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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!

Formal B&W free PowerPoint Template and Google Slides Theme Ever feel like you just need a clean slate to get your ideas down?  This simple black and white presentation template is perfect for those times.  With its classic look, it won’t distract from your content,  allowing you to focus on structuring your thoughts […]

Simple and Formal Black & White free presentation template.

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Flat design Marketing Analysis template, free for PPT and Google Slides.

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Make a lasting impression on your audience with this free and professional PowerPoint template and Google Slides theme. This template has a clean and modern design and features a peach color accent that you can modify easily to match your brand colors or preferences. Whether you’re preparing for a captivating […]

Formal peach free ppt template and Google Slides theme.

Nail your next business pitch without the design fuss! Grab attention with this sleek, minimalist theme for PowerPoint and Google Slides. Let your content shine with clean layouts and minimal distractions. With this free template you can focus on the message: Highlight key points, data, and visuals without overwhelming your audience. A […]

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Yellow OS interface free multipurpose PowerPoint Template and Google Slides Theme + Certificate + Agenda slide. Are you looking for your next professional development presentation template? Look no further! This theme is perfect if you are looking for a simple template where you can just add your content and be […]

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Simple interface with file folders free PowerPoint Template and Google Slides Theme This free PowerPoint template and Google Slides theme features an OS interface with file folders with beautiful colors. It includes a simple certificate layout and an agenda slide for teachers. You can use this template for a techie […]

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My Portfolio free PowerPoint Template and Google Slides Theme A simple and elegant template to present your portfolio or business idea in a chic way. It has many placeholders for images to showcase your products and its design features simple lines and a few stars. Download it today and conquer […]

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Free template for Google Slides and PowerPoint. Cody is a free template designed for presentations about coding. You can use it for “Code Week”, a “Women who code” conference, or other topics if you like its layouts. As usual, I’ve used theme colors, so if you want its accents to […]

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Free template for Google Slides and PowerPoint. Thena features fresh colors and geometric shapes. It can be used for a number of different topics, such as a presentation about modern art or a geometry lesson. I’ve used theme colors, so if you wish to change its accents, follow this tutorial. […]

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Simple with blue accents. Free template for Google Slides and PowerPoint. A simple yet effective template, that’s Howard. It works very well for a presentation about coding or programming, or even marketing. This deck includes a free certificate template that matches its style. I’ve used theme colors, so if you […]

Howard, free professional slides.

Home PowerPoint Templates Business PowerPoint Templates Project Proposal PowerPoint Template

Project Proposal PowerPoint Template

The Project Proposal PowerPoint Template is a professional presentation designed to explain your project to an executive audience. It is created following Project Proposals best practices structures. Ideal for corporate planning activities where initiatives need to be presented ; the Project Proposal PowerPoint Template outlines a structure ready to persuade your audience.

This project status PowerPoint template includes several useful layouts for project proposal presentations. For example:

• Project proposal cover slide
• Table of Contents slide
• Definition of the problem slide
• A data table to present the Problem and Needs
• Slides to present the Solution
• Goals & Benefits slides
• Project deliverables table
• Project Management slide
• Table to present the Project Budget
• An editable project timeline for the proposal
• Conclusions slide
• Thank you slide

With this 100% editable work plan template , project managers and planners can create compelling project proposal presentations in PowerPoint, as a PDF or even using Google Slides to present their proposals to clients and stakeholders.

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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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Top 10 Project Proposal Templates with Samples and Examples

Deepika Dhaka

In today's dynamic and competitive business landscape, organizations must constantly innovate to drive growth, capture market share, and stay ahead of the curve. One key strategy that has proven successful for businesses across industries is the effective use of project proposals. In this digital age, where information is readily accessible, leveraging project proposal templates has become essential for streamlining processes, enhancing collaboration, and maximizing the chances of securing project funding and support. 

Picture this: You have a visionary company tasked with creating a revolutionary mobile app for personal finance management . You employ a well-crafted project proposal to optimize your processes, foster collaboration, and secure crucial project funding and support. Through a well-defined roadmap, this proposal streamlines your development journey, ensuring clarity in objectives, milestones, and timelines. You enhance teamwork by embracing collaboration tools, fostering effective communication, and outlining roles and responsibilities. Also, your comprehensive proposal incorporates market research, competitive analysis, and a compelling business case, attracting potential investors and stakeholders. On this strength, your company secures significant funding from a prominent venture capital firm, empowering you to accelerate development and marketing and ultimately deliver a transformative mobile application to the market.

Isn’t it amazing? One proposal and multiple benefits!

Best Project Proposal Templates for Funding

We have the most popular solution if you want to turn this idea into reality and are struggling to craft a perfect Project Proposal for your business. SlideTeam offers the best in industry Project Proposal Templates that professionals worldwide are using. 

The 100% customizable nature of the templates provides you with the desired flexibility to edit your presentations. The content-ready slides give you the much-needed structure. 

Template 1: Project Proposal Template

Presenting a popular project proposal for website development with to-the-point, clear visuals, and graphics. This PPT Deck covers all the essential elements of a perfect proposal, such as a project outline with context and objectives, a target audience flowchart, a design process, and a site map. It lets you define your market approach, social media approach, and search marketing. You can also highlight its phases and timelines. If you struggle to attract clients to your website development services, this PowerPoint Presentation is your one-stop solution. Download our fully editable and customizable project proposal ppt now!

Download this Presentation

Template 2: Project Planning Proposal Template

Are you seeking a concise document outlining a proposed project's key details and objectives? This PPT Deck provides a roadmap for project execution and serves as a foundation for decision-making and resource allocation. It includes templates illustrating the project's scope, goals, timeline, budget, and anticipated outcomes. This resource also contains comprehensive slides on gap analysis and action plans. It acts as a persuasive tool to secure approval and support from stakeholders, enabling effective planning and successful project implementation. You must download this handy resource if you are a professional responsible for drafting a project planning proposal.

Template 3: Software Maintenance Project Proposal

If you are a software expert and offer software maintenance services, we have a helpful template that will save you time and effort in drafting a proposal that wins clients. This deck provides a structured overview of the project scope, objectives, and timeline. With concise slides and compelling graphics, it effectively communicates the need for ongoing software maintenance and highlights its benefits. From budget breakdown to resource allocation, this PPT deck equips you with persuasive tools to impress prospects. Get it now!

Template 4: Non-Profit Organization Project Proposal

Introducing a feature-packed project proposal template for Non-Profit Organizations that are struggling to secure funding. This PPT presentation is a versatile solution designed to streamline your project proposal process. With a professionally crafted layout, this template offers a clear project overview, allowing you to showcase your organization's capabilities and expertise. Engage potential investors by presenting a compelling case for their investment through a comprehensive funding summary. Seamlessly outline your project goals, strategies, and expected outcomes using this customizable template, ensuring your proposals stand out. Maximize your chances of success and drive positive social impact with this user-friendly and impactful presentation template.

Template 5: Funding Project Proposal Template

Present your organization's plan to support the community with the Funding Project Proposal template. Show donors how their help can create new opportunities for those in need. Explain the project's details, your organization's capabilities, and the investment and funding required. Describe the steps your organization suggests for helping underprivileged individuals participate in development. Highlight your institution's goals, mission, and values with this charity contract PPT Slideshow. Download now and make a positive impact!

Template 6: Research Project Proposal Template  

Struggling to secure sponsors for your research project? A lack of a professional dissertation proposal may be holding you back. Introducing the Research Proposal Template to present your project to sponsors, highlighting the study background, key research questions, problems, and solutions. Showcase your research goals with cutting-edge graphics and explain your chosen methodology, data analysis methods, and data collection approaches. Walk potential sponsors through the project timeline, and discuss theoretical contributions, strengths, weaknesses, and thesis constraints. Grab this game-changing PPT slideshow and pave the way for research success!

 Template 7: Interior Design Project Proposal

Showcase your interior design skills and win new projects with this Interior Design Project Proposal. Use our pre-designed graphics to highlight your services, such as flooring, lighting design, furniture selection, and more. Impress your clients by outlining your step-by-step design process, including timeline procedures and construction observations. Display your past projects, client testimonials, and team members to leave a lasting impression and win a recall. Discuss your creative ideas, innovative designs, and budget details to demonstrate your expertise and meet client expectations. Get it today!

Template 8: Innovation Project Proposal  

Present your innovative services to clients with our comprehensive presentation. Create an eye-catching cover letter for your landing page that captivates your audience. The table of contents showcases project context, objectives, services, case studies, testimonials, and terms. Explain how your company can provide solutions to overcome client project challenges. Describe the innovation project process, from recognizing opportunities to implementation and scaling. Highlight pricing details, team experience, and proven work to instill confidence in your clients. Showcase samples and accomplished projects to demonstrate your expertise. Download it today!

Template 9: Engineering Project Proposal Template  

Discover the power of this Engineering Project Proposal Template designed to help you captivate clients and boost business. Showcase your services and attract a larger client base. Highlight your key strengths, such as highly qualified human capital, global consultancy expertise, and efficient infrastructure management. With this construction service PPT template, clearly define the scope of your services, including design drafts, site surveys, and construction strategies. Effectively communicate your activities by downloading this feature-packed resource right away!

Template 10: One-page Proposal for Marketing Project

This template is designed to help you present your marketing project ideas in a clear and compelling manner on a single page. Showcase your project title, objectives, key results, and impact with ease. It includes a well-structured table to present project cost and duration across phases of execution. You can also display potential risks involved using a graphic this slide contains. This is a must-have template for every marketing professional . Download now!

Download this Template

Efficient. Impactful. Streamlined.

It's time to rewrite how we create and present proposals, unlocking a new level of success. With innovative tools and strategies at your fingertips, you can revolutionize how you pitch ideas, captivating your audience and achieving remarkable results. Now that you have access to the most popular Project Proposal Templates, download these to get started and win premium clients. 

PS. If you are looking for Product Proposal Templates, here’s a handy guide with the most amazing samples and examples.

FAQs on Project Proposal

What is a project proposal.

A project proposal is a document that outlines a proposed project, including its objectives, scope, methodology, deliverables, timeline, and budget. It serves as a persuasive tool to secure approval, funding, or support from stakeholders such as clients, investors, or funding agencies. A well-written project proposal presents a compelling case for the project's feasibility, benefits, and potential outcomes.

How do you write a project proposal?

Writing a project proposal involves several key steps:

Introduction: Provide a concise overview of the project, including its purpose, goals, and relevance.

Problem Statement: Clearly define the problem or opportunity the project aims to address and explain its significance.

Objectives: State specific and measurable objectives that the project aims to achieve.

Methodology: Describe the approach, methodology, and activities that will be undertaken to accomplish the project's objectives.

Deliverables: Outline the tangible outputs or results that the project will produce.

Timeline: Present a realistic timeline that outlines the project's major milestones, activities, and estimated duration.

Budget: Include a detailed budget that outlines the project's estimated costs, including resources, equipment, and any other relevant expenses.

Evaluation: Explain how the project's success will be evaluated and measured against the stated objectives.

Conclusion: Summarize the project proposal's key points and benefits, reiterating its value.

Appendices: Attach any supporting documents, such as resumes, references, or additional research materials.

What are the 4 elements of a project proposal?

The four essential elements of a project proposal are

Project Summary: A concise overview of the project, including its purpose, objectives, and expected outcomes.

Project Description: A detailed project explanation covering its scope, methodology, activities, resources required, and timelines.

Budget: A comprehensive breakdown of the estimated costs associated with the project, including personnel, equipment, materials, and other expenses.

Impact and Benefits: An assessment of the project's potential impact, benefits, and significance, highlighting how it aligns with the organization's goals or the needs of the target audience.

What are the five phases of a project proposal?

The five phases of a project proposal are: :

Initiation: This phase involves identifying and defining the project, including its purpose, objectives, and initial planning.

Planning: In this phase, detailed planning occurs, including defining the project scope, creating a work breakdown structure, developing a timeline, and establishing the project team and resources.

Execution: This phase focuses on implementing the project plan, performing the project activities, and managing the resources to achieve the project's objectives.

Monitoring and Control: In this phase, project progress is monitored, and necessary adjustments are made to ensure that the project stays on track and meets its goals.

Closure: The final phase involves closing the project, including documenting lessons learned, evaluating project success, and transitioning deliverables to stakeholders or end-users.

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Blog Business How To Create A Winning Business Proposal Presentation

How To Create A Winning Business Proposal Presentation

Written by: Krystle Wong Jun 28, 2023

In the corporate landscape, a good business proposal presentation can be a game-changer to seal the deal with your prospective client or investors.  

Think of your business proposal presentations as your chance to showcase your groundbreaking ideas, products or services to potential clients, investors and stakeholders. Whether you’re convincing investors to fund your dreams or clients to choose your services, creating a compelling presentation can make them go, “You know what? I’m sold!”

A good presentation simplifies the complex. It breaks down complicated concepts into bite-sized pieces that even those who are not in the industry can understand. I know I know, it’s no easy work and you’ve got enough on your plate — so let our selection of pitch deck templates take the load off the design work. 

Customizing a compelling business proposal presentation takes only minutes thanks to Venngage’s user-friendly drag-and-drop editor. Just so you know, some of our presentation templates are free to use and some require a small monthly fee. Sign-up is always free, as is access to Venngage’s online drag-and-drop editor.

Now that you’ve got one less thing to worry about, let’s get back to business on how to create and deliver a winning proposal presentation. 

Click to jump ahead:

What makes a good business proposal , 10 tips to create an effective business proposal presentation, 8 steps to deliver a winning business proposal presentation, create a business proposal presentation that will win over your clients with venngage.

If you’ve read our guide on how to write winning business proposals , you’ll know that a successful business proposal is one that answers the following questions: 

• Who you are and what your company does
• The problem your buyer is facing
• The solution your company offers to alleviate the problem
• How your company will implement this solution effectively
• An estimate of resources (time, money, etc) required to implement the solution

Well, picture this: you’ve spent countless hours crafting a comprehensive business proposal that has the potential to revolutionize your industry. But here’s the catch – you need to condense all that information into a presentation that grabs attention, engages your audience and leaves a lasting impression. 

It’s not easy, but it’s also not impossible. If you have an important proposal presentation coming up, I highly recommend you check out this guide on how to summarize information for presentations . 

A good presentation gets things moving! Check out the top qualities of awesome presentations and learn all about how to make a good presentation to help you nail that captivating delivery.

Now, before we dive deep into the tips and tricks of creating and delivering a successful business proposal presentation, here are some business pitch examples to help you get inspired and win over new clients and investors. Alright, let’s get started!

Still working on your business proposal? Check out our selection of business proposal templates designed by our professional team.

In this competitive business environment, a good presentation gives you an edge over your competitors. It allows you to showcase your unique selling points, competitive advantages and differentiates you from others in the industry.  

Whether it is securing a new client, securing funding or obtaining a favorable business agreement, a successful presentation can ultimately bring significant opportunities and long-term business growth. 

Tip number one: always start with a solid presentation layout . Your presentation should emphasize the most important aspects of your business proposal, ensuring that they stand out and resonate with your audience. To do that, here are 10 tips along with some professionally crafted business proposal presentation templates to help you ace your next business proposal presentation. 

1. Crafting a compelling storyline

A strong narrative structure is the backbone of any successful proposal presentation. Start with a captivating opening that grabs attention and clearly articulates the problem or opportunity at hand. Present your solution with confidence, providing solid evidence and data to support your claims. Finally, conclude with a powerful call to action that leaves your audience inspired and ready to take the next steps.

A timeline graph can help you organize your ideas as you create a compelling storyline for your presentation and make your content more engaging.  Determine the important events or milestones that are relevant to your presentation topic. This will provide a sense of direction and structure for your storyline.

2. Focusing on the problem and solution

One of the keys to an effective business proposal presentation is highlighting the problem or challenge your audience is facing. Clearly communicate how your proposal provides a viable solution in bullet points, emphasizing the benefits and advantages it offers. Show your audience that you understand their pain points and present your proposal as the ideal answer to their needs.

This example of proposal presentation talked about the challenges that beginners face when going to the gym and how they provide the solution for it.

3. Using a consistent and professional template

To create a polished and cohesive visual experience, choose a clean and professional slide template that aligns with your brand colors. Consistency in design throughout the presentation not only enhances the overall look but also reinforces your professionalism and attention to detail.

Last-minute presentations are the worst, but don’t panic! Customize one of our professionally designed business presentation templates to save time and hassle.

4. engaging with visuals.

A picture is worth a thousand words and in the case of your proposal presentation, visuals can be your secret weapon. Visuals play a crucial role in capturing your audience’s attention and making complex information more digestible. Utilize charts, graphs, images and diagrams strategically to support your key points and reinforce your message. 

As a business owner, a well-thought-out finance pitch deck provides a platform to outline the business’s strategic direction and growth plans. It allows you to highlight your unique value proposition, competitive positioning, marketing strategies and expansion plans. Here’s a template I figured you could use:

No idea what goes into your financial pitch deck? This guide on how to make successful pitch decks for start ups might help. 

5. addressing potential objections.

Many business proposal presentations fail to anticipate potential objections or concerns audiences might have. Showing that you’ve considered challenges and providing persuasive counterarguments or solutions boosts your preparedness and increases the credibility of your proposal. Addressing objections head-on demonstrates your ability to handle potential hurdles and builds trust with your audience.

6. Using multimedia elements in your slides

To add depth and variety to your presentation, consider incorporating multimedia elements such as videos, audio clips, interactive charts or animations. These elements help illustrate concepts, showcase product demonstrations or provide real-life examples, making your proposal more engaging and memorable.

7. Incorporating interactive elements

Depending on the platform or setting of your presentation, incorporating interactive elements can enhance engagement. Live polls, Q&A sessions or group exercises encourage active participation, clarification and a deeper understanding of your proposal. Creating opportunities for interaction keeps your audience engaged and invested in the presentation.

8. Testing the readability and accessibility of your slides

Ensure that your slides are easily readable on different devices and screen sizes. Test for color blindness accessibility by using tools or viewing your presentation in grayscale. Consider incorporating alt text for images to make your presentation accessible to visually impaired individuals. Ensuring readability and accessibility demonstrates your commitment to inclusivity and professionalism.

Sometimes, using a simple presentation template makes all the difference as they promote effective communication, minimizes confusion and ensures that the audience can grasp the main points effortlessly. Try it out for your next presentation!

9. practice, practice and practice again.

Even the most well-prepared presentation can fall flat if you stumble through it. So, practice, practice and practice some more. Rehearse your presentation until you feel comfortable and confident. Pay attention to your tone, pace and body language. Incorporate pauses for emphasis, maintain eye contact and engage with your audience. I promise — the more you practice, the more comfortable and effective you’ll become as a presenter.

10. Ending with a memorable closing statement

Leave a lasting impression by crafting a memorable closing statement. Summarize the key benefits of your proposal, reinforce its importance or leave your audience with a thought-provoking quote. End your presentation with a call to action that inspires action and demonstrates the urgency of taking the next steps.

Ready to get started? Pick from these engaging presentation templates that can get your audience hooked on your presentation till the end.

Your business proposal presentation can be the key to securing new clients, partnerships or investment opportunities. That said, delivering a winning presentation requires careful planning, effective communication and a deep understanding of your audience’s needs. 

Follow these 8 essential steps to deliver a persuasive and impactful business proposal presentation:

Step 1: Understand the requirements

Before diving into your business proposal presentation, take the time to clearly understand the requirements. Familiarize yourself with the format, time limit, submission date and any specific guidelines provided by the audience or client. This ensures that you meet their expectations and deliver a presentation that aligns with their needs.

Step 2: Research your audience

To make a lasting impact, conduct thorough research on your audience. Gain insights into their industry, needs, challenges and goals. This information allows you to tailor your presentation to their specific interests, speak their language and demonstrate the relevance of your proposal. It will also help you show that you understand their pain points and present your solution as the perfect fit for their requirements.

For example, this business proposal presentation targets food entrepreneurs and manufacturers who are passionate about the plant-based lifestyle to attract franchisees for their local green ingredients franchise. 

Step 3: Plan your content

A well-organized presentation keeps your audience engaged and makes your proposal more compelling. Develop a clear and logical structure to help strengthen your message and deliver a winning business proposal presentation. Define the key points you want to convey and outline the flow of information and make sure your content effectively addresses the audience’s pain points and emphasizes the benefits of your proposal. 

The opening moments of your presentation hold immense power – check out these 15 ways to start a presentation to set the stage and captivate your audience.

Step 4: Create compelling slides

Design visually appealing slides that support your content and enhance its impact. Use a consistent template that aligns with your branding and maintains a professional look. Incorporate high-quality visuals such as relevant images, charts or graphs to convey information effectively. 

Creativity is important but keep the design clean, uncluttered and focused on conveying your message clearly. Remember, visually engaging slides capture attention and reinforce your professionalism.

Don’t know where to start? Here are 5 ways how you can design winner presentation slides . Or you could browse our library of creative presentation templates that’ll easily set your presentation apart from competitors.

Step 5: engage your audience.

Active audience engagement is key to a successful business proposal presentation. Encourage interaction throughout your presentation by asking thought-provoking questions, seeking input or incorporating interactive elements like polls or group exercises. Show genuine interest in your audience’s feedback and questions as this builds rapport and demonstrates that you value their perspective. Engaging your audience creates a dynamic and memorable experience.

Giving an online presentation? Here are some tips on how to adapt your in-person presentation into a virtual presentation that will leave a lasting impression. 

Step 6: communicate with clarity.

Focus on the key messages and benefits of your proposal. Clear communication is vital to conveying your ideas effectively, so be sure to use language that is easily understandable and free from jargon. Support your points with concrete examples or stories that resonate with your audience. By communicating with clarity, you ensure that your message is easily comprehensible and memorable.

Step 7: Adapt and respond

Flexibility is crucial when delivering a business proposal presentation. Pay close attention to your audience’s reactions, questions and feedback. Be prepared to adapt your presentation on the fly to address their specific needs and concerns. 

The trick is to listen attentively and respond thoughtfully, demonstrating your ability to cater to their requirements. This flexibility and responsiveness build trust and show that you genuinely care about meeting their expectations.

Step 8: Follow up

After concluding your presentation, don’t let the momentum fade away. Follow up with your audience to address any remaining questions, provide additional information or clarify any points. 

Following up with your audience helps maintain the relationship and keeps the conversation going. By staying in touch, you demonstrate your commitment to their success and increase the chances of moving forward with your proposal.

Have another round of presentations coming up? Give it your best with these tips on how to improve your presentation skills . 

A business proposal presentation is not just a chance to present your business idea; it’s a prime opportunity to showcase the unique value, potential and profitability of your business concept 

By following the tips and tricks in this article, I’m confident that business professionals like you can easily win over potential investors and prospective clients.

Venngage offers a wide range of pre-designed templates specifically tailored for business proposals. With the help of Venngage’s presentation maker , creating visually appealing and professional business proposal presentations becomes easier than ever.

Step 1: Sign up for a Venngage account (P.S. It’s free!). 

Step 2:  Browse through Venngage’s template library and choose a business presentation template that suits your needs (they’re all created by our expert in-house designers).

Step 3: Replace the placeholder text in the template with content from your business proposals.

Step 4: Customize your business presentation in just a few clicks with our user-friendly drag-and-drop editor tool. Modify various elements such as text, colors, fonts, backgrounds and layout. Enhance your presentation with visual aids such as images, icons, charts and graphs.

Step 5: Share your presentation publicly or upgrade to a business account to export the presentation to PowerPoint or PDF. You can also choose to present straight from Venngage’s presentation software.

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How To Write A Project Proposal Presentation?

Presenting your ideas well is essential to gaining quick approval for projects, whether internal or external. Even the strongest elevator pitch is not going to work by itself. Writing a project proposal presentation enters the picture at this point. You must be able to deliver a proposal for a project effectively if you have the technology or product to show a particular investor. This blog will help you understand how to write a project proposal presentation quickly and how to compose it.

What is a Project Proposal Presentation?

A project proposal serves as a project management tool for outlining the goals and specifications of a project. It facilitates initial project planning framework agreement between organizations and external project stakeholders.

Its primary goal is to win over decision-makers. Because of this, a project proposal presents the main selling point of your endeavor to internal and external project stakeholders. The proposal aims to catch the interest of project sponsors and stakeholders.

Different Types of Project Proposal Presentations

Before learning how to make a project proposal presentation, you need to know that they are of different types. Here are some of the types in which you can give a presentation of a project proposal:

1. Solicited Project Proposal: 

A solicited project proposal is a formal document submitted in response to a specific request or invitation from an organization or entity seeking external project ideas or services. The one requesting issues a Request for Proposal (RFP). 

The proponents create a solicited project proposal presentation detailing their approach, expertise, timelines, and costs for addressing the outlined needs. Organizations evaluate and compare the proposals that describe their solutions and services before selecting them.

2. Unsolicited Project Proposal

In an unsolicited proposal, you create a proposal after carefully identifying the possible solutions for the problems. It’s unlike an RFP but something an investor didn’t ask for. These project proposal presentations are sent to potential clients without being asked for as a pitch or an introduction to investors or sponsors.

3. Informal Project Proposal

With informal project proposals, potential customers express interest in your offerings and ask to review your proposal. Since these are based on conversations rather than official requests, they frequently include all the required information. So they usually need much more research.

4. Renewal Project Proposal

A renewal project proposal presentation is a document that outlines plans for extending, updating, or continuing an existing project or service. These offers are made to potential customers to prolong the support for an ongoing project close to completion. The proposal typically includes reviewing the project’s past performance, achievements, and any necessary adjustments or enhancements for the renewal period. 

5. Continuation Project Proposal

A continuation project proposal is a document submitted to request for extension or continuation of an existing project beyond its initially planned time frame. It typically includes an assessment of the project’s progress, achievements, and the need for additional time to accomplish its goals. The proposal outlines the reasons for the extension, any adjustments to the project plan, and a renewed timeline to ensure the successful completion of the ongoing initiative.

6. Supplemental Project Proposal

A supplemental project proposal presentation is a formal request document submitted to propose additional work or modifications to an existing project. The use of this proposal arises due to changing project requirements, unforeseen challenges, or the identification of new opportunities during the project. The proposal details the scope of the supplemental work, its impact on the overall project, associated costs, and any adjustments needed in the project plan.

This section gives you some clarity on how to write a project proposal PowerPoint presentation. It outlines the blueprint of a comprehensive presentation, using a project proposal presentation example:

1. Understand Your Audience and the Problem you’re Solving:

Before diving into the content creation process, it’s essential to have a deep understanding of your audience. Identify their needs, concerns, and expectations to tailor your project proposal presentation accordingly. This ensures that your proposal addresses their specific requirements and resonates with them.

Persuade your reader with references and data. Among the inquiries to make are:

• What issue is your project trying to solve?
• What is known about this issue already?
• Who has previously tackled this issue, and what literature is available?
• Why can’t this problem be adequately addressed by previous research?

2. Define Clear Objectives:

Clearly outline the objectives of your project proposal presentation on PowerPoint or Google Slides . Whether seeking approval, securing funding, or gaining support, having well-defined goals will guide your content creation process and help you focus on delivering a persuasive message.

A few things to mention are:

• Your project’s mission statement
• Your project timeline, complete with significant checkpoints
• Roles and duties of the project team 
• A risk register outlining your risk-reduction strategy
• Deliverables for the project
• Tools for reporting that you’ll utilize during the project

3. Structure Your Presentation:

Create a well-organized structure for your presentation to maintain clarity and flow. Begin with an engaging introduction, followed by a detailed overview of the project, the problem it aims to solve, proposed solutions, and a compelling conclusion. Use visual aids, such as slides and graphics, to enhance understanding and engagement.

As you’re defining the structure of your presentation, be sure to incorporate the following:

• The outcome or goal of your undertaking 
• A schedule for the project’s deliverables’ readiness
• SMART objectives in line with the outputs you’re generating

4. Craft a Captivating Introduction:

Start your project proposal presentation with a hook that captures attention and sets the tone for the rest of the proposal. Clearly state the problem your project addresses and why it’s important. Establish a connection with your audience by highlighting the project’s relevance to their interests or goals.

5. Clearly Define The Project Scope:

Provide a comprehensive overview of your project, detailing its scope, objectives, and anticipated outcomes. Clearly articulate the timeline , milestones , and deliverables to give your audience a realistic understanding of what to expect.

6. Highlight The Value Proposition:

Emphasize the unique selling points and benefits of your project. Communicate how it addresses the identified problem and why it stands out from alternative solutions. Use data, testimonials, or case studies to bolster your claims and build credibility.

7. Develop A Realistic Budget:

Include a detailed budget that outlines the financial requirements of your project. Break down costs into categories and provide justifications for each expense. This demonstrates a thorough understanding of the financial implications and reinforces your credibility.

8. Address Potential Challenges And Risks:

Acknowledge potential challenges and risks associated with the project and outline mitigation strategies. Demonstrating a proactive approach to risk management reflects your preparedness and commitment to the project’s success.

9. Engage Your Audience:

Encourage audience interaction throughout your presentation. Incorporate opportunities for questions and discussions to address concerns, gather feedback, and foster a collaborative atmosphere.

10. Conclude with a Strong Call to Action:

Wrap up your presentation with a compelling conclusion reinforcing the project’s value and importance. Clearly state the desired action or decision you seek from your audience, whether it’s approval, support, or funding.

By following these comprehensive steps, you can create a project proposal presentation that informs and persuades, increasing the likelihood of successful project approval and implementation.

How To Present A Project Proposal Presentation?

Presenting a project proposal is an art that involves not just the spoken word but also the visual representation of your ideas. Each slide in your presentation plays a crucial role in conveying key information and building a compelling case for your project:

Slide 1: Title Slide

The title slide sets the tone for your presentation. Include the project title, your name or team name, and the date. Use visually appealing graphics or images related to the project to capture attention.

Slide 2: Agenda

Provide an overview of the presentation structure . This helps orient your audience and gives them a roadmap of what to expect. Clearly outline the key topics and sections you’ll be covering.

Slide 3: Introduction

Start with a compelling introduction. Highlight the problem your project addresses and why it is significant. Engage your audience initially, making them eager to learn more about your proposal.

Slide 4: Project Overview

Offer a brief but comprehensive overview of the project. Include key details such as the project’s purpose, goals, and objectives. Use visuals like charts or graphics to convey information succinctly.

Slides 5-8: Problem Statement and Need

Dedicate a few slides to articulate clearly the problem your project aims to solve. Provide data, statistics, or real-life examples to emphasize the urgency and relevance of the issue.

Slide 9: Solution

Present your proposed solution to the identified problem. Break it into key components and use visuals to illustrate how your project addresses the issues. Communicate the unique value of your solution.

Slides 10-12: Project Scope and Deliverables

Detail the scope of your project , including specific deliverables and milestones. Use visuals like timelines or Gantt charts to help your audience visualize the project’s timeline and workflow.

Slide 13: Budget

Introduce the financial aspect of your project. Break down the project budget into categories and provide a clear overview of the costs associated with each. Use graphs or pie charts to make the information easily digestible.

Slides 14-15: Risks and Mitigation

Acknowledge potential challenges and risks associated with your project . Demonstrate your awareness and preparedness by outlining mitigation strategies for each identified risk.

Slide 16: Team and Expertise

Introduce the key members of your project team and highlight their relevant expertise. This slide helps build credibility and assures your audience that you have the necessary skills to execute the project successfully.

Slide 17: Conclusion and Call to Action

Wrap up your presentation with a powerful conclusion. Reiterate the key points, emphasize the project’s value, and issue a clear call to action, whether it’s approval, support, or further discussion.

Tips On Giving A Project Proposal Presentation

Regardless of the type of presentation you deliver, your goal is to influence or wow the audience:

Define Your Agenda:

• Clarify proposal details for investors and clients.
• Address omitted RFP questions.
• Contrast your plan with rivals if requested.

Tell a Story:

• Introduce data, charts , and graphs with a narrative.
• Engage the audience by appealing to human nature.
• Enhance content through storytelling.

Think Lean:

• Apply lean thinking to enhance client relationships.
• Eliminate non-beneficial procedures in your presentation.
• Avoid jumping to long-term future estimates.

Construct an Eye-Catching Presentation:

• First, dress appropriately for the presentation you are about to give.
• A well-constructed presentation reflects positively on your company.
• Avoid hastily put-together presentations to maintain quality perception.

Ask Questions:

• Avoid excessive talking during the presentation.
• Engage the audience by posing questions.
• Boost your confidence and gather feedback through polls or direct inquiries.

ALSO READ: How to write an effective project charter?

Top 5 Project Proposal Templates

1. project proposal summary powerpoint template.

This template provides a concise and visually appealing overview of your project proposal, featuring key elements such as objectives, timelines, and budgetary considerations in a structured and professional format.

2. Project Proposal Presentation Template

The Project Proposal Presentation Template is designed for project leaders to propose new ideas to clients, investors, or business owners. Executives can also use it to propose their businesses to different investors. The marketing, product, and project management teams can use this presentation to propose new business or project ideas.

3. Project Management Lifecycle PowerPoint Template

Specifically designed to illustrate the phases and milestones of project management, this template guides stakeholders through the entire project lifecycle, emphasizing key stages, deliverables, and decision points for a comprehensive understanding.

4. Project Management Swimlane PowerPoint Template

This template employs a swimlane format to delineate responsibilities among team members or departments, offering a clear and organized visualization of tasks and workflows to enhance transparency and streamline project execution.

5. Business Proposal Deck PowerPoint Template

A sophisticated and customizable template for crafting compelling business proposals , this deck incorporates modern design elements to showcase essential details, including market analysis, value propositions, and financial projections, ensuring a professional and persuasive presentation.

Developing a project proposal is essential for connecting you, your group or organization, investors, and other stakeholders. Your greatest option for a concise, educational, and polished presentation is a project proposal presentation. As discussed above, making an eye-catching summary of your project will attract more interested outside collaborators and their encouraging comments.

You can also access SlideUpLift, one of the top platforms for presentation templates and tools to help with the presentation-making task. You can select from a wide range of carefully crafted templates for project proposals. SlideUpLift gives presenters the tools to make visually striking and memorable presentations, emphasizing customization, clarity, and aesthetics. 

How do I make a project proposal PowerPoint presentation?

To create a project proposal PowerPoint presentation, start by outlining the project’s goals, objectives, and key details. Utilize SlideUpLift’s Project Proposal templates for a professional look and incorporate visuals for clarity.

What is the step-by-step process for the presentation of a project proposal?

During the project proposal presentation, the presenter should introduce the project, present an overview, detail the methodology, present the timeline and budget, and conclude with a summary of key points.

What should I include in the presentation of a project proposal?

In a project proposal presentation, you should cover essential elements such as project goals, methodology, budget, and team details to provide a comprehensive overview for stakeholders.

How should I start a project proposal presentation?

Begin your project proposal presentation with a strong opening, clearly introducing the project’s name and purpose and highlighting its significance to capture the audience’s attention.

Where to find the best Project Proposal Presentation templates?

There are a variety of project proposal presentation templates available on SlideUpLift. Just find your desired template on SlideUpLift.com and download it.

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8 Best Tips for Business Proposal Presentations [+Examples]

Updated: May 24, 2022

Published: February 16, 2022

Business proposal presentations are the culmination of a long sales process between you and your clients. If you don’t structure it correctly or take the time to craft one with care, you risk losing the client’s buy-in for your solution. So getting it right is essential.

In this article, we’ll look at several ways to improve your business proposal presentation (and pitch) and increase the odds that you’ll walk away with a new customer.

Business Proposal Presentation

A business proposal presentation is a document that outlines a business solution for a customer after a lengthy consultation process. It is presented to the customer in either PDF or PowerPoint format, and can be paired with a contract for immediate signing.

Other formats that may be accepted include Google Docs or Google Slides, but PowerPoint is the industry standard. The presentation is then delivered in person or through a video conferencing tool such as Zoom.

Rarely, if ever, is a business proposal presentation sent to the customer for asynchronous perusal. Rather, it’s presented live in a customer meeting . That will give you the opportunity to sell them even more on the solutions you offer and persuade them to make a decision within a reasonable time frame.

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If you let the customer review the presentation on their own, it’s likely that they’ll lengthen the sales process and even put off making a decision.

When crafting your proposal presentation, there are a few quick best practices to keep in mind.

• Personalize the presentation . While it’s totally fine to reuse a PowerPoint presentation template , you don’t want to accidentally include another business’ name on the deck. So be sure to go through every slide and personalize it for the customer’s goals and pain points.
• Send a pre-meeting email with an agenda. To prepare your customer for the presentation, it’d be wise to send a pre-meeting email with a quick, scannable sales agenda detailing how the meeting will go. That way, you can set the right expectations and keep you both on track.
• Plan your in-person customer visit. If you’re meeting the customer in person, there will be a few more elements at play, such as an office tour and even a colleague introduction. That can quickly lead to lost time, so use this guide to plan a customer visit that stays on track and helps you effectively sell your solution.
• Pay attention to the design of the deck . Your clothes and demeanor may be in tip-top shape, but if your deck is messy and poorly designed, then the effectiveness of your points will be diminished. Use a PowerPoint template and check out a few sales presentation examples to inspire you.
• Keep the presentation short and precise. Keep your presentation as short as possible, about 15 to 20 minutes. The longer you speak to your clients, the less they’ll remember.

Now, it’s time for your presentation. Let’s go over how you can execute it flawlessly.

How to Present a Business Proposal

• Optimize your meeting time from the start.
• Have a clear agenda.
• Open up with the customer’s problems and challenges.
• Pause and ask questions.
• Lead with stories, not data.
• Don’t read off of your PowerPoint slides.
• Present your solution — and sell them a vision.
• Establish a clear follow-up timeline at the end of the meeting.

1. Optimize your meeting time from the start.

When presenting a proposal, it’s important to remember that your clients are busy. They have other meetings to attend, phone calls and emails to return, and problems to solve. Time is their most precious asset. Here are a few tips to optimize the time you spend with your customers:

• Arrive early . This is a no-brainer, but arrive to the meeting with at least ten minutes to spare, especially if it’s in person. Use this buffer to use the bathroom, rehearse your introduction, and even set up the meeting space.
• Rehearse setting up the projector or sharing your screen before the meeting . If you’re carrying out a meeting in person, you don’t want to waste ten minutes figuring out how to project your laptop’s screen. Carry several adapters with you and have a fail-safe plan, such as bringing a tablet with a copy of the presentation. If the meeting is over Zoom, practice sharing your screen so that your notes aren’t visible.
• Keep your introduction short. Leave space for banter and rapport, but keep your personal introduction short. Small talk should be reduced as much as possible — you shouldn’t spend twenty minutes talking about the weather, unless you sell a weather-related solution.

2. Have a clear agenda.

Your presentation must have a clear and compelling agenda, which you can share right at the start (in addition to having shared it over email before the meeting).

The meeting should begin with compelling reasons to consider your proposal and culminate with a specific request for the business. Here’s an agenda template you can use to structure your meeting:

• Challenge/Opportunity. Begin your presentation by illustrating the opportunity or challenge that your client is overlooking. Make sure it’s compelling enough to motivate your client to listen to the rest of your presentation.
• Benefits . Discuss the benefits that your client will achieve by adopting your solution. Use a customer case study or testimonial to support your point.
• Plan . Present your plan or options to resolve the client’s challenge/opportunity.
• Company . Briefly share your company’s background, including who your company helps with these issues.
• Recommend . Before closing your presentation, be sure to ask for the client’s business. You might close by asking the client, “Do you believe that the solution that I’ve presented will effectively help you overcome your challenges and achieve your goals?”

In the presentation, include a few bullet points that outline these parts of the meeting, so that the client knows what to expect.

3. Open up with the customer’s problems and challenges.

As mentioned, you’ll begin the meeting with a challenge or opportunity. Don’t walk into the meeting and immediately start talking about yourself or your company or your products. If you do this, your client will immediately focus on cost and product features, often ending the meeting before you’ve had a chance to finish.

Instead, focus on re-emphasizing the customer’s challenges and pain points. Your clients want to know how they can beat their competitors, reach new customers, retain existing customers, and increase profit margins. But before you can sell them your product, you have to emphasize the graveness of the issue they’re facing and illustrate how their challenges will prevent them from achieving these goals.

For instance, if 30% of their customers are churning, and you sell a business solution that can help reduce churn, you might open up your presentation with how their revenue will continue to be impacted by this loss. This will emphasize the urgency of the problem and help you create a stronger pitch later.

4. Pause and ask questions.

After you’ve spoken for a few minutes, stop and ask your client a question. This is a great way to stay in control of the meeting while allowing your client to interact with the sales presentation.

Here are some questions that you might ask:

• Have I summarized your challenges correctly?
• Is there anything I’ve missed that you’d like to add?
• Am I right in saying that you want to solve this problem in the next quarter?

5. Lead with stories, not data.

While clients value data, they are also realistic about what data can — and cannot — tell them. They’ve seen many projects fail despite the glowing research results, and they’ve seen projects succeed despite the lack of any data to back it up.

So, introduce stories first, then the data to back it up. Come to the presentation armed with customer experiences and competitor moves. Your clients are far more interested in what other businesses like them have experienced and what their competitors are doing. They’re not all that interested in the latest research study, but you can use a study to support your points and lend credence to an anecdote.

6. Don’t read off of your PowerPoint slides.

Let the deck complement your points. If you read directly off the slides, you’ll quickly bore your customer, and the impact of what you’re saying won’t land.

Keep your slides simple, too, so that you’re not tempted to read off of them. Most slides are far too complex — too much text, distracting designs, and unrelated images.

You should only put one picture and one line of text on a slide. No more. Your clients can only absorb so much at once, and if they’re too busy trying to sort out paragraphs upon paragraphs on the screen, most of what you’ll say will be missed.

7. Present your solution — and sell them a vision.

After you’ve re-established the business challenge and spoken to the customer’s pain points, it’s time to present your product or service as a solution. But it’s important to not stop here — you have to also sell them a vision of what their business will look like after they take care of the problem.

Will they experience increased sales? Streamlined processes? Better customer retention? And what will that look like a few years from now? Don’t exaggerate, but don’t be afraid to show them how your product can create a much positive future for their business.

8. Establish a clear follow-up timeline at the end of the meeting.

This is maybe the most important part of your business proposal presentation. Tell your customer what will happen after the presentation, so that there’s no ambiguity regarding next steps.

We highly recommend establishing a clear follow-up date. Don’t say, “I’ll follow up in about a week.” Instead, try, “Is it okay if I call you on Friday, May 10th?”

We also recommend creating a timeline after the follow-up call. For instance, you might say you’ll call on a certain date, and then you’ll send the contract over using a tool such as PandaDoc , Qwilr , or Proposify . Your contract will be in your customer’s hand for a week, and then on the following Wednesday, you’ll follow-up once again to see if the customer has any questions.

Adjust this timeline depending on your customer, sales cycle length , and industry. Such a short timeline might not suit a product that costs thousands of dollars and requires a yearly commitment. However, it might suit a product that only costs a few hundred dollars a year.

Feeling stumped? No worries. Below, we share some business proposal examples you can glean inspiration from.

Business Proposal Presentation Examples

1. moving malta forward.

This compelling presentation proposes a metro system for the city of Malta. It opens with a “Case for Change” and uses graphics and visuals to argue for the creation of a metro in the city. While it is text heavy, it includes plenty of information for Malta’s government to make a decision. That’s why it’s important to know your audience. If you’re proposing to a gubernatorial entity, then being comprehensive is important.

2. The Big Picture

This is another presentation that argues for the urban development of a district. Its most notable feature is its “At a glance” spread, which shows an overview of the plan from top to bottom, down to the impact the proposed changes will have on the city. In the same way, you can include at an at-a-glance slide in your presentation.

3. AMW Tech

This deck presents a business as opposed to a product, but it does everything right: It opens with an agenda and closes with a call-to-action (“Keep in touch with us”). Even something as simple as providing your contact information can be enough to prompt your customer to continue the conversation.

4. Microsoft Advertising

This deck by Microsoft Advertising takes a slightly different approach: It starts with a quote from the Microsoft CEO, and then provides details about how the brand helps its customers. This works for a major brand like this one because the client may be interested in Microsoft as a whole as opposed to just one service. It’s important to know your audience in this respect, as well.

Creating a Compelling Business Proposal Presentation

Being able to effectively present proposals is key to your success. To be effective, get to the point and focus on vision and stories. Use PowerPoint or Keynote as supporting material and be sure to keep it short. Finally, your presentation should begin with compelling reasons to consider your proposal and culminate with a specific request for the business.

Editor's note: This post was originally published in July 2014 and has been updated for comprehensiveness.

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