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How to Build a B2B Sales Deck: Flow and a Working Skeleton

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How to Build a B2B Sales Deck: Flow and a Working Skeleton

About 3 minutes to read

Most sales decks open with company history: founding year, a facility photo, certifications. Meanwhile the listener is thinking about their own problem, and ten minutes pass before the deck reaches them.

The right construction runs backwards: the customer's situation sits at the centre, not the company.

Three rules

1. It must be shortenable

A salesperson should show ten slides in a thirty-minute meeting and four in a ten-minute one. That's only possible if slides are ordered by importance — in a chronological or thematic order, removing the first four breaks the narrative.

The test: do the first four slides on their own form a coherent proposition?

2. One job per slide

A slide says one thing. A slide carrying two messages weakens both and leaves the listener unsure where to look.

Write the slide's job into its title; the title shouldn't be a label like "Our Solutions" but the sentence that slide is making.

3. There must be something behind the numbers

In B2B the listener is technical and sceptical. A figure with no visible source lowers the credibility of the whole deck. Don't include a number you're unsure of; be able to say where the ones you include came from.

A skeleton that works

The ten slides below are a starting point for most B2B sales conversations. It varies by sector, but the order usually holds.

1. The situation. What the other side lives with today. In their language, not through your product.

2. What it costs. What the situation loses them: time, waste, downtime, risk. With a source if there's a figure.

3. Why it isn't solved. Why the usual solutions fall short. This slide isn't for disparaging competitors but for showing why the problem persists.

4. The approach. How you handle it — method, not product yet.

5. What gets delivered. Concrete scope. Ambiguity should end here.

6. How it runs. Process and decision points: who does what, when.

7. Proof. Real work, real application. Don't write a result you can't verify; the work and its scope are proof in themselves.

8. Limits. What you don't do. This slide builds trust and cuts off the disappointment that would otherwise appear in later meetings.

9. Onboarding. How the first thirty days go. The part the other side most wants to know and hears about least.

10. The next step. Single and concrete. Not "if you'd like more information" but "let's do this on this date".

Four common mistakes

Opening with a company introduction. The profile deck is a separate document. In a sales meeting, history gets in front of the listener's problem.

Listing product features. A feature doesn't decide anything alone. Start from the last link of the feature → benefit → outcome chain.

Putting price on a slide. A figure given before scope is settled turns into a negotiation. Price belongs in a separate document, after scope.

Taking one deck to every meeting. Sales, investor, board and profile decks answer different questions. The template is shared; the content can't be.

About the template

If your sales team rebuilds the deck for every customer, the problem isn't the deck, it's the template. With a master template the salesperson isn't designing slides, only changing content — and the brand language stays the same in every meeting.

I've written how presentation work runs at Creative House on the presentation design page. For the difference between the four deck types, see the presentation types guide.

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You don't have to know exactly what you need.

First I look at your company, your goals and what you already have. We identify the real problem together, then I bring in the right team.