How to Prepare and Deliver a Solid Executive Presentation
Acquiring and signing new accounts for your agency takes time – there are lots of steps involved to ensure you get off to a great start
One of these is your agency pitch deck, the sales presentation meant to win a client’s business.
When creating an agency pitch deck, you have two options:
With this guide, you’ll learn how to create an agency pitch deck presentation with Visme, plus you’ll discover real-life examples and templates for inspiration.
If you prefer a visual guide, watch this video to learn firsthand how to build a compelling pitch deck that will make investors take notice and say yes.
Then, you can take advantage of Visme’s easy-to-use editor and our AI Presentation Maker to design your own deck.
Ready? Let’s go!
An agency pitch deck is a presentation that aims to secure clients. Your agency uses these presentations to pitch services to potential clients who have shown an initial interest.
But what’s the difference between a startup or funding pitch deck and an agency pitch deck?
The first is a presentation to secure funding from investors and stakeholders. The second is meant to attract and secure clients for your agency, either on retainer or for a specific project.
If you’re looking for startup or funding pitch deck examples, this article has what you need.
What about proposals? How are they different from agency pitch decks?
Well, an agency pitch deck attracts a client to start a conversation about how you can work together. It includes details about how your agency can help clients and address their pain points and you'll see this in the examples and templates we've shared in the latter part of this article.
However, after the initial meetings, your agency presents the client with a consulting proposal describing how you will approach the work and give results. Proposals include detailed timelines and other specific information about the project.
Below is a proposal template you can present to clients after you know precisely what they need from you.
Need more proposal ideas? We've got hundreds of proposal templates you can customize, print and share online.
Your agency pitch deck should be around 10 or 12 slides, just enough to share vital information about how you can help a potential client solve their issues, thanks to your years of expertise and valuable knowledge.
Remember that to truly impact your potential clients, you must personalize the deck to speak directly to them.
Even if you have a base design you use for all potential clients, every instance must be edited to match the client’s particular needs.
According to a study by Semrush, 74% of brands feel it's essential for your agency pitch deck to be tailored to them.
That said, these are the non-negotiable slides and outline your agency pitch deck must include.
Each one has examples from one of our easily customizable, dynamic templates.
Made with Visme Infographic Maker
The cover, or title page, is a header that succinctly describes the pitch. It should also include your logo and other brand assets, such as colors, visuals and textures.
To give your title slide an initial level of personalization, add the names of the people presenting and the people receiving the pitch. Instead of personal names, you could also add company names.
As you can see in the example below, the layout and content give a good idea of what to expect from the pitch.
Your agency pitch deck should start with an introduction spanning about three to five slides.
This section introduces your agency to your potential client and shares your most powerful characteristics.
Information shared in this section is a combination of these main topics:
The final slide group depends on your brand’s core messaging and identity.
Let’s look at some examples from Visme’s agency pitch deck templates.
Here’s an About Us slide that presents your agency with a title stating “What we do.” It’s the perfect foundation for adding a mission statement or value proposition.
The slide deck below is a collection of key achievements, such as projects launched, satisfied clients and years of experience. Each item has an icon to help visualize the text, but you can also use data widgets or 3D illustrations like the ones available inside Visme’s design editor.
Let potential clients know they’ll be in good hands when hiring your services. They’ll feel more confident when they can see who they’ll be working with and what you bring to the table.
In a simple layout, present the agency’s core team or the group in charge of this particular client with a Team slide.
Here’s an example from one of our templates. To make this slide more dynamic, you can add hotspots with more information about each team member, such as their LinkedIn account or articles they’ve collaborated with in the company blog.
You can also separate the team slide from the introduction and place it later on in the deck. The choice, again, depends on your brand’s communication style.
After the introduction, get into the nitty gritty and describe your agency’s services and how they can help your potential client.
Start with your core offerings and then go into further detail. Here’s a simple format:
Core Offerings:
How We Can Help:
In the template example below, the services section spans six slides, with the core offering at the top of each slide and the details below.
After the services and solutions, delve deeper into your agency’s processes and business model. In this set of slides, give the potential client an overview of how you offer your services using a roadmap or flowchart.
See this example of a process slide from an app development agency’s pitch deck template. The numbered tabs help you understand the process at a glance and give the prospect confidence in your work systems.
Potential clients want to know how your work has helped other companies in the past and what they had to say about it. That’s why case studies offer a positive foundation for prospects to understand what type of work you do.
Avoid using too many slides for the case studies, and make them as brief as possible. Ideally, include a short but powerful testimonial. Most importantly, you should show the hard evidence of your work with data, links or before and after displays.
The example below separates the client testimonials and case studies into two distinct sections and places them next to each other.
The pricing models section is optional. Some agencies prefer to share costs when they present a final proposal with a more detailed work agreement, while others include a pricing model in their pitch.
If you do use a pricing model or pricing tiers slide, ensure that everything is self-explanatory and leave room for growth in case the client wants more than what’s stipulated in the tier.
Here’s an example of a pricing model slide. It includes three tiers, with the center one being more prominent to grab the viewer's attention.
Add a Next Steps slide with contact information at the end of your agency pitch deck. Offer clear communication channels so your client doesn’t waste precious time looking for the right person’s email.
This is a Get in Touch slide where you can see how the contact information is visually aligned with the design and branding. Even though this is the last slide on your agency pitch deck, it’s a very important one. Don’t undercut its value by making it too simple, include a call to action header and visual cues to call attention to our information.
What better way to grasp the idea of a good agency pitch deck than by looking at real-life examples from actual agencies worldwide?
We scoured the web and collected four of the best agency pitch decks to show you how it’s done.
Take note that these examples aren’t personalized to a specific client. Those types of agency pitch decks are proprietary content and aren’t shared publicly.
So, what can you learn from this?
You need both types to truly make an impact: the broad pitch for cold messaging and the personalized pitch for when a connection has been made.
This agency pitch deck from Mediatonic Digital Agency gives a sneak peek into what the agency can do for their clients. The text on the title slide, “Marketing is our business. Your brand. Your story. Your agency,” already says a lot about what they stand for.
Following a two-slide introduction to Mediatonic’s mission and approach, their slide deck uses a repeating layout design that starts each section with the type of work they offer and then shares case studies about clients that hired that service.
Then, on the last slide, they share a short and precise call to action with relevant contact details for getting in touch.
What can you learn from this agency presentation deck?
The 95 is a full-service agency that offers creative branding, business development and marketing services. Their agency pitch deck is extended, and one of the best slide decks you'll find.
Like the previous example, they rely on sharing a lot about their previous work with top-notch clients like Coca-Cola and Footlocker.
This template includes sections such as an introduction, services, their process, reviews and several calls to action interspersed between slides. Each has a hyperlinked button that directs to their website and contact details. It's also makes for a good extra attachment if you're responding to an RFP or RFI.
Several data visualizations also explain how the agency will help the client and how they work to get results. This approach creates visual diversity in the design, letting the viewer breathe between all the client's work.
What can you learn from this agency pitch deck?
Adsum is a digital marketing and PR agency. Their pitch deck concentrates on digital solutions and how their services will benefit the client.
The overall layout starts with the introduction and jumps right into the services, explaining what they are, how they benefit the client and giving some examples of the previous work they’ve done.
After their list of services, they pitch with a “Why Us?” slide and close with ratings and contact information.
What can you learn from this agency pitch deck?
Vertigo 6, a PR and marketing agency, created this agency pitch deck to share their story, services and portfolio with potential new clients. A large section of the deck concentrates on their business model and how they approach work.
At each stage of this section, they explain their approach and use infographics to visualize the different models. They incorporate bolding and bullet lists to make longer text easier to read.
Finally, they share campaign examples and PR standouts from work with their previous clients. The images are well described with clear captions, and everything looks well put together without being overwhelming or dissonant with the rest of the deck.
What can you learn from this agency pitch deck?
Visme has several professionally designed agency pitch deck templates that you can customize right now.
Let’s take a look.
If you’re looking for startup/funding pitch deck templates, our pitch deck template gallery has many options to choose from.
A well-designed marketing agency pitch deck is valuable for showcasing your expertise, services and results to potential clients. Use this template to create a deck that allows you to effectively communicate your agency’s value, highlighting case studies and proposed solutions.
Take advantage of Visme’s dynamic fields feature when personalizing this agency pitch deck. Create unique fields to help you quickly customize the template for each potential client.
Dynamic fields act as placeholders you update with client-specific information such as name, industry, key challenges or proposed solutions. This feature saves precious time and reduces the risk of errors when manually editing multiple slides.
This simple yet attractive agency pitch deck template has pre-designed sections for an introduction, your services, pricing packages and a closer with contact information. Everything is customizable to suit your needs and vision.
As you personalize this template with your agency’s information and the data you’ve gathered about the client, consider incorporating interactive elements to make your deck more memorable.
Some ideas to make your presentation interactive include pop-ups with supplemental information, animated icons, customized 3D characters or video clips that offer valuable information for your prospect.
These visual techniques make your presentation stand out and keep the viewer’s attention. Movement and motion pique interest and pop-ups with supplemental information keep the prospect from guessing what else you can do for them.
Whether your agency develops custom mobile apps, websites or other digital products for companies, this creative agency pitch deck will help you create a unique presentation that resonates.
The design combines a subtle color combination with a yellow accent, bold, friendly fonts and circular shapes that pull it all together.
Take advantage of this beautiful design to share your agency’s value proposition, services and testimonials in a visually rich and memorable way.
As Abhysheq Shukla wrote in his book, Crosspaths Multitude to Success, "The art of the perfect pitch deck lies in the balance between the data and storytelling. It’s not just about what you say; it’s about how you make your audience feel."
This corporate-style agency pitch deck is ideal for a financial services agency looking for business-minded clients. The introduction section boasts a highly visual slide with a timeline of your agency’s history. This is perfect for agencies that have been in the market for a long time and have a lot to show for it.
Slide five has a timeline visualization that will help you tell the story of your agency from startup to the present day. Following this example, add some data visualizations to visually display complex data and turn it into easily digestible information. Use charts, graphs, maps, and data widgets to help you share how a client’s financial situation improved by you or how you helped past clients reduce overhead costs.
Agency pitch decks that make an impact at first sight are sure to get the attention of prospects. If it catches their attention, they’ll want to know more.
This sleek business agency pitch deck achieves that by making bold statements through visuals and text. Each slide has a strong image and headers that say “We Create Amazing Things,” "We Are Here to Fill The Gap,” “Start Improving Your Business Today,” “Take Your Business To Another Level” and “Don’t Be The Same, Be Better."
You can do the same for your own agency pitch deck. But if you have difficulty developing bold statements that relate to your brand, use Visme’s AI Writer to craft headers your prospects will find relevant to their needs and pain points.
This last template example is a pitch deck that’ll suit any type of agency, big or small. And since the main objective of an agency pitch deck is to hit the high points, use these slides to show prospects who you are, what you do, why you’re fantastic at it and why they should care.
Take the time to visualize your agency’s workflow and the steps you take to help a client with their needs. Incorporate timeline visualizations with time markers highlighting milestones or important steps. Use visual icons to represent what each time marker stands for, helping your audience follow along.
If presenting this pitch deck in person, you can give your audience a small breather with the eighth slide and a coffee break. But if you’re sending it digitally with a Visme link, you can easily hide this slide so they don’t see it at all.
Now that you’ve seen real examples, discovered ready-to-customize templates and learned what to include in your agency pitch deck, it’s time to create your own presentation.
Follow the steps in this guide to get started.
But first, watch the video below to get into the presentation creation mood.
Before you start opening templates and adding information, there’s a crucial step you can’t skip. Research the clients you’ll be pitching to and learn as much about them as possible. Ideally, have a conversation with them (or their representative) and get information from the sales rep who has been in touch with them.
Why is this preliminary step so important? Because it gives you a foundation from which to personalize the agency pitch deck and speak directly to the client. If you create a too-broad deck, the prospect won’t feel seen, and all your effort will be wasted.
The ultimate goal of your agency pitch deck is to land a client. And what’s the best way to do that? By pitching with a personalized deck. Let's show you how to create one
Create or log in to your Visme account and click on the Create New button. Search for a template or generate an initial design with AI.
To use Visme AI, click on the Generate with AI option. A chatbot window will open where you can write a prompt that describes your agency pitch deck in as much detail as possible.
Here’s an example prompt to inspire you:
Design a professional agency pitch deck presentation with slides for an agency introduction, core services, team highlights, case studies, a value proposition and a tailored solution.
Ensure the layout is visually appealing and effectively communicates the agency’s expertise. The deck should flow logically and persuasively to help land a new client.
Alternatively, browse our pitch decks library and search “agency presentation,” and you’ll find the templates we included in this article.
An even easier option is to log in, come back here and click on your favorite template.
Before you dive in and customize, invite your team members into the workspace to collaborate on the agency pitch deck creation. The permissions settings give them different access levels, from full editing controls to viewing and commenting.
For a fully collaborative environment, use workflows and assign sections of the deck to specific colleagues.
Don’t just take our word for it; read what the Florida Panthers have to say about using Visme collaboratively for their visual content.
Director of Partnership Solutions
With the template or generated design open, it’s time to input information relevant to your pitch and your client’s needs.
Go page-by-page and enter your headers, descriptive text and captions.
To change the content in the text boxes, paste in from a document, type directly or get help from Visme’s AI Writer to craft, edit or summarize text.
As you go through the slides and update the content, remember that speaking directly to the client won’t go unnoticed.
Take a look at this example. It’s two versions of a digital marketing agency’s mission statement. The first is their company statement, and the second is tailored to an environmentally-conscious fashion brand client.
After the textual content, start customizing the visuals. Inside Visme’s editor, you have endless design elements, including icons, stock photos, videos, illustrations, 3D elements and data visualizations.
To include images from previous client work, upload anything from your computer, Google Drive or Dropbox folders. You can also integrate with other work tools to bring in content for your agency pitch deck.
Everything you upload or add will be saved into folders you can access at any time. Use labels and tags to keep them organized for yourself and your team.
One of the most important edits you can make to an agency pitch deck template is aligning it to your brand guidelines. This step is critical because the prospect must quickly understand your brand identity.
Here are a few pitch design tips to help you.
Start by setting up your Brand Kit using Visme’s Brand Wizard. On the first page, type or paste your website URL. Across the next steps, choose logos, colors and fonts to be pulled from your site to build the Brand Kit. You can also do all this manually if you wish.
Back in the editor with your pitch deck, change all the fonts to your brand font and the colors to your brand colors, and input your logo into any placeholders.
Aside from the visual characteristics, take a moment to review your brand voice and tone throughout the deck’s text. Are you using the correct wording that aligns with your brand identity? Is your tone in a style that represents your brand? Make the necessary adjustments and finalize your design.
Your agency pitch deck is ready, and it’s time to present it to your prospects and turn them into a regular client.
Visme has several sharing and presenting options to help with this step, but delivering a great presentation also requires some strategic planning.
Here’s how to approach it, both online and in person.
Real-time presentations help you connect with your audience, gauge their reactions and make an immediate impact.
For in-person presentations, ensure you follow these tips:
And for online presentations, follow these suggestions:
To start presenting, click the Present button from within the Visme editor or open your deck's previously downloaded HTML5 file. This second option is ideal if the wifi is spotty in the meeting location. We suggest you always download an HTML5 version, just in case.
You can also share a live link with your audience so they can follow along on their screens.
Visme also has some valuable features for real-time presenting to help you present more effectively.
Due to all sorts of scenarios, presenting in real-time isn’t always possible. Thankfully, Visme makes it easy to present asynchronously, allowing your audience to review your pitch deck at their convenience.
Sending prospects a live link to look through while online or an HTML5 file to view offline is simple enough. But if you want to really wow them, use Visme’s Presenter Studio.
Presenter Studio records you presenting the agency pitch deck as a video voiceover using your computer camera and microphone.
When your potential client receives the final deck (either as a live link or an HTML5 file), they can watch you present it at their pace, watch it twice, share it with colleagues, etc.
Yet another practical characteristic of presenting asynchronously via a live link is Visme’s analytics feature. It shows you when the prospect has opened the deck, how long they viewed it, and from what location.
When presenting asynchronously, there are a few things to consider that will make your presentation stand out and help potential clients convert:
Your agency pitch deck is often the first impression potential clients have of your business - it must be compelling, professional, and effectively communicate your value proposition.
Throughout this guide, we covered everything you need to know about creating a winning agency pitch deck:
With Visme's robust design platform, creating an impactful agency pitch deck saves you time and money by not requiring a designer or complicated software. Our intuitive tools, AI-powered features, and collaborative workspace make developing presentations super easy, even if you don’t have design skills.
And remember, with Visme, you can create much more than an agency pitch deck. You can make all sorts of visual content for your agency like client reports and proposals, infographics and data visualizations, brand guidelines, marketing materials, training presentations, and internal documentation.
Want to see Visme in action? Connect with sales, and one of our reps will contact you about booking a free demo to show you how Visme can help with all your content creation needs.
Design visual brand experiences for your business whether you are a seasoned designer or a total novice.
Try Visme for free