start proposal presentation

• How to Start a Presentation – the INTRO Model

In This Article

• Communication Skills

How to start a presentation with impact and get engagement from the get-go is a question that anyone who delivers presentations has asked themselves in the past. The start of the presentation is seen by many ask the most important part of the overall presentation, as this is where initial engagement is generated.

A presentation has three parts – the start, the middle and the end. This article looks at how to get maximum engagement at the start of a presentation using a model or structure called INTRO. This will help you to understand how to start a presentation.

Why Structure the Start of Your Presentation?

Nerves can sometimes get the better of us when delivering a presentation, so knowing exactly how to start a presentation and what you will do in the first few minutes can help you reduce your nervousness.

We also want to generate engagement immediately. The audience wants to know quickly what the presentation is about and what they will get from it. If the beginning of your presentation is confusing or not clear, the audience will quickly lose interest.

How to Start a Presentation

You can use the INTRO model to help start your presentation and give it some structure. INTRO stands for  Interest , Need , Title , Range , and Objectives. Here is what it means and what to do at each stage.

The INTRO Model

Here is an overview of the INTRO model.

The INTRO model is a 4 step structure to put together the start of your presentation. INTRO stands for

Here is what to do at each stage:

The first stage is to capture the audience’s interest and attention. Think of something you can do at the beginning of your presentation; for example, tell a story, use statistics, or show a short video clip or a powerful image.  You want the audience to look at this, listen to what you have to say, and become captivated. Whatever you do must be linked to the overall content of the presentation.

Presenting yourself well is also something to consider here. You will need to consider your body language, tone of voice and the words you use.

Why does your audience need to be there?  What are the reasons why you have decided to do a presentation?  One big reason audiences don’t engage with presentations is that they don’t always understand why they are there. Link the need to the interest and use statements such as ‘and this is why we are here today’.

Give your presentation a title that is linked to the content.  Sometimes avoiding the obvious can generate more interest.  So, for example, ‘A Presentation About Sales Figures’ describes what you are about to present, but it’s not engaging, creative or indeed linked to the outcomes of your presentation. Try something like ‘How We Will Increase Our Sales This Quarter’.

Range (Agenda)

Ensure you cover the range of topics or the agenda. Build on your interest and need, and be sure to paint a picture of how your presentation will fit together and help with the need.

What are the objectives of the presentation?  Help the audience understand what they will get from the presentation and will take away with them. Start your objectives with a statement such as ‘by the end of this presentation, you will…’ then create objectives for your presentation. Use words such as know, be able to, have the knowledge, understand etc. Let them see that there is some value to your presentation, and that the presentation is a good use of their time.

Structuring the start of your presentation can help reduce nerves, increase your confidence levels and engage the audience more quickly. It’s worth taking the time to think about how to start a presentation to make sure your presentation is a success.

Further Learning

If you would like to learn more about how to start a presentation and presentation skills, then a presentation Skills training course can help. Take a look at our Presentation Skills Training Training Course for more details.

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• How to write a project proposal

ADOBE ACROBAT

How to write a project proposal in 4 steps.

Build a successful proposal step by step with Adobe tools.

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What is a project proposal

Three pillars of good project proposals

Steps to outlining and writing your proposal

Adobe tools for project proposals

What makes a good project proposal?

A project proposal is a document that:

• Explains the project process
• Identifies key stakeholders and audience members
• Covers crucial project details from timelines to budgets

Think of it as a project plan that showcases the path to success that any approver needs to see.

What is a project proposal?

A project proposal is a document that outlines the plan for the project and persuades stakeholders that the project deserves their support. Project proposals appear in a wide variety of contexts. Whether you’re in academia, marketing, hospitality, education, construction, finance, manufacturing, health services, or another industry, you will likely encounter or help create a project proposal.

A well-written proposal can turn into a contract once it has been accepted because it provides the particulars of financing, deliverables, or other relevant terms of work to be completed or services to be rendered within an expected timeframe.

Reasons to write a project proposal.

Many project proposals are written to obtain financing or other resources, but you might also write one to propose a joint venture, demonstrate leadership, build excitement, get more people involved, or show your audience that you’re prepared to begin work.

For example, if you’re writing a research proposal, you might be a student or a professional researcher who needs to show advisors, colleagues, or funding organizations that your research is worthwhile. If you’re a fashion designer, you might write a proposal to a retailer to demonstrate that your products will fit with their brand and benefit their bottom line. If you’re the director of the marketing department, you might need to write a marketing proposal for your company’s executives to outline the plan for the year.

In any context, a proposal is a persuasive document designed to convince your audience to take some kind of action. Even if you’re the one who will carry out the project, you’ll be more successful when the proposal is focused more on your audience than on yourself. Provide a solution to their problem, not to yours. Focus on their long-term goals, not yours.

A written proposal shows that you’re serious and prepared, and it forces you to plan ahead by thinking about all the particulars of a project from start to finish. You’ll need to make sure that it’s written and designed nicely, but you won’t be ready to do that until you’ve put in the work to plan and research the content.

What are the different types of project proposals?

Although project proposals can take different forms depending on the industry, they usually fall into two main categories — they can be either solicited or unsolicited.

A solicited proposal just means that it is written in response to a request for proposal (RFP) . Many businesses and organizations send out RFPs to solicit services from other professionals. They have a problem to solve or work to get done, and they want to find out who can do it best. Writing a solicited proposal is convenient because you can find most of the information you need in the request, which should specify any requirements for tools, products, and deadlines.

An unsolicited proposal, on the other hand, can be written even when the organization is not actively seeking proposals for a specified problem or service. That means you have to take the initiative to create a relationship with someone from the organization, to get your proposal in the right hands, and to do a little extra research to understand how your proposal can benefit your audience.

One advantage to writing unsolicited proposals is that you’ll have less competition, or no competition. However, if they’re not actively seeking proposals, they might not be immediately ready to provide funding or to approve a new project. That means you’ll need to be especially persuasive and carefully outline the problem you want to solve. An unsolicited proposal needs to be carefully developed, but it doesn’t need to be formal. It can even be an email.

Whether solicited or unsolicited, find examples of successful proposals in your industry. Learn what kind of formatting and particulars your audience expects.

Beyond those two major categories, you might be writing to propose continued work, to renew a project, to acquire more resources, to offer consulting, or carry out research. Additionally, you may write a nonprofit grant proposal or to obtain funding or a sponsorship. Other types of project proposals are written to obtain educational funds, or business proposals for freelance work, or contract work — such as building a website or a marketing campaign.

You might need to write a proposal to provide services in property management, product distribution, or legal services. Each type can include different sections or use different terminology, but any proposal will usually include a few core components. After writing your proposal, easily proofread, review or edit a PDF version of your work with Adobe Acrobat before sending it to stakeholders.

What is a project proposal composed of?

Whether it’s a printed report or a slide deck, the proposal should include a table of contents to make it easy to navigate and to give your audience an advanced look at the direction it's headed. Even a less formal email can include a sentence summarizing the contents. The elements should include:

An executive summary or an abstract.

However it’s labeled, summarize your plan and its purpose as briefly as possible — in no more than a sentence or paragraph, depending on the size and complexity of the proposal.

A problem statement.

Outline the problem that needs to be solved and provide any relevant background information or context.

A proposed solution.

You can also call this section “project objectives.” Before jumping into the particulars, state exactly what your project is and explain its purpose in response to the problem.

At this point, you’ll need to provide some evidence that your proposed solution is going to work, and you might need to provide multiple additional sections. Depending on your topic, they will vary. Common information to provide includes methodology, tools, and qualifications.

Here is where you map out how it’s all going to happen. List deliverables. Provide a timeline. Establish pricing. Explain how you will carry out your proposed solution. Be specific and concrete, with just enough detail to be persuasive.

Signatures.

If you’re successful, the proposal can be immediately transformed into a contract. In addition to your team members’ signatures, create a proposal signature page to provide a place for your audience to sign to indicate their approval.

Three pillars of good project proposals.

No matter the type of project you’re working on, it’s good to know the process of pulling together the right pieces for writing a proposal that conveys the right information. Knowing the ropes will dramatically improve your chances of getting the project approved, especially when you’re working in a professional or academic environment.

Before you actually start outlining and writing, consider three important questions before doing all the necessary work to get your project off the ground.

Pillar 1 — Who is your target audience?

It’s essential to understand who you are writing to for approval when creating a proposal. Knowing your audience will give you a framework for your document. Ask yourself these questions about your audience, team members, and decision makers:

• How familiar are they with the project or problem?
• What do they already know?
• What do they not know?
• What do they want to hear? How will you get their buy-in?
• What do they think project success looks like?

Considering the knowledge levels, expectations, and backgrounds of the audience you are writing for will go a long way toward success.

For example, if your audience has a lot of technical knowledge on the topic, they might expect technical details. If, however, the people giving approval have only basic understanding — perhaps they’re board members with a background in a different industry, or they’re looking for contract work in an area outside their expertise — you will need to be especially careful to avoid jargon and to translate industry language into more general terms.

Pillar 2 — What is the problem you’re trying to solve?

A good project proposal is framed in terms of a problem and a solution. You might have an exciting idea for a fun or interesting project, but if it doesn’t solve a problem for your audience, they won’t be able to justify the expenditure of resources.

Even if your audience doesn’t have a clear problem, it’s a classic marketing tactic to create a problem and sell the solution. That doesn’t mean you need to be devious. It just means thinking carefully about what’s at stake for other people and then framing a project in terms that will benefit them. Make it clear to your audience what they have to gain.

Additionally, the proposal should anticipate obstacles that either already exist or might arise. You’ll be more persuasive when you show that you’ve thought about the project from every angle.

You might be feeling the pressure to come up with an original or creative idea, and you might be having a hard time with that. The classic quote is, “There’s nothing new under the sun.”

But if you focus on the problem you’re trying to solve, you’ll realize that your project is likely attacking an issue from a new angle or perspective . Your project probably shares similarities with others that came before it, so acknowledge the scope of the problem you seek to address — and give answers on how you’ll deal with roadblocks. This can include pricing, project scope, and possible obstacles to milestones. Being prepared to solve problems will help your proposal stand out from the rest.

Pillar 3 — Do you have supporting data?

Add as many relevant insights from research, figures, graphs, and charts as you can, as this will provide validation and credibility for your proposal. Compelling arguments and pitches are often all the more convincing with the right numbers to back them up. Make sure to keep it concise, however. This is a proposal, not a full research report.

Steps to outlining and writing your proposal.

Once you’ve cleared the conceptual hurdles above, you’re ready to start creating your roadmap — writing your project proposal outline.

1. Define the problem and project background.

Whatever the problem you’re hoping to solve, you want to identify exactly what it is in the first few paragraphs of your proposal. You might have received a RFP (request for proposal), which sometimes does the work of telling you what the problem is beforehand. Centering your audience with a high-quality introduction will make acceptance of your proposed solution much easier. This is sometimes referred to as writing an executive summary . Think of this as your elevator pitch section.

Let’s say there are large fir trees around your place of work, and those fir trees drop tons of needles, clogging your gutters. You want to petition your workplace to install screens over the gutters to protect them from the needles. You could start by identifying the problem of your labor and repair costs to constantly clean out the gutters, before rolling right into the next step.

2. Present your solution.

Once you’ve identified the problem, you’re ready to jump right into how you’re going to fix it. Be clear, concise, and explicit about how the problem you’ve identified will be solved. In the example above, mesh screens are the solution, as they protect the gutters from the fir needles, but allow rainwater to pass through.

3. Define success, deliverables, and project budget.

Depending on what your proposal is for, success can mean different things. You could finish the task, or gather enough information to lead a new project. Regardless of what success looks like, you want to define your goals.

If success comes in tiers or parts, establishing what the deliverables are is essential in the proposal. Returning to the gutters example, there might be multiple stages to the project. First, you must clean and repair the gutters, and then you need to install the screens. Finally, you must evaluate how effectively they’re working. These kinds of project details are key in this section of the proposal.

In this process, you have plenty of opportunities to incorporate additional resources like graphs, case studies, metrics, and other details. Clean, concise formatting will ensure that your audience gets the information they need about the project timeline. Adobe Acrobat Pro allows you to seamlessly move documents from word processors to PDF format , complete with tables and chart support.

4. Edit and proofread the project proposal.

Once you’ve created your proposal, make sure that it’s ready for prime time by giving it a thorough edit and proofread.

Adobe tools for project proposals.

No matter the type of project you’re working on, Adobe Acrobat has the tools you need to make a stunning proposal that will get you the approval to work.

When you’re building the proposal itself, you might need to combine disparate elements, like charts, photographs, graphics, and text. With Acrobat features, you’ll be able to manipulate the pages of your proposal in seconds.

• Merge PDFs : Merging documents together is easy with Acrobat. Take spreadsheets, individual graphics, and other documents and convert them to PDF format so you can combine them all together with the Merge tool. Instead of a series of related attachments, you can put together a single, cohesive followup to your proposal that provides all the necessary information in one tidy PDF. You can also use the Reorder and Organize Pages tools to ensure all files are in the right order and are properly aligned to ensure the most professional-looking PDF.
• Compress PDFs : Once you’ve collected your combined proposal just the way you like, you can compress a merged PDF so it’s easy to share with any key stakeholders or project approvers.

Once shared, the Edit PDFs with Comment tool helps you collaborate and incorporate feedback from others — a collaborative way to start making your project a reality. Get ready to propose and create a successful project.

If you need inspiration for a proposal, there are hundreds of project proposal templates for dozens of types of project proposals available in Adobe Stock for you to source . You can build an excellent-looking presentation or proposal with professional graphic design as the foundation.

Keep exploring

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How to Write a Conference Proposal That Stands Out in 2024

Writing a conference proposal can feel overwhelming. First, you have to pack your big ideas, research, or discoveries into a few words; then these words have to appeal to the attention of conference organizers over a host of other applicants.

So, there's no pressure there, then… In this article, we'll look at formulating the perfect conference proposal. Above all, we'll focus on making an impact. Writing a proposal isn't just about listing what you know. It's also about explaining how your work will make a difference, break new ground, or introduce new ideas to conference attendees.

We've put together all the essential steps and even included a conference proposal template to remove the confusion from this process, help you find your unique angle, and make your proposal jump out of the pile.

Key takeaways

• Crafting a conference proposal requires understanding the event's theme and tailoring your content to align with it.
• A compelling title and strong abstract are crucial to grab attention and express the core of your work.
• Clearly outlining objectives and presentation content helps to convey the value of your presentation.
• Detailing your methodology and highlighting the significance of your work demonstrates your expertise and the impact of your research.
• Concluding with expected outcomes and offering additional materials can enhance the overall presentation and invite further discussion.

What is a conference proposal?

A conference proposal is a formal outline for conference planners that provides a detailed preview of a presentation or workshop you'd like to give at their event. The aim is to secure a place by demonstrating the value of your presentation to the conference attendees.

It's a compact, enticing preview of the innovative ideas or groundbreaking research you want to present. Your goal is to connect your work and message to the big picture and show that it's new, meaningful, and impactful.

The challenge is to present all of this in just a few hundred words. Writing a good conference proposal demonstrates your subject matter expertise in a way that is engaging and understandable to a broader audience.

Steps to write your conference proposal: Key elements to include

The best conference proposals have an element of story-telling, exciting the conference organizers and proposal reviewers about the content of your presentation and the value it will provide to its guests. With some guidance and our expert tips, you have all the key elements for a successful proposal.

1. Understand the conference theme

To write a successful conference proposal, it's essential to understand the event's purpose and theme clearly. Research both the conference and its attendees. It's ‘Writing101: Know Your Audience’! This will help you tailor your proposal to perfectly align with the event's goals, making it more likely to be accepted by both the organizers and the audience. Understand what is being discussed and where your contribution enriches the conversation.

2. Choose a compelling title

Your title should be eye-catching, memorable, and hint at what will come. This step is crucial because your title is the first thing that introduces your work to the conference organizers and participants.

The title should work like a headline for your talk or research report. It needs to be clear enough for people to understand your presentation and interesting enough for them to want to know more.

Your title should hint at your point of view or particular approach to the conference topic. You don't have to give everything away in the title, but it should give a little taste of what participants can expect from your presentation.

3. Write a strong abstract

This is where you express the core of your work in a few gripping paragraphs. Start by clearly formulating the problem or question your research tackles. You must also explain why this problem is important, interesting, or new. Your first few sentences are crucial for hooking the interest here.

Then, describe them how you solved the problem. Show off your expertise, but steer clear of complicated industry jargon. Describe your methods or approach in simple terms that anyone can understand. You should also highlight the key insights or solutions you found and emphasize why they're essential.

Conclude your abstract by talking about the larger implications of your work. Here, you can connect your discoveries to the larger field and show how your research makes a difference.

4. Outline your objectives

This part shows the exciting things you'll share in your presentation. When you formulate your goals, you tell your audience: "This is what you'll learn or see." At the beginning, think about what you want the audience to take away from your presentation. This could be a new idea, a different perspective on a problem, or even a new skill. Think carefully about these goals because they'll determine what you talk about and how you design your presentation.

Being clear and concise about your objectives means choosing what you think is most important and what you want people to know about. It's about choosing the parts of your work that will bring the most value. You don't have to cover every single point of your topic. Instead, focus on the parts that will most benefit your audience.

5. Detail your presentation outline and content

First, you tell people about the main ideas and questions you'll talk about. It is your chance to get them interested in the exciting questions you'll answer or the information you share.

Next, you get to the heart of your talk. This is the middle part, where you back up the main points with evidence, examples, or stories from your work. Make sure each point connects to the next, creating a narrative that makes your audience see things in a different light.

Think about how you can make your presentation interactive. Are you planning a Q&A session, panel discussion, live polls, or hands-on activities? This will turn the audience into active participants and your presentation into a conversation rather than a monologue.

6. Describe your methodology

Here, you can look behind the scenes and show how you created your project. Talk about the steps, tools, and strategies you used to turn your ideas into reality.

Start by explaining how you approached your main question or challenge. This may mean telling how you planned your research, what information you gathered, or what theories guided you. Aim to make everything clear enough for someone not in your field to understand, too.

Then, you go into the details of your methods. If you conducted experiments, talk about how you set them up and what you tested. If your work is more about theory, share how you interacted with existing ideas or developed new ideas.

It's also important to explain why you chose a particular approach. Why was this method the best choice for your question? How does it make your results more reliable? This shows the diligent work behind all of your choices.

7. Highlight the significance

Start by talking about the significant impact of your work. Ask yourself what your research tells us about your field, a particular problem, or the world in general. While it's important to state facts, you should also try to present your research as a crucial piece of a larger puzzle. Whether challenging old ideas or introducing a new solution, ensure people understand its value.

8. Conclude with expected outcomes

While discussing outcomes, circle back to the goals you mentioned initially. Now that you have presented your plan circle back to the goals from the start and link these to the expected results. Show that your presentation is more than just a list of exciting ideas — it's another vital step on this path.

Be bold when stating the expected changes and the impact of your solid and relevant work.

Talk about how these results will advance the discussion in your field. By outlining what you expect after your presentation, you invite others to take your ideas further and contribute their own.

9. Offer additional materials

Consider what else you can add to your presentation to make it unique. For example, you can provide toolkits or research papers for people who want to know more about the subject. But, choose carefully and make sure it genuinely enhances your presentation.

Next, explain how you'll distribute these materials. Will you distribute printed materials or direct people to a website or online space where they can find everything? The main goal is to make it easy for your audience to use these resources. By adding additional materials to your proposal, you show conference organizers you bring a rich, comprehensive experience to the table.

Example of a conference proposal template

In addition to using these elements, a conference proposal template can also be a great help.

Qwilr's Conference Proposal Template is designed to walk you through the whole process, making it easier to share your ideas in a clear, engaging, and confident way.

Here is what our template includes:

• Title of the Proposal: This is your headline, the first impression determining whether people want to dive deeper. Make it enjoyable and clear so people get excited about what you will talk about.
• Presenter Information: Here's where you introduce yourself. Tell people the story of who you are, where you come from, and your background.
• Abstract: The abstract is your quick pitch. In a few short sentences, sum up the main points of your talk, including what question you're answering, how you went about it, and what people will take away from it. You need to be clear, while simultaneously sparking interest..
• Objectives: Clearly state what you hope to accomplish with your talk. It could be to share new information, spark a discussion, or showcase your latest findings.
• Content Outline: This is where you lay out the plan for your allotted period. List the main points you'll cover, previewing the journey you're taking your audience on. This shows you've got plenty to share and that it will be interesting and relevant.
• Methodology: Talk about how you did your work. Whether it was through peer review and research, analysis, or case studies , this part shows the hard work and thought you put into your project.
• Significance: Here, explain why your work matters. How does it add to the greater story of your field? This part makes your proposal go from informative to really impactful.
• Conclusion: Finish by reviewing the main points again and what you hope will come out of your presentation. Leave your audience with a final thought that's both reflective and forward-thinking.
• Additional Materials: Offer extra resources that go with your presentation. These extras enrich your audience's experience and extend your talk's impact, whether it's more detailed papers, data, or tools.

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Final Thoughts

To write a successful conference proposal, you must be clear, make your work appealing, and emphasize its importance.

Between these essential tips and the Qwilr Conference Proposal Template, you have all you need for a proposal that gets you conference bookings and ensures bums on seats when you get there! Want to try it for yourself? Snag a 14 day free trial and get started immediately.

About the author

Brendan Connaughton | Head of Growth Marketing

Brendan heads up growth marketing and demand generation at Qwilr, overseeing performance marketing, SEO, and lifecycle initiatives. Brendan has been instrumental in developing go-to-market functions for a number of high-growth startups and challenger brands.

Frequently asked questions

What's the best format for a conference proposal.

The ideal format for a conference proposal submission is clear, well-organized, and attention-grabbing. It should clearly show your goals, how you intend to achieve them, why your work matters, and what you hope to gain from it.

Can I submit the same proposal to multiple conferences?

While you can submit similar proposals to different conferences, this is usually not recommended. You should tailor each proposal to the specific topic and audience of the conference you are applying to.

Should I include references in my conference proposal?

Including a few key references can strengthen your proposal by situating your work within the broader academic conversation. However, be selective and focus on works that directly support the significance and methodology of your work.

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Geographical Business Project Proposal

Geographical business project proposal presentation, premium google slides theme, powerpoint template, and canva presentation template.

A geographical business project proposal is a comprehensive plan that outlines all aspects of a business venture in a specific location. It includes an analysis of the local economy, customer demographics, current competition, and strategies to meet the needs of the target market in terms of product and services as well as marketing strategies to reach those customers. With this design you can outline these ideas and represent them in a visual way that your audience can understand whether they’re coworkers, clients or investors!

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How to Successfully Pitch Your Business Idea to Investors

Caroline Cummings

8 min. read

Updated October 27, 2023

If you’re an entrepreneur, you need to know how to pitch your business. Even if you’re not planning to pursue funding, having a solid elevator pitch ensures that you know your business inside and out. Which comes in handy if or when you eventually decide to seek out investment.

• How to make a pitch for investors

Creating a successful pitch starts with a thorough business plan. From there it’s up to you to identify what makes your business valuable and worth investing in. You may have 5-pages of proven financial history and a deep analysis of how you stack up against the competition across multiple industries, but you simply can’t cover it all. 

Because, when your pitching to angel investors and venture capitalists for the first time, you’ll often only have around 10-minutes to make your case. Here’s how to make that quick pitch successful. 

1. Create a presentation 

First, take the time to put together your pitch deck . The goal is to create a deck that is easy for you to work off of and gets investors excited about your business. 

Keeping that in mind, you should have a short version that you can speak to within 10-minutes as well as an extended version that includes everything you’d like to give potential investors access to. 

You can use our free pitch deck template for Powerpoint to get started and browse our gallery of over 50 different Industry Pitch Decks . If you need help putting your pitch together, check out this list of tools that can help you put together a professional-looking presentation.

2. Practice your pitch

You need to practice your pitch. Not being able to quickly speak to each element of your business makes every other tip on this list virtually useless.

Too many entrepreneurs think that just by knowing their business they can quickly and succinctly explain its’ value. And having a killer pitch deck with eye-popping visuals will be enough to fall back on. So they go into pitch meetings unprepared.

Instead of being able to say, “I only need 10 minutes of your time,” and actually only taking 10 minutes, you’ll soon find yourself rambling 20 minutes in having only made it through slide 5. Take the time to practice, simplify your messaging, and only keep elements that build up your business. Leave everything else on the cutting room floor.

3. Outline the problem with a story

Begin your pitch with a compelling story. It should address the problem you’re solving in the marketplace. This will engage your audience right out of the gate. And if you’ve done any testing try to include actual data here.

If you can relate your story to your audience, in this case, the investor, even better. What industries have they invested in previously? What pain points do their previous entrepreneurial endeavors have? Do some research about the investor, so you have a good sense of what they care about and can tailor your story to them.

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4. Your solution

Share what’s unique about your product and how it will solve the issue you shared in the previous slide.

Keep it short, concise, and easy for the investor to explain to others. Avoid using buzzwords unless your investors are very familiar with your industry. Again, if you’ve done any testing beforehand, plugin results here to give your solution more credibility.

5. Your target market

Don’t say that everyone in the world is potentially your target market , even if it could be true one day.

Be realistic about who you’re building your product for and break out your market into TAM, SAM, and SOM . This will not only impress your audience, but it will help you think more strategically about your roll-out plan.

If you can, try and develop a user persona or your ideal customer when speaking about your target market. This can help investors visualize the potential customer base and displays that you’ve thought intently about who your business will serve. It’s also much easier to speak to a named individual in a quick pitch, rather than a broad demographic.

6. Your revenue or business model

Investors tend to care about this slide the most. How will you make money ? Be very specific about your products and pricing and emphasize again how your market is anxiously awaiting your arrival.

7. Your successes: Early traction and milestones

Early in the presentation, you want to build some credibility. Take some time to share the relevant traction you’ve made.

This is your opportunity to blow your own horn. Impress the investors with what you and your team have accomplished to date (sales, contracts, key hires, product launches, and so on). You’ve likely mentioned bits and pieces of this early on, but this is the point where you create a full snapshot of your business.

But don’t just leave it at what you’ve done, be sure to speak to where you’re going. Show them a roadmap of next steps, additional milestones and even mention how funding will help achieve them.

8. Customer acquisition: Marketing and sales strategy

This is usually one of the most skipped sections of an investor pitch and a full business plan. How will you reach your customers? How much will it cost? How will you measure success? 

Your financials should easily allow you to calculate your customer acquisition costs. But you should also mention how you intend to reach customers, which channels you’ll be advertising on, and even present an example of messaging. You’ve done your research, you know your customer, why not show investors what that will look like in action. 

9. Your team

Investors invest in people first and ideas second, so be sure to share details about your rock star team and why they are the right people to lead this company.

Also, be sure to share what skill-sets you may be missing on your team. Most startup teams are missing some key talent—be it marketing, management expertise, programmers, sales, operations, financial management, and so on. Let them know that you know that you don’t know everything.

10. Your financial projections

Show what you’re projecting in revenue (per product) over the next three to five years. You must back up your numbers by sharing your assumptions. You’ll see investors taking out their smartphone calculators to make sure your numbers make sense, so give them the information they need to see that your calculations are accurate.

If your financial chart shows “hockey-stick growth,” be sure to explain what happens to cause those inflection points. Now it can be incredibly easy to spend a ton of your time explaining financials but keep in mind that you need to speak to them quickly. If investors want to hear or know more, add your full financials to the extended pitch deck or offer to answer questions after you’ve finished presenting.

11. Your competition

Again, this is a very important part of your pitch, and many people omit this section or don’t provide enough detail about why they’re so different from their competitors.

The best way to communicate your value proposition over your competitors’ is to show this slide in a competitive matrix format —where you list your competitors down the left side of the page, you have your features/benefits across the top, and place checkmarks in the boxes for which company offers that service. Ideally, you have checkmarks across the top for every category, and your competitors lack in key areas to show your competitive advantage.

12. Your funding needs

Clearly spell out how much money has already been invested in your company, by whom, ownership percentages, and how much more you need to go to the next level (and be clear about what level that is). Will you need to raise multiple rounds of financing? Is the investment you’re seeking a convertible note, an equity round, or something else?

Remind the audience why your management team is capable of managing their investment for growth. Tell investors how much you need, why you need the money, what it will be used for, and the intended outcome.

13. Your exit strategy

If you’re seeking large sums of investment capital (over $1M), most investors will want to know what your exit strategy is . Are you planning on getting acquired, going public (very few companies actually do), or something else? Show you’ve done some due diligence on this exit strategy, including the companies you’re targeting, and why it would make sense three, five, or ten years down the road.

14. Follow-up

Investors will want you to be able to back up your claims. Have a well-thought-out business plan on-hand to share, so investors can read more if they’d like to. The intention, after all, is that you deliver a powerful pitch, and by the end, their hands are out asking for either your executive summary or your complete business plan.

15. Take feedback and refine your pitch

No matter the outcome of your pitch, whether you receive funding, another meeting, or rejection, look for areas to improve. Don’t be afraid to ask for feedback and take that into account for the next time you pitch. Now if the investor isn’t willing to provide any, don’t push the issue. It is their time you’ve just spent and are asking more of, so it’s a fine balance to achieve.

If you can, have another team member there to take notes and review with them after the fact. Look for weak-points, areas you stumbled over, and slides that led to negative reactions from the investor. Keep refining, practicing, and executing even if you think you’ve found the perfect pitch. 

You’ll really never know how good your pitch is until you actually do it. Don’t stress yourself out, and treat every investor pitch as a learning experience for you and your business. You’ll only continue to get better and better and can apply those learnings to every area of your business.

Create a business plan that maximizes your chances of securing funding

An entrepreneur. A disruptor. An advocate. Caroline has been the CEO and co-founder of two tech startups—one failed and one she sold. She is passionate about helping other entrepreneurs realize their full potential and learn how to step outside of their comfort zones to catalyze their growth. Caroline is currently executive director of Oregon RAIN . She provides strategic leadership for the organization’s personnel, development, stakeholder relations, and community partnerships. In her dual role as the venture catalyst manager, Cummings oversees the execution of RAIN’s Rural Venture Catalyst programs. She provides outreach and support to small and rural communities; she coaches and mentors regional entrepreneurs, builds strategic local partnerships, and leads educational workshops.

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New Hire Onboarding Template

New employee onboarding is the process of integrating a new hire with a company and its culture, as well as getting a new hire the tools and information needed to become a productive member of the specific team they’ll be working with. There’s a lot of information to share with new hires on their first day and beyond: what the company is all about, what they can expect to do and who to work with, and so much more. Having all of that information conveyed in a template helps to standardize the onboarding process across the organization.

Our new hire onboarding template keeps everything organized for you and new employees who are starting their journeys. With this template, you can create roadmaps for one month to six months out to ensure your new hires are set on the right path.

Use the new hire onboarding template to:

• Introduce new hires to the company
• Help onboarding run more consistently across teams and functions
• Standardize the knowledge base all new employees will have upon finishing orientation
• Check in with new employees periodically

Customize your New Hire Onboarding Presentation

Give new hires all the information they need in a thoughtful, comprehensive new hire onboarding presentation. Make it memorable: use images, graphs, timelines, and charts to illustrate the information you’re sharing with new hires. In your new hire onboarding presentation try to include slides such as:

Tips For Designing Your New Hire Onboarding Presentation

Create an effective, memorable new hire onboarding presentation by following the tips below.

What do your new hires need to know most on their first day? Start with the key essentials they’ll need to be successful in their role, and then work down to secondary and tertiary needs from there. Include the most relevant information in your slides.

There’s a lot of information to digest on the first day at a new job, especially for fully remote or hybrid workers who may not be in a physical office every day. Make sure that your remote hires feel included by relaying information about company VPNs, remote team building events, collaboration and chat platforms, and anything else that might be relevant.

Get your new hires excited about joining the company! Include fun facts about the team, talk about company perks, and sprinkle some personality into the presentation.

Picking the right photos and images is essential to the overall success of your presentation. Add photos of team members so new hires know whom to connect with.

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Slack is a crucial tool for cross-team collaboration for many organizations. We took a look at Slack’s original pitch deck to look for ways to improve the

Sales Projection Presentation Template

Plan and manage your sales team initiatives in one place. Try the sales plan template.

Digital Marketing Proposal Template

Pitch a new project or reel in potential new clients by using our digital marketing proposal template for your next meeting.

Customer Profile Presentation Template

Pinpoint the best marketing segments for your brand and qualify leads with our streamlined customer profile template.