how to make a product proposal presentation

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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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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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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Writing Tips

Writing a Product Proposal: Comprehensive Guide & Examples

July 26, 2024

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You’re confident that your product is important and will make a significant difference, but how do you make sure that your clients or team leads see its potential too?

In this article, we’ll walk you through every section of a product proposal, complete with examples to help you write each part. 

We’ll also explore four different templates for various use cases—from launching a new product to pitching a product strategy—and provide quick tips on how to personalize each one. 

What is a product proposal?

A product proposal is a detailed document that outlines the concept, strategy, and plan for introducing a new product or enhancing an existing one.

A product proposal is usually focused on answering the following questions: 

• Product differentiation : What gap in the market will your product fill?
• Unique selling proposition (USP): What makes your product stand out from competitors?
• Target audience : Who is your product for, and why do they need it?
• Problem-solution fit : Is there evidence that your target audience has a need for the product? 
• Total addressable market: What is the size of the overall market for your product?
• Pricing strategy: How does your pricing compare to competitors’ products?
• Product development roadmap: What resources (e.g., personnel, technology, funding) are required at each stage?

Physical VS digital products: how are they different?

Writing a proposal for a digital product vs. a physical one isn’t all that different. 

In both cases, your main goal is to convince stakeholders to greenlight your product by showing it’s a profitable investment (great ROI) or that it addresses an ongoing problem (“lite” version to address customer churn).

The key difference lies in how you frame sections like cost, R&D, and market analysis. Both product types present unique friction points for stakeholders.

For physical products , focus on logistics such as inventory management, production times, and supply chain efficiency. Stakeholders want to know how tangible and sustainable the product will be.

Essentially, think about answering these key points: 

• Production plan: How and where will the product be manufactured?
• Quality control: What measures will you take to ensure product quality?
• Supply chain logistics: How will you manage the supply chain from raw materials to finished product delivery?
• Profit margins: How will you price the product competitively while maintaining profitability?

For digital products , stakeholders will want details on development timelines, scalability, and user experience. With software, profitability is key, especially if you’re entering a new market and need to attract users. Including a timeline for when you expect to be profitable is a smart move for your proposal.

Think about answering things like: 

• Development timeline: What is the schedule for development stages and milestones?
• User experience: How will the product meet user needs and offer a seamless experience?
• Scalability: How can the product grow and handle increasing user numbers?
• Revenue model: How will you monetize the product and ensure sustainable profitability?

What is the structure of a product proposal?

No matter what type of proposal you’re working on, there are a few key sections that will help you structure it clearly for your stakeholders.

Let’s walk through each section below:

• Executive summary

If this proposal is linked to a previous initiative (like an earlier meeting or project), make sure to reference it.

An effective executive summary should hit these points:

• Project overview: Briefly describe the product and its purpose.
• Key benefits: Highlight the main advantages and potential impact.
• Stakeholder value: Explain why this product matters to the stakeholders.
• Call to action: Clearly state what you need from the stakeholders.

Here’s an example:

“Our new smart home device, Home+, is set to revolutionize home automation by seamlessly integrating with all major appliances and utilizing AI to learn user preferences. With the smart home market projected to grow by 25% annually and 60% of current users expressing dissatisfaction with device compatibility, Home+ addresses a significant need. This innovation not only meets the growing demand for smart home solutions but also positions us as leaders in the market. We seek your approval to move forward with development, targeting a six-month launch window to capitalize on this booming market.”

Problem and opportunity

The goal of your product proposal is to articulate the problem and present it within the context of an opportunity. 

Stakeholders need clear incentives for approving projects, so your job is to justify why taking action is necessary. 

Think of framing the opportunity as either proactive or reactive.

• Proactive opportunity: This is about anticipating future trends and getting ahead of the curve. For example, if market data projects a surge in sales for a particular product category, entering that market now could be incredibly beneficial.
• Reactive opportunity: Think about responding to current challenges or gaps in the market. Maybe your data shows declining sales, disengaged customers, or high churn rates. A new product release could address these issues. 

Product overview

How detailed your product overview needs to be really depends on where you are in the approval process.

If you’re pitching a brand-new idea, it’s often better to keep the technical details brief and focus more on why this product is a smart move for your company right now. You could point out how your product fills a gap in the market that competitors have missed. 

For a new product proposal, focus on: 

• The product idea and its purpose
• The problem your product solves and why it’s needed in the market
• How this product aligns with your company’s goals and vision
• An overview of the key features, keeping it high-level

However, if the product proposal is part of a specific action plan your company is pursuing, including more detailed specs can be really helpful for stakeholders.

For product proposals involving existing products or product categories, focus on:

• The specific enhancements or new features being proposed
• Data and feedback from current users to justify the proposed changes
• A brief summary of the existing product and its current performance

Target market

In the target market section, you want to describe who the buyers or users are going to be. The typical target market profile includes:

• Who are your customers in terms of age, gender, income level, location, and other key characteristics?
• What tasks or problems are your customers trying to solve with your product?
• What are the pain points or challenges your target market is currently facing?
• How does your product address these frustrations and provide a solution?

Consider a demographics chart or a buyer profile layout to help readers visualize your target market. 

Competitive analysis and differentiation

For competitive analysis, your goal is to provide an overview of other products from competitors and identify the gap your product will fill. 

Stakeholders might be apprehensive about greenlighting a new product if the market is already saturated or if there is an obvious leader in a product category.

Your goal is to communicate how this product not only has a competitive edge but is also better or different than others. 

Use tables to quickly distinguish how your product is different from the competitors’. 

Implementation plan 

This section is all about answering, “what goes into the building of this project?”. Your goal is to show stakeholders that investing in this project outweighs any possible risks. 

Think about addressing the following sections with the following: 

• Development phase : Outline the quality control protocols, including random sampling and stress testing. Highlight partnerships with top-tier suppliers for consistent component quality.
• Manufacturing and production (for physical products): Discuss how you’ll optimize manufacturing and handle quality control. Mention the selection of reliable manufacturing partners to ensure high standards.
• Feedback and testing: Describe how this feedback will be used to identify and fix issues before the full launch. Highlight the continuous improvement loop based on user input.
• Marketing and sales: Outline your strategic pricing models and marketing initiatives to start generating revenue. Discuss when you expect to start seeing revenue, which is especially important if you’re entering a new market with zero presence. 

Impact and success metrics

The goal of this section is to provide a clear, quantifiable forecast of the benefits and returns that stakeholders can expect.

This section should highlight the strategic advantages, market potential, and financial returns of approving this project.

Think about building this section with these three key elements: 

• Market share goals: How much of the market are we planning to capture?

“We aim to capture 10% of the smart home market within the first year, leveraging our unique features and competitive pricing. This penetration will establish us as a significant player in the industry.”

• Revenue forecast: How does this product initiative contribute to our revenue?

“We project $2 million in revenue within the first year, with an annual growth rate of 20% thereafter. These projections are based on market analysis and our targeted marketing strategies.”

• User acquisition targets: How do we measure the success of our initial product launch? 

“Our goal is to acquire 50,000 users within the first six months through targeted marketing campaigns and early adopter incentives.”

Sample product proposal examples and templates

Now that you have a better idea of what goes into writing a product proposal, let’s explore some free templates that you can customize to kickstart your writing. 

Software product proposal

This software product proposal template is a great starting point for pitching mobile development projects, web applications, and software solutions in general.

One key section to really hone in on is the hardware and software requirements overview. This part outlines everything necessary to get the project off the ground, from servers and databases to programming languages and development tools.

It’s crucial to cover these details because they help clients understand the technical foundation of the project and any additional resources that might be required. 

Sections included: 

• Introduction and cover letter
• Project overview 
• Hardware and software requirements
• Technical obstacles
• Industry and market risks
• Budgetary risks 
• Milestones and reporting 
• Pricing and payment terms 

Physical product proposal 

This physical product proposal template includes a section to discuss features and benefits, which are the primary selling points for physical products. 

While this template is a solid starting point, adding more information about the manufacturing process or the specific reasons behind your design choices can make it even stronger, especially if you’re still seeking approval before the manufacturing process. 

• Purchase options

Product improvement proposal 

This product improvement proposal template is a great starting point if you’re looking to pitch changes to an existing product or explore new product marketing strategies. It covers the essentials, like cost analysis and an implementation timeline, which are crucial for justifying your proposed changes and getting stakeholder buy-in.

To make your proposal more compelling, personalize it with detailed explanations of why these improvements are necessary. For example, if customer feedback suggests that the current interface is hard to use, highlight this data to show you’re addressing real user concerns.

• Cost analysis
• Implementation timeline
• Conclusion 

Product strategy proposal 

While this product strategy proposal template is designed for a digital marketing agency offering its services, it’s versatile enough to be adapted for pitching a product strategy to your own team.

In the solution and proposal section, you can lay out a new product strategy and highlight the specific tasks needed to implement it successfully. For example, if you’re proposing a shift to a mobile-first approach, you can detail the steps like redesigning the user interface for mobile, optimizing performance for various devices, and implementing responsive design principles.

• Cover letter
• What you need
• Opportunity
• Proposal 
• Our clients 
• Getting started 

Different kinds of product proposals, and how to write them 

Sometimes you’re launching a new product, other times you’re pitching changes for an existing one to make it more competitive in its category.

Let’s talk about key areas you should focus on, depending on what kind of product proposal you’re sending:

Launching a new product

A new product can create fresh revenue streams, helping the company diversify and rely less on existing products. It also directly tackles customer frustrations with current offerings, boosting satisfaction and loyalty by solving these pain points.

Key areas to include in your proposal: 

• Reasons for the product launch: clear opportunity in the market, lower satisfaction rate with existing customers, opportunity to tap into a new market 
• How your product is going to be different from existing products 
• Monetization and revenue plans 

Improving a new product

By adding new features or refining existing ones, your product can stay competitive against new market entrants. Keeping up with trends and technologies ensures it meets evolving market needs. Plus, improving efficiency, quality, and user experience often justifies higher prices, boosting profit margins.

• Feedback from legacy users and previous customers, including sales trends 
• Cost-to-benefit ratio for differentiation or making product improvements 
• How the changes are going to directly address customer feedback
• The impact of these changes on customer experience, loyalty, and revenue 

Entering a new market with an existing product 

Expanding into a new market with an existing product is a strategic move that can significantly boost a company’s growth and market share. This approach leverages the strengths of a proven product while exploring new revenue streams and customer bases. 

• Data on the new market’s potential and demand for your product.
• Specific demographic segments within the new market that are most likely to adopt your product.
• A detailed breakdown of the investment needed to enter the new market.
• The expected revenues and profitability from the new market

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Product Proposal Template

A product proposal presentation is a crucial tool for a company looking to showcase its new offering to distributors, marketers, and consumers. It serves as a way to introduce the product, highlight its key features and benefits, and persuade the audience to take action. A well-prepared product proposal presentation can be the difference between a successful launch and a flop.

Step by step guide to create a product proposal presentation

• Start with a clear goal in mind. What is the purpose of your presentation? Are you looking to secure funding, attract distributors, or generate sales from consumers? Having a clear goal will help you tailor your presentation to the needs of your audience and ensure that you stay focused on what matters most.
• Know your audience. Before you begin preparing your presentation, take the time to research your audience. Who will be attending? What are their needs and interests? Understanding your audience will help you tailor your message and choose the right examples and anecdotes to engage them.
• Create a strong structure. A clear and logical structure is essential for any presentation, and a product proposal presentation is no exception. Start by outlining the key points you want to cover, and then organize them into a logical sequence. Consider using a structure like the Problem-Solution-Benefit format, which involves introducing the problem your product solves, explaining how your product solves it, and outlining the benefits of using it.
• Use visuals wisely. Visual aids like slides, charts, and graphs can be a powerful way to communicate information and engage your audience. However, it's important to use them wisely. Avoid overwhelming your audience with too many visuals, and instead choose a few key ones that help illustrate your points.
• Practice, practice, practice. There's no substitute for practice when it comes to giving presentations. Make sure to rehearse your presentation several times before the big day. This will help you feel more confident and ensure that you deliver your message smoothly and effectively.
• Engage your audience. A product proposal presentation is not a one-way conversation. Encourage audience participation by asking questions, soliciting feedback, and making time for Q&A at the end. This will help you gauge the effectiveness of your presentation and address any concerns or questions your audience may have.

Introduction slide

This could include your company logo, the title of your presentation, and the names of the presenters.

Problem slide

Introduce the problem your product solves and explain why it's important.

Solution slide

Explain how your product solves the problem and provide examples of how it works.

Product features slide

Outline the key features of your product and how they benefit the user.

Comparison slide

If there are similar products on the market, use this slide to compare your product to them and highlight its unique features and benefits.

Target market slide

Who is your product for? Use this slide to describe your target market and explain why your product is a good fit for them.

Marketing and sales plan slide

Explain how you plan to market and sell your product. This could include details on your distribution channels, pricing strategy, and promotional efforts.

If possible, include a demo of your product to give the audience a better sense of how it works and what it can do.

Case study slide

If you have any case studies or testimonials from satisfied customers, use this slide to highlight them.

Next steps slide

Use this slide to outline any next steps or action items for the audience. This could include information on how to place an order or how to get involved with your company.

Remember, the key is to keep your presentation focused and to include only the most relevant and important information. Avoid including too many slides or going into too much detail, as this can overwhelm the audience and distract from your main points.

Need a hand?

How to Create an Effective Business Proposal Presentation: Top Tips for Success

Creating an engaging business proposal and presenting it in front of your potential clients might sound like a difficult task. Knowing what to focus on, how to organize the meeting and shape your approach shouldn’t stress you out.

With our comprehensive guide, you’ll see how easy it can be to create a winning proposal. We’ll also give you tips on how to build confidence in your presenting skills and nail every public speaking event, be it around your proposal or not. 

In this article, we’ll cover the proposal presentation creation process, how to best automate it and give you other tips on how to engage your audience. 

Create a great business proposal

Whatever your topic may be, the starting process is the same - research. You need to conduct thorough research into your topic, and your audience as well. 

The questions you need answered are:

• What problem are your clients facing?
• What are your client’s goals?
• How would they like you to go about helping them achieve those goals?
• Have your clients ever worked with any of your competitors before?
• How much budget can they allocate for this project?
• When do they expect to see results?

Once you conduct your research, you can start creating a proposal presentation. In order to speed up your proposal creation process, you’ll want to look into automation software. 

Better Proposals offers a variety of prewritten proposal templates that you can easily customize to your needs. This means that you won’t have to create your presentation from scratch. 

With our beautifully designed templates, you’ll have no problem showing your solution and the benefits you’ll bring to your clients in a way that’s easy to understand for everyone. 

How to structure your presentation

Start with a short introduction. The point of your presentation introduction is to ease your clients in by explaining to them that you’ve listened and understood their issues. They will want to hear about your process and how you’ll help them achieve their goals so make sure you’re not talking too much about yourself and your company. 

Once you’ve created your introduction, it’s time to focus on your process and timescales . This is the time to go into further detail and explain exactly which steps you’re going to take in order to help your client. However, make sure that you’re keeping it easy to understand. 

Your clients won’t have the same technical knowledge as you do, so make sure to explain everything in simple terms. As important as it is to talk about your process, it’s even more important to showcase the benefits. 

That’s how you sell your services - by talking about tangle results. If you’re providing website building, explain how it will lead to increased sales and market share. 

If you’re working with a team, make sure to explain what each member will be working on a week to week basis. 

Once you’ve presented your solution, it’s time to get to the price. If you already know your client’s budget, it will be easy for you to come up with a number. But that’s not all, the way you present your price is also very important. 

Make sure you’re not using the word price and try using words like investment and ROI instead. It will make your proposal stand out and won’t cheapen your offer. Moreover, it’s important to present your price as a single number. 

If you present a few different tiered price points, it will confuse your clients. They won’t know which package to choose, since they are looking to you to explain which steps are needed in order to help them achieve their goals. 

Don’t use your presentation to try and upsell your clients. That should be done once you’ve created a relationship with them and created some results with your solution. 

Add a great case study 

Once you’ve presented your solution and price, it might be a good idea to quickly present a few case studies. They will show how you helped a client in a similar position before. It will be a good way to win over the audience, especially if you think you’ve lost them after presenting your price.

A third-party’s quote about your company will build your credibility. Furthermore, it gives you the opportunity to present the benefits your clients experienced from working with you, as well as how quickly they reached ROI. 

Better Proposals’ templates come with a prewrite structure for case studies. We know what the clients want to see and hear, which is why we make sure to provide a visually pleasing layout. 

There is no need to go into detail on how much trouble your client was in before they started working with you. Nor should you talk about the process employed to help them achieve results. In most cases, this will be similar to the process you’ve already presented to the client, so don’t repeat yourself. 

Instead, focus on the results. By this we mean:

• The benefits the client experienced since working with you . Explain a few details - do they have more time now, have they managed to focus on other parts of their business and more?
• What short and long term goals did you help them achieve?
• When did they achieve ROI ?
• A quote from the previous client.

Case studies are a powerful strategy that can help you win deals and secure more revenue. 

How to end your proposal presentation

After that, make sure to outline the next steps as well as present your guarantee and terms and conditions. 

It might sound silly, but including a clear call to action is very important. Since you’ve already created a great proposal presentation, it would be a shame not to state what needs to happen next. 

Does your client need to send any materials, do they need to pay the first fee, is there a need for a team meeting?

Whatever needs to be done, lay it out in order to make it easy for everyone to understand. 

In the guarantee section, present what you could offer the client if anything goes wrong. A popular example would be to promise a free product or service if you don’t provide them with a finished product in the agreed-upon time frame. 

Personalize your proposal for the specific audience

While you’re creating your proposal presentation, you need to keep in mind who your audience is. You need to know their needs, wants, lifestyles and behaviour. However, not only do you need to know your audience , but their audience as well. 

Who are they selling their products and services to? Firstly, distinguish between a B2B, B2C and a combination of those two types of companies. After that look for any reports that focus on their industry. If you’re selling medical equipment, find out all you can about hospitals, private clinics and any upcoming trends in the market. In addition, identify your competitors and analyze their technological stack using the technographic data insights .

You need to be able to confidently present your proposal and that confidence will come from the amount of research you conduct. 

Analyze the previous efforts your client’s company has made in order to solve the problem. If you could explain to them why it didn’t work, it would further demonstrate your expertise and that you’re the perfect person for the job. 

When using Better Proposals, you can make sure you’ll never address your clients by the wrong name. With our custom merge tags , you can name your clients, their company and brand and automatically personalize your proposals. 

That way, even if you’re recycling your proposal presentations, you can rest assured knowing you didn’t leave the names of your previous clients. 

Send out the proposal before the presentation 

It’s a good idea to send out your presentation before the meeting. 

There are three reasons for that: 

• It will give your clients enough information to think about any questions they might have.
• You can utilize proposal analytics to see exactly what your clients are interested in and shape your approach accordingly.
• If your clients agree to your terms, they can sign them then and there using the digital signature option.

Better Proposals offers a great feature called proposal analytics. They show you when your proposals were opened, by who, if they were forwarded, signed and paid. 

You will also receive notifications via email for every action your client takes. Moreover, you’ll know exactly how much time did they spend on each of the chapters. 

This type of insight will help you understand which parts of your presentation to focus more on in the meeting. Did your client jump straight to the price or did they read every section? Once you analyze their actions, you’ll have a different perspective on your presentation. 

Focus on the problem you’re solving, not your offer

Don’t underestimate the power of benefits and value you can bring to your clients. That’s what they’re most interested in. We know that it’s tempting to focus on your offer and go into great detail about how you’re the best person for the job based on your price, approach, quality of work and more. 

As important as that is, make sure your primary focus is on the problem you’re going to solve and the benefits you’ll bring them. 

Your clients won’t be that interested in your features and other technical details. They want to hear what their future will look like if they start a business relationship with you. For example, if you’re selling a meal prep kit, it would make more sense to highlight benefits like - freeing up time in your customers' days, offering a variety of meal plans and more. 

Talking about the technical aspects of your business would only be interesting to potential investors or employees. That's why it’s important to focus on the value you’re bringing to the client. 

Arrive early in a neutral setting

The last tip we have for you is to meet the client in a neutral setting. Most of the time the client will want you to come to their office. Even though you’d want to accommodate your clients, meeting them in their office might be detrimental to your deal. 

Their office is a place with a lot of distractions. Anyone can walk in and ask for input on their own work, there are deliveries going on and the phones ringing off the hook. Offices are not known as quiet places and that is why you’d want to move the meeting to a more neutral setting. 

Our advice is to choose a hotel lobby. They are usually quiet during the workday, making them the perfect setting for a business meeting. 

It’s also important to come early. That way you can choose the perfect table, order a drink (nothing alcoholic though) and relax. If you get nervous about presenting, arriving early will help you set up and focus. 

Further tips we have for anyone presenting are: 

• Rehearse your presentation in front of your colleagues.
• Plan out your pauses and the points you’ll highlight.
• Make sure to connect with your audience, don’t just look at your materials.
• Think about the possible questions they can ask you in advance so that you can prepare answers.

If you win a deal right after the presentation, you’re already in the right place to celebrate. Once everything is done, you can seal the deal with a drink or two. 

The first rule of presentations is - to prepare. The more time and effort you put into your presentation, the more confidence you’ll have in your presenting skills. With our actionable guide, you’ll quickly be able to create a beautifully designed presentation that will help you win the deal. 

Make sure you start any proposal presentation with thorough research into your potential clients. You’ll have to know the answers to all your questions about the way you would implement your solution before you start writing the proposal. 

If you use Better Proposals, you’ll love how quickly and easily you can create a document that is easy to get through and engaging. Sign up for a free trial today and find out for yourself how much our platform can help you in the proposal process.

Are your sales docs more awkward than small talk?

Every Document Is a Proposal

Whether it's a new employee or a new client, your documents say a lot about your business. If you don't see every document as a proposal, you're missing the point.

Using Word to Create Proposals Makes You Look Fucking Pathetic

Think about the impression you're trying to give off and then ditch Word proposals for good. They make you look pathetic.

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• Presentations

How to Make Business Proposal Presentations in PowerPoint (+ Video)

Winning a potential client is a challenge. You need to present your solution in a compelling manner. A business proposal presentation template can help.

Do you need to impress a client to close a deal?

Everything begins with a good business proposal presentation. Maybe you're trying to sell your products or services to a prospective client. Or you might be proposing a new venture internally. Either way, knowing how to make a business proposal that stands out will help your leg up on the competition.

In this guide, we’ve outlined some valuable tips for business proposal presentations . We’ve also lined up some creative business proposal PowerPoint templates to make you feel inspired and get you started. Finally, you'll learn how to make a proposal presentation with PowerPoint.

How to Quickly Make Business Proposal Presentations in PowerPoint With Templates

Are you interested in learning how to use PowerPoint to make business proposals? Watch this quick screencast to learn all about creating proposals with PowerPoint:

Or study the complete written tutorial below.

Jump to content in this section:

Why Make a Business Proposal PowerPoint Presentation?

How to create a winning business proposal, thousands of business proposal powerpoint templates on envato elements, how to make great business proposal presentations in powerpoint quickly, 5 top business proposal powerpoint ppt presentation templates.

• More Awesome PowerPoint Templates

5 Quick Business Proposal PowerPoint Slide Design Trends for 2023

Common powerpoint questions answered (faq), learn more about making great powerpoint presentations.

A business proposal is any business offer document sent to a prospective client. Its main goal is to persuade an organization to buy your product or service over your competitors. This is why a business proposal can make or break a deal.

Usually, a proposal can be solicited or unsolicited:

• A solicited business proposal is sent to clients who have asked for a solution.
• Unsolicited proposals are more like sales documents. They offer your solutions to potential clients without them requesting a proposal.

Here’s a sample business proposal PowerPoint presentation. It comes with a clean and modern design. It's both informative and visually appealing.

A business proposal PowerPoint presentation is highly recommended because of its visual narrative. But proposal presentations don't have to be overly formal.

In fact, making a business proposal PPT presentation is complementary to that. It'll help you convince potential clients even more.

The quality of your proposal presentation affects your chances of closing a deal. Poorly designed business proposal PowerPoint presentation are simply less persuasive.

If you want to know how to make a business proposal presentation that captivates your audience, we've got you covered. Here's a guide with tips and inspiration to craft the perfect proposal presentation.

1. Study the Clients and State Their Needs

Before doing any business proposal, it’s crucial to do your homework first by knowing who your potential client is. You need a complete picture of your clients. That includes how they operate and what their business needs are. Without these, it's hard to deliver a proper business proposal presentation.

The first step is to conduct client research to develop a more detailed idea of their needs and how your services or products will satisfy them. Here are some tips to study your clients:

• Visit their website.
• Look at their social media accounts.
• Know their history, core values, etc.
• Understand their target market.
• Identify their problems.
• Check out their competitors.

Use the research to adapt your business proposal PowerPoint presentation. The tone of your contents and design elements should adapt according to your clients. Your clients will appreciate this research when they see the business proposal presentation.

2. Show How You Can Solve the Problem

What are you bringing to the table? How do you plan to solve their problems? Why should they choose your solutions over others?

Take what you’ve learned from client research and put it into your proposal presentation. The best way to show how you can solve their problem is by telling them exactly what they're in for through the first two slides.

Summarize your solution in a brief and concise manner from the very beginning. Let them know what certain aspects of your solution will help them achieve their business goals. This will keep your clients engaged with the rest of your business proposal presentation.

3. Follow a Seamless Structure

A business proposal structure will sketch how your presentation will run. Having a robust and seamless structure will help you navigate your presentation much easier. This will also prevent you from missing some important messages and so that your thoughts won’t get easily rambled.

There’s no right or wrong structure to your presentation proposal. It actually depends on how you want to tell your message across your potential clients. Here are some common elements requested in a business proposal:

• title/cover page
• executive summary
• statement of problem, issue, or job at hand
• strategy or approach to solving the problem
• company services and qualifications
• cost, payment, and any legal matters

4. Use Compelling Visuals

Instead of writing a lengthy paragraph or text-loaded slides, break down your ideas into simple words or phrases. Then, accompany your business proposal PowerPoint slides with impactful images. Photography is a powerful tool to enhance any dull slides and deliver more striking messages.

As much as possible, just keep one photo for each slide or for each point you want to relay. Too many images can also be distracting. Remember, images are just supporting materials to your main content. They act as attention-grabbing elements and will keep your contents more memorable.

5. Adopt a Consistent Color Palette

Color immediately tells you about your brand and distinguishes you from competitors. It's ideal to use your branding colors. If in case, you only have one color to use, create a color palette of at least three colors to work with. It should be complementary to your brand and must be consistent throughout the presentation.

If you’re unsure which color palette to use, Coolors can help you explore and generate the right color combinations. Although, most business proposal PowerPoint templates already have a built-in color palette that you can use. The key is to align it to your brand’s main color. Thankfully, it'll be easy to do in your PowerPoint proposal template.

6. Be Mindful of Contrasts

Contrast is a crucial design element when learning how to make a business proposal PowerPoint presentation. It plays a vital role in text legibility. There are certain colors that don’t contrast well like pink on the background and yellow for the text. Ensure that you've got enough contrast between the background color and the opposing text color.

Text legibility is also a priority when using an image as a background. A pro tip is to add a black overlay on your text with 50% transparency. This will cast a shadow on your text, becoming much easier to read. There are many proposal presentation examples with great contrast you can use as inspiration.

7. Allow White Space

It’s fun to include different design elements into your business proposal presentation. These typically make the content more attractive and compelling. But you also need to give some room for your business proposal PPT to breath.

Presentation proposal designs are effective when they're used at a minimum. Overdoing it will just make your business proposal PPT to get cluttered and harder to digest. Adding some white spaces or negative spaces into your presentation is a good aesthetic composition.

Line breaks add more white space, which gives readers’ eyes a break before going to important messages. This allows them to absorb the information better. To add more white spaces, use numbered lists and bullet points to your slides.

8. Prepare Proper Typography

How you visually deliver your content in your PowerPoint proposal template will also matter. This is where typography becomes a crucial element on how to make a business proposal. You should establish a typographic hierarchy that'll help you organize your content better. For example, you should have various font size and font family rules for headings, subheadings, body copy, etc.

This will help you differentiate certain ideas and body of thoughts easily. If all your contents have the same font family and size, this will easily ramble the messages that you want to relay. With hierarchy, your contents are quicker to scan and read.

9. Apply Varied Slide Layouts

Variety of slide layouts is also important on a business proposal PowerPoint template. Having just one slide layout across your presentation will make it dull and boring. Make sure to excite your audience by using varied slide layouts for different ideas or sections.

10. Overcome Text Overload With Iconography

The best business proposal PPT designs are visual. That means you'll need the amount of text in the business proposal document. A business proposal PowerPoint should be your guide when presenting and not a fully written document.

The use of iconography will help you lessen the number of texts in your PowerPoint. This will also help you relay your ideas much faster. Remember to align the icons to your brand and they should all be uniform in style.

11. End With a Winning Call to Action

Lastly, close your business proposal presentation with a compelling call to action. You’re proposing because you want your audience to take specific actions at the end of the presentation. 

With this, make sure that your audience knows what to do next. As much as possible, keep your call to action direct to the point and clear enough to comprehend. Don’t forget to set timelines and expectations for follow-ups.

If you're creating business proposals quite often you should consider Envato Elements. It's a one stop shop for all your creative needs. Access thousands of business proposal presentation examples, images, graphics and all sorts of design assets for a low monthly fee.

Sign up for Envato Elements and get instant access to a library of over million digital assets. That includes top modern business proposal presentation examples.

Envato Elements is a great choice if you need design assets on a regular basis. 

Business proposal PPT presentation designs will impress in 2023. The advantage of premium templates is their ease of use.

In moments, you can see how to make business research proposal presentation designs. Let’s learn how, in just five quick steps.

Planning to follow along? Head over to Envato Elements and download the stunning Business Proposal template set today!

1. Select Slides

If there’s a single key factor in any successful business proposal presentation, it’s brevity. Talk too long and you’ll lose your audience, and along with them, any chance of success with your proposal. This means it’s important to select only the slides that most benefit you.

To do so, go to View > Slide Sorter on PowerPoint’s ribbon. This shows a series of thumbnails for each slide in the deck. You can press Delete on your keyboard to remove any unwanted slides that you have selected.

Plus, you can click and drag the thumbnails to reorder the slides. This is how to make proposal presentation designs from Envato Elements work for you.

Finished? Back on the View tab, click on Normal. You’ll be ready to edit right away!

2. Add Custom Text

A proposal presentation, by definition, will be full of words. These explain your proposal in detail and communicate it to your audience.

Premium templates like this make it easy to customize this text. Notice as you work on a slide like slide 1 here that there's already text on the slide.

This text, though, is simply a placeholder. To add your own words, click on the placeholder text box until you've got the contents selected.

Start typing on your keyboard. PowerPoint adds your content into the existing text boxes. This saves you time by avoiding the need to construct sleek slide layouts from scratch. Repeat throughout your slide deck as needed.

3. Make Unique Text Effects

It’s easy to think that proposal presentation templates are static in their styling. But that just isn’t so. For example, you can add text effects to any of the words that you place on your slides. To do that, first ensure that the text is selected.

Then, go to the Home tab on PowerPoint’s ribbon. Just left of center, you’ll see the Font section. From the dropdowns, you can change things like the font size and style. Or you can click the adjacent buttons to highlight text or make it bold or italicized.

4. Change the Color Palette

Slides like slide #4 here have cool shapes in a modern color palette. But you aren’t required to use these same colors. In fact, color changes are how to do a proposal presentation that’s unique. For example, you can match your slides to your brand colors.

To do this, click on one of the shapes to select it. On the ribbon, open the Shape Format tab.

You’ll see several options here, and the one you’re looking for is Shape Fill . Open it up and choose one of the color thumbnails. PowerPoint automatically changes the color of the shape that you selected.

5. Add Images

Pictures: they’re how to make proposal presentation designs unique . To add photos here, click on one of the photo placeholders like the one on slide #4. Then, go to the Picture Format tab on the ribbon, and choose the Change Picture dropdown.

From here, click From a File. Browse to an image file stored on your computer and click to insert it. In this tutorial, we're using a warehouse image from Envato Elements.

PowerPoint will import the photo, sizing and scaling it to fit in the placeholder. It’s a very easy way to build impressive proposal presentation slides in 2023.

Designing a beautiful and compelling business proposal PowerPoint can be tough. After all, we're not all graphic designers. Luckily, highly customizable business proposal presentation templates are a major help. Great business proposal designs have the blueprint already built for you.

What's the best way to learn how to make proposal presentations? Lean on the work of others. Here are five top business PowerPoint proposal templates that you can use or draw inspiration from:

1.  PowerPoint Proposal Template

Proposal PowerPoint is a clean and scalable business proposal PowerPoint template. It has the striking colors and graphics that set it apart from the pack.

Suitable for: eCommerce, product promotions, enterprise accounts.

2.  Minimal Business Proposal PowerPoint Template

Minimal Business Proposal PowerPoint is a creative and multipurpose template. It's minimalistic so that your business proposal isn't a distraction from the content inside it.

Suitable for: Fashion, design, and IT industries.

3.  Research Proposal Presentation Template

Project Proposal PowerPoint Template is makes a data-driven presentation visually appealing. Its design is simple yet highly effective, making it a top research proposal presentation.

Suitable for: In-house special projects, small and medium businesses.

4.  Business Proposal PowerPoint Template

Business Proposal PowerPoint Template has grand and bold designs to help your proposals stand out.

Suitable for: All types of industries, small or large enterprises.

5.  Pro Business Presentation Proposal Template

Pro Business Proposal Template - (PPT) is intended for traditional style seekers. It's got a good balance of professional and modern designs. Try it if you have plenty of pictures you want to add to your presentation proposal.

Suitable for: Companies with traditional style but also want to amp up their game.

More Awesome PowerPoint Templates 

The above is just a small selection of awesome and modern proposal presentation examples. To see even more great PowerPoint templates, check out these posts:

To make sure your presentation looks modern and professional, it pays to know the current PowerPoint slide design trends. Here are five quick business proposal slide design trends to make use of in 2023:

1. Create an Impactful Cover

Your proposal cover is a great way to pique the interest of your audience and give them a quick taste of your brand. Make an impactful proposal cover by including a photo of your business or your team. Or choose another eye-catching image.

2. Go Dark Mode

Odds are you or someone you know prefers dark mode to the default look of your phone or favorite app. Applying this trend to your presentation proposal lets you create a look that works for those members of your audience. It's also a nice break from traditional white backgrounds.

3. Infographics and Charts Are Best for Presenting Data

Use plenty of infographics, charts, and other visual elements to present the data in your proposal. This will make it easier for your audience to visualize abstract ideas and make them more engaged with the proposal.

4. Go Vertical

Consider using a vertical layout for your business proposal. Since most proposals are in horizontal format, this is a good way for yours to stand out. Check out Envato Elements for vertical PowerPoint proposal templates. 

5. Enter the Third Dimension

Don't forget about 3D characters when customizing your PowerPoint presentation proposal template. Using 3D models is one of the hottest presentation trends in 2023. They add another layer to your work and makes your business more personable.

So, you’ve decided to build a business research proposal presentation in PowerPoint. But you may still have a few questions. When you think of how to do a proposal presentation, it always pays to know how PowerPoint can work for you. Here, we’ve answered five common PowerPoint questions:

1. How Do I Get Design Ideas in PowerPoint?

PowerPoint business proposal presentations lean on creative design ideas. The best way to get these ideas is through the use of premium templates from Envato Elements .

These templates have two key advantages:

• They provide design ideas.
• They save you time.

The pre-built layouts take the hard work out of the design process. Instead of beginning from scratch, you can take a layout and drop in your own content in seconds.

Learn more about PPT design ideas in our tutorial:

2. Can I Animate PowerPoint Slides Easily?

Yes! Animations prove how to do a proposal presentation that'll impress any audience. PowerPoint’s Animation tab gives you plenty of options.

Plus, Envato Elements PPT templates are often pre-animated. This saves you time, since the content you add will already be animated.

For a complete look at proposal presentation animation, check out our complete guide:

3. How Do I Make Better PowerPoint Slides?

It’s easy! PowerPoint slide designs that impress audiences aren’t difficult to build. But you need to remember a few basic rules:

• Keep slide topics short and to the point.
• Choose bold layouts and easy-to-read fonts.
• Illustrate with images, charts, and more.

Need to learn more? We've got a full PPT slide design tutorial for you:

4. What Are Infographics in PowerPoint?

Infographics are a hallmark of the best proposal presentation designs you’ll see in 2023. These are illustrations that combine information and graphics to present ideas in style.

If you need to know how to make proposal presentation designs that are sure to impress, infographics are the place to start. Find out more here:

5. Can I Share PowerPoint Presentations on Zoom?

Yes! In 2023, the ability to share proposal presentation decks online is very important. In just a few quick steps, you can prepare and share them on video-conferencing apps like Zoom. This is increasingly important in 2023 and helps set the stage for your success.

Read more on PowerPoint and Zoom here, to help share your next proposal presentation:

PowerPoint is a powerful program that allows you to create any type of presentation. There’s a lot to learn about making great PowerPoint presentations and we've got plenty of tutorials to help you:

Get Started on Your Next PowerPoint Business Proposal Presentation Now

Any good business proposal is accompanied by a powerful business proposal PowerPoint. If you want your message to be more impactful, ensure that you've got followed our above guide on how to make a business proposal presentation.

There’s a wide range of business proposal PowerPoint templates from Envato Elements. These serve as inspiration to help you get started. 

But, above all, it won’t be as effective without understanding who your prospective client is. Know what your clients' needs are and how your solution could help them. These are the two key steps to help build compelling business proposal presentation.

Editorial Note: This post was originally published in June of 2019. It's been revised to make it current, accurate, and up to date by our staff—with special help from Brenda Barron , Andrew Childress , and Nathan Umoh .  Video added by Andrew Childress . 

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10 Steps to Creating a Powerful Product Presentation

Written by: Unenabasi Ekeruke

Whether you're running a small or large business, product presentations are a big deal. You've probably invested time and resources in creating a fantastic product to solve a market need.

That's great, but presenting your product to investors, prospects and other relevant stakeholders is the final piece of the puzzle.

Weeks, months and years of research, planning, design, production and testing often lead up to this point. So, you've got to create a persuasive product presentation that drives sales for your product.

Here's a short selection of 8 easy-to-edit product presentation templates you can edit, share and download with Visme. View more below:

If you're overwhelmed with the whole idea of creating product presentations and wondering how to get started, you're in the right place.

This article will teach you how to create powerful product presentations. We'll also share tips for delivering a product presentation that wows your audience.

Let's get started.

Table of Contents

What is a product presentation and why is it important, why create product presentations, product presentation vs. sales presentation, what you need in a product presentation, how to create a powerful product presentation in 10 steps, tips for nailing your product presentation.

Product presentation is the process of introducing a new or rebranded product to your audience. During product presentations, you'll dig deep into how your product works, how it will address customer pain points and the specific benefits it will bring to them.

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It often involves using visual aids like videos, images and slideshows to describe product features, benefits, market fit and other relevant details.

Presentations could take place at different stages of the product development process. But when introducing the product to potential buyers, the stakes are never higher. Therefore it's crucial to make your product presentation effective, impactful and memorable like the one below.

In many organizations, product presentations happen at different levels. For example, top management and executives could unveil a new line of products to the board of directors, investors and potential partners.

Product managers may present a beta or gamma version of a new product to the entire team. In addition, the sales team would have to make product presentations during sales visits to prospects.

Let's face it. There are tons of competing products in the market like yours. Your competitors could be offering similar products or substitutes.

This means that creating useful products may not be enough to set your brand apart or bring in sales. You need product presentations that produce eureka moments for your audience.

Getting it right with your presentations will not only win over your audience, but it'll drive product sales over the top.

But that's just the tip of the iceberg when it comes to the benefits of creating product presentations.

Here are other reasons why you need to create and deliver powerful product presentations.

Create a Memorable First Impression

Nowadays, people are faced with an explosion of product choices. This and many more factors have also contributed to their shrinking attention span.

By any chance, your product presentation could be the first interaction an investor, prospect or customer has with your brand. So, you have to make it count.

Your product presentation is an excellent opportunity for you to introduce your product and expand their knowledge about your brand. And nailing it will leave a positive and memorable first impression on your audience.

Best of all, it will nudge them to the consideration and conversion stage of your marketing funnel .

Tell a memorable and impressive product story with the captivating product presentation template below.

Build Trust and Long-Lasting Client Relationships

Customers will buy and recommend brands that provide incredible product and service experiences.

But how do you communicate value and product offerings to your prospects? How do you tilt customer purchase decisions in your favor?

The golden secret is a product presentation that makes you stand out. How you present your product can influence customers' perceptions of your brand.

During product presentations, you have a chance to showcase product features and promise of value to clients. And when done right, it can ignite a solid business relationship between you and potential customers.

Over time, these customers will trust your product and become loyal to your brand.

Here's what you should know. As a business owner, brand loyalty , customer trust and credibility are your greatest assets. A captivating product presentation will inspire client trust in your product and business.

Stand Out from the Competition

The business world is marked by fierce competition among companies that provide similar products and services.

You probably have a lot of competitors and you're wondering how to distinguish yourself. Start by delivering a flawless product presentation.

As previously stated, your sales presentation should be able to leave an indelible impression on prospects and investors. It would captivate their attention so completely that, regardless of the stiff competition, they would always opt for your brand.

One way to leave a lasting impression is to make your product presentation interactive. An interactive presentation whether presented or read builds a bridge between you and the potential investor or reader. Instead of simply throwing information at them an interactive presentation allows you to layout your storytelling and product information in a way that's engaging and enticing.

For example you might want to add video clips, popups with extra information for additional reading, or add a flip book effect. For more check out 20 Ways to Create an Interactive Presentation That Stands Out. 

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Boost Sales and Revenue

Having an excellent presentation is the key that unlocks sales for your product.

After your presentation, you certainly want customers to pull out their checks or proceed to the next steps. If you can nail your product presentations, you will win over your audience, gain new customers and increase sales.

On the contrary, mediocre product presentations could hurt your brand. You might even have a top product that has the potential to be a major game-changer. But poor delivery would not only portray you as lacking confidence in your product but could be a turn-off for prospects.

Want to convince your prospects to invest in your business or purchase your products? If the answer is yes, we recommend using a robust product presentation tool like Visme.

Check out the template below to see how Visme can make your product presentation pop.

Product presentations aren't so different from sales pitches. Both presentations focus on providing value or solutions to customers. However, product presentations are primarily focused on products or services.

With product presentations, you'll dive deeper into details like:

• How your product works
• How it will solve your customer's needs or pain points
• The specific benefits your product will bring to your customers

For instance, sales presentations can have a broad focus on your business as a whole rather than a particular product.

Let's say you run an accounting firm that offers a wide range of products and services. Your sales presentations could focus on pitching solutions like:

• Accounting audit
• Tax accounting
• Bookkeeping
• Forensic accounting

On the flip side, you'll need a product presentation to sell inventory management or accounting software to your clients.

Keep in mind that both presentations are essential for your sales process. The goal is to get your prospects' attention, drum up excitement and move them towards making a purchase decision.

Although product presentations cut across different industries, there's no universally accepted format. However, this infographic template below highlights the key elements of winning a product presentation.

Introduction

Company overview, the problem, product and solution.

• Promise of Value or Benefits

Product Positioning

Use cases and social proof.

• Call-to-Action

Together, these key details juice up your product presentation and make it a delight for your audience.

Read on to learn more about the key components of a captivating product presentation.

The introductory part is where you hook your audience in and get them excited about your presentation. It should provide an overview of what you will cover during your presentation.

In this section, you can sum up the purpose of your presentation, why it's relevant to your audience and key takeaways.

Before you get into the product details, start with a general overview of your company. It doesn't matter if your audience is familiar with your business or not. You want to include key details such as:

• Company name
• Vision, mission and goals
• When your business was created
• The products and services you offer
• How your business and products have evolved
• Relevant team members

Here's an intro slide from our startup pitch deck theme you can customize:

The problem or customer needs should receive more attention than others. This is what your prospects care about most and that's why they are sitting at the other end of the table. So we recommend that you include this section earlier in the presentation.

To attract audience attention, show them you have an in-depth understanding of pain points. Remember to explain how the problem affects your audience and the consequences of not resolving it.

Take note of how the presentation template below emphasizes the problem the product is designed to solve.

Start by showing your audience how they'll feel or what they could enjoy if they solve that problem. Here, you want to paint a mental picture of a perfect world without those pain points.

While writing this section, be sure to highlight these things:

• Introduce your product or service, passing any type of quality assurance services .
• Briefly explain how it addresses the problem and makes their dream of a perfect world a reality.
• Highlight how your product is made. Is it handcrafted, mass-produced, custom-made or batch produced?
• Include product details like features, functionalities, specifications, durability, quality and more.

Highlight your product features and process using the beautiful Visme template below.

Promise of Value

No product presentation is complete without a value proposition. This is where you make a case for your product. Articulating your promise of value will help create an "aha moment" for your prospects.

This section should provide more insight into the value your product Is offering. Here you should:

• Mention what your audience will get out of the product (product or service experience)
• Highlight what makes your product unique from other competing products (unique selling proposition)
• Explain why your prospect should opt for your product (competitive edge)

It's a good idea to center your product pitch around the key benefits your prospects will enjoy. So you want to highlight as many product benefits as possible. It could be productivity, convenience, health and wellness, peace of mind and much more.

Draw attention to your competitive edge and pitch your promise of value to prospective client and customers using the stunning template below.

Product positioning refers to how you want your market to think or feel about your product. It's a description of who you are as a brand, the products and services you offer, your target market and what makes your product unique.

Here you should talk about:

• Your brand image and values
• The positioning of competing products in your target market
• How your product features and benefits stack up to the competition

The infographic template below highlights the benefit of brand positioning.

Brand positioning helps to set you apart from your competitors. Think of it as what customers can remember about your brand when they think of similar products.

For example, the Pepsi brand is distinct from the Coca-Cola brand. Even though they are both cola drinks, they have different tastes, looks, connotations and legacies.

To influence customers' perceptions of your brand, you could create a brand positioning statement. For example, a recent marketing campaign by Salesforce highlights their brand positioning statement:

We bring companies and customers together. We make technology that supercharges every part of your company that connects with customers, delivering a 360-degree customer view across sales, marketing, service, e-commerce, mobile apps, connected products and more. CRM also powers integration with all the other parts of your business already humming along, including supply chains and finance, its back office, front office, and offices yet to come.

You could use the Visme template below to communicate your brand guidelines and product positioning.

This section should provide a visual picture of the customer using your product to address their problems. Here are some ways you can visualize or share them in your presentation.

• Create a scenario of how customers can use your product to solve their problem.
• Share customer reviews, testimonials, user ratings, celebrity endorsements, expert reviews and more.
• Share case studies and real results of how your product has helped similar businesses.
• Provide a snapshot of your product performance in terms of downloads, engagements, purchases and much more.
• Mention any product and compliance certifications, documentation, quality badges and awards you've received.
• Use anecdotes to showcase how existing customers love your solution.

Use this product testimonial slide template to showcase your own customer reviews.

Call-to-Action (CTA)

Now it's time to tell your viewers what you expect from them. Your call to action will depend on your audience.

It will also depend on the goal of your product presentations, which we'll discuss in the next section.

During in-house product presentations, you might want to ask for feedback from different departments. At a trade show, you might ask to meet prospective customers to meet you at the booth to make purchases.

During B2B presentations, you might request time for questions and more. Ultimately the goal is to get customers to purchase your product.

Most businesses have confidence in their ability to make excellent products. However, they struggle to commercialize or bring in revenues from those products.

Why's that? The attention spans of people in this tech-driven society are shrinking. And the reality is that people no longer have enough time to sit through mediocre product presentations.

Want to drive sales or get a positive return on investment for your product? Then you've got to make your product presentations compelling.

Let's show you how to create compelling product presentations that capture the important elements we've highlighted above.

Step 1: Define Your Goals

Whether you're presenting a new, rebranded or upgraded product, the first thing you need to do is to define your goals and objectives.

Let's say you've launched a new line of products into the market. Firstly, you'll have to spell out what you're looking to achieve with your product presentation?

• Do you want to get investors' buy-in to expand production capacity?
• Do you want to secure more funding from management to produce more units?
• Are you looking to secure partnerships with distributors, retailers or franchisees? Or you want to introduce the new product to your prospects or client.

Secondly, reiterate why it's important for you and your team to achieve these goals? For example, as you'd expect, securing partnerships with distributors could help:

• Expand your product reach
• Boost product sales and revenue
• Increase market share and more

Next, you want to highlight how you intend to communicate with your audience. Also, be clear about what you want your audience to do after watching your presentation.

Do you want your prospects to call you or buy one year's supply of your product? What about in-house presentations? Do you want the sales and marketing team to develop a strategy to introduce the product into a new market? Your presentations should answer these questions in a convincing way.

It makes sense, right? Lastly, remember to make your goals specific, measurable, attainable, realistic and time-bound (SMART).

The success of your presentation is measured by whether your audience understands and acts on your message. Therefore consider your goals in every slide and include a clear call to action.

Not sure how to set SMART goals for your product? Go ahead and use the worksheet below to jumpstart your creativity.

Step 2: Figure Out What Your Audience Needs

If you want to pique your audience's interest in your product, you'll have to figure out what matters most to them and serve it to them. This is what sets successful brands apart.

Don't make the mistake of assuming you know what your target audience wants, which is a trap many businesses fall into. Rather go ahead do these things:

• Perform in-depth research into your audience
• Develop buyer personas
• Delve into customer data to monitor patterns or trends
• Keep an eye on social media, public forums and industry publications

We get it. You've probably gone through this process during product development. Now you're wondering why it matters during the presentation?

Here's what you should know. Getting access to information is much easier than ever. As a result, potential buyers extensively research products and scan competitors' offerings before making purchases.

So your presentation is an opportunity to demonstrate that you not only understand their pain points, but your products can make their life or business better.

Step 3: Create an Outline

The next step is to outline the main points you want to hit during your presentation.

During presentations, there are usually a lot of key points to cover. Creating an outline helps you ensure things don't fall through the cracks.

First, decide the topics you want to cover and the sequence to present them. Then dedicate a slide to show the outline to your audience. This will give them an idea of what to expect and make your delivery insightful.

The outline we've shared above is an excellent place to start. You can use the template below to organize your ideas in a sequential manner and logical flow.

Step 4: Pick Out the Right Tool and Template

Presenting your product or services is an art. You need a rich blend of visually appealing slides and powerful delivery to make it effective.

Achieving this may require long hours of planning, strategy, design and organization. You'd have to craft an outline, prepare your slide notes, source royalty-free visuals and use them to design your slides.

Pretty tedious, right. Templates and tools come in handy, making your work easier and faster.

Templates reduce the time it takes to make eye-catching and engaging product presentation slides. In addition, they provide direction on how to keep your content organized and impactful.

Most tools are fairly limited in terms of features and how much you can customize them. However, Visme is an exception to this.

Visme's product presentation templates make it super-easy for anyone to create eye-catching product presentations. The tool has a rich library of templates, tools and visual aids to help you present your product to the world with style and poise.

These ready-made templates are not only customizable, but they cut across any product or niche you can think of. All you have to do is input your content and your product presentation is ready to go.

Using templates like the one below is a great starting point.

Step 5: Make Your Content Relevant and Compelling

Creating relevant and convincing content is the key to nailing your product presentation.

The other ideas we've shared will make your content more effective. But an excellent presentation begins and ends with great content. It has the potential to capture the hearts and minds of viewers and connect them with your solution.

Don't just assume you can wing it by putting less effort into developing compelling content. You'll need to spend a lot of time researching, brainstorming and writing out the key points relevant to your audiences.

For example, some customers may care more about product quality than price. On the other hand, convenience and ease of use could be a primary concern for other prospects.

While your presentation should be brief, the value proposition should be at the heart of your sales pitch. You want to focus on how the product will benefit the customer rather than the aesthetics.

Here's an Airbnb-inspired slide template that focuses on product benefits:

Start by describing the world your customers will enjoy after purchase. And be sure to quickly convey what makes your product different.

For instance, the process of buying and installing new equipment can sometimes be tricky and demanding. But it helps companies bring down costs, increase productivity and revenue.

Your content should communicate the problem and what the prospect will enjoy after buying your product. Offering additional perks like pre-purchase and after-sales support can further convince customers to buy.

Step 6: Bring Your Presentation to Life With Attractive Designs

Think about the last time you sat through a dull presentation.

• What were the slide designs like?
• Was the color scheme dull or monotonous?
• Were the visual aids clumsy and difficult to understand?
• Were there too many ideas crammed on each slide?

You probably zoned away during the presentation. Like you, other people feel the same way about terrible slide decks.

The demand for creative and engaging visual content is at an all-time high. Therefore if you're going to attract audience attention, you need stunning product presentation designs like the one below.

Regardless of how amazing the quality of your content may be, a poor slide design can be frustrating to watch.

Not only will it hurt your product presentation, but it could undermine your credibility. So, you want to ensure your slide design is not only professional but has a clean and organized layout.

Here's how to get savvy with your slide design.

• Use legible fonts and stick with a minimum of three fonts throughout your slide deck.
• Avoid using too many colors in your presentation.
• Be sure there's a strong contrast between your text color and background color.
• Tailor your typography, color scheme and visual language to your brand identity .
• Format your text, images and design element to achieve perfection.

Visme templates incorporate eye-catching images, excellent data visualizations and powerful typography to make your slide decks attractive .

Go ahead and watch the video below to learn design tips for creating awesome presentations.

Step 7: Use High-quality Graphics and Visual Aids

Incorporating quality visual aids into your product presentation is a must.

Why does it matter? The thing is, you've put in a lot of time and effort into preparing for your big day. So you certainly don't want your prospects to leave the room recalling only a tiny fraction of what you said.

According to a study, 65% of people are visual learners. So adding stunning visuals in your presentations ensures the odds are stacked in your favor.

No matter the type of audience you're looking to reach. Impactful visuals help you communicate your message and ideas more effectively. Best of all, they grab and retain audience attention, build solid emotional connections and keep your presentation on track.

Avoid using pixelated or cheesy images. Even more, stay away from generic stock art, copyrighted or watermarked visuals available. Rather source top-quality photos that enhance your presentation.

Just like it's important to stick to one main idea per slide, use one or two images per slide. But, again, the key is to use images that convey your message in the most compelling way possible.

Whether you're visualizing financial data or showcasing product features, Visme offers a wide range of visual aids to make your product presentations shine, including:

• Premium and royalty-free images
• Short videos and animations
• Charts and graphs
• Scatter plots

… and much more.

You don't need to entirely create visual product presentations from scratch. Instead, give yourself a head start by using a modern presentation theme like this one.

Step 8: Determine Follow-Up Questions and Provide Answers

At the end of your product presentation, prospects or investors are likely to have a handful of questions about your product.

Typically prospective customers ask questions to know if the product is a right fit for their organization. These questions could be along the lines of:

• Scalability
• Quality assurance
• Ease of use
• After-sales support and more

For example, let's say you've built a digital product like customer relationship management (CRM) software. Prospects could ask questions such as:

• Is your software scalable?
• Will it support our company's growth and future expansion plans?
• How will the tool help us manage our day-to-day process?
• How will the product help our business grow sales, gain a competitive advantage or increase market share?

Most clients could even ask for a live demo or a trial of your software.

Preparing for potential questions will help you avoid getting caught off-guard. It also shows you clearly understand your prospect's needs.

Answering these questions will wow your audience, boost their confidence in your product and help you close the deal.

Step 9: Run It by Your Team and Incorporate Feedback

You've spent time designing your slide and putting your ideas together. Great job. Now your presentation needs a few rounds of edits to make it shine.

Here's how to polish your presentation to make it pop.

• Keep editing aggressively until your presentation is clear and free of fluff. The goal is to improve language accuracy, flow and overall legibility.
• Be sure to weed out anything that doesn't relate to the core message.
• Run it by your mentor and team members, get their feedback and incorporate it into your product presentation.

Getting a fresh pair of eyes to look at your presentation can help you refine it, even if you're a good editor.

Here's the deal. When editing your presentation, your brain could instinctively fill in the gaps with what you wanted to say. But other editors could readily flag errors or point out areas where you aren't expressing your ideas clearly.

Peer editing may seem daunting. But Visme makes it super-easy for you to collaborate with your team. You can share your presentation online with peers. Also, you can download it in HTML5 (with animations) or PDF format and share it via email or other file-sharing platforms.

If you don't have anyone within reach, automated writing assistants like Grammarly and ProWritingAid could come in handy.

Create a stunning presentation in less time

• Hundreds of premade slides available
• Add animation and interactivity to your slides
• Choose from various presentation options

Step 10: Practice Your Presentation

If you want to deliver captivating business presentations , rehearse till you become perfect.

Why does it matter anyway? After all, you've gone through the entire product development process and have a good grasp of the product.

Notable speakers like Steve Jobs and Dr. Jill Bolte-Taylor practiced their speeches many times before delivering speeches before getting on stage. And guess what! They nailed it every single time.

Steve Job's rehearsal routine and his ability to communicate their ideas persuasively drove massive sales for Apple products. It has also played a vital role in the success of the Apple brand.

Rehearsals grow your confidence and make you familiar with the key points. As you rehearse, you have a great opportunity to:

• Weed out the irrelevant points or jargon in your presentations
• Try something new (like a strong opening or pause to play a clip)
• Streamline your presentations for the allotted time

Practice your product presentations between five to ten times before the big day. You can do it alone (facing the mirror) on the first day.

Then you can practice before a small group of friends, family, colleagues. This will enable you to see reactions and get natural human feedback.

While you're at it, make sure to time yourself, record your practice sessions and take notes.

Feel free to enunciate tricky words and pause when you notice mistakes. Be sure to analyze, reanalyze and refine your presentation structure as you proceed.

Go ahead and review the recorded clips and feedback from your practice audience. Once done, you can then incorporate the feedback into your remaining practice sessions.

Remember, you shouldn't read your slide or deliver the presentation just the way you memorize it. The goal of rehearsals is to build enough confidence to:

• Avoid sounding rigid or too rehearsed
• Present your product or services without appearing unprepared
• Take questions and comments from your audience without getting lost or overwhelmed

You can learn more about memorizing your presentation and other practice techniques from the video below.

With the tips we've shared, the stage is set for a flawless product presentation.

But you need much more than perfect content and slide design to nail your product presentation .

What's more? You need to convey your message in a compelling and convincing manner. If your delivery is on point, you are on the right path to profitable sales.

Read on to learn how to deliver product presentations that drive action.

1. Start With a Bang

The beginning of your product presentation is super important. How you begin will determine how the rest of the presentation will go. If you start strong, the chances are that you'll end on a high.

Right off the bat, you need to grab your audience's attention, establish credibility and get them in the mood to listen to you.

Don't waste those precious opening minutes rambling on pointless details. Else they'll switch off and you may struggle to get back their attention.

There are many excellent ways to start your presentations off on the right foot.

• You can tell a captivating story about the circumstance that led you to make the product. If you're rebranding your product, you can talk about how the product has evolved.
• Quote shocking headlines, figures or statistics related to the purpose of your presentation. For example, you could cite statistics from a study or industry report highlighting the need for your product or solution.
• Ask a thought-provoking question that sparks curiosity and articulates the problem. For example, "do you spend too much time tracking inventory, leads or sales?" Or do you struggle to increase conversions for your business?
• Kick-off with a compelling image or video showing customer testimonials, reviews, live videos of customers using your product and much more.

Read on to learn more about starting your presentation on a perfect note.

Give your audience a sneak peek of what to expect from your presentation using the intuitive template below.

2. Tell a Story

Beyond the opening part, it's crucial to tell stories throughout your presentation. It is an excellent way to keep your audience engaged from start to finish.

Storytelling helps your audience connect and remember the main points of your presentation.

For example, you could tell a story about the existing problems in your niche before your product came on the scene.

Another angle could be how your product will change the trajectory of the industry. Using compelling statistics and figures in your storyline can help you build a strong case.

Be sure to use your product pitch as an avenue to convince prospective customers about the superiority of the product or services you're offering.

If you are selling a rebranded or repackaged product, this is your chance to dispel any doubts or false beliefs about your product. Reassure them of the benefits they will enjoy if they buy your product.

Use the template below to share compelling stories that drive interest in your product.

3. Prioritize Your Audience Needs

Your presentation should be designed to meet the needs of your audience. In other words, what benefits will your audience gain from your presentation?

When planning your presentation, make sure it is relevant to your target audience and piques their interest. Find out what your audience needs to know rather than focus on what you feel like telling them.

Customize your slide to address the subjects that are most important to your clients. Then, make your delivery simple enough for your audience to understand and respond.

During your presentation, you should also pay attention to the body language and reactions of your audience. Interpreting their moods and emotions can keep you track and help you achieve your presentation goals.

4. Keep It Short, Simple and Sweet

A product presentation isn't an academic presentation or keynote address. So you're not going to have all the time in the world. And, most of all, no one wants to sit for hours listening to a long presentation.

According to studies, attention levels during presentations dip substantially after 30 minutes.

While delivering your presentation, always remember that you won't have your prospect's time and patience for so long.

So you want to ask: What is the core message for my audience to take away? What's the least amount of time I need to convey the key points concisely?

Guy Kawasaki's 10/20/30 rule says that the ideal presentation should have no more than ten slides, last 20 minutes with a font size of at least 30 points.

Whichever rule you choose, make sure to keep your core message focused and brief. And if what you are planning to say doesn't add value to that core message, leave it out.

5. Maintain the Right Body Language

Body language or non-verbal cues play a critical role in your presentation. It can make all the difference between a successful presentation and a disastrous one.

Here's why. People pay 90% more attention to the tone of voice and body language than the actual words.

This means people don't just pay attention to what you're saying. They notice other non-verbal cues such as eye contact, facial expressions, gestures, postures and body movements. Having the correct body language can help you win over your audience and keep them hooked to your presentation,

Here are a few positive body language tips to help you connect with your audience.

• Wear a genuine smile
• Make every effort to stay relaxed
• Assume a power pose during your presentation
• Demonstrate your individuality, passion and interest in the subject
• Maintain eye contact with individual members of the audience
• Speak clearly and make your voice a little louder than you believe it should be
• Make use of the space and Interact with your audience as you move around the stage
• Don't speak too fast, but also don't speak too slowly
• Use occasional arm movements
• Don't slouch or lean over the podium
• Remember to breathe and take occasional pauses in-between speeches

Lastly, be confident in your ability. People won't trust anything you have to say if you don't sound authentic.

You've put in so much work to develop a great product. Don't lose your enthusiasm when you stand before your audience.

Do your best to speak about it from the heart. Doing this will leave a positive impression on your audience and inspire trust in your product.

6. Invite Questions From Your Audience

After your presentation, thank your audience for listening. You can further improve engagement by inviting your audience to ask questions.

Listen to the questions carefully and provide clear-cut answers. If you don't understand the question, feel free to ask for more clarification. Be honest with your audience and don't make promises you can't deliver.

7. Leave a Lasting Impression

Ending your presentation poorly can sabotage all the efforts you've put in so far. Hence the need to conclude your presentation on a high.

Your conclusion should summarize the major points of the presentation. It should also leave a memorable impression in the minds of your audience and encourage them to take action.

There are many viable ways to create a memorable conclusion.

• You could reiterate the important points, such as your product benefits and unique value proposition.
• This could be an excellent opportunity to share compelling reviews and testimonials about your product. If your product has earned awards, recognitions and notable features, be sure to showcase it.
• Close with a story that refers back to the opening message.
• End with an interesting question you asked at the beginning of your presentation.
• Highlight compelling figures and case studies about your product.

For example, you could mention that your software has helped company A increase productivity and sales by 55%.

On a more practical note, imagine you offer on-demand delivery services. You could mention that your product has helped improve access to delivery services and cut down delivery expenses for more than 200,000 customers. Then go ahead and highlight how your prospects can enjoy these benefits too.

Make sure to add a clear and compelling call to action. Let them know what you expect from them and the next steps. For example, you could ask prospects to purchase a premium version of the software or buy a year's supply of your product.

Read this article to learn powerful and stylish ways to end your presentation .

Make Your Product Presentation Shine with Visme

There's no denying that crafting incredible product presentations can up your chances of closing more deals and driving sales for your product. In addition, it offers you a fantastic opportunity to pitch your product benefits and what sets you apart from competitors.

Now, you have some valuable tips to make your next product presentation successful. Make it a powerful and memorable one with these top-notch product presentation templates from Visme.

Looking to present your product to prospective clients and skyrocket sales? Visme has got your back. Our presentation software offers everything you need to create stunning slide decks.

Create beautiful presentations faster with Visme.

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About the Author

Unenabasi is a content expert with many years of experience in digital marketing, business development, and strategy. He loves to help brands tell stories that drive engagement, growth, and competitive advantage. He’s adept at creating compelling content on lifestyle, marketing, business, e-commerce, and technology. When he’s not taking the content world by storm, Unenabasi enjoys playing or watching soccer.

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How to write a product proposal [+ free template].

22 minute read

A well-written product proposal can be the one thing that turns a red light green. It helps you clarify your concept, secures necessary buy-in from your stakeholders, and lays the groundwork for funding, partnerships, and more. This is not something you’ll be doing every day! Not every product person will even do this the once. It’s rare, yes, but it’s still very important to smash it. You’re not going to get a lot of re-dos here. That said, you may well get the chance to propose a new feature , and that follows much the same process. So, whether you’re hoping to get your boss to sign off on your new product or feature, let’s take a closer look at:

• What a product proposal is
• When you’ll need one
• The difference between feature and product proposals
• How to adjust it for different stakeholders
• How to present your proposal
• How to write your proposal
• How ProdPad can help you write your product proposal

What is a product proposal?

Think of your product proposal as the framework you’ll use to transform the first spark of an idea into a well-defined plan – a plan that you can then share with your team and stakeholders. The idea is to give everyone involved a crystal-clear picture of what you’re looking to build, why it’s worth building, and how you plan to make it happen. Your main goal should be to get everyone on the same page regarding your vision for the product . Whether it’s someone in the C-suite, a member of the finance team, or a Developer, your proposal is there to help all the key players understand and support your plan. It’s one of the first and most important ways to get the buy-in you need to move forward, often involving requests for resources like funding, team members’ time, or strategic partnerships. You’ll use it to detail the specifics of the product, feature, enhancement, or new initiative that you’re suggesting. You should structure your proposal in a way that’s designed to convince your stakeholders of the product’s value, showing them how it aligns with the business’ broader objectives and how it will meet market demands. Ideally, you’ll pre-empt important questions they’re sure to ask if you don’t beat them to the punch. Things like the problem it addresses, how it solves this problem, and what you predict the results will be once the product hits the market. But more than just being a tool for gaining rubber-stamps, it’s also a strategic guide that can help steer the direction of your proposed product’s development. It ensures that your idea is not only innovative but also practical, profitable, and in line with your company’s current strategy and market conditions. By covering every aspect of the product – from the development stages to your ideas for a go-to-market strategy – a finely crafted product or feature proposal will set you up for a methodical and successful rollout.

When would you need a product proposal?

You’re sitting at your desk and an unexpected thought crosses your mind, synapses fire and suddenly you have it: an idea that could change the game for your company. What’s next? You guessed it! A product proposal is your best friend when you want to transform your abstract ideas into concrete strategies. Whether you’ve spotted a great gap in the market for a new product or a genius idea for a feature that could really shake things up, your proposal is how you outline your vision, backed by research and preliminary data. Whether it’s funding, manpower, or time, resources are often limited. A compelling proposal helps you justify why you should be given these resources by exploring the potential returns and strategic advantages.

Baking in innovation

When innovation is integrated into a company’s culture, great ideas can come from all corners. This could mean having an open-door policy with senior leadership or setting up an innovation council dedicated to hearing new ideas – think Google’s famous “20% time” . Most structured innovation processes require a formal submission to get your idea off the ground, i.e. a product proposal. It’s the difference between being seen as having a fleeting thought and presenting a potential market breakthrough. The most forward-thinking companies establish a robust innovation process that’s documented and accessible. But even if your company doesn’t have a formal process for innovation, taking the initiative to create a detailed product proposal can help you get on the front foot. It shows leadership and foresight, and positions your idea in a way that’s hard to ignore. When you give your senior leaders a clear, organized, and actionable presentation of your idea, you make it easier for them to support and champion your vision. Instead of scribbling your idea on a napkin or sending off a hasty voice note, a well-crafted product proposal shows you’ve done your homework. It demonstrates that you understand not just the creative spark of your idea, but also its feasibility, market potential, and how it aligns with the company’s strategic goals. It lets them know you see what should be done, and that you have the know-how and vision to make it happen.

What’s the difference between feature and product proposals?

Simply put, the bigger the idea, the more you’ll need to cover. Feature proposals are usually more straightforward, as you’re focusing on how you plan to enhance an existing product. They can potentially be less formal, and won’t need to hit on every single question to get approved. Product proposals, on the other hand, involve higher stakes and greater resources to make a reality. You’ll want to thoroughly analyze market conditions, the competitive landscape, and your proposed product’s strategic fit within the company’s long-term goals. For product proposals, the devil is in the details.

How do you adjust your product proposal for different stakeholders?

You don’t want to be writing a load of different versions of your proposal, so how can you make sure that you’re speaking to the widest possible spread of stakeholders?

Know your audience

The first and perhaps most important step is to know and understand who’s going to be reading or listening to your proposal. You can’t just know their titles and give yourself a pat on the back. You’ll need to get your head around their roles, responsibilities, and what drives their decisions. By recognizing the specific needs and concerns of your audience, you can adjust your proposal to resonate more effectively with each group. For instance:

• Executives : Focus on strategic alignment with business goals , potential for market expansion , and overall return on investment.
• Technical Leaders : Dive into the technical merits of the product, such as how it innovates, its technical feasibility, and how it can integrate with existing systems.
• Marketing : Outline how the product will enhance brand reputation, attract new customer segments, or increase market share.
• Sales : Discuss how the product can solve customer problems, address market demands, or improve sales metrics.

Communicate clearly and persuasively

No jargon! Being clear and compelling is everything. Short and simple ideas with no technobabble, in other words. Here are some things to think about here:

• Be simple: Even complex ideas can be broken down into simple terms . Strive to explain technical concepts in a way that someone without a technical background can understand.
• Be concise: Avoid the temptation to include too much detail that detracts from the main points. Focus on the most compelling aspects of your product idea. Know the two or three key takeaways you want remembered and make sure they’re not obscured.
• Be structured: Organize your document in a logical flow that guides the reader through your thought process. More on this below.
• Be demonstrative: Use bullet points, headings, and bold text to draw attention to key elements. This helps readers skim through the proposal and still grasp the essential messages.

Jazz up your proposal with visuals and data

Visual aids can really help your proposal to land. They can simplify complex information, making it more accessible to all your stakeholders. A picture speaks a thousand words, as they say. You can use tools like Figma, PowerPoint, or even just some simple sketches to create impactful charts, graphs, and mock-ups. You also need to support your proposal with data and research. Incorporate market analysis, customer testimonials, and real-world examples to give your plans more substance. This evidence will give them a solid foundation for understanding the benefits and feasibility of your product idea.

Customize your language for clarity and impact

Language plays a pivotal role in how your proposal is perceived. Your choice of words, the complexity of the sentences you use, and your overall tone can determine whether you end up looking at nodding heads or furrowed brows. Again, avoid using technical jargon . Unless you know for sure that all your readers are familiar with specific technical terms, it’s best to stick with layman’s terms. As Einstein said, “If you can’t explain it to a six-year-old, then you don’t understand it yourself.” While you want to keep the language simple, it’s important to keep your tone relatively professional . You need to balance accessibility with the seriousness and professionalism that your stakeholders will expect in this sort of document. Writing in an active voice makes your proposal more engaging and direct. For example, “The team will develop a new module,” is clearer and quickly understandable than, “A new module will be developed by the team.” Finally, get to the point quickly without sacrificing necessary details . Stakeholders appreciate brevity, especially when it’s backed by clear and direct statements that outline benefits and expected outcomes without wandering through verbose explanations.

Adapt your metrics to match your stakeholders’ interests

Metrics are the solid, measurable elements of your proposal that really stand out to those making the decisions. They offer the hard data needed to back up the viability of your project. Again, you need to speak the language of the people you expect to be reading or signing off on your proposal. Choosing the right metrics that resonate with their specific interests and objectives will help them to see the value of your proposal.

Financial metrics for business Executives

For stakeholders who are all about the bottom line, you’ll want to include key figures like return on investment (ROI), break-even points, projected revenue growth, and potential cost savings. These figures point at both the financial benefits and the health of the initiative, and will give your Execs clear reasons to get on board.

Performance metrics for technical leaders

When talking to a tech-savvy audience, highlight metrics like system performance, scalability, integration capacity, and adherence to security standards. These metrics demonstrate how technically sound and forward-thinking the engineering behind your product is, which can really help you gain the confidence of technical leaders.

Customer impact metrics for Marketing and Sales teams

Marketing and Sales will both want to hear how the product resonates with the marketplace. Consider including metrics like customer acquisition costs, expected market penetration rates, and customer satisfaction scores. These figures help paint a picture of how well the product is expected to perform with your prospective consumers and the impact it could have on the market. By aligning your metrics with the needs and goals of different stakeholder groups, you ensure that your proposal speaks directly to their concerns, increasing the likelihood of gaining their support and green-lighting your project.

Tips on how to present your product proposal

Would that getting the thumbs-up were so simple as yelling “MAKE THIS PRODUCT, DUMMY!” right in the face of your boss. Sadly, it’ll take a little more than that to convince people of the value your idea can bring to the table. If you’re going to be presenting, you’ll want to draw people in, and use the presentation to get feedback – there’s nothing worse than a plan made in a vacuum! So, here are some of my top tips to help you deliver a persuasive presentation that will resonate with your audience:

I think I’ve said enough on this already! But as Sun Tzu said, “If you know the enemy and know yourself, you need not fear the result of a hundred battles.”

Prepare thoroughly

Being properly prepared will help build your confidence and make your delivery smoother. Familiarize yourself with every aspect of your proposal, try to anticipate potential questions, and have clear, concise answers ready for them. You’ll look more credible and you’ll be able to handle pushbacks or concerns effectively as you go.

Share the proposal before the presentation

It can help to give everyone a chance to read it for themselves – a day or so before the meeting should be enough. Not only will it save you time going in, it will give your audience time to think of feedback and questions that could end up pointing out risks or opportunities you’ve missed. Don’t assume that everyone will have read your email before the meeting though. People are busy, and the people you’re likely to be talking to will be busier than most. It’s worth sending at least one reminder, and expect to have to explain things covered in the email if asked.

Start strong

Kick off with a clear and engaging introduction. Set the stage by outlining what you’ll cover and why it matters. A strong start out of the gate will grab your audience’s attention and set a positive tone for the rest of your presentation. Make sure to quickly and clearly articulate your proposal’s unique value and how it aligns with the company’s strategic goals.

Engage with your audience

Interaction will keep your audience engaged. Pose them questions, invite their feedback, and encourage them to discuss your ideas with you and each other. It’ll help you gauge their interest and understanding of the proposal, and show them that you value their input and are open to incorporating their ideas.

Show your passion!

Enthusiasm can be contagious. When you show a passion for your proposal, it should help you to engage and persuade your audience. Let them see that you truly believe in what you’re proposing. An emotional connection can be a powerful persuader, especially if you’re able to articulate how the product could be transformative for the business.

Address risks and mitigation strategies

Be upfront about the potential risks and challenges you might face. They will want to know that you are being thorough in your approach and realistic in your aims. Once you’ve pointed them out, discuss how these risks can be mitigated. A well-thought-out risk management can do wonders for your proposal’s credibility.

Practice makes perfect

Rehearse, rehearse, and rehearse again. If you can, practice in front of a colleague or mentor that you trust to give you some constructive feedback. It’ll help you sharpen up your delivery and timing, feel more comfortable with the content, and give you a better chance of adjusting your presentation on the fly based on the feedback you’re getting.

After your presentation, you might want to send a quick thank-you note, reiterating key points and the next steps. Be sure to include any additional data that was requested or answers to questions that were raised in the presentation. It’s polite, it’s professional, and it keeps the dialogue open and your proposal on their minds.

How to write and structure your product proposal

Sure, writing a product proposal isn’t something you’ll do very often in your career as a Product Manager. But that’s why you really want to make sure that you get it right when it actually does crop up.. Nailing your proposal takes clear thinking, thorough research, and a well-structured approach. If you want to make your proposal comprehensive and compelling, you’ll need to cover several key questions and use them to form the backbone of your document.  To help, we’ve created an editable template which you can download and use. But keep reading for a full understanding of how best to fill that out.

Download your Product Proposal Template now

What should you include in a product proposal?

What problems are we solving, what is the product hypothesis, why should we do this, why is it the right time to do this, how will we measure our success, what should we build, how would we bring this to market, what is the potential impact of this test.

• What is the estimated level of effort?

What customer feedback supports this?

Who is the target market, what are the relevant trends in our target demographics, who are our competitors, what is our competitive advantage, what are the potential risks and challenges.

Each section of your proposal should aim to answer a specific question related to the product you are proposing. By using this structure, you’ll address any question marks remaining in the minds of the people making the decisions on whether to give you the go-ahead with your product proposal Let’s take a look at each of these questions, and I’ll suggest a few things to includein each section of your product proposal:

Start out by clearly defining the problem your product is intended to solve . Make sure it’s a concise description that highlights unaddressed customer pain points or gaps in the market that you’ve picked out through your research. Include any relevant data you’ve collected, plus customer testimonials that demonstrate why these problems are relevant and urgent.

Next, define your product hypothesis. Clearly state what you believe the new product will achieve based on the problems you’ve identified. It’s the brass tacks of the product – you need to give the simplest explanation of what your product will do.

You need to justify why your product works in the context of your company’s broader business goals. Find how your proposal links to strategic objectives and how your product fits into the existing product line , or if it could tap into new market opportunities. This will help your stakeholders to see your proposal’s longer-term value beyond the obvious or short-term benefits.

Explain why now is the time to strike. Discuss the latest market trends, emerging tech, or changes in consumer behavior that make this the perfect time to develop and launch your suggested product. It’s a good idea to try to convey a sense of urgency and justify why it’s a bad idea to postpone this new initiative.

Outline clear, measurable objectives that will indicate the success of your product. These might include sales targets, market penetration rates, customer satisfaction scores, or other relevant metrics . It can be a smart idea to make these objectives specific, measurable, achievable, relevant, and time-bound ( SMART … get it?).

Detail the features and specs of the product you propose. This doesn’t need to be a full product requirements document (PRD) , but you do need to describe what makes your product unique and how it addresses the problems you’ve outlined. This section should be detailed enough to give your stakeholders a clear picture of what you expect the end result to look like.

Discuss your go-to-market strategy. Include your Marketing and Sales plan, any partnerships you want to leverage, and how you plan to introduce the product to your target market. Also, you could consider outlining the phases of your market entry from launch to achieving broader distribution.

If your proposal includes a minimum viable product (MVP) or a phased rollout, describe what impact you expect this to have. This could be ideal learning outcomes, market feedback, or any early indications you’ve found that point to it being commercially viable. You need to show how these results will inform how you approach the broader product launch .

What is the preliminary estimated level of effort?

Give an estimate of what resources you think it’ll take to bring the product to market. Consider time, budget, and people. Be realistic in your assessment, as you’ll want to do your best to avoid any potential oversights or low-balling what it’ll take. That can easily bite you in the backside down the line.

Include direct customer feedback that supports the need for your product. This could be survey results, customer interviews, or data from user behavior analysis that highlights demand for the solution you’re proposing.

Define who your expected customers will be. Describe the demographic and psychographic characteristics of the market segments you are targeting (no, not psychic characteristics, we’re talking Jung, not Gellar!). Really understanding your target audience is central to how you’ll adjust your product’s design and marketing strategy.

Further detail the demographics by discussing relevant trends that could affect product adoption. This could include shifting consumer preferences, economic factors, or technological trends that will influence how your product is received.

Identify direct and indirect competitors. Provide an analysis of their products , market share, and strengths and weaknesses. This will not only justify the need for your product but also highlight potential challenges in gaining market traction.

Find out how to do a competitive product analysis

Clarify what sets your product apart from the competition. This could be superior technology, better customer service, innovative features, or more competitive pricing. Your competitive advantage should be compelling and sustainable.

Acknowledge any risks and obstacles that could impact the success of your product. Discuss both internal and external factors, including market risks, operational challenges, and potential technological hurdles. Outline strategies to mitigate these risks. By structuring your product proposal to address these specific questions, you provide a comprehensive overview that will help stakeholders understand not just the what and the how, but also the why behind your proposed product. This clarity and depth of information are crucial for gaining approval and moving forward with development.

How ProdPad can help you with your product proposal

When you’re gearing up to write and present a feature or product proposal, having the right tools can really save your bacon. ProdPad is specifically designed with Product Managers and their teams in mind, to support them throughout the whole product development process. Here’s how ProdPad can help you with crafting and presenting your product proposal:

You can centralize your documentation

ProdPad is great for keeping your documentation in one accessible, organized place. Whether you’re gathering market research, user feedback, or product ideas and specs, ProdPad allows you to store and manage them all centrally. Everyone can easily access up-to-date information, keeping everything consistent and clear.

You’ll streamline collaboration

You can easily share your ideas with your team members and stakeholders. ProdPad’s intuitive interface encourages discussions right alongside your documents, giving you real-time feedback, and helping you to make iterative adjustments. Your final proposal will be more polished and reflect the insights and needs of a diverse range of stakeholders.

It will help you build and communicate your product roadmap

As I’ve mentioned, visual tools are powerful ways to convey the strategic time horizons and milestones of your product’s development process. ProdPad’s Now-Next-Later roadmap helps you create compelling and easily understandable visual representations of your product’s journey. It’s great for both internal planning and creating engaging visuals for your proposal presentation. It can help you show everything from where your product fits into the overall product portfolio , all the way down to the individual pieces of customer feedback that helped you prioritize your ideas.

You’ll be able to prioritize more effectively

Speaking of prioritizing , determining what to include in your proposal can be a challenge. ProdPad provides integrated prioritization frameworks that help you identify and focus on the features and developments that offer the most value. This prioritization ensures that your proposal highlights the most impactful aspects of your product, aligning with business objectives and stakeholder expectations.

It will help you get the most from your customer feedback

Understanding and integrating customer feedback into your presentation is a great way to justify your assumptions about your proposed product’s relevance and potential for success. ProdPad makes it easy to collect and organize feedback directly from your target users. You’ll be able to incorporate real-world suggestions and requests into your proposal, showing you have a grasp on your customers’ needs and how your product addresses them. The journey from the lightbulb-over-your-head moment to a polished proposal can sometimes feel like you’re plotting a course to the moon with an abacus. But, with these tips and tools, you should be well-equipped to tackle the challenges of crafting a winning product proposal. Don’t forget that presenting a product proposal isn’t just about spouting facts and figures Exorcist-style over your audience. It’s about bringing them with you, and getting them to chime in. Try to think of it as a friendly chat where you also happen to be doing your absolute best to persuade people to see how bright your proposed future is. So, keep your wits sharp, your details sharper, and your presentation the sharpest!

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Top 11 Product Proposal Templates to Highlight Your Key Strategies

Deepika Dhaka

When running a business, generating new product ideas is crucial for keeping it afloat. But, sometimes, it may appear as if all the excellent concepts have been taken up. However, there are times when you're in a meeting, and someone suggests a new product or idea to make you think, "That's an awful proposal!" Yeah, we've all been there. But have you ever stopped to consider why a product or concept was so bad?

Usually, it's because the individual proposing it didn't do their homework or produce a strong product proposal. So, if you're in charge of presenting a new product or concept, avoid making your audience the victim of a bad presentation.

But how can you do so?

The key is to use a well-constructed product proposal template. Whether you're launching a new product or trying to attract new consumers, the most important thing is to communicate in such a manner that satisfies and closes the deal.

As a result, in this post, we'll go through several areas of product proposal templates to assist you in giving a successful presentation. Each PowerPoint deck includes numerous slides that you can personalize to meet your company's needs.

Let's get started right away!

Template 1: Product Innovation Proposal Template

This handy product proposal template can assist you in proposing an innovative product or idea. After downloading it, you'll see that this PPT presentation has clear, straightforward formatting, instructions, and an engaging tone that will help you sell your concept to your stakeholders. So why wait any longer? Now is the time to act on your great ideas by grabbing this PPT!

Download this presentation

Template 2: Product Proposal Sale Template

This simple design will help you sell your goods like a pro. Creating a sales pitch or presentation with this user-friendly format is a breeze, and you can hook customers or management in no time. It's a comprehensive sales proposal plan and outlines what should go in each section. All you have to do is fill in the blanks with your product sale details, and you're ready to go!

Template 3: Product Radio Marketing Campaign Proposal Template

If you're in the business of radio advertising, you know that a firm offer is essential for new clients. But who has the time to create a unique proposal every single time? That's where this proposal template can help. Send a professional email to your customer with this beautiful design. This feasible design saves you time by helping you close more deals. It's also customizable so that you can add your personal touches. So give it a shot and make your advertisement the center of attention!

Template 4: Gaming Product Building Proposal Template

If you're a video game designer looking to start your own business, then this template offers a way to make your ambitions come true. With this unique PPT template for gaming product development, you can create an ideal pitch to entice your investors. Additionally, this presentation covers the primary components of a project. So take advantage of it today!

Template 5: Product Marketing Strategy Proposal Template

Ensure that your product launch goes off without a hitch with this dependable marketing strategy proposal template. Furthermore, this marketing strategy template can help you develop a complete plan covering all the basics, from market research to go-to-market tactics, with ease.

Download this template

Template 6: Product Marketing Proposal Template

Do you create a new product marketing proposal every time you start a new campaign? To make things easier for you, we've designed this template so that you can finish your next proposal in no time! It includes a fantastic approach to get started on your planning by covering all of the essential information. It's also modifiable so that you can tailor it to your specific requirements.

Template 7: Product Marketing Metrics Proposal Template

We've all heard that "numbers are everything," when it comes to product marketing. However, what numbers should you track, and how can you assure that your data is correct and relevant? That's where this handy template can help. It'll guide you through the process of proposing, monitoring, and analyzing the most critical product marketing metrics for your company. So download now!

Template 8: Online and Offline Product Marketing Proposal template

It's true that marketing your items online and offline is much work, but it doesn't have to be complicated. This fantastic product proposal template is ideal for selling your product online and offline. In addition, this customizable PPT deck will allow you more time to focus on marketing methods since it has everything you need for product promotion.

Template 9: Product Idea Projection and Planning Template

What if there was a fool-proof technique to plan and present your ideas? Here's where this template comes in! The tried-and-true approach will walk you through each stage of the proposal writing process, ensuring that your concept is well-defined. So use this simple template to begin drafting your proposal right now! 

Template 10: Product Proposal Templates for Clients

Are you attempting to sell your new product concept? It might be tough to make your proposal sound appealing, but with an appropriate presentation, it's entirely possible. Using this proposal template, you can make a compelling case for your product. Moreover, with this PPT in hand, you'll be able to sell your items confidently. Download now!

Template 11: Product for Sales Proposal Template

How do you go about making a sale that can't be refused? Here is a one-of-a-kind proposal template that will help you with any product sales or negotiation! This modifiable template will undoubtedly assist you in convincing your clients about the value of your goods and services. This user-friendly proposal template is created to be convincing and engaging so that you can get the task done!

The Endnote

Now that you know how a well-designed template can aid in the creation of a successful product proposal plan, it is important to select and download one. Therefore, use one of the pre-designed product proposal templates given above to improve your chances of success.

If you still have concerns about giving presentations, our team of specialists is here to assist. So bring on those ideas and share them with us to get customized templates for your business needs.

P.S: If you want to construct a full-fledged customer satisfaction survey, here's a handy guide with exclusive slides. Explore them now!

Related posts:

• Top 10 Product Marketing Templates with Samples and Examples
• Efficiently Execute Product Launch: Draft a Perfect Playbook to Attract Potential Leads
• Top 10 Product Marketing Strategy Templates with Samples and Examples
• How to Design the Perfect Service Launch Presentation [Custom Launch Deck Included]

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How to Write a Product Proposal

Benjamin reimann, business proposals, business proposal | product proposal | proposal writing | proposal writing guide.

May 30, 2024

A product proposal is a crucial document that outlines the details of a potential product or service offering.

It serves as a persuasive tool to convince stakeholders, such as clients or investors, of the value and feasibility of the proposed concept.

In this article, we will explore the essential steps and elements involved in writing an effective product proposal.

• Understanding the Basics of a Product Proposal

A product proposal acts as a comprehensive overview of the proposed product or service, highlighting its key features and advantages.

It is essential to have a clear understanding of what a product proposal is and why it holds significance.

Creating a product proposal involves a detailed analysis of the market landscape, competitive environment, and target audience.

This document serves as a roadmap for the development and launch of a new product, outlining the strategies and tactics to be employed for its success.

A well-crafted product proposal not only showcases the innovative aspects of the offering but also addresses potential challenges and risks that may arise.

Defining a Product Proposal

A product proposal is a formal document that presents a detailed description and analysis of a product or service idea.

It focuses on outlining the benefits, target market, and potential profitability of the offering.

The proposal aims to communicate the value and potential of the product to prospective stakeholders.

Moreover, a product proposal includes a competitive analysis that identifies key competitors in the market and highlights the unique selling points that differentiate the proposed product from existing solutions.

By clearly articulating the value proposition and market positioning, the proposal sets the foundation for a successful product launch and market penetration strategy.

Importance of a Product Proposal

A well-crafted product proposal serves as a vital tool for gaining support and investment for a new product or service.

It helps in illustrating the feasibility and potential success of the idea, providing stakeholders with the necessary information to make an informed decision.

A compelling product proposal can significantly enhance the chances of securing the required resources and support.

Furthermore, a product proposal plays a crucial role in aligning cross-functional teams within an organization towards a common goal.

By outlining the product roadmap, timeline, and resource requirements, the proposal ensures that all departments are on the same page regarding the product development process.

This alignment fosters collaboration and synergy among different teams, ultimately leading to a more efficient and effective product development cycle.

• Key Elements of a Product Proposal

Photo credit: Freepik

A successful product proposal consists of several key elements that effectively communicate the product or service concept.

These elements help provide a comprehensive understanding of the offering and its potential value to stakeholders.

Developing a product proposal involves a strategic approach that encompasses various aspects of the proposed product or service.

By carefully crafting each element, you can create a compelling case for why the product is worth investing in and how it can meet the needs of the target market.

Product Description

The product description section outlines the features, functionalities, and unique selling points of the proposed product or service.

It should clearly articulate what sets the offering apart from competitors and how it addresses specific customer needs or pain points.

Furthermore, the product description should also include information on the technology or innovation behind the product, demonstrating its feasibility and potential for success in the market.

By providing a detailed overview of the product, stakeholders can visualize its value and differentiation in the competitive landscape.

Market Analysis

A thorough market analysis is essential to demonstrate a deep understanding of the target market.

This section should include an assessment of the industry landscape, target audience demographics, and existing competitors.

It is crucial to highlight any gaps or opportunities in the market that the proposed product can capitalize on.

Moreover, conducting a competitive analysis can help identify potential threats and challenges that the product may face in the market.

By understanding the market dynamics and consumer behavior, you can tailor the product proposal to effectively position the offering and capture the attention of the target audience.

Pricing and Profitability

This section focuses on determining the pricing strategy for the product or service, taking into account production costs, market demand, and potential profitability.

It is essential to conduct a detailed financial analysis to demonstrate the financial viability of the offering and its potential return on investment.

Additionally, outlining the pricing models and revenue projections can provide stakeholders with a clear picture of the expected financial performance of the product.

By showcasing the potential profitability and revenue streams, you can instill confidence in investors and decision-makers regarding the long-term sustainability and success of the product.

• Steps to Write an Effective Product Proposal

Photo credit: Freepik.com

Writing an effective product proposal requires careful planning and execution.

By following these essential steps, you can create a compelling proposal that captures the attention of stakeholders and increases the chances of success.

When embarking on the journey of crafting a product proposal, it is crucial to delve deep into the market landscape to understand the current trends and demands.

Conducting thorough market research will provide valuable insights into consumer preferences, competitor offerings, and potential gaps that your proposed product can fill.

Identifying the Problem or Need

The first step in writing a product proposal is to identify the problem or need that the proposed product aims to solve.

Clearly define the pain points or challenges faced by the target audience and explain how the product addresses them effectively.

Moreover, conducting surveys, focus groups, or interviews with the target audience can offer firsthand perspectives on their needs and expectations.

This qualitative data can enrich your proposal by grounding it in real-world insights and ensuring that the proposed solution resonates with the intended users.

Proposing the Solution

After identifying the problem, propose a solution that highlights the unique features and benefits of the product.

Clearly articulate how the proposed product provides a better solution compared to existing alternatives in the market.

Furthermore, incorporating visual aids such as mockups, prototypes, or product demonstrations can provide a tangible representation of your proposed solution.

Visual elements not only enhance the presentation of your proposal but also help stakeholders visualize the product’s potential impact and functionality.

Detailing the Implementation Plan

The implementation plan outlines the steps and resources required to bring the proposed product to market.

This includes information about product development, production processes, marketing strategies, and distribution channels.

A comprehensive plan demonstrates that you have thoroughly considered all aspects of the product’s journey from concept to market.

In addition to outlining the implementation plan, it is beneficial to include a timeline that delineates key milestones and deadlines.

A well-structured timeline provides clarity on the project’s progress and instills confidence in stakeholders regarding the feasibility and timeliness of product development and launch.

• Tips for a Successful Product Proposal

To increase the likelihood of your product proposal being accepted, consider these valuable tips:

When crafting a product proposal, it is essential to not only focus on the content but also pay attention to the overall presentation.

A well-structured proposal with a logical flow can make a significant difference in how your ideas are perceived by stakeholders.

Consider outlining your proposal in a way that leads the reader through a coherent and compelling narrative, highlighting key points effectively.

Furthermore, it is crucial to conduct thorough research and analysis before drafting your product proposal.

By demonstrating a deep understanding of the market landscape, customer needs, and potential challenges, you can strengthen the credibility of your proposal.

Incorporate relevant data and insights to support your arguments and showcase the thoughtfulness behind your product concept.

Keeping it Simple and Clear

Avoid overwhelming stakeholders with excessive technical jargon or unnecessary details.

Keep the proposal concise, clear, and accessible to ensure that everyone can understand the main points easily.

Using Persuasive Language

Engage readers with persuasive language that emphasizes the benefits and value of the proposed product.

Use compelling arguments to instill confidence and create a sense of excitement around the idea.

Including Visuals

Incorporate visual elements such as graphs, charts, or product renderings to reinforce your points and enhance the overall presentation.

Visuals can significantly improve comprehension and make your proposal more appealing.

• Common Mistakes to Avoid in a Product Proposal

When writing a product proposal, it is important to avoid certain common mistakes that can hinder the success of your proposal.

By steering clear of these pitfalls, you can increase your chances of creating a compelling and persuasive document.

Developing a product proposal requires a delicate balance of information dissemination and strategic communication.

It is crucial to strike the right chord between providing sufficient details to showcase the value of your product while not overwhelming your audience with unnecessary information.

Remember, clarity and conciseness are key when presenting your proposal.

Overloading Information

Avoid overwhelming your readers with an excessive amount of information.

Focus on providing the most relevant and impactful details while keeping the proposal concise and easily digestible.

Consider incorporating visual aids such as charts, graphs, or infographics to supplement your written content.

Visual representations can help break down complex information into more understandable segments, enhancing the overall clarity and appeal of your proposal.

Ignoring the Competition

Ensure that your proposal acknowledges and addresses the competition appropriately.

Ignoring competitors can raise doubts about the thoroughness of your market analysis and feasibility assessment.

Conduct a comprehensive competitive analysis to identify the strengths and weaknesses of key players in the market.

By demonstrating a clear understanding of the competitive landscape, you can position your product more effectively and highlight its unique selling points.

Neglecting the Budget

Conduct a thorough financial analysis to determine the costs, pricing, and potential profitability of the proposed product.

Neglecting to address the budget can raise concerns about the financial viability of your idea.

Incorporate detailed financial projections, including revenue forecasts, cost breakdowns, and return on investment calculations, to provide a transparent view of the financial implications of your proposal.

By addressing budgetary considerations upfront, you can instill confidence in stakeholders regarding the financial feasibility of your product concept.

• Reviewing and Revising Your Product Proposal

Reviewing and revising your product proposal is an essential step towards ensuring its effectiveness and maximizing its chances of success.

When reviewing your product proposal, it is crucial to not only focus on grammar and spelling errors but also pay attention to the overall coherence and flow of the document.

Ensuring that the proposal is well-organized and presents information in a logical manner can significantly enhance its impact on the reader.

Importance of Proofreading

Before submitting your proposal, ensure that it is free from any grammatical or spelling errors.

Proofreading allows you to correct any inconsistencies or mistakes that may undermine the professionalism and credibility of the document.

Moreover, proofreading also involves checking for formatting issues, such as proper alignment of text, consistent font styles, and appropriate use of headings and subheadings.

A well-formatted proposal not only looks more professional but also enhances readability.

Seeking Feedback

Obtain feedback from trusted colleagues or mentors who can provide valuable insights and suggestions for improvement.

Constructive feedback can help refine your proposal and make it more persuasive.

Additionally, consider seeking feedback from potential stakeholders or target audience members to gain a better understanding of their needs and preferences.

Incorporating their feedback can tailor your proposal to better address their concerns and increase its relevance.

Making Necessary Revisions

Based on the feedback received, make necessary revisions to strengthen your proposal.

Address any weak points or areas that require further clarification to create a more robust and convincing document.

Furthermore, when making revisions, ensure that the proposal aligns with the goals and objectives of the project or initiative.

Tailoring the proposal to meet specific requirements and objectives can increase its chances of being approved and supported.

In conclusion, writing a product proposal requires a systematic approach that includes understanding the fundamentals, identifying key elements, and following a structured process.

By effectively conveying the value and feasibility of your proposed product or service, you increase the chances of receiving the necessary support and resources to turn your idea into reality.

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Home Blog Business How to Write a Project Proposal and Present it to Stakeholders

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 the presentation 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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10 Components to a Stellar Product Proposal + Template

• by Jessica Wolstenholm
• Published: August 30, 2013

Once you’ve asked all the important questions and decided to pursue your big idea, it’s time to create a proposal for possible partners. Depending on the nature of your idea, your pitch may vary a bit but generally, a successful proposal will include the following components.

What is a Product Proposal

A product proposal is a document that outlines the features, benefits, and objectives of a new product. It is typically used to persuade potential customers, investors, and stakeholders to support the product. A well-written product proposal should be clear, concise, and convincing, and it should highlight the unique selling points of the product. In this article, we will discuss the 10 key parts of a product proposal.

Why is a Product Proposal Important?

A product proposal is important because it outlines a new product’s potential value and benefits to the target audience, stakeholders, and potential customers. It provides a clear and comprehensive explanation of the product concept, features, and advantages, and how it will solve a problem or meet a need in the market. A well-prepared product proposal can help secure funding, build support, and gain buy-in from key decision-makers and stakeholders, and ultimately lead to the successful launch and commercialization of the product.

What goes into a stellar product proposal?

1. title/tagline..

This is the idea. It needs to arrest the attention of the reader.

The Title/Tagline step of a product proposal sets the tone for the entire proposal and must capture the attention of your target audience. The title should be brief, clear, and accurately describe your product or proposed service. The tagline, on the other hand, is a brief phrase that provides additional context and highlights the unique selling points of the product. Both the title and tagline should be memorable and distinguish your proposal from others in the market. The combination of an impactful title and tagline will make your proposal stand out and get noticed.

2. Sales Handle.

2-3 sentence elevator pitch of the idea. The copy you would find in an ad.

A sales handle is an attention-grabbing statement that summarizes the key benefits of a product and entices the reader to take action. When writing a sales handle for a product proposal, it is important to focus on the unique selling points of the product and how it solves a problem or fulfills a need for the target audience. The handle should be clear, concise, and memorable, and should encourage the reader to want to learn more about the product. To be effective, the sales handle should align with the overall messaging and positioning of the product, and should communicate the value proposition in a way that resonates with the target market.

3. Benefits.

Outline how this product/idea will benefit consumers. 4-5 bullet points should present solid features.

In a product proposal, it is essential to highlight the benefits of the product to convince the reader of its value. Writing about the benefits of a product should be specific, measurable, and relevant to the target audience. Start by identifying the key features of the product and then explain how those features will solve a problem or meet a need for the target audience. Use vivid language to bring the benefits to life and make them tangible. Additionally, consider using statistics, case studies, or testimonials to support your claims. By focusing on the benefits, you can effectively communicate the value of the product and persuade the reader to take action.

4. Idea Summary.

This should include a compelling overview of the product/concept in two to three paragraphs.

An idea summary is a brief overview of the proposed product, including its key features, target audience, and expected benefits. The summary should communicate the unique value proposition of the product and provide a clear understanding of what it does and how it will solve a problem or meet a need for the target market. It should also touch on the market landscape, any relevant competition, and why the proposed product is better or different. The goal of an idea summary is to quickly and effectively convey the key elements of the product proposal and generate interest and support.

5. Timeline.

Where are you in the process of this idea? Have you created a prototype? Have you established a platform? Started a manuscript? What is your anticipated date of completion or desired launch date?

A timeline should outline the projected schedule for the development and launch of the product. The timeline should include key milestones, such as the completion of design and prototyping, testing and beta releases, and the official product launch date. A well-constructed timeline helps potential stakeholders visualize the project’s progress and ensures everyone is aware of the key deadlines. Additionally, it provides a reference for measuring progress against the plan and enables adjustments to be made so the project stays on track.

6. Audience.

Who will you target with this idea? Different than your list of benefits, this section will focus on the person who will benefit from your product. What kind of lifestyle does s/he lead? Where can we find them online? How old are they?

Identifying your target audience involves understanding the demographic, and behavioral characteristics of the people you aim to sell your product to. This information can be gathered through market research, surveys, and data analysis. Once you have a clear understanding of your target audience, you can tailor your product offerings, marketing strategies, and customer support to meet their specific needs and preferences. This will help you create a strong emotional connection with your target audience and increase the chances of them becoming loyal customers. By clearly defining your target audience, you can ensure that your product proposal is well-received and successful in the marketplace.

List 4-5 competing products/ideas already in the market. It’s important to find successful comps but to greatly differentiate yourself from those ideas in order to prove the need for your product.

Finding comparable products (or “comps”) is an important step in evaluating the potential success of a product proposal. Comps are similar products or services already in the market that provide a benchmark for the proposed product’s features, price, target audience, and overall market fit. To find comps, research the existing market and look for products that offer similar functionality or target the same customer segment. Consider factors such as product features, price points, and customer reviews to determine how the proposed product compares. Utilizing comps can provide valuable insights into the market demand and competition, helping to inform and refine the product before launching.

Introduce yourself to the reader. Wow, them with your resume. Give them a reason to believe YOU are the person they need to partner with to pursue this great idea. What expertise/experience do you bring to the table? Include a photo.

When writing your bio it’s important to keep in mind the purpose of the proposal and your target audience. Start with a brief introduction of yourself, including your professional background and relevant experience. Highlight your skills and achievements that are relevant to the product, and demonstrate how you can bring value to the proposal. Make sure to keep the tone professional, but also approachable and personable. Avoid using industry jargon that your audience may not understand, and instead, focus on how your experiences and expertise can help solve the problem the product is intended to address. Finally, proofread and edit your bio to ensure it is error-free, concise, and effectively conveys your message.

9. Marketing.

Explain your current platform and what marketing power you have. Share ideas and ways you will go after your idea. Although you are looking for a partner to help you pursue this idea, any partner worth linking arms with will expect you to passionately promote your product as well.

10. Outline/Samples/Visuals.

Any samples you can provide will only help excite the reader about your idea. . . IF those samples are excellent and ready to be shared. Spend some time preparing this portion of your presentation. You need to wow your consumer but you will never get the chance if you can’t first wow a potential partner.

It should go without saying but make sure your contact information is up to date and clearly presented in your proposal. Create an email/cover letter that is professional and formatted to stand out amongst a sea of other pitches in the recipient’s inbox.

We have not discussed financials in this post because often, these discussions will come once initial interest peaked on the part of the potential partner. Don’t scare them away with numbers. Let them fall in love with your idea first.

Remember to KEEP IT SIMPLE.

Gone are the days when long and overly thorough proposals impressed the recipient. People are too busy to read a 10-page proposal. You should be able to adequately present your idea in 2-3 pages. If you can’t interest someone in you and your idea through these 10 simple components, it’s time to go back and refine your idea.

Download a simple proposal template PDF here -> Sample Proposal

Want more information check out the links below:.

How to Write a Powerful Product Proposal [+ Templates]

Product Proposal Presentation Template

How to Write an Effective Product Proposal

What do you think is the most important component of an idea pitch?

Before getting her dream job as a stay-at-home mom, Jessica Wolstenholm worked in the music and publishing industries for over 15 years serving major labels and publishers in marketing and brand management. Although her transition from the corporate world to the playground has been quite an adjustment, she’s learning to love the juggle of home life and various entrepreneurial projects that allow her to keep creative juices flowing. With an extensive background in product development in which she helped artists, authors and speakers take their dreams from concept to reality, Jessica could not help but apply her experience to her own ideas. Co-author of  The Pregnancy Companion  and  The Baby Companion  books, Jessica also writes to encourage moms at  graceformoms.com . She lives just outside Nashville, TN with her husband and two children.

Related Posts:

Jessica Wolstenholm

2 replies to “10 components to a stellar product proposal + template”.

Ronald Anonuevo

Thank you for this one, such a really big help. Great!

Ryan Biddulph

Stressing benefits over features makes it easier to move products. People dream about benefits, or aspects of a product which improve their lives. Awesome share.

Comments are closed.

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Proposal Template

Plan, structure, and deliver the perfect proposal presentation to your prospective clients.

About the Business Proposal Presentation Template 

A Business Proposal Template is a framework for planning your upcoming proposal presentation. It allows you to address customer pain points, position yourself as a solution, and outline your product or service's scope and cost. 

Whether you’re a consultant pitching to a prospect or a sales team trying to get a new customer on board — this template will give you the structure to convince a prospective customer to buy from you. 

What should be included in a business proposal presentation? 

Typically speaking, a business proposal includes the following: 

Introduction and agenda

Overview of the problems or challenges your prospects face

How your product or service can solve their problems

Case studies and client testimonials

Budgets and pricing

Summary of the proposal details

An opportunity for questions and feedback 

There's no single format for a business proposal. It varies depending on several factors, such as what your business does, who your client is, and what they want. That’s why using Miro’s template is so helpful — it’s fully customizable. 

You can stick to our existing slide deck or add new presentation slides as you see fit. You can also customize the placeholder text in all the slides to create a compelling presentation for your prospective buyer. 

Tips for delivering a successful proposal presentation 

Put yourself in the shoes of your prospect. How would you feel if someone showed up and delivered a lackluster presentation? Chances are, you wouldn’t be impressed. 

The way you prepare for and deliver your presentation can influence your success. When done well, you’re far more likely to get a good response. To make sure you deliver a thorough and well-structured presentation, use these tips: 

Be prepared. Show potential clients you’re serious about working with them by being well-prepared. This means creating a thorough presentation with relevant and useful information. A proposal template is a great way to ensure you cover all your bases and don’t miss anything important. 

Engage your audience. You want to keep your prospects engaged and interested in what you’re saying, so think about your presentation style. For example, don't spend the entire presentation reading directly from the slides. Use them to guide you, but try to talk directly to your audience. 

Create an eye-catching presentation. The design of your presentation can also help keep your audience engaged. If you have visuals and images to support what you’re saying, you’ll have a better chance of holding their attention. 

Show prospects how you can solve their problem. Your prospects need to know that you understand the challenges they face. To do this, be sure to address their pain points and position yourself as the solution. That way, they can see exactly how working with you will make their lives easier and improve their business. 

Use data to back up your ideas. Show prospects that you’ve done your research and back your suggestions up with data. Use Miro’s charts to display this information or link externally to the data source. 

How to use the Business Proposal Presentation Template

Miro’s digital workspace is the perfect place for individuals or collaborative teams to draft ideas. Keep track of all your notes in one location and use them to inform your proposal presentation. 

When you’re ready to create your presentation, start by selecting this template. It’s free and easy to use, so you can start planning immediately. Then, follow these steps to create the perfect presentation. 

Step 1: Have a rough outline for your proposal

Before you start creating your presentation, you need a rough idea of the structure. Visualize each step of the entire proposal and the key points you want to get across. 

Step 2: Customize the proposal template

With a rough outline in mind, you can now start to customize our template to suit your needs. Add or remove slides, change their order, and edit the placeholder text to suit your presentation. 

Step 3: Add the information for your presentation

With the structure in place, you can now add content to the slides. Remember, you can add images, visuals, and charts to any of the slides. 

Step 4: Get feedback from peers

Share the presentation with team members and stakeholders to get feedback. Users can also add their suggestions directly into the template, making it easier for you to review their feedback and make the necessary changes.

Step 5: Deliver the presentation

To deliver the presentation, simply hop into presentation mode . This will put your presentation on full screen, and you can move through the slides using the arrow keys. 

How do you start a proposal presentation?

Most start with an introduction followed by the problem and the proposed solution, but it varies from business to business. You should do whatever works for you and your prospect. If you’re unsure where to start, use this template to guide you.

How do you end a business proposal presentation?

Wrap things up by plainly outlining how much the client will need to spend and what they’ll get for their investment. Then, open the floor to questions.

What is the most important section of a proposal?

The answer to this question is subjective. Some will say it’s the overview of customer pain points — others will say it’s the overview of pricing. Ultimately, every part of your proposal has a role to play. To deliver a successful presentation, all of the elements need to come together.

What are the features of a good proposal?

Effective business proposals are clear, concise, and show awareness. Your prospects don’t want to be confused by your presentation. They want to follow every step of the journey and feel like you understand their challenges. That’s why using a presentation template is so helpful. It provides you with the structure you need to create a clear presentation that includes all the key information.

Get started with this template right now.

Sales Presentation Template

Works best for:.

Presentations, Marketing

The Sales Presentation Template provides you with a straightforward, ready-to-go structure for your next sales pitch — all you need to do is plug in the information specific to your buyer and focus on your delivery.

Simple Presentation Template

Presentations

Designed to remove the clutter and communicate the most important information in a clear and visually appealing way, our Simple Presentation Template will keep your audience’s eyes glued to the screen and their ears tuned into your voice — without having to add any fancy bells or whistles.

Training Presentation Template

Presentations, Education

Creating an engaging training presentation that effectively helps your employees level up is no easy feat. With the Training Presentation Template, you can slash presentation development time and spend more energy on the transformative elements of your training. Plus, it’s so easy to collaborate with other training staff when you develop your training slides in Miro.

Demo Presentation Template

Presentations, Meetings

Present your ideas confidently and professionally with this Demo Presentation Template. Use it to show potential and existing customers how your product or service works so they can fully appreciate its value.

Consulting Proposal Template

Presentations, Business Management

Use this Consulting Proposal Template to develop an active working relationship with your prospects. Show them what you do, what you can deliver for them, and why they should work with you.

QBR Presentation Template

Use Miro’s QBR Presentation Template to give clients an overview of their business performance and show where you can add more value. Review your successes over the past 90 days and create a plan of action for the next quarter.

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Product Development Project Proposal

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Bringing a product to the market requires careful planning, good timing and hard work. State your ideas and put a new proposal on the table with this new template. It covers lots of different approachs used in business and it's filled to the brim with useful infographics, roadmaps, graphs and visual resources in general to showcase the data in a clear way.

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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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How to Write an Effective Product Proposal

by Danielle Smyth

Published on 24 Mar 2019

A product proposal is essentially a sales tool that explains the benefits of selecting your product or service over someone else’s. They can run a few pages long or into the hundreds of pages for more complicated products and services. A well-written proposal can obviously generate new business, but you should also know how much a poorly written proposal can weaken even existing, strong customer relationships, negatively affecting your bottom line. What steps should you follow to produce an effective proposal, and what does a good proposal look like?

Proposals Target Clients

A proposal seeks to gain new business from an existing client or can target a completely new client. It can be produced in response to an RFP or “request for proposal,” or can be a document you send to prospective clients without an RFP.

Many business professionals struggle with how to write a sales proposal that will result in landing the new business or customer. Understanding how to write an effective business proposal is an art, combining business knowledge, research and an understanding of your customer and their needs.

Business Proposal Templates

Developing an effective business proposal template means you create a base document that can be customized to each potential customer or new piece of business. In your template, you should begin with an engaging introduction, including an overview of your product or service that explains what sets you apart from your competitors and why you believe the company should select you for the business. This is based on not only a description of your strengths and experience but in having determined how you would best serve the client’s needs. The introductory section should be an irresistible invitation for the reader to dig in deeper and learn what you can offer that others cannot.

• Theme. Consider developing a theme or tone for your template that reflects the voice of your business that can be woven throughout the document as well as in the introduction. If you are focused on problem-solving, describe that approach. If your selling point is being lower cost, focus on the value you provide.
• Experience. It should include samples of your work or describe examples of how you have approached solving a problem or need that’s similar to what your target customer is facing. These items should be specific and clear, not packed with generic sales language. While you don’t (and shouldn’t) necessarily disclose the names of other clients, you can describe the type of business they are in and the problem they faced along with a detailed description of how your company handled their needs.
• Pricing. A proposal should also include a pricing estimate. They need to know how much it’s going to cost if they select you for the work. Be transparent, clear and honest about how much you would charge to take on and complete the work.
• Research. With a template, you can customize the document to each client based on what your research indicates they value as a service or business tenet, what they need from a service provider and provide answers and information that will demonstrate your ability to be the best choice to answer their needs. Conduct research so that you really know your potential customer and customize the template to be attractive specifically to them and their business.

All of these tactics are great if you are responding to an RFP. But how do you approach a company with a proposal without a request?

Tapping Potential Customers

You don’t have to wait for a formal invitation in order to present a proposal to a company. Sending a proposal proactively when you see an opening that your business could serve or answer will show that you are tracking their business needs and believe you have a product or service that could help their quest for success. You can show the customer how working with you can solve a “problem” they didn’t know they had, via lowering their costs or improving an aspect of their services. But you need to do so carefully or else you’ll kill the connection before it even heats up.

Networking to Find Customers

Networking is a key aspect of making connections to grow your business. If you know someone who works at the company you are targeting, you can ask your connection if they can help you set up an introductory meeting with someone in a decision-making position such as a C-suite-level executive. In this meeting, you can introduce yourself and give an overview of your services. But treat introductions carefully and be respectful of the executive’s time.

Meeting someone is one thing, but throwing your proposal at them right off the bat could backfire.

Networking events are great places to meet people in other companies and develop sales leads, but a lot of networking is also done online these days. You can introduce yourself to someone on a site like LinkedIn and establish a dialogue and connection that can be nurtured over time. Building contacts takes time and effort, and should be done with a purpose and plan of building contacts that can help you strengthen your business position.

Research Possible Target Companies

Research what companies you want to target and begin to work to develop connections at that company. Without an RFP, you may be playing a long game, so you need to be persistent and consistent in your efforts to build connections with potential customers so that they consider you when the time is right.

Reach Out and Don't be Afraid to Cold Contact

As a last resort, even without an existing connection, you can always reach out to the head of a business with a “cold” contact and introduce yourself via email, by phone or with a mailed package. Cold contacting someone generally has a lesser rate of success than doing business with someone with whom you have already established a professional connection, but you never know when you’re going to reach out to someone at the exact moment they were considering switching providers or mulling over how to solve a problem.

The Perfect Proposal

It should go without saying that your proposal is your professional presentation of yourself and your business or enterprise, but you would be surprised how many proposals are submitted with errors. Follow every instruction in an RFP to the letter, and answer every question they provide. If they require you to submit online using a form they have customized to streamline the proposal process, don’t also send in your own proposal as a supplemental document, unless they specify that is allowed.

The entire proposal should be thoroughly proofread by a professional to ensure there are no typos or grammatical errors, and for general readability. Your proposal is a representation of both yourself and your business and should be reviewed multiple times by more than one person to ensure it is as perfect as possible. Graphics and design elements can help to make the piece stand out, look attractive and enhance readability. Professional writers, editors and proposal specialists can make sure your theme is retained throughout and that every aspect of the document answers the questions set forth in the RFP while also presenting you as the optimal choice.

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Business Proposal Presentation Template

Crafting an impactful business proposal has never been simpler. Introducing our business proposal presentation template, where stunning design meets all the requirements to capture your audience and win them over. 

Whether you’re pitching to investors, seeking new partnerships, or securing project contracts – allow this template to showcase your professionalism, expertise, and brand. 

Our business proposal template can also help you:

• Introduce your project to stakeholders
• Clarify objectives and overall goals
• Identify your target audience

How to use our template to create a business proposal presentation

This proposal presentation serves as an opportunity to boost sales, attract new investors or audiences, and showcase your planning skills. Say goodbye to cumbersome formatting with this template that provides key sharing and summary points for whoever you’re pitching to. Those slides include:

Pro tips for building a business proposal deck

Tailoring the template to your own business is simple. Whether you need to secure funding, win a contract, or solidify partnership opportunities, you can bring these plans to life with this customizable template and our entire library of professionally designed template slides. As you use this template to build your own business proposal presentation, keep these tips in mind:

Tailor your presentation to your audience’s preferences and level of sophistication. Consider factors such as level of technical expertise and knowledge of the industry or competitors.

Ensure your message can be easily understood by your audience. Use clear, concise language with ample white space to improve comprehension.

Images, icons, charts, graphs, and animations enhance the visual appeal of your proposal. However, avoid overcrowding the slides as it can distract from the main content.

With Beautiful.ai’s analytics feature, you can gather insights and identify areas for improvement. Things like slide click through rate, time spent on each slide, and any other feedback you’ve gathered can help when analyzing the success of your presentation.

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