Consulting and agencies · Professional services deck
Professional services decks for client pitches and growth.
Professional firms win on trust and expertise. The deck should show relevant experience and a clear way of working without filling every slide with text.
Fixed prices. No calls: you brief us in writing and comment in writing.
Approach
How an engagement runs
Illustration only. Any figures are invented for this sample slide.
Who reads it
Prospective clients, partners or investors in the firm.
Turnaround
5 business days for a design rebuild; 3 business days for an audit.
How it differs
How a professional services deck differs from a general pitch deck
A general startup deck promises future growth. A professional services deck proves that a firm can be trusted with work today: who will do it, what they have done before, whether they are independent and what it will cost. Panels often score qualifications before discussing fees. If the firm is raising capital instead, investors look at recurring revenue, client spread and how much depends on individual partners, which is a different set of slides built on the same firm story.
Slide by slide
What goes in a professional services deck
- 01
Firm
Who you are.
- 02
Services
What you offer.
- 03
Sector experience
Where you have worked.
- 04
Approach
How an engagement runs.
- 05
Team
Partners and specialists.
- 06
Results
Outcomes you may share.
- 07
Engagement model
Fees and terms.
- 08
Next steps
How to begin.
The questions behind every slide
What readers of a professional services 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
Are you independent of us and free of conflicts?
The engagement model slide or an appendix page should state independence and any relationships the client should know about.
- 2
Who is the partner in charge, and who does the daily work?
The team slide should name both and show how they split the work.
- 3
What licenses, registrations and insurance does the firm hold?
An appendix page should list them for the selection panel.
- 4
How do you charge, and what triggers extra fees?
The engagement model slide should state the fee basis and what falls outside it.
- 5
How would you take over from our current provider?
The approach slide should include a transition plan with steps and dates.
- 6
What technology do you use, and how is our data protected?
An appendix page should summarize systems and data security.
- 7
Can you give references from similar work?
The sector experience slide should note that references are available, with contacts provided on request.
- 8
If the firm is raising: how much revenue recurs, and how dependent is it on individual partners?
The financial section of the raising version should show recurring revenue and client spread by partner.
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
Experience
After
We have delivered [X] [project type] projects for [client type] organizations
Before
Our Team
After
One partner leads your work from kickoff to sign-off
Before
Engagement Model
After
A fixed annual fee covers [scope]; anything outside it is quoted before work starts
What we fix
Faults we see in professional services deck drafts
Text copied from the website.
Too many team photographs.
No clear engagement model.
What you receive
Documents we produce
- Client pitch deck
- Capabilities one-pager
- Master template
Every file is delivered editable, in PowerPoint, Google Slides or Keynote, with a PDF for sending. A professional services 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 10 to 15 slides for a client pitch; more if the firm is raising capital.
- Send-ahead version
- A PDF that follows any format the client's selection process requires, with the qualifications material attached.
- Presented version
- Often presented to a selection panel; have each named team member speak to their own part.
What belongs in the appendix
- Team biographies and credentials
- Licenses, registrations and insurance
- Relevant project summaries
- Transition plan
- Data security summary
- Fee schedule
Before you send it
Professional services deck checklist
- Partner in charge named
- Independence and conflicts statement
- Licenses and insurance listed
- Transition plan from the current provider
- Fee triggers stated
- References available on request
- A sector page written for this client
- Data security summary
Glossary
Terms used in a professional services deck
- Qualifications-based selection
- A buying method where the client picks the most qualified firm first, then agrees scope and fee with that firm.
- Statement of qualifications
- A document describing a firm's experience and team, submitted to be shortlisted.
- Engagement letter
- The agreement that sets out scope, responsibilities and fees for a professional engagement.
- Independence
- Being free of financial or personal ties that could affect objective advice to a client.
- Partner in charge
- The senior professional accountable for the engagement and its quality.
- Normalized earnings
- Profit restated to remove one-time items and set partner pay at market levels, used when a firm raises capital or sells.
Your written brief
What to send us for a professional services deck
No call needed. Send what you have; missing items are listed in our written reply, and nothing is invented to fill a gap.
- 01Firm profile, licenses and insurance details
- 02Partner and team biographies
- 03Relevant project or client summaries you may share
- 04Fee basis and schedule
- 05The client's request or selection criteria
- 06Data security and technology summary
- 07Your template and brand files
- 08If raising: financial statements and revenue by client type
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.
Is this also for raising capital?+
Yes. If the firm is raising, the deck adds financials and the growth plan.
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.