Sales enablement · Free writing worksheet
B2B services sales deck template
Plan a service-company sales presentation with a clear offer, relevant proof and a specific next step.
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What this is for
This is a writing outline for a company that sells services, such as outsourced operations, design or development. Copy it into a document before building your slides. It helps you decide what each section needs to say. It is not a PowerPoint file, and the number of slides can change with the conversation.
Plan the content
Write down the decision first
Decide what this presentation should help the buyer do: shortlist a partner, agree a discovery call or approve a defined scope. Record who will attend and what they already know. A deck sent ahead of a meeting needs more explanation than one a salesperson will talk through.
Make the service boundaries visible
List what the team actually takes on, the inputs it needs and what it hands back. If the company sells several services, give the buyer a short overview before the detail. Show who owns planning, delivery and approval so “we work as an extension of your team” has a concrete meaning.
Keep evidence beside the claim
A quality claim needs something a buyer can inspect: a relevant work sample, a named process, a permitted client quote or a current certification. Record the source and date before putting it on a slide. A client testimonial describes that client’s experience; it does not establish the result every future client will receive.
Build a version for the meeting
Keep the slides needed for this buyer in the main sequence. Put detailed service lists and supporting documents in an appendix. End with the next step, who needs to join it and what each side should prepare. Read only the slide headings once: they should still explain the offer.
How this connects to the SEBPO deck
The SEBPO presentation covers digital advertising operations, creative design and development, and software development. It shows how client strategy connects to SEBPO execution, then presents credentials, client feedback and five value points. The outline below is a new worksheet you can adapt; it is not a reproduction of the June 2024 deck or a claim about its sales results.
SEBPO sales presentation ↗
The worksheet
Copy this into your document and fill in the blanks. Add or remove sections to fit the brief.
B2B SERVICES SALES DECK OUTLINE Buyer / company: People in the meeting: What they already know: Decision this deck should support: Presented live or sent to read? 1. THE OFFER What service do we provide, and to whom? Working slide headline: 2. THE BUYER’S SITUATION What work needs doing or changing? What have we actually learned from this buyer? 3. THE SERVICES Service / task we take on / deliverable: What is included? What is outside scope? 4. THE WORKING RELATIONSHIP Client inputs and responsibilities: Our delivery and quality checks: Handover and approval: 5. REASONS TO CHOOSE US Buyer requirement: Relevant capability: Evidence / source / date / permission: Repeat for each reason. 6. ONBOARDING AND SCOPE First steps and owners: Dependencies and information still needed: Commercial details approved to share: 7. NEXT STEP Proposed action: Who should join? What should each side prepare? APPENDIX Detailed service lists / approved samples / current credentials:
Before you send it
- Does each service have a concrete deliverable?
- Can every factual claim be traced to an approved source?
- Are customer quotes and logos cleared for this use?
- Does the last slide make the next step clear?
See the finished SEBPO presentation
The case study shows the original slides and explains my work on the positioning, copy and full deck design.
See the project ↗