making a business proposal presentation

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.

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

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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How to Present a Business Proposal: The Complete Guide

Benjamin reimann, business proposal | business proposal presentation | how-to | sales tips | winning business, october 7, 2021.

It’s been three long months. You’ve done your research, toiled over every sentence, spent sleepless nights formulating the perfect business proposal. Surely, that should be enough, right?

Wrong. There is one more thing you need to do. And if you get it wrong, it could mean the last three months were for nothing — you need to do a business proposal presentation.

The one thing between your business and the finish line is a compelling presentation where you communicate the key points of your proposed solution. With so much riding on this, it’s easy to feel overwhelmed. But don’t worry: by the end of this 8-minute guide, you’ll be an expert on how to present a business proposal.

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• What Is A Business Proposal?
• What Is the Purpose of A Business Proposal Presentation?

Open with the problem or need

Offer a solution and elaborate, finish with a call-to-action, discuss benefits over features., practice incessantly and get lots of feedback., anticipate and incorporate answers to the questions you’ll receive., ask questions throughout to involve the audience., use stories throughout your presentation., provide written copies on the day of the presentation., don’t lean on your slides as a crutch..

• Building a Slide Deck Your Clients Will Remember
• Get Your Business Off The Ground Today With Pure Proposals

How do I write a business proposal?

What is in a business proposal, how long should a business proposal presentation be.

A business proposal is a document you present to a potential client or customers that details a solution to their problem. Typically, business proposals are written documents containing information about deliverables, performance metrics, budgeting projections, expected outcomes, and more.

You’re most likely to see business proposals in a business-to-business (B2B) setting, generally to win over business clients, suppliers, and partners. A proposal can be:

• Formally Solicited: Here, you’re given a list of requirements that you must follow to a tee.
• Informally Solicited: If the client isn’t entirely sure of what the problem or pain point is, they may put out an official request for your research and solutions.
• Unsolicited: These kinds of proposals are uncommon, but they have their place in sales and marketing funnels.

Often, the business proposal process is a laborious one. An in-person presentation tends to be the final barrier to overcome when trying to close a deal with a client.

Typically, after sending a business proposal document, you’ll be called in to deliver a presentation about the proposal. The presentation is where potential clients can finally see the human element of all the documents and spreadsheets they’ve been scanning thus far.

If you can’t communicate the contents of your business proposal clearly through a presentation, then there’s a good chance the days, weeks, or months you’ve spent preparing the proposal could go to waste. A well-delivered proposal presentation will inspire your audience to act then and there to accept your proposition.

• How To Structure Your Business Proposal Presentation

The last thing you want is for your presentation to feel too robotic and formulaic. That said, there are a few essential points you should always hit on:

Let’s dive deeper into each one.

A common mistake is to start with a 30-second spiel about you and your company. The problem? Your audience (aka potential clients) probably doesn’t care about you as much as they care about their own company’s issues. Fortunately, there’s an easy way to get past this: start by detailing their problems.

By opening with the customer’s needs vs. a self-introduction, you achieve three things:

• You demonstrate a vested interest in your clients’ success.
• You’re grabbing your audience’s attention by centering them in the presentation.
• You’ve set off a narrative structure by introducing the conflict. (More on this later).

Make sure to use facts, figures, and statistics here to drive your points home.

This will be the most comprehensive section of your presentation. Draw on the data from your written business proposal to flesh out this area, including information about project details, deliverables, performance metrics, budgets, talent, and more. It’s acceptable to follow the structure of your written proposal, but try to incorporate the details into a narrative format.

You should be going into this meeting with an ask in mind — signing a contract, purchasing a bundle, scheduling the next appointment. Ideally, your presentation leads towards this CTA, so you should make it easy for your audience to follow up: include your contact information on the slide, have printed copies of the contract on hand, etc.

Now that you have a basic idea of the structure of a business proposal presentation, let’s go over some tips to elevate your presentation from good to great.

• 7 Tips on How to Present a Business Proposal Presentation

Have you ever watched an Apple keynote delivered by Steve Jobs? Controversial as the man may have been, one thing is incontestable: he knew how to give a presentation. One of Jobs’ best tricks was to highlight benefits over features. Instead of telling you about the iPod’s internal architecture for data storage, he told you how many songs it could help you fit in your pocket. In your presentation, focus less on the technical specifications of your solution and more on the benefits it will give your client.

Anyone who’s ever winged a presentation with zero preparation knows how frustrating it can be — you know you could do better if only you had more time. Avoid those feelings by practicing as much as you can: in the mirror, in the car, and ideally in front of people who will give you honest and constructive feedback. That leads nicely into the following tip:

There’s a good chance you’ll offer your audience a Q&A period at the end of your business proposal presentation.To avoid getting caught off-guard, get questions from a practice audience in advance. If you can seamlessly mold the answers into your presentation, incorporate them. If not, it doesn’t hurt to have an appendix section at the end of your PowerPoint that you can use to address your potential client’s concerns. Speaking of questions…

Every effective presentation starts with a hook: a startling statistic, the start of a story, an exciting discovery, or a question for the audience. A common mistake is to stop there. You want your audience engaged throughout your business proposal presentation, after all. Include questions and tone shifts at various points in your PowerPoint to give your audience a chance to participate and engage.

Another powerful tool to keep your audience engaged is storytelling. Remember that narrative structure we mentioned earlier? Our brains are wired to process and recall information better if it’s framed in a story. The structure up above is a straightforward iteration of that: problem, solution, epilogue. You can also use smaller stories to add credibility during your presentation: customer testimonials, past achievements, and beyond.

It would be wrong to assume that every single person you’re presenting to has read the extended business proposal. That’s why it’s an excellent idea to have printed copies of the proposal ready and available when you give your presentation. It shows preparation and consideration for your client — a winning combination.

Technology is incredible. Unfortunately, it is also unreliable. You’ve probably been in a situation where technical difficulties have sullied, even ruined, a presentation or pitch. If you grow dependent on your slides to deliver the business proposal presentation, you’ll be in trouble if (and when) you run into computer issues. Construct your presentation so that it works without any slides — it’ll keep you prepared for the worst-case scenario.

So we’ve established that over-reliance on your PowerPoint presentation is a bad idea — but that doesn’t mean you ignore it entirely. Here are five tips for selecting, designing, and building an unforgettable slide deck:

Use consistent typography. Your slide aesthetics are a crucial part of conveying professionalism and thoughtfulness to your audience. Use a legible font (Sans Serif and some Serif fonts will do the trick) with enough contrast that viewers can read if they want to.

Follow a visually appealing color palette. A well-designed slide deck will flow seamlessly with your spoken presentation, but an ugly one will distract from your speech entirely. Keep it simple and stick to three to five colors that complement each other and your brand (or even your clients’).

Vary your slide layouts. Do your best to keep your PowerPoint visually interesting. Following the same format for every slide looks boring and comes across as lazy. Try slides with lots of whitespace and a central statistic, or one that’s entirely an image. On the subject of images…

Add distinctive images over generic ones. Your viewers will remember 65% of the details you provide when an image accompanies them. Unfortunately, that effect loses power when you use grainy, low-quality, and generic photos. Choose diagrams wisely — they should complement or clarify what you’re talking about, not just show it visually.

Don’t overload with text. When most people see a slide deck filled with text, they automatically start reading it. The result? They’re no longer paying attention to you. Don’t add a word-for-word transcript to your slide — instead, summarize the key points and expand upon them verbally.

You’ve got what you need to deliver a presentation that will amaze your client — all that’s left to do is present it! Show up early, speak with confidence, and have faith: you’re going to do great!.

By now, you’ve probably realized that the business proposal process is hard work. In all honesty, you probably just want to get back to the thing you love: your company.

That’s where we come in; here at Pure Proposals, our mission is to help your business thrive using PandaDoc to boost your sales, improve customer experience, and make proposals easier.

Curious to learn more? Chat with us today !

• Frequently Asked Questions

Your first step is to determine what the company requires from you — is it a formally solicited proposal? If not, follow traditional conventions: a title page, table of contents, executive summary, statement of need, proposed solution, explanation of capacity, projected billing and budget, and final terms and conditions. Check out our dedicated post on “How to Write a Business Proposal” .

A business proposal contains information regarding a client’s issues or pain points and a proposed solution on how to solve them. Business proposals tend to be data-driven and well-researched, so they may contain diagrams, graphs, and spreadsheets too.

Depending on the situation, varying proposal lengths are appropriate. For a more casual context, a one-pager that covers the basics is all you need. A longer document (around ten pages) is a better fit in more formal settings, such as with prospective customers.

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How to Make a Killer Business Plan Presentation (+Templates)

Learn how to make a business plan presentation with tips for slide design, structure, and engaging examples, as well as templates to bring your vision to life.

7 minute read

helped business professionals at:

Short answer

What slides should a business plan presentation include?

• Opening slide
• Your Unique Selling Proposition (USP)
• Business overview
• The challenge you're addressing
• Market analysis
• Your solution
• Marketing and sales strategy
• Goals and Key Performance Indicators (KPIs)
• Team composition
• Funding request and allocation

Your business plan presentation needs to be as strong as your idea

Having a well-crafted business plan is crucial, but if it's not presented effectively, it's like having a treasure map that no one can read.

Even the best ideas can fall flat if they're not communicated clearly, potentially burying your chance of getting your business off the ground.

Remember, presenting a business plan is more than just sharing facts and figures. It's about engaging your audience, whether they're investors or stakeholders, and making them believe in your vision.

But don't worry, you're not alone in this. This guide is here to help you master the art of business plan presentation. You'll learn how to structure your presentation, design slides that captivate, and conclude in a way that leaves a lasting impact and drives action.

Let's dive in!

What to include in a business plan presentation?

A business plan presentation is your chance to delve deep, showcasing not just the what and the how, but also the why of your business. It's your strategic playbook that can persuade investors, guide your team, and set the foundation for your business's success.

11 essential slides of a business plan presentation:

Opening slide: Set the tone with an engaging first impression.

Your Unique Selling Proposition (USP): Define what sets your business apart.

Business overview: Offer a concise snapshot of your company.

The challenge you're addressing: Describe the problem your business solves.

Market analysis: Demonstrate your understanding of the industry and market trends.

Your solution: Detail how your product or service addresses the problem you’ve identified.

Marketing and sales strategy: Outline your approach to winning and keeping customers.

Goals and Key Performance Indicators (KPIs): Specify your objectives and how you’ll measure success.

Team composition: Introduce key team members, their roles, and expertise.

Funding request and allocation: Explain your financial requirements and how the funds will be utilized.

Next steps: Guide the reader on the next steps after reviewing your plan, whether it's a meeting request, further discussion, or a specific action you want them to take.

What does a business plan presentation look like?

In today's fast-paced business world, static business plan presentations are losing their edge. Imagine having to constantly pinch and zoom on a mobile device just to see the details. It's frustrating and distracting.

People also get disengaged when faced with walls of text. They're there to hear a story, not read a novel.

Interactive presentations, on the other hand, bring your business plan to life. They encourage audience participation, adapt to the flow of discussion, and make complex ideas more digestible and memorable.

You can see what an interactive business plan presentation looks like below:

How to turn a business plan into a presentation

Transforming your business plan into a presentation is a crucial step in bringing your vision to life. It's not just about having a plan; it's about presenting it in a way that resonates with investors and partners.

Start by distilling the essence of your plan, focusing on key points like your mission, market analysis, and financial projections. Use engaging visuals and a clear narrative to make complex information accessible.

For detailed insights on how to write a business plan , check out our guide.

How to make a business plan presentation in 6 easy steps

Crafting a business plan is about blending vision and strategy into a narrative that captivates your audience. With Storydoc's AI business presentation maker, creating this narrative becomes intuitive and easy.

In the guide below, we'll show you how to turn your plan into an engaging presentation in 6 simple steps. Stick around to see how seamlessly Storydoc can bring your business story to life.

1) Describe your presentation’s objective

Kick things off by sharing with our AI the type of business plan you're looking to create. This is like setting the GPS for your journey, ensuring every part of your plan is aligned with your end goal.

2) Give an overview of yourself, your organization, and your offering

Introduce the essence of your business - who you are, what your company stands for, and the unique value of what you offer. This sets the stage for a personalized and relevant presentation.

3) Select a suitable design template

Dive into our collection of design templates and pick one that resonates with your business's personality.

4) Tailor your business plan presentation to your needs

Now, here’s where you add your personal touch. Fill in your details, tweak the design, and watch the magic happen as the template adapts to your content. This is where your business plan presentation starts to take on a life of its own.

Then, you can either upload your own multimedia elements or sit back as our AI assistant generates some for you.

5) Add personalized elements

Next up, sprinkle in some personalization. It works just like personalizing a newsletter - you can insert dynamic variables that automatically fill up with your recipient's data.

This level of customization not only makes your presentation feel tailor-made for each reader but also adds a layer of engagement. As a matter of fact, it can get 68% more people to read your deck in full , and share it internally 2.3x more often!

6) Review and refine your business plan presentation

Finally, take a step back and review your plan. Ensure it looks good, flows well, and clearly conveys your message.

The beauty of Storydoc is that it's a living document – if you spot a mistake or need to update information after sharing, you can. You're in control, ensuring your audience always sees the most polished and up-to-date version of your business plan presentation.

Business plan design principles to turn average into impressive

Designing a business plan presentation is about more than just putting words on a page; it's about creating an experience that captures and holds attention. In today's digital age, the way you present your plan can be just as important as the content itself.

Let's explore how to design a business plan presentation that stands out in the modern business landscape.

1) Move from static to interactive

Gone are the days of static, text-heavy business plan presentations. Today's plans are interactive, engaging readers with clickable elements, dynamic charts, and even embedded videos.

This interactivity not only makes your plan more interesting but also allows readers to engage with the content in a more meaningful way.

Here's a great example of an interactive business plan presentation:

2) Use scroll-based design

Forget the hassle of pinching and zooming on a PDF. A scroll-based design, similar to a modern website, offers a fluid reading experience.

It's straightforward and aligns with how we naturally consume content online, making your business plan presentation easier and more enjoyable to read.

Here's an example of scroll-based design:

3) Make sure your business plan presentation is mobile-friendly

With so many people reading on their phones, your business plan presenttion needs to look good on any device.

Responsive design means your plan is easily readable on a phone, tablet, or computer, ensuring that your message is clear no matter how your audience accesses it.

4) Shift from local files to online documents

Step away from traditional Word docs or PDFs and embrace online documents. They're great for sharing, updating in real time, and collaborating with others.

Plus, they're accessible from anywhere, which is perfect for busy investors who are always on the move.

For more information, check out our comparison of the best business plan document types .

5) Embrace visual storytelling

Use visuals like infographics and charts to tell your business's story. They can turn complex data into easy-to-understand, engaging information. A well-placed visual can often do a better job of explaining your points than text alone.

Here's a great example of visual storytelling:

Best business plan software

Selecting the right tool to create your business plan presentation is vital for any startup. To ease your journey, I've compiled a list of the top business plan software, each designed to cater to different needs.

From comprehensive platforms guiding you step-by-step to dynamic tools that add interactive elements to your presentation, there's something for every entrepreneur.

The best business plan software currently available:

LivePlan.com

BizPlan.com

Upmetrics.co

GoSmallBiz.com

Business Sorter

MAUS Master Plan Lean

For a deep dive into each tool and to find the one that best fits your business's needs, explore our detailed guide to the best business plan software .

Interactive business plan presentation templates

The pressure to get your business plan presentation right can be overwhelming. After all, in many cases, you only get one shot to impress.

These business plan presentation templates offer a framework that takes care of the structure and design, allowing you to focus solely on fleshing out your strategy.

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Crafting a compelling business proposal: A step-by-step guide

Get your team on prezi – watch this on demand video.

Anete Ezera June 30, 2023

In the competitive world of business, the ability to present a compelling business proposal is paramount to success. Whether you’re vying for a new client, seeking investment, or aiming to secure a partnership, a well-crafted proposal can make all the difference. In this comprehensive guide, we’ll take you through the process of creating an impactful business proposal, step by step. We’ll explore what a business proposal entails, discuss its important elements, and show you how Prezi, an innovative presentation platform, can help you create an engaging business proposal that leaves a lasting impression.

Understanding business proposals

To begin, let’s establish a clear understanding of what is a business proposal and why it holds significant value. A business proposal is a formal document that outlines a solution to a client’s problem or presents a business opportunity. Its primary objective is to persuade the recipient to take a specific action, such as approving a project or entering into a partnership. By effectively conveying your ideas, expertise, and value proposition, a business proposal can help you win lucrative contracts and drive business growth.

A business proposal serves as a powerful tool for establishing credibility and showcasing your capabilities. It enables you to communicate your understanding of the client’s needs, propose a tailored solution, and demonstrate how your offerings can address their pain points. Additionally, a well-crafted business proposal showcases your professionalism, attention to detail, and commitment to delivering exceptional results. It sets you apart from competitors and positions you as a trusted partner in achieving your client’s objectives.

Key components of how to write a business proposal

A well-structured business proposal consists of several essential components that work together to create a persuasive narrative. Understanding and effectively incorporating these elements can significantly enhance the impact of your proposal. In order to understand how to write a business proposal you need to understand all areas, so let’s explore each component in detail.

Executive summary

The executive summary is a vital part of a business proposal, providing a concise overview that captures the reader’s attention. It highlights key points and conveys the unique value proposition of your proposal. To make it compelling, clearly showcase the benefits and advantages your proposal offers, addressing the client’s specific needs. Keep the summary concise, well-structured, and organized to ensure a quick understanding. 

Prezi’s dynamic presentation features can enhance the impact of your summary in a presentation format with captivating visuals and effects like zooming and panning. Incorporating interactive elements and embedding videos or clickable links can further engage the reader. Crafting a strong executive summary, leveraging Prezi’s tools, sets the stage for a successful business proposal presentation.

Problem statement

To craft a compelling business proposal, it’s essential to articulate the client’s pain points and challenges clearly. This showcases your understanding of their needs and positions you as the ideal solution provider. Thorough research and analysis of their industry and competitors will provide valuable insights to tailor your proposal effectively. Be specific and provide examples that resonate with their situation, emphasizing the potential impact on their business. Outline your proposed solutions and explain how they address their pain points, showcasing your expertise and past successes. By effectively articulating the client’s challenges and demonstrating your understanding, you build trust and establish yourself as the preferred partner. This strengthens the overall impact and persuasiveness of your business proposal.

Proposed solutions

When presenting your proposed solutions, it’s crucial to convey them clearly and in a structured manner. Begin by clearly outlining the precise actions you’ll take to tackle the client’s challenges and help them achieve their desired goals. Break down the process into manageable phases or milestones, highlighting the key actions and deliverables at each stage. Clearly articulate the benefits and advantages of your approach, explaining how it uniquely positions the client for success. Focus on the value your solutions bring, whether it’s increased efficiency, cost savings, improved productivity, or any other relevant benefits. By emphasizing the positive impact of your approach, you make a compelling case for why the client should choose your proposal over others.

Timeline and deliverables

When creating your business proposal, you need to ensure the timeline is realistic. This not only demonstrates your ability to meet deadlines but also highlights your efficient project management skills. By clearly outlining the key milestones and deliverables, you show the client that you understand the project’s scope and have the necessary resources to ensure timely delivery. Transparency and effective project management are highly regarded in the business world, and by emphasizing these qualities, you build trust with the client. 

Meeting deadlines is crucial, and by showcasing your track record of timely completion, you position yourself as a reliable and dependable partner for their project requirements. Your commitment to delivering on time speaks volumes about your professionalism and dedication to client satisfaction.

Team and expertise

When presenting your business proposal, it’s crucial to introduce your team members and emphasize their relevant experience and expertise. This not only establishes credibility but also builds trust with the client. By showcasing the qualifications and capabilities of your team, you reassure the client that you have the necessary resources to successfully execute the proposed project. 

Highlighting their expertise in relevant areas demonstrates your commitment to delivering high-quality results. It also instills confidence in the client that they are partnering with a knowledgeable and skilled team capable of overcoming challenges and achieving desired outcomes. Introducing your team members adds a personal touch to the proposal, allowing the client to connect with the individuals who’ll be involved in their project. This human element fosters a sense of collaboration and increases the client’s confidence in your ability to meet their needs effectively.

Pricing and payment terms

To establish trust and foster transparency, it’s essential to clearly communicate the cost of your services in your business proposal. Provide a detailed breakdown of pricing, including any available packages or options that align with the client’s specific needs. By being transparent about the financial aspect, you demonstrate your professionalism and commitment to open communication.

Additionally, it’s crucial to outline the payment terms, such as deposit requirements and invoicing schedules. We’ll clearly state the upfront deposit amount, timing, and the frequency and method of invoicing for your convenience and peace of mind. This level of clarity ensures that both parties are on the same page regarding financial expectations and facilitates a smooth and mutually beneficial working relationship. By addressing the cost of services and payment terms in a transparent manner, you instill confidence in the client, showcasing your reliability and commitment to fair business practices.

Testimonials and case studies

Including testimonials or case studies from satisfied clients is a great way to show off your track record of successful projects. It’s like having happy customers vouch for you and share their positive experiences. 

When potential clients see these testimonials, it gives them reassurance and confidence in your abilities. They can see that you’ve helped others just like them and delivered outstanding results. It’s real proof that you’re reliable, trustworthy, and capable of meeting their needs. These success stories are like a seal of approval, demonstrating your expertise and commitment to delivering excellent service. By sharing these testimonials you’re letting your satisfied clients do the talking for you.

A step-by-step guide to writing a business proposal

Now that we understand the key components of a business proposal, let’s dive into the step-by-step process of creating an impactful proposal.

Research and analyze

In order to write an effective business proposal, start by conducting thorough research and analysis of your client’s industry, market trends, and competitors. Dive deep into their specific needs and pain points to gain valuable insights that’ll allow you to tailor your proposal accordingly. By demonstrating a comprehensive understanding of their business landscape, you can showcase your expertise and position yourself as the ideal solution provider.

Define your objectives

Clearly defining the objectives of your business proposal is crucial. Determine whether you aim to win a new client, secure funding, or initiate a strategic partnership. Aligning your proposal with these objectives ensures its relevance and effectiveness. By explicitly stating your goals, you can craft a persuasive proposal that directly addresses the needs and desires of your target audience.

Structure and format

When structuring your business proposal, consider the appropriate format and layout. While there are no strict rules, a well-organized and visually appealing design significantly enhances readability and engagement. Break down your proposal into clear sections with headings, use bullet points and subheadings for easy navigation, and incorporate visuals or infographics to convey information effectively. By presenting a professional and polished document, you create a positive impression and increase the chances of capturing the reader’s attention.

Tailor your proposal 

One size does not fit all when it comes to business proposals. Tailor each proposal to address the unique needs and challenges of your clients. Personalize the content by referencing their specific situation, pain points, and goals. By showcasing your understanding of their individual requirements, you demonstrate a genuine interest in their success. This personalized approach sets you apart from generic proposals and builds a strong connection with the client, increasing the likelihood of a positive response.

Craft a compelling executive summary 

Invest time and effort into crafting a compelling executive summary for your business proposal. This concise section serves as the gateway to your proposal, capturing the reader’s attention from the outset. Summarize the key points of your proposal in a clear and impactful manner. Highlight the unique value you bring and emphasize the benefits the client will gain by choosing your solution. A compelling executive summary entices the reader to explore the proposal further and sets a positive tone for the rest of the document.

Provide a clear problem statement

Effectively articulate the pain points and challenges faced by the client in a clear and concise manner. Show your understanding of their specific situation and make them feel heard and understood. By accurately identifying and addressing their problems, you establish credibility and build trust. This clear problem statement lays the foundation for presenting compelling solutions that directly tackle the client’s concerns.

Present your solutions 

Present your proposed solutions in a logical and persuasive manner. Outline the specific steps you’ll take to address the client’s challenges and explain how your approach will deliver tangible results. Use persuasive language to highlight the benefits and advantages of your solutions. Incorporate relevant case studies or examples to demonstrate your track record of success with examples of previous business proposals. By presenting a well-structured and compelling plan, you instill confidence in the client and increase the likelihood of them choosing your proposal.

Showcase your expertise

Highlight the expertise and experience of your team members that are relevant to the proposal. Provide brief biographies or profiles of key individuals, showcasing their qualifications and accomplishments. This establishes credibility and demonstrates that you have the necessary knowledge and skills to execute the proposed project successfully. By showcasing your team’s expertise, you instill confidence in the client and differentiate yourself from competitors. Clients are more likely to trust and engage with a proposal backed by a team of capable professionals.

Visualize your ideas 

When crafting your business proposal, don’t underestimate the power of visual aids in capturing attention and delivering your message with impact. Incorporating charts, graphs, and infographics strategically throughout your proposal can make complex information more accessible, memorable, and engaging. By leveraging visual representations, you enhance the clarity of your ideas and increase the chances of resonating with your audience.

Visual elements act as persuasive tools, helping you illustrate the value and potential of your proposal in a compelling way. They provide a visual framework that supports your written content and makes it more compelling. Whether you’re presenting data, illustrating processes, or showcasing benefits, visual aids serve as a powerful complement to your narrative, making your proposal more compelling and persuasive (view the Prezi presentation example below).

Remember to keep your visuals clean, organized, and aligned with your brand. Choose colors, fonts, and imagery that reflect your professional image and enhance the overall aesthetics of your proposal. By embracing visual communication, you not only make your business proposal visually appealing but also increase its chances of standing out and leaving a lasting impression.

Proofread and polish

Before you finalize and submit your business proposal, invest time in meticulously proofreading and polishing its content. Take a thorough look at the entire document to identify and rectify any grammar, spelling, or formatting errors. Ensuring a consistent tone, style, and formatting throughout is crucial for presenting a polished and professional proposal.

Proofreading goes beyond error correction; it helps you refine your message and ensure clarity and coherence. Use this opportunity to enhance sentence structures, rephrase complex ideas, and improve overall readability. Carefully evaluate the flow and logical progression of your proposal, making necessary adjustments to enhance its effectiveness.

Polishing your business proposal involves fine-tuning the language and presentation to make a lasting impact. Pay attention to word choice, sentence structure, and writing style, aiming for concise and precise communication. Remove any redundant or ambiguous content and ensure each section contributes meaningfully to your proposal’s objectives.

Also, make sure to watch a video on creating a business proposal presentation, where we cover 5 key steps in crafting an impactful presentation for success:

Leveraging Prezi for business proposal presentations

When it comes to presenting your business proposal, engaging visuals and seamless delivery can make a significant impact. Prezi, an innovative presentation platform, offers a range of features and tools that can elevate your business proposal presentations to new heights.

Dynamic presentations

In a business proposal presentation, leverage the dynamic and non-linear capabilities of Prezi to captivate potential investors and stakeholders, showcasing your ideas with immersive zooming and panning effects that leave a lasting impression.

Prezi will allow you to break free from the constraints of traditional slide decks, enabling you to think beyond linear narratives and instead craft a visual journey that seamlessly flows from one idea to another. By zooming in and out, panning across the canvas, and navigating through a virtual space, Prezi adds a new dynamic dimension, making your business proposal presentation more engaging, memorable, and impactful.

Interactive elements

When preparing your proposal presentation, consider incorporating a variety of interactive elements to elevate audience engagement and create a truly immersive and memorable experience. By seamlessly integrating videos that showcase your product or service, embedding clickable links to additional resources or relevant websites, and incorporating interactive charts that allow viewers to explore data in real-time, you can effectively communicate your ideas and capture the attention of your audience in a way that leaves a lasting impact. These interactive elements not only enhance the overall visual appeal of your presentation but also provide an opportunity for your audience to actively participate, interact with the content, and gain a deeper understanding of the value proposition you are offering.

Collaboration and sharing

With Prezi’s collaborative features , you can streamline the process of creating a proposal presentation by seamlessly working together with your team members . Gone are the days of sending multiple versions of the presentation back and forth via email; instead, Prezi enables multiple contributors to work simultaneously on the same presentation, fostering efficient teamwork and saving valuable time.

By leveraging Prezi’s real-time collaboration tools, team members can collaborate on different aspects of the proposal presentation, making edits, adding content, and refining the overall message concurrently. This collaborative environment encourages creativity, idea sharing, and collective input, resulting in a more comprehensive and polished final presentation.

Once your team has finalized the proposal presentation, Prezi makes it incredibly easy to share your work with clients or stakeholders for review and feedback. With just a few clicks, you can securely share a link to your presentation, allowing others to access and view it from any device or location. This streamlined sharing process ensures that your audience can conveniently review the proposal at their convenience, eliminating the need for cumbersome file transfers or scheduling multiple meetings.

Business proposal presentation templates: Streamline your proposal presentation creation process with Prezi

Creating a business proposal presentation from scratch can be made easy with the correct tools. To simplify the process and ensure a professional presentation, utilizing templates can be a game-changer. With the help of Prezi, an innovative platform offering a wide range of templates, you can effortlessly create impressive business proposal presentations that capture attention and showcase your ideas effectively.

A business proposal template serves as a framework for organizing your content and guiding the overall structure of your proposal. It saves you valuable time by providing a pre-designed layout that incorporates essential sections. By using a template, you can focus on customizing the content to suit your specific needs rather than starting from scratch.

Prezi offers a diverse collection of business presentation templates, catering to various industries and business requirements. These templates are professionally designed, visually appealing, and customizable, allowing you to make them your own with ease.

Using a business proposal presentation template not only saves time but also ensures consistency and professionalism throughout your proposal. The templates are designed with attention to detail, incorporating best practices for layout, typography, and visual elements. This consistency enhances the readability and cohesiveness of your proposal, leaving a positive impression on your audience.

With Prezi, you have the flexibility to customize any template to suit your unique brand identity. You can easily modify colors, fonts, and images to reflect your company’s visual style and create a cohesive presentation. This personalization adds a touch of professionalism and uniqueness to your proposal, making it stand out from generic, cookie-cutter proposal presentations.

With Prezi business presentation templates and editing tools, you can confidently create professional and visually stunning proposals that leave a lasting impression. 

Final thoughts

Crafting an outstanding business proposal requires careful planning, strategic thinking, and effective communication. By following this step-by-step guide and leveraging the power of Prezi, you can create business proposals and business proposal presentations that capture attention, differentiate you from competitors, and increase your chances of success. Remember, a well-crafted proposal is a powerful tool to convey your expertise, showcase your value, and win over clients. Embrace the possibilities offered by Prezi and take your business proposals to new heights. Start creating impactful proposals today and open doors to exciting opportunities in the world of business.

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Blog Business How to Write Business Proposal (Examples + Free Templates)

How to Write Business Proposal (Examples + Free Templates)

Written by: Aditya Sheth Jan 25, 2024

The great Mark Cuban once said, “Sales cure all.” If a business doesn’t sell, it doesn’t make money and by extension the business fails. That’s why you need to write business proposals .

A well-written business proposal can often mean the difference between winning or losing a prospective client.

In this in-depth guide to creating business proposals, we show you how to close more deals, make more sales and crush your business goals — all by using easy-to-edit professional business proposal templates .

Here’s what this guide will cover (click to jump ahead):

What is a business proposal, what are the components of a business proposal.

• How to write a business proposal step by step

What should you include in a business proposal?

What are the types of business proposals, more business proposal examples + writing and design tips.

• FAQs about business proposals

Looking for a shortcut? Watch this quick video for an overview of everything to include in your business proposal:

A business proposal is a document designed to outline a business plan to convince potential client, investor or partner to engage in a business agreement with you or your company. It’s basically a sales pitch in writing to persuade potential clients to show them benefits of working with you or your company for their business success.

A business proposal outlines what your business does and what you can do for your client . It can be general like this business proposal example:

Or it can be more specific, like this business proposal template which focuses on proposing a project for the Newton Center Rail:

Or this business proposal sample, which presents a plan for a social media strategy and campaign:

To design a business proposal that holds the client’s attention, identify their pain points . Then provide your buyer with the right solution to alleviate those frustrations.

Working on a new project? These project proposal examples might come in handy for you.

The components of a business proposal can change depending on the field, company size and client needs. While details may differ, strong proposals typically introduce your company, explain the problem, offer a solution and its benefits, highlight your team’s skills, and outline timeline, cost and next steps.

How to write a business proposal step by step

Before you start creating your business proposal template, you need to understand the business proposal format. At a high level, your effective business proposal should include the following:

• Create a compelling business proposal title
• Build a table of contents
• Craft the executive summary
• Write a detailed problem statement
• Propose your solutions
• Showcase your team’s expertise
• Create a realistic timeline
• Present your payment structure
• Specify the terms and conditions
• Receiving the decision

Below, you can see business proposal examples that demonstrate how to include these 10 sections.

1. Create a compelling business proposal title

A compelling title could mean the difference between someone reading your proposal or ignoring it in favor of a competitor’s . 

What makes a good title page? Here are the essential elements to include: 

• Your name along with your company’s name
• The name of the prospect (or their business) 
• The date you’re submitting the proposal

The gray business consulting proposal template above contains all the details a prospect would want to know. The title also offers a strong tangible benefit to the prospective buyer. Honestly, “Who doesn’t want to grow their business?”

2. Build a table of contents

The table of contents is a fundamental part of every winning business proposal template. It makes your proposal scannable and easy to read.

The people you will be pitching to are usually C-level executives. These are busy people who don’t have time to read your entire proposal in one go.

That’s why most of the business proposal examples in this list include a table of contents.

Adding a table of contents to your document makes it easy for them to go through it at their own pace. They can also skim through parts of the proposal that they deem more important. You can see how this abstract business proposal template uses the table of contents:

You can also make your business proposal template easier to navigate by adding hyperlinks to the document, particularly in the table of contents. This way your clients can jump to specific sections without having to scroll through the entire document. Ensuring your business plan format follows a clear structure can greatly enhance readability and comprehension for potential investors or partners.

It’s easy to add hyperlinks in the Venngage editor. Select the text you’d like to turn into a link, then click the link icon in the top bar. From there, select the page you want to link to! Then download your completed design as an Interactive PDF .

3. Craft the executive summary

The executive summary is a staple in all kinds of annual reports , leadership development plan , project plans and even marketing plans . It is a concise summary of the entire contents of your document. In other words, write a business proposal outline that is easy to glance over and that highlights your value proposition.

The goals of your executive summary are:

• Introduce your company to your buyer
• Provide an overview of your company goals
• Showcase your company’s milestones, overall vision and future plans
• Include any other relevant details

This gray business proposal example has a detailed yet short executive summary including some social proof in the form of clients they’ve worked with:

Take note of how precise this business proposal example is. You want to keep your executive summary concise and clear from the get-go. This sets the right tone for the rest of your proposal. It also gives your buyer a reason to continue reading your proposal.

Crafting an executive summary and keeping it concise and compelling can be challenging. but you can use an AI summarizer online to generate an executive summary. Such tools are trained on relevant AI models that can extract core points from a given text. You can get such a point either in bullet form or in abstract summary form.

Pro Tip: Try to write an executive summary such that, even if your prospective client doesn’t read the entire proposal (with a good executive summary, they most likely will), they should have a clear idea about what your company does and how you can help them.

4. Write a detailed problem statement

The point of writing a business proposal is to solve a buyer’s problem. Your goal is to outline the problem statement as clearly as possible. This develops a sense of urgency in your prospect. They will want to find a solution to the problem. And you have that solution.

 A well-defined problem statement does two things: 

• It shows the prospect you have done your homework instead of sending a generic pitch
• It creates an opportunity for you to point out a problem your prospect might not be aware they had in the first place. 

This bold business proposal template above clearly outlines the problem at hand and also offers a ray of hope i.e. how you can solve your prospect’s problem. This brings me to… 

5. P ropose your solutions

The good stuff. In the proposed solution section, you show how you can alleviate your prospective buyer’s pain points. This can fit onto the problem statement section but if you have a comprehensive solution or prefer to elaborate on the details, a separate section is a good idea.

Spare no details regarding the solution you will provide. When you write a business proposal, explain how you plan to deliver the solution. Include an estimated timeline of when they can expect your solution and other relevant details.

For inspiration, look at how this business proposal template quickly and succinctly outlines the project plan, deliverables and metrics :

6. Showcase your team’s expertise

At this point, the prospect you’re pitching your solution to likes what they’re reading. But they may not trust you to deliver on your promises. Why is this?

It’s because they don’t know you. Your job is to convince them that you can fix their problem. This section is important because it acts as social proof. You can highlight what your company does best and how qualified your team is when you write a business proposal for a potential client.

This free business proposal template showcases the company’s accolades, client testimonials, relevant case studies, and industry awards. You can also include other forms of social proof to establish yourself as a credible business. This makes it that much more likely that they will say yes!

Pro Tip: Attaching in-depth case studies of your work is a great way to build trust with a potential client by showcasing how you’ve solved similar problems for other clients in the past. Our case study examples post can show you how to do just that.

7. Create a realistic timeline

To further demonstrate just how prepared you are, it’s important to outline the next steps you will take should your buyer decide to work with you.

Provide a timeline of how and when you will complete all your deliverables. You can do this by designing a  flow chart . Or add a  roadmap  with deadlines. Pitching a long-term project? A timeline infographic would be a better fit.

If you look at this abstract business proposal template below, even something as simple as a table can do the trick.

The timeline is not always set in stone, rather it’s an estimation. The goal is to clarify any questions your potential client might have about how you will deliver for the underlying B2B sales process.

8. Present your payment and terms

On this page, you can outline your fees, payment schedule, invoice payment terms , as well as legal aspects involved in this deal. You can even use the  Excel Invoice Template  to create professional-looking invoices (including brand logo and other elements) and add them to this page.

The adoption of invoice templates is beneficial for small businesses as it streamlines the invoicing process and maintains professionalism in financial dealings. Also, by utilizing small business invoice templates , you can efficiently manage invoicing tasks while upholding a polished and structured approach to financial transactions.

The key to good pricing is to provide your buyer with options. A  pricing comparison table can help with this. You want to give your client some room to work with. Make sure you’re not scaring off your client with a high price, nor undervaluing yourself. 

Breaking up your pricing in stages is another great way to make sure your potential client knows what he’s paying for. Look at how this simple business proposal template does this:

The legal aspects can slot right into the terms and conditions section. Alternatively, you can add them to the signature section of the proposal to keep things simple.

9. Specify the terms and conditions

Summarize everything you have promised to deliver so far. Include what you expect from your prospective buyer in return.   Add the overall project timeline from start to end, as well as payment methods and payment schedule, incorporating these details into an online digital project management tool. This way, both of you will be clear on what is being agreed on.

This step is very important as it outlines all the legal aspects of the deal. That is why the terms and conditions section of your proposal needs to be as clear as possible.

I recommend consulting a lawyer or your legal team when working on this section of the business proposal. If you’re a business veteran and understand the legalities of your business, you can use the same terms and conditions across all your proposals.

10. Receiving the decision

The final step of this whole process. Your client has read your business proposal and they want to buy what you have to offer.

Add a small section at the end of your proposal to get the necessary signatures. This way, you and your client can sign the proposal and the partnership becomes official.

Be sure to also include your contact information in your business proposal template. It acts as a gentle prompt to your client to contact you in case they have any questions. A professional way of doig that would be to include an e-business card with your contact details, email i.d and any other social links you want to share. You can go through this article for the best digital business cards .

A business proposal usually aims to answer 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

You can see how this sample business proposal template covers the above points.

Notice how this proposal template addresses the same project like in one of the previous templates, but uses a completely different design style (more retro, while the previous business proposal template is more modern and minimalistic).

Generally, there are three types of business proposals:

1. Formally solicited 

A formally solicited business proposal is made when you respond to an official request to write a business proposal.

In this scenario, you know all the requirements and have more (if not all) information about a prospective buyer. You simply need to write the business proposal for your buyer to evaluate so you can begin the sales process .

2. Informally solicited 

Informally solicited business proposals are written when there isn’t an official request for a proposal. A prospective buyer is interested in your services and asks for a proposal so they can evaluate it.

An informally solicited proposal requires a lot more research from your end. These types of proposals are usually created out of informal conversations. They are not based on official requests which often contain more detail.

3. Unsolicited 

Think of this as a marketing brochure or a cold email . Unsolicited business proposals will often take a generic, one-size-fits-all approach to business proposals. Unsolicited proposals lack any understanding of the buyer or their requirements.

But with additional  market research , personalization and identifying customer pain points , you can propose a customized solution based on your buyer’s needs. This can be a very persuasive approach, such as in this business proposal example:

Now that you know how to write a business proposal, let’s look at how you can optimize your proposal to deliver results!

Below you’ll find some winning business proposal templates and examples to get you started. I’ve also included some design tips to keep in mind when you’re creating your next business proposal: 

1. Know your audience 

If you have some clarity on who your ideal buyer is — their pain points, their budget, deadlines, among other things — you’ve already won half the battle.

If you are a business that helps clients with everything from running giveaways or helping grow their blog , identify which customers to pitch. This is a sure-shot way to close the deal.

Mapping user personas  for your ideal buyer can help bring some clarity. It will also help you position your business proposal correctly. This improves the chance of your buyer moving your business proposal to the “Yes!” pile.

2. Put your brand front and center

If your company follows certain brand guidelines, incorporate them in your business proposal templates. Consider how business proposal examples like the one below highlight brand identity :

From the color palettes to the company logos , everything follows their brand guidelines. The result: a business proposal that’s consistent across the board.

Pro Tip: Switching this template to match your brand assets is actually pretty easy. Venngage’s My Brand Kit feature allows you to import your color palettes, logos as well as font choices. Any Venngage template can now be your template.

You can also consider this sample business proposal template:

App design companies sure do know their design. They did a phenomenal job keeping their brand colors consistent while opting for a black design. This unique color scheme also makes their white logo prominent throughout the proposal.

3. Try less text, more visuals

Have you ever read a proposal and thought to yourself, “Wow, this is all text and has no images, I love it!”? Yeah, me neither.

The free business proposal template below is a perfect example of the “less is more” principle. It does a phenomenal job of communicating what it needs to. By substituting some of the text with icons and visuals, you get a clean business proposal that’s much more scannable.

Want to keep things strictly professional? Instead of icons, you can always add your team’s headshots. This shows your buyer exactly who they’ll be working with.  

Check out this formal business proposal format for some inspiration:

4. Switch up your business proposal designs

It doesn’t hurt to go above and beyond once in a while. Jazz up your business proposal template with some extra colors. This helps make your business proposal more engaging. It also helps your buyers retain information faster.

The business proposal example alternates between black, white and grey backgrounds. It still manages to maintain consistency in its branding . Just switching up your backgrounds once in a while can also bring in some variety to an otherwise standard business proposal.

This SEO business proposal sample proves that it’s possible to switch up the colors in every other page. But it still maintains the same color scheme across the entire proposal just like a professionally designed website : 

Pro Tip: Not a color expert? Our guide on picking colors can help you pick the right color scheme for your proposals.

FAQ about business proposals

What is the purpose of a business proposal.

A business proposal aims to streamline the B2B sales process (which is often complex ) between you as a seller and a buyer.

It does this by serving the dual purpose of acting as a source of information. The proposal also acts as a sales pitch aimed at convincing your buyer why they should buy what you have to offer.

What are the best practices for business proposal design?

• Do a thorough spell-check. The goal of your business proposal is to convince your buyer why you’re the perfect person for the job. A proposal with typos or grammatical errors communicates the opposite. A thorough spell-check before you send your proposal is a must.
• Keep things clear and readable: Clarity is an important aspect that you have to ensure in your business proposal. If you want your proposal to hit home and make an impact on the buyer, you have to write it in an understandable way. To keep things clear and readable, there are a couple of things that you can do. You can, for one, take care to use easy wording and segmented sentences from the get-go. You can also try paraphrasing the hard parts of your proposal once you are done writing it.
• Let your brand shine. As discussed before, writing a business proposal is all about knowing your ideal buyer and focusing on their pain points. But that doesn’t mean your business proposal template has to be boring. Demonstrate how different you are compared to other companies. You can do this through your brand guidelines , by using more visuals, switching up your proposal design or showing off your personality in your writing . 
• Create a business proposal PDF. Downloading your business proposal in PDF format allows you to attach other collaterals with your business proposal. These can include a company explainer video or case studies showcasing the work done with past clients. Also, who doesn’t love saving paper?

How long should your business proposal be? 

The length depends on the scope of the work as well as the complexity of the project. Here is a one-page business proposal template:

Can your business proposal template really be one page? Yes, as long as you understand who your buyer is and their pain points. You should also have the ability to communicate everything your ideal buyer needs to know about your business in a succinct manner.

Or if you’re feeling adventurous how about just two pages? Often, clients prefer if you go straight to the point and avoid all the fluff.

For example, this green modern marketing proposal template wastes no time in getting down to brass tacks:

Need more inspiration? Check out this blog on the 5 marketing proposal examples that’ll help elevate your business.

There is no one size fits all approach when it comes to deciding how many pages you should include in your business proposal template. And at the end of the day, “the only rules are the ones you set for yourself”.

At the end of the day, writing winning business proposals that sell is all about you understanding your buyer, their potential pain points and positioning yourself as someone who can alleviate those pain points. 

Now that you know how to write compelling business proposals, what are you waiting for?

Take action and start creating your own business proposals to close more deals and grow your business today!

More business communications templates + writing tips you might be interested in…

• 31 Consulting Proposal Templates to Close Deals
• 20+ Professional Business Letterhead Templates + Branding Tips
• How to Write a White Paper [Tips & Templates]

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Home Blog Business How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

How To Craft & Deliver an Effective Business Plan Presentation (Quick Guide)

A vital element in today’s highly competitive business landscape is the ability to craft and deliver a business plan presentation. This applies to both entrepreneurs and corporate leaders. 

This guide describes essential aspects required to build a business plan presentation and deliver it to stakeholders. 

Table of Contents

What is a Business Plan Presentation?

Is a business plan presentation the same as a business presentation, executive summary, justification of the business proposal, swot analysis, the niche of the proposal & actors in the industry, competitors, competitive intensity, trend analysis and critical variables, value chain, market analysis, jobs-to-be-done, value proposition, revenue streams, cost structure, distribution channels, key partnerships for the business model, organizational structure & management, go to market and marketing plan, development plan, qa, and continuous improvement model, distribution plan, inventory management, initial funding and financing structure, projection of income and costs.

• Evaluation of Projected Return vs. Required

Risk Evaluation

Sensitivity to critical variables, how to present bibliographical information in a business plan presentation, how to deliver a business plan presentation.

A business plan presentation is the medium we use to communicate a business plan to an audience. 

Presenters commonly ask what is the target length of a business plan presentation in terms of slides. Our expertise in this field tells us it’s advisable to work between 13-20 slides, remaining as concise as possible and using the help of visual aids. Let the graphics speak rather than fill your slides with text blocks.

No. A business plan presentation is used to communicate an identified business opportunity and how it is planned to be served in a way that generates profit. A business presentation is a more generic term, explained in our article about business presentation examples . 

How to Create a Business Plan Presentation

This section will list our recommended content for a successful business plan presentation. We broke it down into four stages which help the presenter build the story backing the business: a-. The opportunity and the competitive landscape analyzed, b- the business model designed and tested to serve the opportunity, c- the implementation plan of the business model, and finally, d- the financial and economic projections estimated that show the profitability of the opportunity.

For the purpose of this guide, the slides will refer to a case study of photo editing software. To replicate this slide deck creation process, you can speed up design decisions by working with the SlideModel AI Presentation Maker and tailoring it to your project.

So, how to make a business plan presentation? Let’s see a step by step guide.

Stage 1 – Identifying the Opportunity

After the title slide that defines how to start a presentation , any business plan should proceed by introducing the executive summary in a concise but impactful format.

The purpose of the executive summary is to inform the audience what to expect from the presentation and its conclusion.

Work with a maximum of two slides for this section, highlighting the key elements through visual cues. Check our guide on how to present an executive summary .

The next slide should disclose all the reasoning behind the business plan proposal, why this plan is being presented at this present moment, and projections of how the plan aligns with the current market trends.

Presenters can share the analysis done by the Market research team as long as it’s made clear which problem is relevant to the current market trends that this business plan aims to solve.

Mention all the references used to arrive at the conclusions expressed so data is backed with meaningful sources.

Any corporate PPT template can help you craft this slide, but presenters can also boost their performance through the use of infographics . If your solution for the selected problem involves a complex process, consider using a process flow template to expose the step-by-step justification of this proposal.

Use a SWOT template to showcase the Strengths, Weaknesses, Opportunities, and Threats of this business opportunity.

Make sure the SWOT diagram is legible. Work your way to meet the same aesthetic style despite speeding up the process with templates. Mention the tools used for gathering the information for this SWOT Analysis in the footnote and ensure the audience understands which information elements help you reach conclusions in each quadrant. Check our guide on how to create a SWOT analysis and see if your business plan requires a SWOT or SOAR analysis . 

Every business plan is scoped under a niche or industry sector. With this slide, describe the sector in which the proposal is immersed. Communicate its value,  list the actors involved, and describe their high-level relationships.

List the analyzed competitors. Communicate their attributes. The competitors’ comparison in business plan presentation can be visually explained using tools from the Blue Ocean Strategy framework, like the Strategy Canvas . 

The competitive intensity of an industry sector is studied through the Porter’s 5 Forces model. This intensity expresses how attractive the industry is. Explain the conclusion in each force showcasing the model.

First, introduce the variables identified as important for the industry sector, citing the insight’s source. Secondly, drill down each variable and break down the different trend dimensions ( PESTEL ) 

• Use a highly visual slide, like a dashboard template , to introduce factual data regarding the trends over a specific time period. Growth rates must be represented in time frames of over 180 days to evaluate the trend accurately.
• List the critical variables (consumers, product, production capability, and financing) briefly.
• Disclose how each variable can affect pricing and your position within the niche for that trend. Presenters can refer to case studies from successful competitor stories on how they responded to trend changes in the niche.

When presenting the value chain, we ought to articulate the sequence of activities the company handles to create value within the business plan. Start by breaking down the value chain into its key components, briefly explaining the stages from inbound logistics all the way through customer service. It is important to highlight the linking point between each stage and express the value of coordinating team activities to enhance overall efficiency.

We can use flowchart diagram templates as visual aids for the audience so they can understand the process sequence. Check our guide on how to make a flowchart .

Present the identified Market and its Segments. Continue explaining how conclusions were driven through the analysis and sizing of the market.

Presenters can use target market analysis templates , market segmentation templates , or TAM SAM SOM templates to compare their target market with the total available market. 

We recommend you check our guide on market segmentation for this process.

Then drill down with a Persona definition.

This study can be made by creating ideal customers, describing their demographics and psychological factors that make them prospective candidates to purchase the product or service this business plan presentation refers to.

Here is our guide on creating buyer personas . 

The Jobs-to-be-Done theory explains why certain customers are attracted to products and services and how those elements solve core problems in the consumers’ lives. 

A Perceptual Map is a tool we can use to measure the consumer perception of different products/services in the same market. This can be particularly useful if our value proposal is to brand ourselves as cheaper alternatives to already existing solutions. Check our guide on perceptual maps for further information.

Check our guide on the Jobs-to-be-Done framework and add suggestions to the business plan presentation.

Stage 2 – Business Model

To describe the  Business Model in your Business Plan Presentation, use the business model canvas analysis tool. Display your design in one slide.

For specific sections of the BMC, you can add slides if you need to drill down for further details. In our experience, the following sections require a deeper level of explanation.

List the Segments targeted in your Business Model. You can include a slide with additional information and segment size. Reference the Market analysis explained earlier to justify the selection or which were the pivots applied.

In order to explain the reasoning behind the Value Proposition and how it serves the segments selected, you can use the Value Proposition Canvas tool to explain the logic behind this selection.

The Value Proposition outlines the unique benefit our product or service offers the market and why customers should choose our offer over potential alternatives. Since we have already analyzed the potential buyers and presented the market, it’s time to deliver that value proposition using our best assets: customer testimonials, report data, surveys, etc.

As testimonials often weigh the most in established brands, be sure to present this information through a narrative that showcases why your product or service had a positive impact on the life of that customer. You can use customer testimonial templates to give an extra boost through visual aids.

Explaining how much the customers will pay for the product/services is critical to understanding the viability and profitability of the business. Showcase for each segment the pricing model and the engagement terms.

The Income Model expresses the sources of revenue for our business plan. This has to be in relationship with the pricing strategy for established businesses. Lean startups can work concerning their minimum viable product (MVP) and then elaborate with projections for future releases or changes in their income stream structure.

At this point, companies need to present the sources of revenue depending on their origin:

• Product Sales
• Subscription Model
• Freemium Model
• Partnerships with other brands in different niches
• Advertising and Sponsorships
• Monetization

Check our guide on pricing strategy models for more information about how to present this point. You can use revenue stream templates to represent this data in style.

Drill down the cost structure categories and relate them to the Value Chain explained earlier. Show a cost breakdown chart to make it easier for the audience to understand their weight in the total costs.

As this step can be a bit complex to articulate, we recommend you check our guide on Cost Structure to see how you can resume all that information in one slide.

At the business model stage, distribution channels should be briefly introduced since they will be mentioned again in the Distribution Plan . In some industries, it is important to highlight which channels are chosen over others for the sake of revenue and faster operation.

Our Distribution Channels PowerPoint Template is a perfect resource for this.

Presenting the strategic partnerships for the business plan is a way to prove the plan’s potential reach and success factor. On this behalf, companies must list which resources they are sharing with their business partners regarding expertise, technology, distribution channels, or capital, as these elements will impact the cost structure.

You can use the Business Partnership PowerPoint Template to present this information in a professional-looking format.

Stage 3 – Implementation

The business plan is designed to offer a product, deliver a service, or combine both. At this stage, the business plan presentation drills down on how the organization will build/deliver the product/service implementing the business model outlined earlier.  

Describe how the company operates regarding human capital and its roles. Presenters must describe to the audience the hierarchical structure, responsibilities, and how they play a role within the value chain.

You can use Org Charts to represent the roles and responsibilities in the organization visually. It is also advisable to highlight the expertise and experience of the management team, as it helps to build trust.

The Human Resource Plan must refer to your planned recruitment, training, and employee onboarding. Which talent will be required, and how is it planned to build the different teams of the structure.

Check the Go To Market Strategy guide and describe how the Business Plan will enter the market and overcome the initial barriers. Continue with the Marketing Plan limited to 1-2 slides resuming the plan’s tactics to increase brand awareness and the selected channels for this strategy. 

You can use the Marketing Plan Templates help to speed up the process by focusing on the content to fill rather than the design or creating complex charts from scratch.

Present the sales plan describing the full sales process, lead generation, nurturing customers, and conversion strategies.

Use Sales PowerPoint Templates to visually illustrate your sales process, like the Sales Pipeline Slide Template for PowerPoint , which depicts the process from lead acquisition to a closed deal.

Check our guide on Sales Plan for further information on this topic.

This step refers to presenting the product/service development plan, the Quality Assurance processes behind its validation, and your company’s commitment to a continuous improvement process based on surveyed data or customer feedback.

We can refer to testimonials, user case experiences our team successfully troubleshot, or experiences we learned from competitors in the same niche.

Presenting the distribution plan involves addressing logistics topics, supply chain , and sharing fulfillment strategies. Although we already presented the potential distribution channels, this is the step in which you detail how each will interact and their impact on the estimated revenue. 

Present one slide mentioning your company’s approach to these channels, if applicable:

• Direct Sales (either physical store or e-commerce)
• Retail Partnerships
• Wholesalers or Distributors
• E-Commerce marketplaces

This step involves two different approaches depending on the kind of industry we’re in. For traditional business, inventory management in a business plan presentation must highlight how the inventory will be handled to minimize transportation costs or overproduction. Projections must be shown per quarterly period and take into account seasonality if it has a significant impact on the required storage capacity.

On the other hand, e-commerce companies have to present their online infrastructure to secure the product’s availability 24/7, how customer tickets are handled when the customer cannot access the product, server costs, and how we prevent online leaks.

Stage 4 – ROI and Risk Evaluation

This section will outline the Financial Plan of your Business.

Showcase the financial structure, including equity, debt, and potential investors, at the moment of kick-starting this business. It is a good practice to consider the initial funding slide to be a brief summary of those points, with particular emphasis on the funding needs.

Cash Flow Diagrams , Comparison Chart templates , and Timeline templates to showcase when funds help to meet each of the plan’s milestones are good ideas to represent the elements on this slide.

Income and expense projections must be presented over a defined time period by using graphs or charts to clearly visualize the trends supporting each change.

Break down the revenue sources with clear, identifiable icons to showcase: product sales, subscription fees, advertisement, affiliates, etc. Sales estimations have to be realistic and conservative, as they will be contrasted with the production, marketing, administrative, and personnel costs to leave a gross profit margin calculation. 

Evaluation of Projected Return vs. Required 

Demonstrate the feasibility of your business plan. Start by presenting the profit margins in relation to the projection of income and expenses, then introduce the break-even analysis .

Presenters can make their message more relevant by presenting an ROI calculation and contrasting it with industry benchmarks in the same niche. By following this approach, presenters prove how the ROI offered by this business plan aligns with the investment’s risk projection.

Presenting a risk evaluation analysis in a business plan presentation involves introducing both risks and their mitigation strategies. 

Risk Management templates , like the ROAM framework, can help organize potential risk sources by their severity and impact on the organization. A pyramid diagram can be used to demonstrate how risk management can be delegated across the organization to completely eradicate the risk factor depending on its severity. 

The elements you should consider presenting are mainly regulatory changes, market changes, competitors (new or existing), and financial crises. 

The final point in our business plan presentation involves summarizing how key variables can influence the projected returns in our plan. Examples of these variables can be sudden increases in raw materials (affecting production costs and sales prices), a new pandemic (affecting workforce capacity and shortage of raw materials), geopolitical situations like war, etc.

We highly recommend presenting these critical variables using scenario analysis techniques according to measured data. Introduce best-case, worst-case, and most likely-case to give a full panorama of how your organization is prepared against any contingency.

An often overlooked point in a business plan presentation comes when listing the bibliographical information used to craft the business plan. Follow these steps to ensure a professional outcome for this slide or document.

• Use a title like: “Bibliography,” “Source Credits,” or “References.” If your business plan presentation cites examples from other companies, use a “Works Cited” section.
• References are usually shown in the APA style, but the MLE or Chicago style can be requested depending on your location or situation.
• Maintain a consistent style in terms of reference style used, font, text size, and formatting options across the entire slide deck. Footnotes or in-text citations can be used for important data.
• Verbally acknowledge your sources when required throughout the course of your presentation. This helps to establish credibility and respect for other people’s work rather than just dropping a slide with chunks of text.

This section will cover the most commonly asked questions on delivering a business plan presentation.

How many slides should my business plan presentation list?

This will depend entirely on your niche and the complexity of the business plan. Generally, work with at least 15 slides and no more than 30. It is best to use an extra slide rather than overcrowd an existing slide with tons of information.

What is the best format to present a business plan?

There are different options to present any business plan, so the selected option will mostly consist of the presenter’s preferred style and the audience’s age and interests.

• PowerPoint Presentation : You can start from a blank slide and go all the way through a professionally designed PPT template . PowerPoint documents allow you to present images, text, audio, videos, and any kind of graphic to help you convey the core ideas behind the business plan. They can work with any PC or Mac device, as well as mobile devices.
• PDF Documents: This can be a choice made in a hurry or by preference. Sharing a PDF document can work, but you must include the fonts used in the original document, as some compatibility issues can be present. 
• Pitch Deck : Rather than doing a lengthy business plan presentation, a pitch deck consists of a maximum of 15 slides to deliver your proposal concisely. This is the typical approach we can see in TV shows like Shark Tank. 
• Video Presentation : In some cases, using a video in a business plan presentation is relevant, especially if we are to introduce an innovative product in the market. You can use videos to showcase features, present services in a live format, introduce your team, and plenty of other options.

Are printables required in business plan presentations?

Although they are not required, using supplementary material in business plan presentations can be useful. You can prepare reference material for investors, especially involving complex data like graphs in an amplified format (and reference the slide in which they appear and vice versa).

Providing a printable to accompany your business plan presentation helps to give an image of professionalism and respect to your proposal.

What are the don’ts of writing a business plan?

The main purpose of this article is to craft and deliver a business plan presentation. Still, we would like to clarify some common errors seen in business plans that typically affect the performance of the presentation.

• Using overcomplicated language : Jargon or unnecessary acronyms may confuse spectators who are not in touch with all the details relevant to a particular industry. 
• Ignoring the audience : Not considering the variety of interests among investors, partners, and team members can hinder your presentation.
• Neglecting/underestimating competitors : Any realistic business plan considers the existing competitors in their niche and perhaps potential newcomers. Not doing so will leave you unprepared to present a doable business plan.
• Ignoring Risk Assessment : Omitting the Risk Assessment analysis and mitigation strategies does not respect the value investors and your team have. 

How long should the business plan presentation be?

As a general guideline, try to fit your business plan presentation between 20-30 minutes. Some complex plans may require additional time to be presented.

Does the presentation need to be tailored to different audiences? 

Using this tactic can be a winning factor for both investors and your team, as you prioritize effective communication for the roles they are relevant. Take these items into consideration for tailoring the presentation for specific needs.

In-Company Presentation

The focus should be on goal accomplishment and the strategies targeted to the team’s roles. Emphasize how teamwork is the pathway to success and how each individual contributes to the bigger picture.

If new technologies or knowledge are required as part of the business plan implementation, then this is the moment to disclose that information and inform the process to coach the team into it.

Board Meeting

Whenever delivering the business plan presentation to a board of directors, focus on the strategic goals, financial projections, and KPIs. 

Showcase how this business plan aligns with the company’s core values, mission, vision, and long-term strategy. 

Potential Investors

Presenting your unique value proposition, potential ROI, and highlighting the market opportunity is extremely important. Focus on selling your business model and vision with accurate financial projections and growth strategy. 

Dedicate some minutes to present your industry’s competitive landscape and answer why your product or service is a better offering than what competitors produce.

As we can see, creating a business plan presentation is a process that can be time-consuming if we lack the required business plan presentation tools to turn data into visually appealing formats. 

Remember to work concisely without losing the big picture of what you intend to explain. Your presentation is the entry point into the heart of your business; therefore, by adopting a structured approach, you can deliver an experience that engages, inspires, and builds confidence. 

Finally, let’s see some business plan PowerPoint presentation examples & business plan templates that you can use to speed up the presentation design process and save time.

1. Coffee Shop Illustration Business Plan Slides

Create your new business plan presentation with quality vector illustrations for Coffee Shops. Ideal for cafeterias, coffee bars, barista giftshop stores, bookshops and more.

Use This Template

2. Real Estate Business Plan PowerPoint Template

Realtors looking to start their own agencies should take a look at this attractive selection of slides with tailored real estate vector illustrations. These presentation plan slides show the different stages that a prospective buyer may incur, from hiring the services of a Real Estate agent, checking different properties, to finally buying a home.  Graphs and charts are included in vivid colors that are fully editable to meet the required branding.

3. Restaurant Business Model PowerPoint Template

As we’ve seen with the previous cases, these vector images depicting typical restaurant activities can help us build a business plan presentation sample to discuss with our team prior to an important meeting. Save time and money by introducing these professional designs into your presentation.

4. One Pager Business Plan PowerPoint

To briefly summarize the objectives of your business plan, work in-team with this one-pager business plan slide. Ideal to take notes, give a general picture of the current status of the business plan and key growth opportunities.

5. Business Plan PowerPoint Templates

If you want to create the best business plan presentation, this slide deck can make that task 100% easier. Containing all the elements described in this guide, introduce your data and prepare to deliver a powerful speech.

6. Flat Bold Business Plan PowerPoint Template

Another slide deck intended for those looking at how to make a business plan presentation that delivers a memorable experience. With a minimalistic design approach, it perfectly balances formal elements and impactful visual cues to help increase your audience’s retention rate.

7. Car Sharing Business Plan PowerPoint Template

Create the next Uber-like car-sharing service with the help of these carpooling vector illustrations perfectly arranged in a cohesive business plan slide deck. Presenters can explain the ins and outs of their business model with highly detailed graphics that grab the attention of potential investors. Check it out now!

8. Beauty Salon Business Plan PowerPoint Template

Business plan presentations don’t have to look formal or boring. This slide deck is geared towards beauty salon businesses, especially for those targeted to women. Chic design, bold color scheme, and extremely useful tools like a pricing list to present an idea like a subscription-based model where consumers see the total value of their investment.

9. CrossFit Business Plan PowerPoint Template

Finally, we list an option filled with tools and gym vector illustrations for those looking to start a gym business or CrossFit academy. These illustrations were crafted with care to express the core idea on every single slide, such as human-shaped graphs to present relevant KPIs.

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Business Planning, Business Presentations Filed under Business

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Proposal Template

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

Trusted by 65M+ users and leading companies

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.

Training Presentation Template

Works best for:.

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.

Critical Design Review Presentation Template

Presentations, UX Design

Use this template to finalize the design phase of a project. Keep all team members on the same page and ensure that your team’s technical efforts are on track.

Change Management Presentation Template

Presentations, Strategic Planning

Employee resistance to change can block any positive initiative. You won’t have to struggle with it if you clearly communicate what upcoming changes mean and how they’ll benefit your company in the long run. Use our Change Management Presentation Template to outline your implementation strategy and spark enthusiasm among employees.

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Out with the old, in with the new! Showcase your brand’s newly revised strategy with this dynamic Rebranding Presentation Template.

UX Presentation Template

Create a stunning UX presentation with Miro’s memorable slide deck. Customize your slide deck to display your UX research in the perfect format for your audience. Add charts, images, and visuals to present your findings.

How to Write a Business Proposal [Examples + Template]

Published: June 10, 2024

Here’s what every new business owner needs: an extra eight hours in the day, an endless supply of coffee, and, most importantly, a really strong business proposal.

A business proposal can bridge the gap between you and potential clients. Done correctly, it will outline your value proposition and persuade a company or organization to do business with you.

Here, we’ll take a look at the various kinds of business proposals and go over how to write one. We’ll also see some ideas and examples to help guide yours.

Know exactly what you need? Jump to one of the following sections:

What is a business proposal?

How to write a business proposal, business proposal templates, business proposal examples, tips for writing a business proposal, business proposal ideas.

A business proposal is a formal document that’s created by a company and given to a prospect to secure a business agreement.

It’s a common misconception that business proposals and business plans are the same. However, a proposal helps you sell your product or service — not your business itself.

Think of it this way: Instead of assisting your search for investors to fund your business, a proposal helps you seek new customers.

Follow Along With HubSpot's Business Proposal Template

Free Business Proposal Template

Propose your business as the ideal solution using our Free Business Proposal Templates

• Problem summary
• Proposed solution
• Pricing information
• Project timeline

Download Free

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• Begin with a title page.
• Explain your why with an executive summary.
• State the problem or need.
• Propose a solution.
• Share your qualifications.
• Include pricing options.
• Summarize with a conclusion.

Before writing your business proposal, it’s crucial you understand the company. If they’ve sent you an RFP, make sure you read it carefully, so you know exactly what they want.

I recommend having an initial call or meeting with any new clients to ensure you fully understand their objectives. Ask open-ended questions to understand not just what they want but why they want it.

Once you’ve done your research, it’s time to begin writing your business proposal. While there’s no one-size-fits-all approach to writing a business proposal, there are several elements most proposals include. (I designed this example business proposal using Canva .)

1. Begin with a title page.

You have to convey some basic information here. Introduce yourself and your business. Be sure to include:

• Your company’s name.
• The date you submitted the proposal.
• The name of the client or individual you’re submitting the proposal to.

Your title page should reconcile engagement with professionalism. I think of it as your first tone-setter, so you need to make sure yours is sleek, aesthetically appealing, and not too “out there.”

Here’s an example of what a business proposal template looks like when done right.

1. Social Media Marketing Proposal Example

In the business template example below, Social Portal Consulting (SPC) pitches a marketing proposal to Graphic Bean. At first sight, this proposal appeals to the creative. I recommend going a step forward and designing the layout in your or your client’s brand colors.

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Propose your business as the ideal solution using this free template.

Powerful and easy-to-use sales software that drives productivity, enables customer connection, and supports growing sales orgs

How to Create a Business Proposal Presentation: Key Strategies for Success

In today's competitive business landscape, the ability to craft and deliver a compelling business proposal presentation is more crucial than ever. Whether you're seeking investment, pitching to potential clients, or proposing a new project within your organization, the quality of your presentation can significantly impact the outcome. A successful business plan presentation goes beyond merely sharing ideas; it involves persuading your audience, showcasing the value of your proposal, and distinguishing your proposal from the competition. As we delve into the intricacies of creating an engaging proposal presentation, it's essential to leverage modern tools and approaches, such as AI design tools , to ensure your presentation is not only effective but also memorable. This guide will explore the foundational elements of a winning business proposal presentation, offering insights and strategies to help you achieve your goals.

Understanding What Makes a Good Business Proposal

A good business proposal presentation effectively communicates the value of your proposal, engaging and persuading your audience to take the desired action. Understanding the key components that contribute to a successful presentation can significantly increase your chances of achieving your business objectives. Here are the critical elements to consider:

• Clarity of Purpose: Every successful business proposal presentation begins with a clear understanding of its purpose. Whether it's to secure funding, win a contract, or gain approval for a project, your presentation's objective should be clear to your audience from the start.
• Audience-Centric Approach: Tailoring your presentation to your audience's interests, needs, and pain points is crucial. A thorough understanding of your audience allows you to craft a message that resonates and convinces them of your proposal's value.
• Compelling Value Proposition: Your proposal should clearly articulate how your solution solves a problem, fills a gap, or offers a unique advantage. Highlighting the benefits and outcomes your audience can expect is key to engaging them.
• Strong Structure and Flow: A coherent structure helps guide your audience through your presentation seamlessly. Starting with an introduction, followed by the problem statement, your solution, benefits, and concluding with a call to action, ensures your presentation is easy to follow.
• Visual Appeal and Engagement: The use of visuals, including charts, graphs, and images, can enhance understanding and retention. Incorporating AI design tools can help create visually appealing presentations that stand out. Moreover, paying attention to presentation sizes ensures your visuals are optimized for clarity and impact, regardless of the viewing platform or device.
• Evidence and Credibility: Supporting your claims with data, case studies, testimonials, or endorsements adds credibility to your proposal. Demonstrating a track record of success can significantly persuade your audience.
• Persuasive Delivery: The way you deliver your presentation can be just as important as the content itself. Confidence, enthusiasm, and the ability to engage with your audience through storytelling or interactive elements make your proposal more convincing.
• Preparation and Practice: Familiarity with your material and rehearsal are essential to delivering a smooth, confident presentation. Practicing allows you to refine your timing, transitions, and handling of potential questions.

By focusing on these essential components, you can create a business proposal presentation that not only communicates the value of your proposal effectively but also resonates with your audience, increasing the likelihood of achieving your desired outcome.

11 Tips to Create an Effective Business Proposal Presentation

• Start With a Clear Value Proposition: Your value proposition is the cornerstone of your business plan presentation. It succinctly articulates why your product or service is unique and how it solves a problem for your potential client or investor. A compelling value proposition is clear, concise, and directly addresses the needs of your audience, setting the stage for a persuasive proposal presentation.
• Know Your Audience: Tailoring your presentation to the specific interests, needs, and pain points of your audience is crucial. Understanding who they are, what they care about, and their business challenges enables you to craft a proposal that resonates with them. This personalization makes your audience feel seen and understood, increasing the likelihood of a positive response.
• Define Your Objectives: Clearly defining what you aim to achieve with your presentation helps you stay focused and deliver a coherent message. Whether you're seeking funding, a partnership, or a new client, your objectives should guide the content and structure of your presentation, ensuring every slide moves you closer to your goal.
• Competitive Analysis: Presenting a thorough competitive analysis demonstrates that you understand the market landscape. Highlighting what sets your offering apart using Infographic Maker tools can visually communicate your competitive edge effectively. Utilize Infographic Templates to organize this information in a clear and engaging way.
• Storytelling: Integrating storytelling into your business proposal presentation makes your message more memorable and engaging. Share the story of your brand, the challenges you've overcome, or the success of your solutions in real-world scenarios. This approach helps build an emotional connection with your audience.
• Practice Your Delivery: Rehearsing your presentation multiple times helps refine your delivery and ensures you can convey your message confidently and clearly. Practicing also allows you to adjust your timing, ensuring you cover all key points within your allotted time.
• Engage Your Audience: Interactive engagement keeps your audience involved and interested. Ask questions, encourage participation, and use Slideshow Maker tools to create dynamic slides that invite interaction. Make Slideshow Designs that incorporate multimedia elements to maintain attention and foster a memorable experience.
• Handle Questions Confidently: Anticipate potential questions from your audience and prepare thoughtful responses. This readiness demonstrates your expertise and confidence in your proposal, reassuring your audience about the feasibility and value of your offering.
• Follow Up: The work doesn't end with the final slide. A prompt follow-up with attendees to thank them for their time, address any additional questions, and provide further information keeps the conversation going and reinforces your key messages.
• Design Matters: The visual design of your presentation plays a significant role in engaging your audience. Presentation Templates can help ensure your slides are professional and cohesive. Paying attention to layout, color schemes, and typography enhances the readability and impact of your message.
• Research and Data Use: Supporting your claims with research and data lends credibility to your proposal. Utilize Graph Maker tools to create engaging visual representations of your data. Graph Templates can help simplify complex information, making it easier for your audience to grasp the value of your proposal.

11 Steps For How To Deliver a Winning Business Proposal Presentation

• Preparation: Begin with in-depth research on your topic and audience. Understanding the needs and expectations of your audience allows you to craft a proposal that speaks directly to them. Preparation involves not only content creation but also familiarizing yourself with the presentation tools and technology you will use.
• Outline Your Presentation: Structuring your presentation ensures that it flows logically and covers all necessary points. An outline serves as a roadmap, guiding you through the introduction, body, and conclusion of your presentation. It helps maintain focus and coherence, making your message more persuasive.
• Design Engaging Slides: Use Pitch Presentation Templates to create slides that are visually appealing and aligned with your brand. These templates save time and ensure your presentation has a professional look and feel. A well-designed slide deck helps convey your message effectively and keeps your audience engaged.
• Craft a Compelling Story: Storytelling can transform a standard presentation into an engaging narrative. Weave a story through your presentation that connects your business proposal to the needs and goals of your audience. This method makes your proposal more relatable and memorable.
• Incorporate Data and Visuals: Utilize Graph Maker and Graph Templates to present data in a visually appealing way. Charts, graphs, and infographics make complex information more digestible and engaging, helping to underscore your points and strengthen your argument.
• Practice Your Pitch: Rehearsing your presentation multiple times is key to a confident delivery. Practice helps you refine your timing, ensure smooth transitions between slides, and become more comfortable with the material, reducing the likelihood of stumbling during the actual presentation.
• Set Up the Room: Arrive early to set up the presentation space. Ensure the technology works, arrange seating to encourage engagement, and prepare any handouts or materials you plan to distribute. A well-set room can enhance the delivery of your presentation and make your audience more receptive.
• Engage Your Audience: Use interactive elements to keep your audience engaged. This could include posing questions, incorporating live polls, or inviting audience participation at various points. Engagement increases retention and makes your presentation more impactful.
• Anticipate Questions: Being prepared to answer questions shows depth of knowledge and preparation. Think about potential queries your audience might have and prepare clear, concise responses. This readiness enhances your credibility and the persuasive power of your presentation.
• Use Technology Wisely: Leverage technology to enhance your presentation. Appy Pie’s Slideshow Maker can help you create dynamic presentations that include interactive elements, multimedia, and animations. Using technology effectively can elevate your proposal and make it stand out.
• Conclude Strongly: End your presentation with a powerful conclusion that summarizes key points and includes a clear call to action. A strong conclusion leaves a lasting impression and encourages your audience to take the next steps.

Incorporating these detailed steps and tips into your business proposal presentation strategy can significantly enhance the effectiveness and impact of your proposal.

Business Proposal Presentation Examples

• Tech Startup Seeking Venture Capital: A tech startup aiming to secure funding from venture capitalists presents a proposal showcasing its innovative software solution designed to streamline remote work collaboration. The presentation begins with a compelling story of how the idea came to be, supported by market research illustrating the growing demand for remote work tools. Graphs highlight user growth and engagement metrics, demonstrating potential profitability. The presentation uses dynamic visuals and videos to demo the product's unique features, setting it apart from competitors. The conclusion includes a clear ask for investment, outlining how the funds will be used to fuel growth and market expansion.
• Consulting Firm Offering Services to Small Businesses: A consulting firm specializing in digital transformation strategies for small businesses creates a proposal aimed at helping a local retailer enhance its online presence. The presentation outlines the current challenges faced by the retailer, such as low online sales and limited digital marketing efforts. It then transitions into a tailored solution that includes a step-by-step plan for building a robust e-commerce platform, leveraging social media for marketing, and employing data analytics for customer insights. Infographics are used to depict success stories from similar businesses, and the proposal concludes with a detailed breakdown of services offered, timelines, and pricing.

How to Make an Engaging Business Proposal Presentation with Appy Pie Design?

• Getting Started with Appy Pie's AI Presentation Maker: Begin by accessing Appy Pie Design and selecting the AI Presentation Maker . This tool simplifies the creation process by providing an intuitive interface. To start, input a brief description of your business proposal or the main idea you want to convey. The AI technology will then generate a draft of your presentation, offering a solid foundation to build upon.
• Customizing Your Presentation: Once you have the initial draft, explore the various customization options. Appy Pie offers a wide range of Presentation Templates that you can choose from to match your brand identity or the tone of your business proposal. Customize the color scheme, fonts, and layouts to ensure your presentation aligns with your business's visual branding.
• Adding Data Visualizations: To make your proposal more compelling, incorporate data visualizations using Appy Pie's Graph Maker. You can easily create charts and graphs to represent your data clearly and engagingly. These visual elements can help highlight key points and make complex information more accessible to your audience.
• Enhancing with Multimedia: To further engage your audience, add multimedia elements to your presentation. Appy Pie's Slideshow Maker allows you to embed videos, images, and audio clips directly into your slides. This can be especially effective for demonstrating product features, showcasing testimonials, or simply adding a dynamic element to your presentation.

By following these steps and utilizing AI for presentation , you can create an engaging and visually appealing business proposal that captures the attention of your audience and effectively communicates the value of your proposition.

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• Presentations

25+ Best Free & Premium PowerPoint Templates for a Business Proposal Presentation 2024

Central - Free Multipurpose Business PPT

• 41 total slides
• resizable graphics
• data charts and infographics included

Free Business PowerPoint Template

• 263 unique slides
• theme color option
• based on master slides
• uses free font

STRATEGY - Free PPT Template

• 5 color themes
• vector icons
• clean and minimal design

Innovation Free PowerPoint

• 60+ unique slides
• media placeholders
• provides free support

Using a premium template is always the best ideal. Professionally designed templates can help if you're not confident in your design skills or don't have the time to start from scratch.

Here are some of the best premium business proposal PPT templates from Envato Elements:

Travel Proposal PowerPoint Template

This business proposal PowerPoint template is designed for travel. It comes with themed slides so you can go into detail about the itinerary, pricing, and more. Just add your content and it's ready to use!

Business PowerPoint Presentation

With proposal presentation examples like this, you can share data about your team and project. Every slide has modern and minimal design with drag-and-drop placeholders. It also offers free support.

Business PowerPoint Project Template

This multipurpose project presentation template has a modern, clean design. It's a great starting point to make a proposal in PowerPoint. It includes 30 slides, along with free fonts and vector graphics. 

Purple Lime White PPT Template

This brightly colored business proposal presentation features:

• 400+ authentic icons
• image galleries
• infographics
• data charts
• drag-and-drop placeholders

Proposal PowerPoint Template

This PowerPoint proposal template set keeps things simple. It includes five standard and five widescreen PowerPoint files. There are 30 slides and five different color schemes to choose from.

Business Proposal PPT Template

This proposal presentation template includes:

• an editable world map
• 6 pre-made color themes

Minimalist PowerPoint Presentation

This PowerPoint proposal template has plenty to offer. It includes 90 unique proposal slide options. The design is minimal, modern, and makes for a great PPT for 2024. It's easy to change the colors.

Business Proposal Template PPT

The Proposal presentation template includes over 35 editable slide masters. Customize it with your own photos and copy. It includes vector graphics that are easy to edit and keep your visuals looking great.

Project Proposal - PowerPoint Template

You'll find more than 25 slides in this PowerPoint project template for 2024. This download features easy color scheme customization for your presentation. Enjoy the free fonts used and image placeholders.

THE LINE Animated Business PPT

This project presentation template comes with a massive variety of over 50 proposal slide options. You'll be able to create a nice PPT with data, tables, and more. All the elements are vector shape.

Kaxoba PPT Business Proposal

Introduce your team and goals with this proposal presentation template:

• tasteful and aesthetic colors
• free web fonts
• a 16:9 widescreen ratio

Business Proposal Presentation

If you love a modern and colorful PowerPoint project template, check this out. Its layouts have plenty of white space and nice colors. You also get handcrafted graphics and image placeholders.

Website & App Portfolio PPT Presentation

Work with one of the best proposal presentation examples featuring:

• 200+ SVG icons
• editable data charts
• easy-to-edit elements

Aktivt - Pitch Deck Presentation

Add a splash of color to presentation. These 30 slides let you drag and drop your media in the placeholders and device mockups. Place your data in the product slides, charts, and graphs. You'll have a beautiful proposal!

Cuttage PPT Business Proposal

Put your projects in good hands with this proposal presentation template. Its 32 slides allow you to change the color schemes, add charts, graphs, and so much more. You can use this in almost any industry.

Proposal - Business PowerPoint

This template is the perfect way to talk about your project. You can add zoom effects and cool transitions with the 32 slides. In a few clicks, transform this template into one of the best proposal presentation examples.

Pitch Deck Presentation Template

This template PPT set includes a dark purple color palette with some hints and gradients of color. It's got more than 30 proposal slide options. That's plenty to showcase your business project proposal.

Seconday - Business Proposal PPT

The Seconday business proposal PowerPoint template offers more than 30 different slides in three color schemes to match your company's branding. Also, choose between light and dark business slides. 

Engineering Proposal PowerPoint

As the name suggests, this template is ideal for an engineering proposal. Enjoy:

• 30+ creative slides
• full HD graphics
• animations and transitions
• a print-ready layout
• included icons

Business Proposal PowerPoint

Here's a high resolution proposal template with a a cool, modern design that'll make your presentation stand out. It's easy to add your own images to the built-in placeholders and device mockups.

MOUTLEY - Brand Proposal PPT

This project proposal template has everything you need to create a stunning business presentation. Edit the graphs and charts, and add your own data with a couple of clicks. It includes many color schemes.

Seoul Business Proposal Presentation

This proposal slideshow has a modern design to present stunning business projects. It includes 20+ unique slides so you can easily match your presentation to your company's branding.

Take a look at this PowerPoint proposal template with a modern and cool design. Enjoy 30 slides with drag-and-drop media placeholders. Quickly customize your slides with your own branding!

Oliver Proposal PowerPoint Template

With the Oliver project presentation template, you'll get:

• 34 modern slides
• a dedicated project proposal slide
• a help file

Dasya PPT Business Presentation

This is another minimalist business proposal PowerPoint template. The set includes 37 slides. All the graphics in here are easy to edit and feature drag-and-drop customization based on master slides.

Proposale - Project PPT Template

Proposale is a proposal slideshow that offers these cool features:

• drag-and-drope image placeholder
• esizable and editable graphics

Slowlykind - Corporate Business PPT

Slowlykin is a project presentation template with a theme that blends images and text together well. You get 36 cool slides with editable graphics to put together the ideal proposal slideshow. And it uses free fonts!

Business PPT Presentation

With this PowerPoint project template, you can edit slides quickly and easily. You get 40 slides and elements to spice up your layouts. In just a few clicks, you'll have a proposal you'll be happy to present.

Templates are a good way to save time on creating business proposals while benefiting from great design. Get a beautifully-designed and full-featured PowerPoint proposal template on Envato Elements.

Download as many business proposal and pitch deck templates , as well as all the premium assets you want for one low monthly fee.

Don't miss out on these top proposal presentation examples. There are plenty of business proposal PowerPoint template options to choose from. Grab yours and start creating today!

Editorial Note: This article has been completely rewritten to make it more usable for the reader.

The Easy Guide to Making a Business Plan Presentation

Failing to plan is planning to fail.

That’s why a business plan is crucial to your business. If you want to make sure that the promising business idea in your head is feasible, you have to start with a business plan .

Visuals make anything easier to understand. That’s why including them in your business plan presentation is a foolproof way to ensure that it’s readily welcomed by your audience and digested without confusion.

By no means is this business plan template limited to presentations; you can also include these diagrams in your business plan documents to make them more readable.

Following are downloadable Simple Business Plan Templates

• Business Plan Template PDF
• Business Plan Template Word
• Business Plan Template PowerPoint

What is a Business Plan?

Benefits of using a business plan presentation, executive summary, company profile, customer profiles.

• Perpetual Map
• Porter’s Five Forces

SWOT Analysis

Pest analysis, competitor profile.

• Competitive Intelligence

Marketing and Sales Strategies

Organizational structure and management, product canvas, value proposition canvas.

• Financial plan

Common Mistakes to Avoid When Creating a Business Plan Presentation

Faqs about business plan presentations, want to extend the guide to creating a business plan presentation.

Let’s start by clarifying the business plan definition.

A business plan is a document that describes your business in terms of what it does, the products and services it offers, your business strategy and business goals, and your action plan outlining how you plan to achieve your goals and earn money.

The main purposes of a business plan are to

• Show the future financial performance of the company and its economic situation for the owners and investors.
• Help identify risks that may affect the growth of the company and provide strategies to overcome them.
• Help make predictions about market trends, competitor behavior, customer requirements and define and prioritize key business objectives .
• Serve as a key resource for developing budgets

Clarity and Communication

A business plan presentation helps you communicate your business idea, goals, and strategies with clarity. It allows you to distill complex information into concise and visually appealing slides, making it easier for your audience to understand and grasp the key points. Presenting your business plan in a structured and organized manner enhances clarity and ensures that your message is effectively communicated.

Engaging and Persuasive

A well-designed and well-delivered business plan presentation can be highly engaging and persuasive. By using visual aids, such as graphs, charts, and images, you can capture the attention of your audience and create a memorable impact. Effective storytelling and compelling visuals can help you convey the value proposition of your business, showcase market opportunities, and convince investors, stakeholders, or potential partners to support your venture.

Feedback and Interaction

Presenting your business plan allows you to receive immediate feedback and engage in discussions with your audience. This feedback can be invaluable in refining your business strategy , identifying potential gaps or weaknesses, and addressing questions or concerns. The interactive nature of a presentation enables you to have a dialogue, gather insights, and build relationships with key stakeholders. It also provides an opportunity to demonstrate your expertise, passion, and confidence, which can further strengthen your credibility and increase the likelihood of securing support or funding for your business.

The Key Elements of a Business Plan

A business plan should contain the following key components.

• Executive summary
• Company profile
• Market analysis
• Marketing and sales strategies
• Organizational structure and management
• Services and products

Although this comes first, it’s smarter to write it at the end. The executive summary of your business plan should explain what is great about your business model and its products or services.

It should be concise and appealing to the reader. And it’s easier to write a meaningful summary once you have filled in the rest of your plan.

Your company profile should provide details on,

• Company history
• Overview of the company
• Mission Statement
• Key resources
• Business contact information
• Products or services
• Location details
• The market you serve
• Your key customers
• The customer issue you seek to solve

All these details can be presented in a much nicer way with an infographic like the one below. It’s easier to read and understand and more compact and clearer than paragraphs of detail.

Market Analysis

Through a market analysis , you can find enough detail to define your target market, its size, customer segments, and their needs.

Your market analysis should also include a competitor analysis, where you will research your key competitors in terms of their influence in the market, their strengths and weaknesses, the threats they pose to you, their products and services, their pricing plans, their marketing strategies etc.

Some visual techniques you can use in this section to present your data are

These aptly summarize all your findings on your customers such as their demographic details, jobs, responsibilities, needs, challenges etc.

Perceptual Map

This tool helps you depict and analyze how your (potential) target customer perceives the brands or products of your competitors. It helps you make sense of your product or service’s competitive positioning through the survey data at your hand.

Porter’s Five Forces

This tool is used to assess your business competitive strength and position against your competitors. Using it you can understand whether your new product or service is profitable.

SWOT analysis is a great way to determine the strengths and weaknesses of your competitors and the opportunities and threats they bring to you within the industry. You can also use it to assess the capabilities of your own company.

More on SWOT Analysis: What, Why and How to Use Them Effectively

PEST stands for Political, Economic, Socio-Cultural and Technological factors. It’s a great way to examine how the external forces in your market can impact your company. It will also help you shape your marketing strategy and develop your risk management plan.

View More More on SWOT Analysis: PEST Analysis Tools

All the details you have gathered on your competitors, such as their sales numbers, strategies, partners, suppliers etc. can be organized here. It’s a great way to prepare your competitor analysis data to be added to your business plan presentation.

View More Competitor Analysis Tools

Competitive Intelligence Mind Map

Or you can convey these data in a mind map. You can use Creately Viewer to add this to your online documents, websites, intranet, Wiki, or business plan presentations. This way you can view any links included in the mind map and navigate through it easily.

You can learn how to use these tools along with other useful techniques in more detail in;

View More Market Strategy Planning Tools

This is where you outline how you plan to market and sell your product. It’s easier to do now as you have extensive knowledge about your market, target customer and your competitors.

With your marketing strategy, you have to consider factors like your marketing or communication channels, marketing goals, marketing budgets, resources etc.

With your sales plan , pay attention to your sales targets, sales tools, resources etc.

You can use mind maps to visualize all this data to your audience. You can either use two mind maps to outline your sales and marketing strategies separately or a single mind map to showcase both.

Marketing and Sales Plan Template

If you want separate a marketing plan and sales plan, check out the templates below,

• Marketing Plan Template for Business Plan Presentation
• Sales Plan Template for Business Plan Presentation

Who are the key personnel involved in your organization? List them down in this section along with their expertise.

Use an organizational chart to represent your team, their roles and skills. It can help you highlight the hierarchy of your organizational structure as well.

Services and Products

This section explains your services or products and how they can benefit the customers. Here are some visualizations you can use to make this section more interesting to your audience.

Product canvas is a tool used to map, design and describe your product strategy. It takes into consideration your target audience, the important features of your product decided by storyboards , epics, design sketches, mockups , and the tasks you need to carry out to build the product.

Learn about this in more detail here .

It’s a tool you can use to ensure that your product or service fits the requirements of your customer. It helps you look into

• The value you can deliver to the customer via your product or service
• Which customer problems/s that you are trying to solve
• Which is the job that your product helps the customer to finish
• Which customer needs you are satisfying
• What are the different products you are offering to each customer segment

Financial Plan

This is the section where you provide all financial information related to your business. This section is required if you are presenting your business plan to investors.

It will include both historical data such as cash flow statements,profit and loss statements, income statements etc. and financial projections based on the impact of your new product.

If you are pitching a new product to your investors, you may also want to include your funding requirements.

For a business plan presentation, you can use a digital database of your financial information with a simple Creately mind map. You can link up all your financial statements on your mind map.

This way anyone who refers to the mind map can easily access the linked resources from one single place.

Overloading with Information

One of the most common mistakes is including too much information on each slide. This overwhelms the audience and makes it difficult for them to follow along. Keep your slides concise and focused on key points. Use bullet points or visuals to convey information effectively.

Lack of Visual Appeal

A presentation that lacks visual appeal can fail to engage the audience. Avoid using too much text and opt for visually appealing elements such as images, graphs, and charts. Use a consistent color scheme and fonts that are easy to read. Make sure your visuals support your message rather than distract from it.

Ignoring the Audience’s Needs

It’s essential to consider the needs and interests of your audience when creating a presentation. Tailor your content to address their concerns and provide relevant information. Avoid using jargon or technical terms that your audience may not understand. Focus on presenting the most compelling aspects of your business plan that align with their interests.

Lack of Practice and Rehearsal

Presenting a business plan without sufficient practice and rehearsal can lead to a lack of confidence and a disjointed delivery. Practice your presentation multiple times to become familiar with the content, timing, and transitions. Rehearse in front of a mirror or a small audience to receive feedback and improve your delivery.

By avoiding these common mistakes, you can create a compelling and effective presentation that effectively communicates your business plan to your audience.

In this post we have explained how to create a business plan presentation step-by-step. Make use of the templates that are provided to make your presentation more eye-catching and easy-to-understand.

Here are some more tips on making your presentation a hit.

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Amanda Athuraliya is the communication specialist/content writer at Creately, online diagramming and collaboration tool. She is an avid reader, a budding writer and a passionate researcher who loves to write about all kinds of topics.

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How to Make a “Good” Presentation “Great”

• Guy Kawasaki

Remember: Less is more.

A strong presentation is so much more than information pasted onto a series of slides with fancy backgrounds. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others. Here are some unique elements that make a presentation stand out.

• Fonts: Sans Serif fonts such as Helvetica or Arial are preferred for their clean lines, which make them easy to digest at various sizes and distances. Limit the number of font styles to two: one for headings and another for body text, to avoid visual confusion or distractions.
• Colors: Colors can evoke emotions and highlight critical points, but their overuse can lead to a cluttered and confusing presentation. A limited palette of two to three main colors, complemented by a simple background, can help you draw attention to key elements without overwhelming the audience.
• Pictures: Pictures can communicate complex ideas quickly and memorably but choosing the right images is key. Images or pictures should be big (perhaps 20-25% of the page), bold, and have a clear purpose that complements the slide’s text.
• Layout: Don’t overcrowd your slides with too much information. When in doubt, adhere to the principle of simplicity, and aim for a clean and uncluttered layout with plenty of white space around text and images. Think phrases and bullets, not sentences.

As an intern or early career professional, chances are that you’ll be tasked with making or giving a presentation in the near future. Whether you’re pitching an idea, reporting market research, or sharing something else, a great presentation can give you a competitive advantage, and be a powerful tool when aiming to persuade, educate, or inspire others.

• Guy Kawasaki is the chief evangelist at Canva and was the former chief evangelist at Apple. Guy is the author of 16 books including Think Remarkable : 9 Paths to Transform Your Life and Make a Difference.

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Handmade Crafts Business Project Proposal

It seems that you like this template, handmade crafts business project proposal presentation, free google slides theme, powerpoint template, and canva presentation template.

Download the Handmade Crafts Business Project Proposal presentation for PowerPoint or Google Slides. A well-crafted proposal can be the key factor in determining the success of your project. It's an opportunity to showcase your ideas, objectives, and plans in a clear and concise manner, and to convince others to invest their time, resources, and support in your vision. Think of it as your chance to make a case for your project and to motivate others to join you on your journey. Well, that journey begins here, with our editable template for Google Slides and PowerPoint presentations. Download it and start working on your proposal.

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• 100% editable and easy to modify
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• Includes 500+ icons and Flaticon’s extension for customizing your slides
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Trending searches, productivity, social media, generate stunning ai-powered visuals.

A girl rides a skateboard while walking her dog. The girl is wearing a purple sweatshirt, baggy jeans and boots. She has expressive, round brown eyes and a look of determination. The background is an out of focus park and the girl is in a 3d illustrated animation style.

A watercolor hummingbird, centered, in red and yellow with a soft cream, watercolor background.

A banana with sunglasses surfing a blue wave.

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A yellow sun with orange rays rises over white and purple clouds in a pop art style. There should be a halftone effect and screen printing aesthetic. The orange rays radiate outward and fill the background.

A group of assorted donuts in a pink bakery box.

A portrait of a man in a digital collage style. The man is wearing thick red glasses with circular patterns in blue and orange on the inside of the frames. The man is in a red polka dot shirt with a background of thick, brightly colored lines in pink, blue, and red. Collaged into the background is a ferris wheel and a circus tent.

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AI Presentation Maker - Generate Presentations Instantly

• Generate ready-to-use presentations from a text prompt.
• Select a style and Visme’s AI Presentation Maker will generate text, images, and icon.
• Customize your presentation with a library of royalty-free photos, videos, & graphics.

Generate a presentation with AI

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Presentations Engineered With Visme’s AI Presentation Maker

Ai presentation maker prompt 1.

Craft a presentation outlining a leading company’s cutting-edge innovations in AI-powered hardware, emphasizing their impact on enhancing workplace productivity and efficiency.

AI Presentation Maker Prompt 2

Generate a comprehensive presentation highlighting the latest digital marketing trends, focusing on strategies for enhancing brand visibility and customer engagement across diverse platforms.

AI Presentation Maker Prompt 3

Create a detailed presentation elucidating a company’s diversified investment portfolio, emphasizing its robust performance, risk mitigation strategies, and the potential for sustainable long-term growth.

AI Presentation Maker Prompt 4

Develop a compelling presentation showcasing a company’s groundbreaking medical devices and software solutions, emphasizing their role in revolutionizing patient care, treatment efficacy, and healthcare accessibility worldwide.

How it works

How to generate AI presentations with Visme

Save time and create beautiful designs quickly with Visme AI. Available inside the Visme template library, this AI Powerpoint generator is ready to receive your prompts and generate stunning ready-to-use presentations in minutes.

• Log in to the Visme dashboard, and open the template library by clicking on Create New button -> Project -> Presentations. Inside the template library, scroll down and click on the Generate with AI option.
• In the popup that opens, type in a prompt and describe in detail what aspects your presentation should feature. If you don’t provide enough information, chatbot will ask you follow-up questions.
• Visme Chatbot will suggest template styles; choose the most relevant for your presentation, and wait for the AI to create the design. Preview, regenerate or open your project in the Visme editor.
• Customize your project in Visme: Pick a color theme or create your own, edit text, and use assets from Visme’s royalty-free library of photos, videos, and graphics, or create your own with AI tools.

Features of the AI Presentations Maker

Ready-to-use presentations in minutes.

Starting is often the hardest part of a project. Visme’s free AI presentation maker helps you overcome this block and generates results within minutes. Create AI PowerPoint online presentations quickly with a good first draft that is ready to use with minimal or no customization.

Customize every part of your presentation

Visme editor is easy to use and offers you an array of customization options. Change the color theme of your AI-generated presentation, text, fonts, add images, videos and graphics from Visme royalty-free library of assets or generate new ones with AI image generator, AI image touchup tools, or add your own. For more advanced customization, add data visualizations, connect them to live data, or create your own visuals.

Add your branding

Stay on-brand even with AI-generated presentations. Quickly and easily set up your brand kit using AI-powered Visme Brand Wizard or set it up manually. Use your brand colors and fonts in AI-generated presentations. Add your logo and upload your brand assets to make a presentation match your company’s branding.

Download, share or schedule your presentation

Share your presentations generated with Visme AI Designer in many ways. Download them in various formats, including PPTX, PDF and HTML5, present online, share on social media or schedule them to be published as posts on your social media channels. Additionally, you can share your presentations as private projects with a password entry.

More than just an AI Presentation Maker

Beautify your content

Unique Elements & Graphics

Browse through our library of customizable, one-of-a-kind graphics, widgets and design assets like icons, shapes, illustrations and more to accompany your AI-generated presentations.

Visualize your data

Charts & Graphs

Choose from different chart types and create pie charts, bar charts, donut charts, pyramid charts, Mekko charts, radar charts and much more.

Make it engaging

Interactivity

Share AI-generated presentations online with animated and interactive elements to grab your audience’s attention and promote your business.

More AI tools in Visme

Ai image generator.

The Visme AI Image generator will automatically create any image or graphic. All you need to do is write a prompt and let AI magic do the rest.

Visme AI Writer helps you write, proofread, summarize and tone switch any type of text. If you’re missing content for a project, let AI Writer help you generate it.

AI Text-to-Speech Generator

Convert text to speech with the AI Text-to-Speech generator. Input copy, select from 6 voices. Language detection and audio generation are automatic.

AI TouchUp Tools

The Visme AI TouchUp Tools are a set of four image editing features that will help you change the appearance of your images inside any Visme project. Erase and replace objects that you don’t want in your photos.

Save yourself hours of work with AI Resize. This feature resizes your project canvas and adjusts all content to fit the new size within seconds.

The Brand Wizard

The AI-based Visme Brand Wizard populates your brand fonts and styles across a beautiful set of templates.

Make the most of Visme’s features

Choose the perfect visual from our extensive photo and video library . Search and find the ideal image or video using keywords relevant to the project. Drag and drop in your project and adjust as needed.

Incorporate 3D illustrations and icons into all sorts of content types to create amazing content for your business communication strategies. You won’t see these 3D designs anywhere else as they’re made by Visme designers.

When you share your Visme projects, they’ll display with a flipbook effect . Viewers can go from page to page by flipping the page like a digital magazine. If you don’t want the flipbook effect, you can disable it and share as a standard project.

Remove the background from an image to create a cutout and layer it over something else, maybe an AI-generated background. Erase elements of the image and swap them for other objects with AI-powered Erase & Replace feature.

Create scroll-stopping video and animation posts for social media and email communication. Embed projects with video and animation into your website landing page or create digital documents with multimedia resources.

With Visme, you can make, create and design hundreds of content types . We have templates for digital documents, infographics, social media graphics, posters, banners, wireframes, whiteboards, flowcharts.

Design and brainstorm collaboratively with your team on the Visme whiteboard . Build mind maps and flowcharts easily during online planning and strategy sessions. Save whiteboards as meeting minutes and ongoing notes for projects.

Edit your images , photos, and AI image-generated graphics with our integrated editing tools. On top of the regular editing features like saturation and blur, we have 3 AI-based editing features. With these tools, you can unblur an image, expand it without losing quality and erase an object from it.

Frequently Asked Questions (FAQs)

How can i get better results with the ai presentations maker.

Like any AI generator from a text tool, the prompt is everything. To get better results with the AI Presentation maker, you need better prompts. Write the prompt to be as detailed as possible. Include all the content topics you want the presentation to cover. As for style elements, there’s no need to include it in the prompt. Focus on choosing the style that you like from the Chatbot suggestions. Try to select the style that already features the color palette and shapes that you like. AI will change icons and photos based on text it generates.

How many AI Presentations can I generate?

Visme AI Presentation Maker is available in all plans and works on a per-credit basis. Every free account gets 10 credits, Starter accounts get 200, Pro gets 500 and Enterprise is unlimited. Every design generation costs 2 credits and usage of other AI tools costs 1 credit.

Is the Visme AI Designer a third-party API?

No, Visme AI Presentation maker was developed in-house and is a unique tool. However, it does use third-party APIs: ChatGPT and Unsplash.

Are the AI-generated presentations I make copyright-free?

All designs you create with AI Presentation are copyright and royalty-free. You can use them both for personal and commercial use without any problems.

What can Visme AI Designer do?

Visme’s AI design generator can:

• Generate full designs for various content types, including presentations, documents, printables, and social media graphics. Click here to view the full list of document, printable, and social media graphics subcategories.
• Follow your instructions for the text you want in your projects, although not word for word.
• Adapt photos and icons to complement the generated text.
• Create charts, graphs, and tables.
• Handle one project at a time.
• Include animations in projects only if the selected style features animation.
• Generate designs with a maximum length of 10 pages.

What can’t Visme AI Designer do?

Visme’s AI design generator can’t:

• Generate infographics, charts/graphs, whiteboards, web graphics, videos, or GIFs.
• Reproduce your text verbatim.
• Customize based on your specifications for color, shapes, graphics, and design style. Select a style that already resembles what you want in your project, and you can manually edit all design elements in the Visme editor.
• Create or modify diagrams, data widgets or infographics.
• Crawl external websites and gather information from them.
• Handle multiple projects at once.
• Generate designs more than 10 pages in length.

👀 Turn any prompt into captivating visuals in seconds with our AI-powered design generator ✨ Try Piktochart AI!

AI-Powered Poster Generator

With the Piktochart AI poster generator, you can turn any prompt into a gorgeous poster in seconds. No design skills? No problem. Just tweak it as you wish, then share your poster.

The new way of creating posters

Create in a Flash

Prompt to poster in 10 seconds

Say goodbye to complicated design steps. Simply type in your theme and watch as our AI poster maker transforms it into reality.

AI Image Generation

Bring your vision to life

Go stock photos and generate images that are contextualized to your needs with our advanced AI image generator. Put your creativity to the test and generate highly realistic images that make you stand out.

Create Without Limits

Where every idea finds its canvas

For events, marketing, learning, or personal creations, Piktochart AI delivers captivating poster designs for every need. Dive into a universe of impressive imagery tailored to suit any subject.

Create Your Vision

Piktochart starts, you put the finishing touches

Our AI sets the stage with a professionally crafted poster, then passes control to you, allowing you to modify and refine each detail to amplify your visual impact while keeping true to your brand.

Posters created using Piktochart’s AI-powered poster maker

Professionals like you use Piktochart’s free online poster maker to:

• Create eye-catching promotional materials that align with brand identity, ideal for advertising campaigns, product launches, and trade shows.
• Design captivating posters for corporate events, webinars, and conferences.
• Communicate new offers, services, or store openings.

HR & Internal Comms

• Internal announcements, motivational quotes, or event notifications.
• Job advertisements and onboarding materials to attract and welcome new employees.
• Convey important company policies and reminders through clear, engaging posters, ensuring better compliance and awareness.

NGOs and Government Organizations

• Develop impactful posters for awareness drives, fundraising events, and community outreach programs.
• Attract volunteers, highlighting the roles, benefits, and the difference they can make.
• Announce charity events, workshops, and seminars.

• Create informative posters on health topics, wellness tips, and medical advisories.
• Showcase healthcare services, specialist departments, and new medical technologies available at healthcare facilities.
• Display important health and safety protocols within healthcare settings.

How to Make a Digital Poster

1. Define Your Story

Briefly describe (within 120 characters) the purpose behind your poster. Whether it’s for promotion, making an announcement, driving awareness, or sharing health information.

2. Select from Our Varied Poster Designs

Jumpstart your project with our array of ready-to-use poster templates, perfect for shining a spotlight on any subject. After picking your preferred design, you’ll find yourself in our editing suite.

3. Tweak the Design with Piktochart Editor

With your template chosen, hitting the “Edit” button grants you entry into the Piktochart editor. This is your playground to adjust, alter, and align the design to reflect your personal touch and message.

4. Enhance with Visual Elements

Piktochart’s user-friendly drag-and-drop editor makes personalization a breeze. Tap into our rich collection of complimentary photos, icons, illustrations, and text options to craft a poster that stands out. Enhancing and tailoring colors is just a click away with our versatile design tool.

5. Publish and Promote

Once your poster is exactly as you envisioned, it’s time to save and share your work. Export in various formats like JPG, PNG, or PDF, catering to both digital platforms and print materials.

AI-Powered Visualization for Any Topic

What kinds of posters can be generated using this AI tool?

Navigating design elements and finding the right visual style can be daunting. With Piktochart AI, it’s easy to transform data into high-quality posters . Excellence made simple, just for you.

Event posters

Drum up buzz and awareness for an upcoming event. Piktochart AI transform dense data and information into engaging invitational posters for your events.

Advertising posters

Spark emotions that incite action – whether it is to make a purchase, improve brand opinion, donate to a cause, or make a lifestyle change. With Piktochart AI, it’s achievable at the click of a button.

Conference posters

Inform your audience with a glance about an upcoming conference. Whether it’s for a medical conference, marketing conference, or any conferences, Piktochart AI’s user-friendly poster maker helps you catch the attention of your audience effortlessly.

Ready to use AI to design posters like a pro?

Join more than 11 million people who already use Piktochart to create stunning posters.

Is it possible to personalize my poster with my own photos and diagrams?

What’s the limit on poster creation, how do i enhance the quality of my posters, how long does it take to create my poster with ai, is signing up mandatory to use piktochart, why use an ai poster maker, what are the rules that apply to my use of piktochart ai, poster resources.

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Introducing Apple Intelligence, the personal intelligence system that puts powerful generative models at the core of iPhone, iPad, and Mac

New Capabilities for Understanding and Creating Language

Image Playground Makes Communication and Self‑Expression Even More Fun

Genmoji Creation to Fit Any Moment

New Features in Photos Give Users More Control

Siri Enters a New Era

A New Standard for Privacy in AI

ChatGPT Gets Integrated Across Apple Platforms

Text of this article

June 10, 2024

PRESS RELEASE

Setting a new standard for privacy in AI, Apple Intelligence understands personal context to deliver intelligence that is helpful and relevant

CUPERTINO, CALIFORNIA Apple today introduced Apple Intelligence , the personal intelligence system for iPhone, iPad, and Mac that combines the power of generative models with personal context to deliver intelligence that’s incredibly useful and relevant. Apple Intelligence is deeply integrated into iOS 18, iPadOS 18, and macOS Sequoia. It harnesses the power of Apple silicon to understand and create language and images, take action across apps, and draw from personal context to simplify and accelerate everyday tasks. With Private Cloud Compute, Apple sets a new standard for privacy in AI, with the ability to flex and scale computational capacity between on-device processing and larger, server-based models that run on dedicated Apple silicon servers.

“We’re thrilled to introduce a new chapter in Apple innovation. Apple Intelligence will transform what users can do with our products — and what our products can do for our users,” said Tim Cook, Apple’s CEO. “Our unique approach combines generative AI with a user’s personal context to deliver truly helpful intelligence. And it can access that information in a completely private and secure way to help users do the things that matter most to them. This is AI as only Apple can deliver it, and we can’t wait for users to experience what it can do.”

Apple Intelligence unlocks new ways for users to enhance their writing and communicate more effectively. With brand-new systemwide Writing Tools built into iOS 18, iPadOS 18, and macOS Sequoia, users can rewrite, proofread, and summarize text nearly everywhere they write, including Mail, Notes, Pages, and third-party apps.

Whether tidying up class notes, ensuring a blog post reads just right, or making sure an email is perfectly crafted, Writing Tools help users feel more confident in their writing. With Rewrite, Apple Intelligence allows users to choose from different versions of what they have written, adjusting the tone to suit the audience and task at hand. From finessing a cover letter, to adding humor and creativity to a party invitation, Rewrite helps deliver the right words to meet the occasion. Proofread checks grammar, word choice, and sentence structure while also suggesting edits — along with explanations of the edits — that users can review or quickly accept. With Summarize, users can select text and have it recapped in the form of a digestible paragraph, bulleted key points, a table, or a list.

In Mail, staying on top of emails has never been easier. With Priority Messages, a new section at the top of the inbox shows the most urgent emails, like a same-day dinner invitation or boarding pass. Across a user’s inbox, instead of previewing the first few lines of each email, they can see summaries without needing to open a message. For long threads, users can view pertinent details with just a tap. Smart Reply provides suggestions for a quick response, and will identify questions in an email to ensure everything is answered.

Deep understanding of language also extends to Notifications. Priority Notifications appear at the top of the stack to surface what’s most important, and summaries help users scan long or stacked notifications to show key details right on the Lock Screen, such as when a group chat is particularly active. And to help users stay present in what they’re doing, Reduce Interruptions is a new Focus that surfaces only the notifications that might need immediate attention, like a text about an early pickup from daycare.

In the Notes and Phone apps, users can now record, transcribe, and summarize audio. When a recording is initiated while on a call, participants are automatically notified, and once the call ends, Apple Intelligence generates a summary to help recall key points.

Apple Intelligence powers exciting image creation capabilities to help users communicate and express themselves in new ways. With Image Playground, users can create fun images in seconds, choosing from three styles: Animation, Illustration, or Sketch. Image Playground is easy to use and built right into apps including Messages. It’s also available in a dedicated app, perfect for experimenting with different concepts and styles. All images are created on device, giving users the freedom to experiment with as many images as they want.

With Image Playground, users can choose from a range of concepts from categories like themes, costumes, accessories, and places; type a description to define an image; choose someone from their personal photo library to include in their image; and pick their favorite style.

With the Image Playground experience in Messages, users can quickly create fun images for their friends, and even see personalized suggested concepts related to their conversations. For example, if a user is messaging a group about going hiking, they’ll see suggested concepts related to their friends, their destination, and their activity, making image creation even faster and more relevant.

In Notes, users can access Image Playground through the new Image Wand in the Apple Pencil tool palette, making notes more visually engaging. Rough sketches can be turned into delightful images, and users can even select empty space to create an image using context from the surrounding area. Image Playground is also available in apps like Keynote, Freeform, and Pages, as well as in third-party apps that adopt the new Image Playground API.

Taking emoji to an entirely new level, users can create an original Genmoji to express themselves. By simply typing a description, their Genmoji appears, along with additional options. Users can even create Genmoji of friends and family based on their photos. Just like emoji, Genmoji can be added inline to messages, or shared as a sticker or reaction in a Tapback.

Searching for photos and videos becomes even more convenient with Apple Intelligence. Natural language can be used to search for specific photos, such as “Maya skateboarding in a tie-dye shirt,” or “Katie with stickers on her face.” Search in videos also becomes more powerful with the ability to find specific moments in clips so users can go right to the relevant segment. Additionally, the new Clean Up tool can identify and remove distracting objects in the background of a photo — without accidentally altering the subject.

With Memories, users can create the story they want to see by simply typing a description. Using language and image understanding, Apple Intelligence will pick out the best photos and videos based on the description, craft a storyline with chapters based on themes identified from the photos, and arrange them into a movie with its own narrative arc. Users will even get song suggestions to match their memory from Apple Music. As with all Apple Intelligence features, user photos and videos are kept private on device and are not shared with Apple or anyone else.

Powered by Apple Intelligence, Siri becomes more deeply integrated into the system experience. With richer language-understanding capabilities, Siri is more natural, more contextually relevant, and more personal, with the ability to simplify and accelerate everyday tasks. It can follow along if users stumble over words and maintain context from one request to the next. Additionally, users can type to Siri, and switch between text and voice to communicate with Siri in whatever way feels right for the moment. Siri also has a brand-new design with an elegant glowing light that wraps around the edge of the screen when Siri is active.

Siri can now give users device support everywhere they go, and answer thousands of questions about how to do something on iPhone, iPad, and Mac. Users can learn everything from how to schedule an email in the Mail app, to how to switch from Light to Dark Mode.

With onscreen awareness, Siri will be able to understand and take action with users’ content in more apps over time. For example, if a friend texts a user their new address in Messages, the receiver can say, “Add this address to his contact card.”

With Apple Intelligence, Siri will be able to take hundreds of new actions in and across Apple and third-party apps. For example, a user could say, “Bring up that article about cicadas from my Reading List,” or “Send the photos from the barbecue on Saturday to Malia,” and Siri will take care of it.

Siri will be able to deliver intelligence that’s tailored to the user and their on-device information. For example, a user can say, “Play that podcast that Jamie recommended,” and Siri will locate and play the episode, without the user having to remember whether it was mentioned in a text or an email. Or they could ask, “When is Mom’s flight landing?” and Siri will find the flight details and cross-reference them with real-time flight tracking to give an arrival time.

To be truly helpful, Apple Intelligence relies on understanding deep personal context while also protecting user privacy. A cornerstone of Apple Intelligence is on-device processing, and many of the models that power it run entirely on device. To run more complex requests that require more processing power, Private Cloud Compute extends the privacy and security of Apple devices into the cloud to unlock even more intelligence.

With Private Cloud Compute, Apple Intelligence can flex and scale its computational capacity and draw on larger, server-based models for more complex requests. These models run on servers powered by Apple silicon, providing a foundation that allows Apple to ensure that data is never retained or exposed.

Independent experts can inspect the code that runs on Apple silicon servers to verify privacy, and Private Cloud Compute cryptographically ensures that iPhone, iPad, and Mac do not talk to a server unless its software has been publicly logged for inspection. Apple Intelligence with Private Cloud Compute sets a new standard for privacy in AI, unlocking intelligence users can trust.

Apple is integrating ChatGPT access into experiences within iOS 18, iPadOS 18, and macOS Sequoia, allowing users to access its expertise — as well as its image- and document-understanding capabilities — without needing to jump between tools.

Siri can tap into ChatGPT’s expertise when helpful. Users are asked before any questions are sent to ChatGPT, along with any documents or photos, and Siri then presents the answer directly.

Additionally, ChatGPT will be available in Apple’s systemwide Writing Tools, which help users generate content for anything they are writing about. With Compose, users can also access ChatGPT image tools to generate images in a wide variety of styles to complement what they are writing.

Privacy protections are built in for users who access ChatGPT — their IP addresses are obscured, and OpenAI won’t store requests. ChatGPT’s data-use policies apply for users who choose to connect their account.

ChatGPT will come to iOS 18, iPadOS 18, and macOS Sequoia later this year, powered by GPT-4o. Users can access it for free without creating an account, and ChatGPT subscribers can connect their accounts and access paid features right from these experiences.

Availability

Apple Intelligence is free for users, and will be available in beta as part of iOS 18 , iPadOS 18 , and macOS Sequoia  this fall in U.S. English. Some features, software platforms, and additional languages will come over the course of the next year. Apple Intelligence will be available on iPhone 15 Pro, iPhone 15 Pro Max, and iPad and Mac with M1 and later, with Siri and device language set to U.S. English. For more information, visit apple.com/apple-intelligence .

Press Contacts

Cat Franklin

[email protected]

Jacqueline Roy

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Apple Media Helpline

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