Sales proposal template — diagnose, propose, and ask in editable .pptx

Turn discovery notes into a consultative sales deck. Problem, solution, timeline, and ask — exported as a native editable PowerPoint. Sample companies and figures on this page are invented placeholders, not real close rates or customer ROI.

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Consultative sales deck structure

Quote the prospect back before you pitch. This template walks diagnose → propose → timeline → ask: challenges they named, what that costs, your solution, how it works, scope, investment, implementation, why you, and clear next steps. The sample proposal to Thornbury Retail Group is entirely invented — figures are illustrative placeholders only.

From CRM notes to .pptx

Paste discovery notes — CRM snippets, call summaries, or a short brief.
Generate & review — check that the problem slide still sounds like their words, not generic claims.
Export .pptx — native editable PowerPoint so you can tweak pricing tables and timeline cells before send.

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No invented close rates, ROI case studies, or named logos as proof on this page. Sample figures are not real customer results.

When to use vs pitch / QBR

Use this sales proposal when you are selling to a buyer with a clear ask. Use the investor pitch for fundraising narrative, and the QBR template (or customer success QBR) when the job is review and renewal — not a new commercial proposal.

Sample deck preview

Complete 10-slide sample. Companies and figures are invented — slide-deck.io writes the same structure around your topic, brand colours, and data.

1
Their name is on the cover. That single choice does more for the first thirty seconds than any other slide in the deck.
2
Quote them back before you say anything about yourselves. If any line here is wrong, you want to know in the first two minutes.
3
These numbers came from their own finance team in the discovery session. Attribute them out loud — it changes how the room receives them.
4
The nine weeks is the commitment that matters. It maps to their June deadline and it is the reason to sign this quarter rather than next.
5
Point out that the pilot runs in parallel. Nothing is switched off until the plans have proven themselves for three weeks.
6
Say the caveat out loud rather than letting them read it. Volunteering the dependency is what makes the rest of the numbers credible.
7
The symmetry is deliberate. Buyers who see their own obligations listed take the timeline more seriously.
8
Do not talk over this slide. Let them read it, then answer the question they ask rather than the one you expected.
9
Use the conservative case, not the best case. If they build their own model afterwards, you want it to come out better than yours, not worse.
10
End on the date, not a thank-you. The next thing out of your mouth should be a question about their approval process.