How to build a customer proposal deck with AI

In short: Give your AI the customer, their requirements, your reference material and the audience, ask for a slide-by-slide outline that tells one story, then tighten each slide and check the deck against what the customer asked for. The AI drafts; you decide what is true and what to claim.

Steps

Gather your inputs. The customer's requirements in their own words, your product notes, any branding guidance and the audience (for example, a CEO or an operations team).
Copy the prompt below and fill in [CUSTOMER], [YOUR COMPANY], [REQUIREMENTS / USE CASES] and [AUDIENCE]. Delete any optional lines that do not apply.
Start with the outline. Ask for slide titles and one-line messages before any detail, and fix the story first.
Tighten slide by slide. Use the “improve a single slide” prompt on weak slides, and the pricing prompt if numbers are unclear.
Check it against the brief. Run the requirements check prompt, then read every claim and number yourself. Remove anything you cannot back up.

The prompt

This is the library prompt Create a customer proposal deck. Open it to copy, fill in the blanks or tune it for your AI.

Create a proposal deck for [CUSTOMER] showing how [YOUR COMPANY]'s AI Agents can address [REQUIREMENTS / USE CASES].

Use the attached references, explain the relevant modules, and tailor the story to [AUDIENCE]. Make it McKinsey-like and use our branding.

Helpful details to include if they apply (delete the rest):
- Workflows: [WORKFLOW 1], [WORKFLOW 2]
- Channel: [CHANNEL, e.g. a branded WhatsApp channel] and how people sign up, e.g. [QR CODE / LINK] to [FORM]
- AI agent: answers free-text enquiries from [KNOWLEDGE BASE], sends automated nudges, and staff can take over any conversation from the [INBOX]
- Data: eligibility or screening via [SURVEY MODULE], downloadable lists, bulk upload into the next workflow
- Style: [BRAND COLORS], logo top right on every slide, Font Awesome icons that render well in PowerPoint

Use this prompt Tune for my AI

Example

Illustrative outline, not a real customer or result

You provide: Customer: a regional clinic group. Requirement: reduce missed appointments. Audience: the operations director.

The kind of result to expect:

1. The problem: missed appointments cost your team time 2. What we propose: reminders and easy rescheduling by message 3. How it works: three steps from sign-up to reminder 4. Pilot plan: one clinic, six weeks, agreed success measures 5. Pricing and what is included 6. Next steps: confirm scope and start date

The example is invented to show the format. It is not a real customer, a real result or a promise of one. Always check an AI's output before using it.

Questions people ask

Can AI build the actual slides?

Some tools can generate slides directly; others give you an outline and wording to paste into your own template. Either way, treat the result as a first draft.

What should I never let the AI invent?

Statistics, customer names, quotes and results. Ask it to mark where proof is needed, and add only what you can show.

How many slides should a proposal deck have?

As few as answer the customer's questions. There is no ideal number; cut slides that do not support the argument.

Can I share the customer's documents with an AI tool?

Only if your agreement and company policy allow it. Otherwise summarise them yourself and use placeholders for sensitive details.

More prompts like this

How to build a customer proposal deck with AI

Updated 2026-10-16. Written by the ChatJudge team from the prompts in our library.