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How to Create the Perfect Agency Pitch Deck

August 11, 2020
written by Rob Wass
A person giving a pitch

As an agency, the pitch is one of the most important ways to win clients. Our guide shows you how to craft the perfect pitch deck.

A well-crafted pitch is one of the most important tools any agency can have. When you make a pitch, you’re often going to end up saying the same things and making similar points. For this reason, it makes sense to have a pitch deck in your toolbox, enabling you to use it whenever you want to make a pitch to a new prospective client.

Having a pitch deck is a good start, but having a compelling pitch deck is even better. Creating the perfect pitch deck will help your agency to achieve more.

Read: How Do Advertising Agencies Get New Clients?

What is a pitch deck?

A pitch deck is a short presentation that provides a brief overview of your business plan. It gives you a tool to use during meetings with prospective clients that you can rely on whenever you need it.

You can create a pitch deck using software like Microsoft PowerPoint, Google Slides, Keynote for Mac, Visme, or Prezi. There are several elements to include in a pitch deck, as well as various things that you can do to ensure you nail the pitch.

Here are 7 ways that you can create the perfect agency pitch deck so that it’s ready to go when you need it.

1. Research your dream client

Before putting your pitch deck together, you need to know whom you are making it for. Start by thinking about who your dream client is and finding out more about them.

The more information you have, the better you will be able to tailor your pitch to them. It will help you to outline your objectives and understand what your ideal client wants to hear from an agency.

Some of the things that you should consider about your dream client include:

  • Their products or services
  • The history of their company
  • Key people within the company
  • How many people are in their in-house team
  • Their budget

When you have this information about your dream client, you will be able to create a pitch deck that is made with them in mind.

2. Demonstrate your USP

What makes you different from any other agency? Demonstrating your USP is one of the most important things that you can tell a prospective client. It lets them know why they should choose you over your competitors.

You should know your USP well already, but it’s also worth spending some time nailing it down and thinking about how you can not just tell people about it but show them how you put it into practice.

This might involve allowing your potential client to get to know your team and see what they can gain from working with them, as well as talking about your agency’s values.

3. Personalise your pitch

When you are making a pitch to a client, you have the opportunity to personalise it to match them. Like you should personalise other things in life, such as your CV when applying for a job, you must tailor each pitch to the client.

If you don’t take the time to personalise your pitch deck, there could be parts of it that don’t ring true for your prospective client. When you know about what they are already doing, you can pitch some ideas for what they can do next that make sense for them.

As well as thinking about what you will include in their advertising campaign, you can also consider the client’s budget and what they will be able to afford. Break down the different activities you will recommend to the client and how much each one could cost.

4. Explain your marketing strategy

A potential client needs what your marketing strategy will include—the key facts on what your agency can do for them. They need to have a clear idea of what services you will be providing them, as well as what you will measure to understand your results.

Lastly, you also need to let them know how often you will be reporting on the metrics that you will be measuring.

Tell your prospective client what you will be spending their money on and how your methods are cost-effective, as well as how they will deliver the results that you want.

Adzooma Marketplace

Find the Digital Agency that best suits you

Adzooma Marketplace is where over 50,000 businesses & agencies come together to find their perfect digital marketing partner.

Visit Adzooma Marketplace

5. Include case studies

You tell your potential client that you can get results, but how will they know if they can trust you? Including case studies in your pitch deck is the perfect way to demonstrate what you can do.

Clients want to know more about your agency before they decide if you are the right choice for their needs. When you include case studies in your pitch deck, you present them with the information that they need to make an assessment.

Demonstrate your track record by showing what you have done for previous clients and the results that you have achieved.

6. Keep things succinct

Your pitch deck shouldn’t be too long or overly involved. An information dump is boring, confusing, and time-consuming. Be sure to share valuable information, but keep things as succinct as you can.

Finally, summarise your points and lay out all the main facts again to refresh their memories.

7. Be open to questions

Make sure that your pitch isn’t just a one-way conversation. By letting potential clients know that you are open to questions, you can allow them to be more involved.

You can ask them if they have any questions to allow them to speak up about any concerns or anything that they feel you haven’t mentioned.

Thank them for their time and provide your contact information so that they can get in touch through various channels.

Final thoughts

Your agency pitch deck is your chance to convince a potential client that you’re the right choice for them. When you’re designing it, remember to use your brand colours and logo, as well as include visual elements for an eye-catching experience.

Make sure that it’s easy to read so that your prospective client doesn’t need to strain to take in all of the information.

Rob Wass

Robert Wass is Adzooma’s Co-Founder and Managing Director. Responsible for overseeing the company’s day-to-day operations and strategy with a focus on acquisition, customer experience and scalability. Prior to founding Adzooma Robert spent 10 years working in the digital agency space working on sales strategy and driving acquisition for both start-ups and large corporations.

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