Sales presentation brief
Create a sales presentation that reflects the buyer's situation, demonstrates relevant value, and leads to a concrete next step.
Presentations and pitch decks · 45 min · Standard · 26 questions
Buying narrative
How does this account handle the work today?
What triggered the buying process?
What does the current approach cost?
Why is the account acting now?
Who is the internal champion?
Who will use the product?
Who reviews the technical fit?
Who controls the budget?
Who gives final approval to the purchase?
Value and demonstration
Which result does the buyer want to improve?
What is the buyer's current result?
How should the product improve that result?
Which scenario should the product demo show?
Which realistic data should the demo use?
Which exception should the demo include?
Proof and progression
Which evidence addresses the account's highest risk?
Which customer example is most relevant?
Which security evidence does the account need?
Which objection should the presentation answer now?
Which objection requires follow-up?
Which scope can be discussed?
Which pricing information can be shared?
Who would own implementation?
What should the next step be?
Who owns the next step?
When should the next step happen?
How to use this brief
Use this brief as a bank of questions for the conversation. Choose what is relevant, mark covered questions as you go, and skip anything that has already been answered.
Use this brief when...
Use when you need to create a sales presentation that reflects the buyer's situation, demonstrates relevant value, and leads to a concrete next step.
Best used as: Live call · Async intake
- Category
- Presentations and pitch decks
- Discussion time
- 45 minutes
- Depth
- Standard
- Last updated
- Jul 21, 2026
- Scope
- Design briefs
- Best used as
- Live callAsync intake
- Design roles
- Presentation designer
- Audience
- Founders and operatorsMarketing teamsDesign leadsDesign agencies
- Platforms
- PresentationPDFLive event
- Company type
- B2BB2CAgency
- Product stage
- LaunchGrowthMature product
- Tags
- presentations-and-pitch-deckssales-presentationbrand-and-communicationsales-meetingenterprise-buying