Consulting and agencies · Credentials deck
Agency credentials decks that open the next meeting.
A credentials deck introduces an agency before a pitch. It should be short, specific about results and easy to adapt for each prospect.
Fixed prices. No calls: you brief us in writing and comment in writing.
Case study
The brief, the work, the result
Illustration only. Any figures are invented for this sample slide.
Who reads it
Marketing leaders and procurement teams.
Turnaround
5 business days for a design rebuild; 3 business days for an audit.
How it differs
How a credentials deck differs from a general pitch deck
A general startup deck asks for investment. A credentials deck asks for the next meeting, usually against several other agencies. The reader is a marketing lead, often with a procurement colleague, judging fit, people and how the agency charges. There is no market slide and no financial forecast. The case studies do the work that traction does in a startup deck, and the deck must be easy to reshape for each prospect so it never reads as a generic brochure.
Slide by slide
What goes in a credentials deck
- 01
Who we are
In one line.
- 02
What we do
Services, plainly.
- 03
Who for
Sectors and client types.
- 04
Selected work
Each with the result it produced.
- 05
How we work
Process in steps.
- 06
Team
The people a client will meet.
- 07
Clients
With permission to name them.
- 08
Contact
Who to call.
The questions behind every slide
What readers of a credentials deck ask
Each answer names the slide or document where it belongs. If a question has no home in your deck, the reader will ask it in writing, or stop reading.
- 1
Who exactly would work on our account?
The team slide should name the people the client will deal with each week and their roles.
- 2
How do you charge?
A commercial slide should explain retainer, project and any performance-linked options.
- 3
Do you work for any of our competitors?
The clients slide should state your conflict policy.
- 4
How do you measure results, and who reports them?
The how we work slide should show reporting, its timing and who owns it.
- 5
How large and stable is the agency?
The who we are slide should give headcount, years trading and ownership, which procurement teams often ask for.
- 6
What will working together be like week to week?
The process slide should show meetings, approvals and turnaround, and the chemistry meeting should leave time to discuss it.
- 7
Which parts of this work did you do yourselves?
Each case study should credit your role and any partners.
- 8
How do you handle our data and approvals?
A short appendix page should cover data handling and the approval process.
Headline rewrites
Slide titles that say something.
A reader skims headlines first. A label tells them the topic; a sentence tells them the point. Bracketed figures are placeholders for your own numbers.
Before
Our Services
After
We plan, make and measure campaigns for [sector] brands with one team
Before
Our Process
After
From brief to first work in [X] weeks, with your approval at [X] points
Before
Clients
After
[X] of our clients have worked with us for more than [X] years
What we fix
Faults we see in credentials deck drafts
Twenty case studies.
Work shown without results.
No adaptation for each prospect.
What you receive
Documents we produce
- Credentials deck
- Case study pages
- Pitch template
Every file is delivered editable, in PowerPoint, Google Slides or Keynote, with a PDF for sending. A credentials deck rebuild starts at $3,500; the full Raise Set with one-pager and teaser is $10,000.
Format
Length, versions and appendix
- Length
- Commonly 8 to 12 slides to present, with a longer leave-behind.
- Send-ahead version
- The leave-behind as a PDF after the meeting, unless the prospect asks for credentials in advance.
- Presented version
- Plan to speak for about half the meeting and use the rest for questions and conversation.
What belongs in the appendix
- Additional case studies
- Full team biographies
- Fee models
- Data handling and approvals
- Agency facts for procurement
- Client permission notes
Before you send it
Credentials deck checklist
- An opening written for this prospect
- Each case shows the brief, your role, the work and the result
- The day-to-day team named
- Fee models explained
- A conflict policy stated
- Permission recorded for every client named
- A leave-behind version prepared
- Half the meeting left for conversation
Glossary
Terms used in a credentials deck
- Chemistry meeting
- An early meeting where client and agency judge whether they can work well together.
- Request for information
- An early questionnaire a client sends several agencies before choosing whom to invite to pitch.
- Retainer
- A recurring monthly fee for an agreed scope of ongoing work.
- Project fee
- A fixed price for a defined piece of work with a clear start and end.
- Value-based fee
- A fee linked to the business value the work creates rather than hours spent.
- Leave-behind
- A fuller version of the deck sent after the meeting, holding detail too dense to present.
Your written brief
What to send us for a credentials deck
No call needed. Send what you have; missing items are listed in our written reply, and nothing is invented to fill a gap.
- 01Case studies with results and client permission
- 02Team biographies and photographs
- 03Fee models you offer
- 04Client list with permission status
- 05The prospect's brief or request for information
- 06Sectors you want to win
- 07Your brand files
- 08A description of how you work
Packages
Four packages, fixed prices.
Deck Audit
$1,500
3 business days
A written verdict on the deck you have, before you send it to anyone.
- Slide-by-slide notes inside your file
- The fixes that matter most, in order
- Story, numbers and design, each assessed
- The investor questions your deck leaves open
One deck, up to 20 slides. No redesign included.
Choose Deck AuditInvestor Finish
$3,500
5 business days
Your draft, rebuilt to investor standard. Design only.
- Up to 15 slides rebuilt
- Charts redrawn from your data
- Your brand applied throughout
- One written revision round
- Editable PowerPoint, Google Slides or Keynote
Design only: your wording and slide order stay as they are.
Choose Investor FinishFinish + Story
$6,500
8 business days
We restructure the argument, rewrite the headlines, then rebuild the deck.
- Up to 20 slides
- Narrative restructured from your draft and notes
- Headlines rewritten as full-sentence points
- Send-ahead PDF version
- Two written revision rounds
We work from your facts. No market research or financial modeling.
Choose Finish + StoryRaise Set
$10,000
12 business days
Everything a raise needs, in one matching set.
- Up to 30 slides plus appendix
- Investor one-pager
- Short teaser version for cold outreach
- Three written revision rounds
- All source files
No investor introductions, fundraising or legal advice.
Choose Raise SetNot included in any package: Calls or meetings · Market research · Financial modeling or valuation · Investor introductions · Fundraising, legal or securities advice. Extra slides and extra revision rounds are quoted in writing before we start them.
Questions, answered.
How many case studies?+
Three to five, chosen for each prospect.
How much does a pitch deck cost here?+
A written Deck Audit is $1,500. Investor Finish, a design rebuild of up to 15 slides, is $3,500. Finish + Story, with the argument restructured, is $6,500. Raise Set, up to 30 slides with a one-pager and teaser, is $10,000.
How long does it take?+
Three business days for an audit, five for Investor Finish, eight for Finish + Story and twelve for Raise Set, counted from payment and a complete brief.
Is there a call?+
No. No package includes a call or meeting. You brief us in writing and comment in writing.
What do I need to send?+
Your draft deck in any editable format, or notes if you chose a package with writing, plus a few lines on who will read it and what you are asking for.
How do I pay?+
By card, through a secure payment link we send once scope and delivery date are confirmed in writing.
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Further reading
Sources we read when writing this page. General information only; not legal, tax or investment advice.
Have a draft? Send it today.
Choose a package, link your deck and write a few lines about who it is for. You get scope, a delivery date and a payment link in writing.