How to Build a Successful Agency Pitch Deck [Free Template]

 

Is your pitch deck ready to wow potential clients for your social media agency? Or is lacking some key components? Make sure your agency pitch deck is everything it needs to be before you present it.

Social media agencies typically offer high-value, detailed services to potential clients that could drastically impact their businesses. So, it’s common that a client will shop through multiple options for agencies before settling on one.

It’s not just enough for your website, your list of services, and even your testimonials to stand out. You need to almost court the client with a strong pitch that explains with your specific agency will benefit the client’s specific business.

The marketing agency pitch deck, therefore, is crucial.

It can be the make-or-break moment that determines whether your social media agency gets the contract or a competitor does.

Table of Contents

1. 1. Pitch Deck Defined
   2. About Us/USP
   3. Team Members
   4. Social Proof
   5. Services Offered
   6. Pricing 
   7. Benefits
   8. Case Study
   9. Process
   10. Pitch Deck Template

We want you to land those strong, high-value clients that you’re looking for.

In this post, we’re going to go over how to create a stellar agency pitch deck that will help you demonstrate exactly what you can offer and convert clients.

What Is an Agency Pitch Deck?

An agency pitch deck is simply a presentation used to explain what you offer to new potential clients.

It goes into detail about what your services include and the benefits that you believe (or know!) you can offer. This is your direct sales pitch straight to the potential customer.

Focusing on data and information is the best way to do this—instead of simply saying, “We’re the best.”

You’re going to want to prove your social media agency is the right one for this client.

Agency pitch decks are typically created in PowerPoint (or a PowerPoint competitor), and the pitch deck is almost always shared in a live video call with a screen share.

Doing so gives you plenty of chances to answer any and all client questions, and elaborate more where needed while customizing your pitch any needs the client details while on the call.

Most agencies have a standard pitch deck that they use for most pitches, though they may adapt it or personalize it for each client.

If they offer hyper-specialized, boutique services that vary wildly from one client to another (which isn’t common), they’ll likely create a new pitch deck for each potential client.

What You Should Include in Your Pitch Deck

Many marketers and agencies have found themselves in an ironic predicament: They’re excellent at selling their client’s products and services but may struggle to do the same for their own brand because it’s a completely different style of selling than they may be used to.

Fortunately, the right pitch deck can help

So let’s take a look at everything that you need to include, using examples available publicly on SlideShare.

An “About Us” With Your USP

Your opening slide will typically be your brand name and logo.

On your second slide, though, you always want to start strong with a brief sentence about who you are and your unique selling proposition (or “USP, which is what makes you unique).

Examples could include phrasing like the following:

“OliverTwist Agency was created to make high-level organic marketing services available to passionate small businesses who are on a tight budget without sacrificing quality.”

You name your business; you list your mission and your USP. This business has a unique purpose to offer great services for businesses on a budget. You also define your target audience. After all, you want your customer to realize that you fully understand them and are equipped to help with their specific pain points.

Here’s an excellent example of what that USP looks like in a presentation:

If you need a little help in finding your USP, you may want to check out Tamsen Webster’s advice on “finding your red threat” from a Social Pulse Weekly episode:

Your Team’s Experience (and Faces!)

Your team’s experience will likely be a powerful selling point.

Do you have dedicated account managers who have worked with big-name brands like Amazon or Shopify? Have any of your team members worked on the staff of tech giants like Facebook or Google before branching out to your social media marketing agency?

Even if you’re all relatively new, phrasing like “a combined fifteen years of experience” sounds impressive, even if it’s spread between five of you. You can also highlight courses that you took as a “dedicated effort to continued education.”

On this slide, consider sharing a picture of your team or pictures of individual team members.

Adding faces to the pitch deck can build rapport and establish trust. We like to see the faces behind the emails and phone calls.

Social Proof on Your Pitch Deck

Social proof can include client testimonials and featuring a list of the companies that your social media agency has worked with.

You can use this to show relevant industry experience, like featuring multiple small business names in the health industry if you’re trying to land a contract with a “superfood powder” company.

If you’ve worked for any impressive, well-known names, this is a good place to mention that, too.

This is a solid example:

You can also include an “As Seen On” slide if you’ve been prominently featured as a speaker at a major conference or weighed in on a relevant story on the news.

Transparent View of Services Offered

Every agency out there is unique. Yours likely offers at least slightly different services than your competitors.

One social media marketing agency, for example, may offer engagement management, which involves responding to comments and questions.

Another may off “full-service social media marketing” but doesn’t include engagement management within that definition.

And if you’re a social media marketing agency that creates social ad campaigns for clients, do you manage them, too?

Are you willing to set up client profiles, develop strategies, and create images?

You’ve likely hammered out all the details, but if your client is talking to multiple different agencies, the client may be confused about what’s included in which plan.

Having a few slides that explain exactly what can be covered by your agency’s different plans and what is not included in any of them can offer exceptional clarification.

You can have a dedicated slide for each service that you offer, and a single slide for what you don’t.

This is to your benefit, too.

You won’t end up signing a contract with a client who wants you to respond to every incoming client message when you typically don’t manage engagement at all.

The Most Accurate Pricing Information You Can Share

Pricing for marketing agencies can be difficult.

Some social media agencies offer strict flat-rate pricing, like x number of posts per month plus publication and analytics for $2,000.

Other social media marketing agencies will create custom pitches based on client ad spend, the number of channels, specific services needed, and overall volume.

It can be difficult to lay out the pricing in a pitch deck without knowing exactly what the client needs. However, even with this in mind, give clients as much information as you possibly can.

Do you have a minimum ad spend for clients or minimum retainer amounts? Explain what the minimums are and what they entail.

Transparency about what’s not included in the pricing is key.

You likely include the software you use, which the client won’t need to pay for. There’s a solid chance, though, that you won’t cover ad spend or extra costs like the money that will be a prize for a social contest, but clients don’t always understand this.

An Explanation of How You Can Benefit Customers

It’s not uncommon for clients to be researching agencies without even being 100% sure if they want to go all-in with their marketing budget to hire one.

A crucial part of your pitch deck will not only be to explain why you can benefit the client but how the services themselves are valuable.

Address the client’s pain points, letting them know you fully understand their needs, and use clear, statistic-heavy data to back up everything you’re saying.

Then, lay out as clear of a strategy as possible to explain how you’ll help them accomplish specific goals.

For example, if your agency’s goal is to help clients scale their Facebook Ad campaigns to a high-volume, you might say the following:

After a deep-dive into what makes your business and your audience tick, we’ll do rapid-fire split tests of 100 different ad sets. We’ll leverage this data to create stronger, niched-down campaigns that your audience will respond to, and scale up the campaigns with the highest ROAS.

This is a very clear, direct action plan.

What to include in your pitch deck about benefits

You explain:

• What you’re doing
• Why you’re doing it
• How it will work

Addressing those points calms any doubt that the client may have, especially since unfortunately plenty of agencies out there don’t really have solid plans.

Download a FREE agency pitch deck template.

A Case Study for Your Pitch Deck

Do you have a case study or two directly relevant to the client you’ll be speaking to that can show what your agency is capable of?

Highlight your case study in the pitch deck.

What to cover briefly in the case study

• Outline what you did
• Why it worked
• How you can implement this solution with another client who shares the same original challenges

You can have several case studies, with one on each slide.

If you can show visuals of the ads you created or the reports with impressive-looking graphs, even better.

Your Process

In addition to explaining your strategy, you’ll want to inform potential clients of exactly what it will look like to work with you moving forward.

What to include in your pitch deck

Share your process over a few slides, explaining the initial set-up process and what working together will look like moving forward.

This might include:

• Monthly reports
• Regular phone calls
• Scheduled editorial calendar reviews
• And more!

This example is fantastic, detailing what will be happening next while breaking it down in a simple way.

Leave Room for Questions & Share Information

The last slide should always have your contact information, including:

• The business’s email account
• Phone number
• Website.
• CTA encouraging your leads to consider your services

Be sure to ask if your potential clients have any questions.

They’ve likely asked questions as the presentation went on if it was happening live, but this is a good chance to let them think of any questions that haven’t come up yet.

Looking for an Agency Pitch Deck Template?

If you want to streamline the process of pitch deck creation, you can start by using our free template! It was created by Kass Burrowes, the director of social media at Boathouse Group.

You can download the template for free here.

Final Thoughts

Your agency pitch deck can determine whether leads become clients, so you’ll want to put an enormous amount of thought into it.

Make sure to include plenty of visuals, and do space information out as needed. You don’t want to overwhelm a potential client by sharing a cluttered slide.

Being thorough while concise will be key. Try to think from your potential clients’ point of view, focusing on their potential objections, concerns, and pain points.

If possible, customize your pitch deck for different clients if possible. Switch out case studies if needed. By highlighting strategies or services that align with their specific brand and needs, you’re more likely to get the job.

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