un
All templates

Preparing the template…

Kestrel Advisory, a fictional engineering consultancy, proposes to electrify the berths of the fictional Varne Harbour Authority before winter 2027. All names and figures are fictional.

What each slide does

  1. 01CoverThe outcome the client wants, as the title. Who it is for, from whom, and the date underneath.
  2. 02Your goalTheir goal, restated in their words. One sentence, with the number that matters to them.
  3. 03What we heardThree challenges you heard in their meetings. Specific, in their language, no solutions yet.
  4. 04SuccessHow the client will know it worked: two or three measurable targets, with the baseline.
  5. 05Our approachA section divider before the proposal itself.
  6. 06PlanThe approach in three to five phases, each with a date and the result it leaves behind.
  7. 07ScopeWhat is included and what is not, side by side. This prevents most disputes later.
  8. 08TeamThe people who will do the work: role, name and the one thing each brings.
  9. 09EvidenceOne result from a similar client, in their words, with who said it.
  10. 10InvestmentThe price per phase, each with what the client gets, and the total.
  11. 11Next stepsThe decision in one sentence, then two or three dated steps after it.
  12. 12ContactsWho to call afterwards: two or three people with role, email and phone.

What makes it work

  • Open with the client's goal in their own words, never with your company profile.
  • Prove you listened: name what you heard before you propose anything.
  • Make success measurable before you describe the work.
  • Say plainly what is included and what is not.
  • Price by phase, each with what the client gets.
  • End with one decision, a date and named contacts.