Sales and marketing template

Free

Sales proposal template

A nine-slide sales proposal: what you heard from the customer, your recommendation, how it works, the results to expect, a table of options, the timeline, why you, and the next steps.

Coming soonAll templates

Who it's for

Account managers, consultants and small businesses sending a proposal after a first meeting.

What's in it

9 slides in the Harbor theme, with speaker notes where they help. Change the theme, the text and the layout of any slide.

Fonts: Noto Serif and Lato

Every slide

The presentation you get. Replace the words in brackets with your own.

Coming soon

  1. Proposal for [Customer name]

    Prepared by [Your name] · [Date]

    Slide 1

  2. What we heard

    • You want to [main goal] by [date]

    • Today, [current way of working] takes too long

    • Whatever you choose has to work with [existing tools]

    Slide 2

  3. Our recommendation

    Start small

    One team, one process, live in two weeks.

    Prove the value

    Agree three measures up front and review them together.

    Then grow

    Add teams in stages, each with training and support.

    Slide 3

  4. How it works

    Plan

    Set up

    Train

    Review

    Each stage ends with a short check-in so you decide when to move on.

    Slide 4

  5. What you can expect

    30%

    less time on the process

    2×

    faster turnaround

    6 weeks

    to have everyone using it

    Based on similar customers. We'll agree your own targets in the first week.

    Slide 5

  6. Options

    Option

    What's included

    Best for

    Essentials

    Set-up, training for one team, email support

    Trying it with one team

    Standard

    Everything in Essentials, plus a named contact and monthly reviews

    Several teams

    Complete

    Everything in Standard, plus custom connections and on-site training

    The whole organisation

    Slide 6

  7. Timeline

    Weeks

    What happens

    Who

    1–2

    Plan and set up

    Both teams

    3–4

    Training and first use

    Your first team

    5–6

    Review and next teams

    Both teams

    Slide 7

  8. Why us

    • We have done this many times with teams like yours

    • You get one named contact from day one

    • Clear, simple terms with no surprises

    • We measure success by your results, not ours

    Slide 8

  9. Next steps

    • Agree the option that fits best

    • Confirm a start date

    • Introduce the people who will lead it on each side

    [Your name] · [[email protected]]

    Slide 9

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