Business Startup Presentation PPT Template

Use this free PowerPoint template to present your startup ideas like a pro. It features simple and clean slide designs that give more attention to the content. The template includes 27 slides.

Business Proposal PowerPoint & Google Slides Template

This is a multipurpose business proposal template you can use to create all kinds of proposal presentations for agencies and brands. You can easily edit it using either PowerPoint or Google Slides to change colors, replace images, resize graphics, and much more.

Lageday – Project Proposal PowerPoint Template

Visuals take an important role in presenting an idea in an entertaining way. This PowerPoint template is designed to help you create more attractive proposals with large images and beautiful colors. The template includes 30 unique slides with editable slides.

Business Proposal A4 PowerPoint Template

You can create a printable business proposal using this PowerPoint template. It comes with a vertical slide design in A4 size. It features a professional design with 25 different slide layouts to choose from. The template is easily customizable to your preference.

Sales Proposal PowerPoint Template

This PowerPoint template is made just for creating sales and marketing related proposals. It comes with more than 20 unique slide layouts featuring portfolio slides, product catalog slides, and much more. The template is also available in 5 pre-made color themes.

Yello Proposal PPTX & Google Slides Template

Another creative PowerPoint template that’s also compatible with Google Slides. This template is ideal for creative agencies and freelancers for making professional project proposals. It includes 20 unique slide layouts with editable vector graphics, image placeholders, and much more.

Free Video Production Proposal PPT Template

If you’re a freelancer or an agency working with video productions, this free PowerPoint template will help you craft proposals that attract your clients. It includes 25 unique slides with fully customizable designs.

Free Isometric Proposal PowerPoint Template

This free PowerPoint template comes with a set of 18 different slides featuring multipurpose designs. It includes isometric elements, illustrations, and icons to help you create a more entertaining presentation.

CD Bussiness Proposal Presentation Template

Creating your project proposal and business strategy presentations will be quick and easy with this PowerPoint template. It comes with 30 unique slides featuring master slide layouts, free fonts, editable shapes and graphics, and much more.

Bhadrika – Proposal PowerPoint Template

If you’re looking for a PowerPoint proposal template with a modern design, grab this template and start editing. It lets you choose from 40 different slide designs featuring easily customizable layouts. Use it to create more professional-looking slideshows.

Extra – Business Presentation PowerPoint Template

A clean, sleek, and minimal set of PowerPoint presentation slides can say a lot about your startup or business. The Extra – Business Presentation PowerPoint Template includes 30 different slide options with editable and resizable graphic elements to help you turn this minimal design into something completely custom. It includes master slides for ease of use and is based on free web fonts.

GoMoto – Scooter Motorcycle PowerPoint Template

One of the things that’s great about presentations for startups is that you can have fun with style and color. The GoMoto – Scooter Motorcycle PowerPoint Template features a distinct type of imagery but don’t let that stop you. This template features a bold and fun style with more than 40 slide designs, vector icons, and drag and drop editing. It’s sure to grab the attention of your audience.

Alliey – Business Presentation PowerPoint Template

Charts and graphic elements, including business data and even a SWOT analysis are requested elements when it comes to business PowerPoint presentation templates. Alliey – Business Presentation PowerPoint Template delivers with everything you need to make your startup or business look great. It features a modern color scheme (you can adjust to your brand colors) and 30 multipurpose slides with picture placeholders.

MAHALO – Creative PowerPoint Template

It’s hard not to put a high-design presentation template in a collection like this. MAHALO – Creative PowerPoint Template features bright color, interesting layers, and an almost-brutalist style that will make design startups or businesses want to show off their work. The template includes more than 30 slide options, a free font so you can maintain that look, device mockups, and drag and drop editability.

Startup Plan – Proposal PowerPoint Template

Just as the name suggests, this PowerPoint template is the perfect choice for presenting your startup plan and concepts to investors. It comes with all the useful slides for showcasing growth projections, marketing plans, business strategy, and much more. The template is available in 7 pre-made color schemes as well.

Mobile App Proposal PowerPoint Template

If you have a great idea for a mobile app, use this template to create a killer proposal and get funding for your app. The template features 30 unique slides with fully editable layouts. You can change images using image placeholders and edit colors to your preference.

Project Proposal Pitch Deck PowerPoint Template

A simple and clean pitch deck template you can use to create different types of project proposals. The template comes with animated slides, editable vector graphics, master slide layouts, and much more. It includes 30 different slide layouts.

Cliad – Free Creative Project Proposal Template

This colorful project proposal template is completely free to use. It features a set of 28 unique slides filled with colorful shapes, illustrations, and icons. You can edit each slide to match your brand as well.

If you’re making a pitch deck presentation, be sure to check out our best startup pitch deck templates collection.

Make a Winning Business Proposal Presentation in 11 Steps

Learn how to create business proposal presentations that stand out and win deals. Apply battle-tested best practices and actionable tips from sales pros.

9 minute read

helped business professionals at:

Short answer

What makes a good business proposal presentation?

An outstanding business proposal presentation combines clarity, conciseness, and compelling storytelling.

It should be visually engaging, tailored to the audience's interests, and demonstrate a deep understanding of their needs, setting the stage for successful collaboration.

Your business proposal is your last chance to impress

Making a business proposal presentation is your money time at the end of a long, exhausting sales process with a prospective client. Losing your sale at this stage would be most painful.

It can be overwhelming when you realize how much is riding on this one proposal.

Sending out an ill-made business proposal puts you at risk of losing your client’s buy-in at the very last moment.

This situation is stressful for most people, but it doesn’t have to be. To make this process as stress-free as can be, I put together a guide on how to make a proposal presentation that will give you a leg up over your competitors.

Let's get started!

What does a business proposal presentation look like?

A business proposal presentation today goes beyond traditional slides filled with bullet points. It's a deck that blends text, compelling visuals, and even interactive elements like charts, graphs, and short videos.

This modern approach reflects how we engage with content in our digital age – visually and interactively.

Here's what a modern business proposal presentation looks like:

11 steps for making a winning business proposal presentation

Whether you’re selling products or services to prospective clients or pitching new ventures, business presentations are an everyday part of modern business.

Still, most business professionals don’t know how to do it right.

The reason why so many business proposal presentations fail is that not all elements of a successful business proposal presentation are in place. You can ensure your presentation impresses prospects every time by following the following best practices.

1) Do your research about the prospect

Before you set out to craft your business proposal presentation, you must conduct thorough research about the company you’re going to be pitching to.

Often, the difference between a knockout business presentation and a poor one is the level of confidence during the delivery. Carrying out a great deal of detailed research beforehand will give you the confidence needed to ace the presentation. Here's an example of how you can present your findings in a concise way:

The key pieces of information you need to get are:

What is the company size and sector?

What do their internal processes look like?

Who are the main decision-makers in the company?

Who are they selling their products and services to? Is it a B2B or B2C company?

What is your prospect’s most pressing problem?

What are they hoping to achieve?

What is your role in helping them reach these goals?

What is their allocated budget?

Have they ever used other industry solutions?

Finding the answers to these questions will ensure that your lead is qualified and allow you to bring up relevant insights during your presentation.

It will also make your prospect feel understood , which will capture their attention and boost your closing rate.

How to get information about your prospect

Making a discovery call

Visiting their website

Observing their social media accounts

Analyzing their competitors

B2B databases, such as G2 or Capterra

Data prospecting tools like ZoomInfo or Lusha

2) Personalize your proposal presentation

If you do your homework right and know who your potential client is, you will be able to deliver a tailor-made business proposal presentation.

Our research shows that by personalizing your proposal, you’re increasing the number of people who will read your deck in full by 68% as compared to generic presentations.

If you think about it, it makes perfect sense. Every single email that starts with “Dear Owner” or “Dear User” immediately goes to live in my Bin folder.

By including a personal note tailored to your recipient, you’re skyrocketing the chances of it living rent-free in their head instead.

4 main ways to personalize your business proposal presentation:

I) Add company-specific insights

This can be anything you learned while doing your research on the prospect or something they mentioned during a discovery call.

II) Include your client’s name and logo in every business proposal presentation

If you’re using a PowerPoint this means going in and manually adding the identifying info into the deck.

If you’re using Storydoc, then this can easily be streamlined for scale using dynamic variables that change specific info for specific recipients.

This feature swaps out your client’s details while the rest of your deck stays intact, and with a 10-second setup, you’re good to go.

Here's how it works:

III) Include your prospect’s branding

If you’re using PowerPoint, then you’ll have to go in and change the design and visuals in your deck to fit your prospect’s branding. Alternatively, you can use a DIY tool like Snappa’s SVG editor or Logo.com’s logo generator .

With Storydoc, you can automatically apply branding pulled from any given website just by providing the website address—including the brand’s colors and fonts.

This will make an impact on your prospect while requiring minimal effort on your part, let alone involving a designer.

IV) Keep your proposal relevant at all times

When choosing client stories to share in your business proposal, stick to companies from a similar field.

Show a deep understanding of your prospect’s industry, key pain points, and competitors. This will make it easier for them to visualize what your solution can do for them.

3) Use a battle-tested presentation structure

It doesn’t matter if you’re in the last stage of your sales pipeline or still moving prospects down the funnel.

There are some common elements each business proposal presentation needs to have in order to perform exceptionally.

In our usage data we see presentations with similar business proposal structures outperform the rest time and time again.

What to include in a business proposal presentation

8 essential slides of a business proposal presentation:

1. Title page: This should include essential information such as your company's name, the client's name, and logo, along with the submission date.

2. Assessment or project overview: Here, clearly define the client's problem or need and outline your proposed solution. This section establishes the context and purpose of your proposal.

3. Executive summary: Offer a concise summary of your proposal, highlighting your unique value proposition. For tips on how to write one, read our 101 guide .

4. Methodology: The how to your what and why . In this part, you should explain the methods you’ll use to deliver on your promises and include a list of deliverables with a projected timetable.

5. Pricing: Provide a clear, transparent breakdown of costs for your services or products. Offering multiple pricing options can cater to different client needs or budgets.

6. Proof of qualifications: Showcase your credibility with evidence of past successes. Include case studies, testimonials, relevant certifications, and any industry awards you've received.

7. Team: Introduce the key team members who will be involved in the project. Highlight their skills and roles to build trust and confidence in your team's capabilities.

8. Next step: Conclude with a call-to-action detailing the next step a prospect is supposed to take after viewing your business proposal presentation.

4) Maximize your impact with a compact presentation

You may feel that the more information you include in your business proposal presentation, the higher your chances of sealing the deal are. But it’s the exact opposite.

The busier people get the narrower their attention spans. I can assure you that when faced with a bulky document, your prospects will either skim through it or not bother reading at all.

It’s more constructive to keep your presentation short and concise by including only the information most relevant to your prospect and with the biggest needed to finalize their decision to buy.

5) Avoid complex information and jargon

Complexity adds to cognitive load and any additional bit of information makes it harder to decide.

The best strategy for your business proposal would be to bring up only the most important aspects of your product or service that came up during the sales process.

You don’t have the time or attention to tell them everything. So tell them what really makes a difference.

Don’t get too technical

No matter how great the technology behind your solution is, I can assure you that most of your clients don’t care about the details. They care about the outcome your solution brings them, and what it’s going to cost them in time and money.

Sounds harsh? Sorry, but that’s the reality.

We don’t buy the latest iPhone because it has a pro 12MP camera system or a lens with a ƒ/1.8 aperture and 120° field of view. We buy it because we can take holiday photos for Instagram that will make Debra from HR green with envy.

Your customers are no different. They don’t need to have the same level of knowledge about your solution that you do. You will only confuse them by bombarding them with technical details.

Write in simple words and sentences

The extent of the attention your proposal will likely get is similar to that of an 8th grader. If you know your solution inside and out, you should be able to explain it simply.

Practice answering these questions as if asked by an 8th grader:

What does your company do and what makes you best qualified for the job?

What are your customers’ main pain points?

What is your proposed solution and how are you going to tackle the prospect’s problems?

What is the project timeline?

How much will it cost the prospect?

What are the gains for a prospect by choosing to work with you?

Who are the main team members that are going to work on this project?

What relevant experience do you have?

Refine your unique value proposition

Always remember that your ability to stand out is limited to your ability to deliver a simple and crisp value proposition. Simple is easy to understand and most importantly makes it easier to choose.

But there’s more! No matter what your business does, your biggest competitor is the status quo , where buyers choose to do nothing at all.

Seth Godin said in his seminal book This is Marketing that sales or marketing professionals are agents of change. But change takes time and effort. It’s easy for buyers to stick to what they have, even if it no longer serves them.

When talking about your product or service, don't just explain the benefits. Also show your clients what they might lose if they don't choose you, and explain the opportunity cost of doing nothing.

Here's a great video explaining how to write a UVP statement:

6) Provide social proof

At this point in the buyer’s journey, your lead should already trust you. If they didn’t, they would not proceed beyond the demo or even book a demo.

So why add social proof again at this late stage?

Well, big expenses make most people’s knees shake. Even if the money is not their own, they will be judged by their procurement (your solution) and the business impact it generates.

You need to have past clients vouch for you, to prove that it’s not your first rodeo and that your buyers can count on you to deliver.

Here are different types of social proof our clients used in their decks.

First up, a classic client testimonial:

Then, client logos with the Capterra rating:

And a mention in a reputable industry publication:

7) Include case studies

Case studies are the dark horse of the business race. They’re the least used asset in B2B because of how work-intensive their production is. But, at the same time, case studies are the most effective type of marketing asset .

By not including a case study in your business proposal, you’re running the risk of potential clients finding out about your solution from other sources. Worst case scenario, those other sources are your competitors. If you feature a case study, you’re in control of the narrative. You can basically have your clients sell for you by covering the main value propositions in their own words.

Here's a case study example from our client:

8) Position yourself as a consultant rather than a seller

It’s mostly true that people hate being sold to, but they love to buy.

Most buyers prefer to avoid meeting with salespeople and follow the self-serve route because they fear that salespeople will pressure or manipulate them into buying the wrong thing.

Sales are already losing big to self-service. A McKinsey survey from 2020 suggests that 70% of B2B buyers now look kindly on making self-serve buying decisions, even when considering solutions costing $500K and more.

But there is a way sales can always stay one step ahead of self-serve, and 10 steps ahead of the competition—shifting from being salesy to being consultative.

This means knowing the concerns and needs of your buyer and delivering the information they need to make an informed decision, even if it means (hope you're sitting down) not buying your product or solution because it’s not a good fit.

This approach was pioneered by Anthony Iannarino , and you can read more about How to be truly consultative on his website The Sales Blog.

9) Add videos to your business proposal

In this day and age, purely static content just won’t cut it anymore . If your slide contains walls of text, most people will skip it and move straight to the next part, or the next proposal.

Out of all visual aid types, videos are the most compelling. People get distracted very easily, so having a video that conveys the same message really helps keep them engaged.

Presentation statistics based on our extensive user data support the claim that video brings a positive impact —if you include a video in your cover slide, 32% more people will interact with your presentation.

The findings are even greater for other presentation sections.

By embedding *any* video in your presentation, you can increase the average reading time by 37% and increase the CTA click-through rate by 17% .

This proposal is a great example of effective video use:

10) Make the next step clear to your buyer

Including a clear call to action at the end of your business proposal presentation is crucial. As obvious as this must sound to some, many businesses fail to do this effectively.

If a prospective client reads the entire business proposal, they’re clearly interested in your value proposition. They may be ready to seal the deal.

The worst thing that can happen at this stage is if they don’t know how to proceed. It’s like building a supermarket without a checkout counter.

Here's an example of a smart CTA:

What's not an effective call to action?

A text that tells your buyer to give you a call

An email link for requesting the documents needed for signing

Or a phone number they need to dial.

An effective call to action can be:

Embedding a calendar to let prospects book the next meeting

The option to download key documents (e.g. an NDA or a contract)

Sending prospects to explore more details about your solution (e.g. try out your tool or look at examples from your portfolio)

Embedding a digital signature for buyers to sign directly in your deck

An embedded payment module for buyers to pay directly from your deck

Here's another great example of a deck with an effective CTA:

11) Move from legacy design to modern design

Most guides teach you how to make a business proposal using PowerPoint presentations. But, b y sending your business proposal presentation in PPT format, you’re giving leads something they’ve seen 1000 times over.

With sales closing rates declining for the past 5 years in a row, it’s a major risk to cling to the old ways.

When we analyzed over 100,000 sales and marketing presentations , we discovered that giving prospects presentations that can only be read majorly kills engagement.

If you want to succeed and grow your win rate you’ll have to move up to dynamic interactive proposal decks.

By giving readers interactive elements to “play around” with, you’re increasing the chances of your deck being read in full by 41% and the average reading time by 146% .

This is what static vs interactive looks like:

How to create a business proposal presentation faster than ever with AI

Tell the AI assistant what kind of proposal you'd like to create.

Provide an overview of your company and your product or service.

Choose your preferred template .

Adjust the design to reflect your or your prospect’s branding in just a few clicks.

Add videos and dynamic storytelling content.

Personalize your business proposals for the specific buyer.

Integrate your sales tools into the deck, like Calendly or DocuSign .

Send the deck and see the data stream in.

Analyze your usage data to get deep insights into your sales process.

Optimize your decks based on what works and what doesn’t work for your prospects.

Interactive business proposal templates

We all know that putting together a proposal can be tough. It's like the final lap in a race where you've got to give it your all.

Interactive business proposal templates are like a roadmap, guiding you on how to structure your proposal so it looks professional and hits all the right notes.

The best part is that they're built to engage. Instead of sending over a standard document, you're bringing your proposal to life with dynamic animations, informative videos, and interactive elements.

Grab a template and see how it can transform your deck.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

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Sample Ppt Business Proposal Powerpoint Presentation Slides

Propose your business with our professionally designed sample PPT business proposal PowerPoint presentation slides. It helps you generate more revenue through prospective clients. The purpose of business proposal is to define your business and its strategies to the prospective business clients so to grab a new business opportunity. This company proposal presentation slide will help in making your document more professional and ethical to share with your prospective business customers. Write a good proposal with this business proposal outline PowerPoint design including the elements like the general business information, details of your business promoters, and the details of your business location, the details about your business assets including tangible or intangible assets, the various business procedures and many more. Though business planning is being considered as a standout amongst the most critical procedure of your business and this PPT design will assist you managing all your business errands enough. Utilize this business plan PowerPoint design to clarify the business capacity of your business. Further such business structure will help in reducing your management exertion as well. Hence start instating this PPT layout. Our Sample Ppt Business Proposal Powerpoint Presentation Slides are absolutely fair in every deal. They eliminate any disparity.

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Content of this Powerpoint Presentation

It doesn’t matter, in which vertical your business is, an ideal business proposal should be your key to attract potential investors or partners. It is not surprising to say that in this rapid changing scenario, be in terms of technology or ideas, business proposal can make a strong impact on the decision-making process of clients.

If you are on the same page and exploring ideas to improve your business proposals, we welcome you to the Hall of Progress and Accomplishment. Slideteam's complete deck of business proposals can help you attract potential clients with its ideal proposal templates. Each slide tells a story, and we are on a journey of development and change.

What's amazing? Our business proposal PPTs are editable and equipped with engaging graphics and visuals, tables, charts, flowcharts, and more to show information, insights, and figures.

Let us dig deep and start transforming those old proposals into appealing ones. Are you ready? Let's get started.

Template 1: Company Overview

Have you ever wondered what attracts potential investors the most? It's obviously the first impression of the company. The company's mission, values, key achievements, and history are the most vital points for attracting investors. Use this company overview template to highlight your mission, values, and growth so far. This template helps partners or investors understand the company's services and other offerings and make decisions about collaboration. Also, you can highlight the company's core competencies, unique selling proposition (USP), out-of-the-box ideas, and the enterprises or markets in which it works.

Template 2: The Solution

With Our Solution Template, businesses can use an organized methodology and offer a solid framework to address challenges. It is also easy to understand and serves as a guide for complex issues. Whether you are tackling complex issues or looking for improvement, this template is a perfect fit for progress. 

Template 3: Value Proposition-product/Services

When you are putting in a business proposal, the investor should know how your product would be beneficial for them, how it works, and whether it is resolving their problems or not. With this template, you can show the customers the benefits of your product, how it works, and how they would feel when using your product. Ensure that you focus on the customer's issues and fears when changing to a new product like yours and be the solution to their hidden needs. Discuss your experience and how other people are using substitutes and not your product and still facing complexities. Solve the customer's problems and retain them for a longer time. 

Template 4: Product Roadmap

However small or big, every component in a business proposal plays a key role in attracting potential clients. Continuing this thought, the product roadmap is a vital aspect of any business proposal template. The roadmap helps you to break your product journey into different levels. It is a strategically effective template that briefly describes the priorities and progress of a company's product over time. Also, to stay updated with technological changes, you can tell about your new platforms like Android and Mac App, or channels like WhatsApp or Messenger, or anything.

Template 5: Business Model

Use this template to tell investors or clients how your company works and makes money. It includes four elements: user acquisition, gathering user information, intelligent suggestions, and user switches. It might include information like who you work with, who uses your stuff, how much money you make, and bank details. This template helps you figure out how well ads do in your business and gives ideas for making ads work.

Template 6: Go-to-Market Strategy

There is no denying the fact that to excel in any field, one requires extensive research and should stay up-to-date with the latest trends. With this go-to strategy template, you can articulate your plans, inquire about your competitors, set marketing goals, and even identify your potential audience. Furthermore, it covers project areas like provocation, discovery, diagnostic, design, and recommendation. With these areas, you can learn everything from the potential markets to the best channel approach and review market data to measure results. So, whether you're releasing a new product or looking to gain a competitive edge, this template could be a solution to your query.

Template 7: Project Comparison

To stand out amongst competitors and to grow, it is essential to stay current with the latest changes in the market. With the project comparison template, you can compare and analyze your competitors' strengths and weaknesses. Also, this template allows you to create a checklist to compare their features and to know where you can improve. Thus, it helps your business to stay ahead of the competitors and make informed decisions. 

Template 8: Financial Projections

This template provides comprehensive insights into important growth metrics, showcasing relevant data from the last six financial years. This relevant data includes total expenses, net revenue, financing cost, PAT margin (profit after tax margin), target market, and more. Thus, it acts as an excellent roadmap and helps companies forecast financial performance. It also enhances planning and communication strategies in financial planning.

Template 9: Break-Even Analysis

What makes this break-even analysis template better than others is its potential to simplify complex financial aspects. Do you want to understand your break-even point? Download this template and gain a clear vision of your business's financial dynamics. With this template, you can forecast the economic impact of fixed and variable selling price changes. This break-even analysis is essential in determining the financial feasibility of the business strategies and other production levels.

Template 10: Shareholding Pattern

This shareholding template helps businesses monitor their shares before and after funding. It allows you to add the shareholder's name and the total number of shares acquired before and after funding. In short, this template gives an overview of people owning a company's stock. It offers benefits across different stages of the company, making it a valuable resource in the field. 

Take Away Thoughts

The proper business proposal is one of the prominent elements that attract potential clients to any business. Our business proposal template outlines practical strategies and showcases the potential of any venture. These templates foster meaningful connections and are crafted to effectively offer engaging solutions for organizations to showcase their business proposals. If you don’t want to miss the opportunity to stand out in today’s competitive marketplace, then use our business proposal templates right away. 

Sample Ppt Business Proposal Powerpoint Presentation Slides with all 63 slides:

Handle iconic events with our Sample Ppt Business Proposal Powerpoint Presentation Slides. Ensure arrangements are genuinely high class.

Ratings and Reviews

by Dallas Medina

July 17, 2021

by Clay Castillo

July 16, 2021

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Research Project Proposal

Research project proposal presentation, premium google slides theme and powerpoint template.

Before embarking yourself on a new project, especially if it’s about research, you need to set out a proposal to explain its viability. Here at Slidesgo we’re offering this theme that you can actually use for any kind of project, regardless of the topic.

We’ve designed this template very carefully so that it can work in any context. For example, our flat illustrations, while visually appealing, show generic business situations, so versatility is on your side. The white backgrounds contain various gray objects on top of them as decorative elements, such as windows or filing cabinets. Our customizable layouts are useful for displaying things like project goals, results, timelines and mockups. The graphic resources and the typography focus on the green and dark blue colors, which are always synonyms for security and growth. Ready to edit this versatile business template?

Features of this template

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