marketing consultant presentation

100+ Real Consulting Presentations from McKinsey, BCG, Bain, and More

By Paul Moss

We’ve gathered presentations from top consulting firms that you can use to inspire your own slide making.

For this post we’ve gathered 100+ real presentations from top consulting firms around the internet for you to review, analyze, and learn from. Each has its strengths and weaknesses, and each provides a different look into how top quality consulting presentations get created and delivered to clients. 

After finishing this article, make sure you check out our advanced courses to see how you can learn to build your own high-quality, consulting-style slides from scratch.

The Internet's Best Slides

Search through our curated library of REAL slides to find inspiration for your next presentation

• Reshaping NYCHA support functions   (BCG)
•   Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare   (BCG)
•   Melbourne as a Global Cultural Destination   (BCG)
•   The Open Education Resources ecosystem   (BCG)
•   The True-Luxury Global Consumer Insight (7th Edition) (BCG)
•   Evaluating NYC media sector development and setting the stage for future growth   (BCG)
•   The Electric Car Tipping Point   (BCG)
•   Projecting US Mail volumes to 2020   (BCG)
•   Next Generation Manufacturing (2016)   (BCG)
•   Corporate Ventures in Sweden (2016)   (BCG)
•   Port of Los Angeles Clean Truck Program – March 2008   (BCG)
•   USPS Future Business Model   (McKinsey)
•   Investment and Industrial Policy: A Perspective on the Future   (McKinsey)
•   Outperformers: High-growth emerging economies and the companies that propel them   (McKinsey)
•   Technology’s role in mineral criticality (World Materials Forum)   (McKinsey)
•   Challenges in Mining: Scarcity or Opportunity?   (McKinsey)
•   Modelling the potential of digitally-enabled processes, transparency and participation in the NHS   (McKinsey)
•   Addressing the Global Affordable Housing Challenge (2016)   (McKinsey)
•   Capturing the Full Electrical Efficiency Potential of the UK (2012)   (McKinsey)
•   Digital Luxury Experience (2017)   (McKinsey)
•   Digitally-Enabled Processes in the NHS (2014)   (McKinsey)
•   How Companies can Capture the Veteran Opportunity (2012)   (McKinsey)
•   Insurance Trends and Growth Opportunities for Poland (2015)   (McKinsey)
•   Laying the Foundations for a Financially Sound Industry (2013)   (McKinsey)
•   From Poverty to Empowerment (2014)   (McKinsey)
•   Consumer privacy in retail   (Deloitte)
•   TMT Outlook 2017: A new wave of advances offer opportunities and challenges   (Deloitte)
• Deloitte SEA CFO Forum Southeast Asia Business Outlook   (Deloitte)
• Deloitte Kenya Budget 2022/23 Webinar   (Deloitte)
• The Shopping Centre Handbook 4.0   (Deloitte)

Bain & Co.

•   2011 China Luxury Market Study   (Bain)
•   Bain & UC Berkley Operational Excellence (2010)   (Bain)
•   Fintech New York: Partnerships, Platforms and Open Innovation   (Accenture)
•   Shaping the Sustainable Organization   (Accenture)
•   The Decade to Deliver: A Call to Business Action   (Accenture)
•   Fueling the Energy Future   (Accenture)
•   Cracking the Code on Consumer Fraud   (Accenture)
•   Right Cloud Mindset: Survey Results Hospitality   (Accenture)
•   Unleashing Competitiveness on the Cloud Continuum   (Accenture)
•   Whole Brain Leadership: New Rules of Engagement for the C-Suite   (Accenture)
•   Federal Technology Vision 2021: Full U.S. Federal Survey Findings   (Accenture)
•   Accenture Consumer Behavior Research: The value shake-up   (Accenture)
•   Tech Adoption and Strategy for Innovation & Growth   (Accenture)
•   Intelligent Operations for Future-Ready Businesses   (Accenture)
•   When, Where & How AI Will Boost Federal Workforce Productivity   (Accenture)
•   How fit is your allocation strategy?   (EY)
•   European Banking Barometer (2015)   (EY)
•   EY Price Point: global oil and gas market outlook, Q2 | April 2022   (EY)
•   IBOR transition: Opportunities and challenges for the asset management industry (EY)
•   Global Capital Confidence Barometer 21st edition   (EY)
•   Power transactions and trends Q2 2019   (EY)
•   MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms   (EY)
•   EY Germany FinTech Landscape   (EY)

PwC / Strategy&

•   Project Management: Improving performance, reducing risk   (PwC)
•   World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo   (PwC)
•   Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View   (PwC)
•   Turning big data into big revenue   (PwC)
•   Medical Cost Trend: Behind the Numbers 2017   (PwC)
•   PwC’s new Golden Age Index – how well are countries harnessing the power of older workers?   (PwC)
•   PwC’s Global Technology IPO Review — Q1 2015   (PwC)
•   PwC Trends in the workforce   (PwC)
•   18th Annual Global CEO Survey – Technology industry key findings   (PwC)
•   The FDA and industry: A recipe for collaborating in the New Health Economy   (PwC)
•   Making zero-emission trucking a reality   (Strategy&)
•   Sustainability strategies for Oil and Gas   (Strategy&)
•   Driving the sustainability agenda on C-level   (Strategy&)
• The Diversity Imperative: 14th Annual Australian Chief Executive Study   (Strategy&)
•   Creating a Winning Recipe for a Meal Kits Program   (LEK)
•   The 4th Annual New Mobility Study 2019   (LEK)
•   2019 APAC Hospital Priority Study Overview    (LEK)
•   Rail industry cost and revenue sharing (2011)   (LEK)
•   2019 Media and Entertainment Study   (LEK)
•   Navigating a digital-first home furnishings market   (LEK)
•   5 Opportunities in the Nutritional Supplements Industry   (LEK)
•   Infrastructure Victoria – AZ/ZEV International Scan   (LEK)
•   The Rapidly Evolving Landscape of Meal Kits and E-commerce in Food & Beverage   (LEK)
•   Top 8 Insights From the 2018 Beauty, Health & Wellness Survey   (LEK)
•   2018 Brand Owner Packaging Survey   (LEK)
•   2016 Strategic Hospital Priorities Study   (LEK)
•   The Merchandising Evolution (and why NDC Matters)   (LEK)
•   Infrastructure beyond COVID-19   (LEK)
•   China Exit or Co-Investment Opportunities for German PE Investors   (LEK)
•   Strategy Study 2014   ( AT Kearney)
•   Australia: Taking Bigger Steps   ( AT Kearney)
•   Lifting the Barriers to Retail Innovation in ASEAN   ( AT Kearney)
•   The Future of Commercial Vehicle Powertrains (2012)   ( AT Kearney)
•   A.T. Kearney 2017 State of Logistics Report: Accelerating into Uncertainty   ( AT Kearney)
•   Pursuing Customer Inspired Growth   ( AT Kearney)
•   The Accelerating Growth of Frictionless Commerce   ( AT Kearney)
•   Consolidation of the US Banking Industry   ( AT Kearney)
• Covid-19 and Effects on Turkey   ( AT Kearney)

Booz Allen Hamilton, Alvarez & Marsal and others

•   European Distressed Credit Watch List   (Alvarez & Marsal)
•   Corporate Headquarters Study 2018   (Roland Berger)
• The Lithium-Ion (EV) battery market and supply chain   (Roland Berger)
•   IP Theft   (Booz Allen Hamilton)
•   Booz Allen Hamilton and Market Connections: C4ISR Survey Report   (Booz Allen Hamilton)
•   Joining Forces: Interagency Collaboration and “Smart Power”   (Booz Allen Hamilton)
• Booz Allen at a glance   (Booz Allen Hamilton)
• Investor Presentation Deck   (Booz Allen Hamilton)
•   Responding to Covid-19 (2021)   (Oliver Wyman)
•   C ovid-19 Special Primer (2020)   (Oliver Wyman)
• Building Up Immunity of the Financial Sector   (Oliver Wyman)
• Customer Experience: The 14BN Risk Noted for Discussion   (Oliver Wyman)

FREE Slide Design Course

Enroll in our free 5-day email course and learn how to design slides like a McKinsey consultant.

Complete hands-on exercises , review a realistic consulting case study , and get personalized feedback from your instructor!

Plus get a free copy of our Top 50 PowerPoint Shortcuts for Consultants cheat sheet.

Learn More ➔

Success! Please check your email.

We respect your privacy. Unsubscribe anytime.

Reshaping NYCHA support functions

Good:  Realistic client presentation, clear slide structure, complete storyline

Not Good:  Outdated, long and dense

Download this Presentation

Loose dogs in Dallas: Strategic Recommendations to Improve Public Safety and Animal Welfare

Good: Realistic client presentation, clear slide structure, insightful and clear charts

Not Good: Outdated, long and dense

Melbourne as a Global Cultural Destination

Good: Realistic client presentation, good structure, slides “guide” audience to insights

Not Good: Outdated design

The Open Education Resources ecosystem

Good: Clearly structured slides, good visuals, good illustrative charts

Not Good: Relatively short, slightly older, incomplete storyline

The True-Luxury Global Consumer Insight (7th Edition)

Good: Recent presentation, nice looking visuals, clear charts

Not Good: Not a client presentation, too much focus on design

Evaluating NYC media sector development and setting the stage for future growth

Good: Complete presentation (intro, exec. summary, etc.), good examples of subtitles

Not Good: Lacks clear recommendations

The Electric Car Tipping Point

Good: Clear and insightful charts, clutter-free slides, good titles

Not Good: Relatively short, not a client presentation

Projecting US Mail volumes to 2020

Good: Easy to understand, good insights and analysis, contrasts with McKinsey presentation on the same topic

Not Good: Old presentation

Next Generation Manufacturing (2016)

Good: Nice clean design, excellent visuals

Not Good: Not a client deliverable

Corporate Ventures in Sweden (2016)

Good: Strong overall flow, good visualization s

Not Good: Relatively short

Port of Los Angeles Clean Truck Program – March 2008

Good: Realistic slides and presentation, good structure

Not Good: Short

USPS Future Business Model

Good:  Clear structure and analysis, insightful charts

Not Good:  Outdated, lackluster design

Investment and Industrial Policy: A Perspective on the Future

Good: Variety of charts, good titles

Not Good: Over designed, not a client presentation

Outperformers: High-growth emerging economies and the companies that propel them

Good: Variety of charts, qualitative visuals, clear titles

Not Good: Poor use of color, minimal footnotes

Technology’s role in mineral criticality (World Materials Forum)

Good: Clear storyline, well-structured slides, good titles and subtitles

Not Good: Overuse of visuals, relatively short

Challenges in Mining: Scarcity or Opportunity?

Good: Complex explanations made simple, variety of visual types

Not Good: Inconsistent titles, some unprofessional visuals (clipart, etc.)

Modelling the potential of digitally-enabled processes, transparency and participation in the NHS

Good: Realistic client slides, data heavy

Not Good: Cluttered, incomplete storyline

Addressing the Global Affordable Housing Challenge (2016)

Good: Realistic slide structure, good charts, great slide titles

Not Good: Strange slide formatting, mediocre design

Capturing the Full Electrical Efficiency Potential of the UK (2012)

Good: Realistic client deliverable (full deck, dense slides, proper deck structure)

Digital Luxury Experience (2017)

Good: Variety of charts, good use of icons

Not Good: Short presentation, light on content, not a client deliverable

How Companies can Capture the Veteran Opportunity

Good: Examples of text-heavy slides, good action titles

Not Good: Minimal charts, unrealistic structure, repetitive slides

Insurance Trends and Growth Opportunities for Poland

Good: Well organized presentation, clear takeaways

Not Good: Old formatting, short presentation

Laying the Foundations for a Financially Sound Industry

Good: Multiple chart examples (waterfall, line, dot, column)

Not Good: Short presentation, “conference-style” presentation

From Poverty to Empowerment (2014)

Good: Good variety of data visualizations

Not Good: Unattractive formatting and style

Consumer privacy in retail

Good: Clear titles, good use of icons and color to show insights

Not Good: Short, not a client presentation

TMT Outlook 2017: A new wave of advances offer opportunities and challenges

Good: Survey insights highlighted well, good use of color, clear charts and visuals

Not Good: Not a client presentation, heavy focus on survey data

Deloitte SEA CFO Forum Southeast Asia Business Outlook

Good: Line chart examples

Not Good: Poor titles, strange use of black

Deloitte Kenya Budget 2022/23 Webinar

Good: Consistent design, good colors

Not Good: Simple titles, meant for live presentation

The Shopping Centre Handbook 4.0

Good: Some insights

Not Good: Too many graphics, strange design

2011 China Luxury Market Study

Good: Clear titles, good use of color to highlight insights

Not Good: Short presentation, marketing presentation

Bain & UC Berkley Operational Excellence (2010)

Good: Realistic presentation, lots of slides

Not Good: Outdated content, ugly design

Fintech New York: Partnerships, Platforms and Open Innovation

Good: Simple and clear slide design, good structure, insightful charts

Not Good: Short presentation, only a few “consulting style” slides

Shaping the Sustainable Organization

Good: Well structured slides, clear takeaways

Not Good: Rounded chart bars

The Decade to Deliver: A Call to Business Action

Good: Variety of charts, good design

Not Good: Not a client presentation

Fueling the Energy Future

Good: Illustrative charts and matrices

Not Good: Curved line charts

Cracking the Code on Consumer Fraud

Good: Mix of charts and numbers

Right Cloud Mindset: Survey Results Hospitality

Good: Nice slide titles and charts

Not Good: Text heavy sections

Unleashing Competitiveness on the Cloud Continuum

Good: Focus on takeaways, clear charts

Not Good: Ugly backgrounds, overuse of pictures

Whole Brain Leadership: New Rules of Engagement for the C-Suite

Good: Formatting, use of numbers

Not Good: Unnecessary graphics

Federal Technology Vision 2021: Full U.S. Federal Survey Findings

Good: Clear survey results, nice bar charts

Accenture Consumer Behavior Research: The value shake-up

Good: Color design, focus on insights

Not Good: Marketing focused

Tech Adoption and Strategy for Innovation & Growth

Good: Color contrast, text structure

Not Good: 3D charts

Intelligent Operations for Future-Ready Businesses

Good: Sankey chart, tables, presentation structure

When, Where & How AI Will Boost Federal Workforce Productivity

How fit is your allocation strategy?

Good: Some good charts, good use of color

Not Good: Light on content, short presentation, inconsistent slide structure

European Banking Barometer (2015)

Good: Nice titles and takeaways, good variety of charts

Not Good: Survey-focused presentation (i.e. not client deliverable)

EY Price Point: global oil and gas market outlook, Q2 | April 2022

Good: Insightful charts and tables

Not Good: Report style, text heavy

IBOR transition: Opportunities and challenges for the asset management industry

Good: Formatting

Not Good: Meant for live presentation

Global Capital Confidence Barometer 21st edition

Good: Formatting and structure, interesting charts

Power transactions and trends Q2 2019

Good: Insightful charts

Not Good: Meant as appendix or “leave behind”

MAPS2018 Keynote address on EY report: Life Sciences 4.0 – Securing value through data-driven platforms

Good: Realistic slides, clear titles, good formatting

EY Germany FinTech Landscape

Good: Formatting and structure, insightful charts

Not Good: Data heavy, appendix style slides

Project Management: Improving performance, reducing risk

Good: Variety of qualitative visuals, good use of icons, nice design

Not Good: B ad titles, light on content

World Economic Forum: The power of analytics for better and faster decisions by Dan DiFilippo

Good: Scatter plot examples

Apache Hadoop Summit 2016: The Future of Apache Hadoop an Enterprise Architecture View

Good: Qualtative visuals

Not Good: Short and marketing focused

Turning big data into big revenue

Good: Text heavy slide examples

Medical Cost Trend: Behind the Numbers 2017

PwC’s new Golden Age Index – how well are countries harnessing the power of older workers?

Good: Mix of charts and tables, clean formatting

Not Good: Inconsistent titles

PwC’s Global Technology IPO Review — Q1 2015

Good: Combination and column charts

Not Good: Report style presentation

18th Annual Global CEO Survey – Technology industry key findings

Good: Visualized data

Not Good: Incomplete titles

The FDA and industry: A recipe for collaborating in the New Health Economy

Good: Simple and clear titles

Not Good: Inconsistent structure

Making zero-emission trucking a reality

Good: Very realistic slides, overall great presentation

Not Good: Text heavy transition slides

Driving the sustainability agenda on C-level

Not Good: Short, some cluttered slides

The Diversity Imperative: 14th Annual Australian Chief Executive Study

Good: Chart heavy, realistic slides

Not Good: Short presentation

Creating a Winning Recipe for a Meal Kits Program

Good: Clear titles, good charts

Not Good: Dense, too many pictures/logos

The 4th Annual New Mobility Study 2019

Good: Variety of charts, good amount of content

Not Good: Lots of filler slides, inconsistent titles

2019 APAC Hospital Priority Study Overview

Good: Very good (and realistic) design, clear slide takeaways

Not Good: Very short presentation

Rail industry cost and revenue sharing (2011)

Good: Good introduction and executive summary, realistic client presentation

Not Good: Outdated, boring design

2019 Media and Entertainment Study

Good: Clear charts, good titles

Not Good: Very short, too much text

Navigating a digital-first home furnishings market

Good: Infographic style slides

5 Opportunities in the Nutritional Supplements Industry

Good: Great charts, good deck structure

Not Good: Not a client presentation, text heavy

Infrastructure Victoria – AZ/ZEV International Scan

Good: Realistic client presentation, wide variety of slides

Not Good: Very long

The Rapidly Evolving Landscape of Meal Kits and E-commerce in Food & Beverage

Good: Variety of basic charts, realistic design

Top 8 Insights From the 2018 Beauty, Health & Wellness Survey

Good: Good column chart examples

Not Good: Report style

2018 Brand Owner Packaging Survey

Good: Good visuals, multiple charts

2016 Strategic Hospital Priorities Study

Good: Multiple charts, good qualitative visuals

The Merchandising Evolution (and why NDC Matters)

Good: Good storyline, clear charts

Not Good: Weak titles, outdated style

Infrastructure beyond COVID-19

Good: Wide variety of slide types, realistic presentation

China Exit or Co-Investment Opportunities for German PE Investors

Good: Multiple data heavy slides, good charts

Not Good: Slightly old

Strategy Study 2014

Good: Variety of charts

Not Good: Reads like an infographic, poor choice of color

Australia: Taking Bigger Steps

Good: Illustrative chart, use of icons

Not Good: D istracting backgrounds and colors

Lifting the Barriers to Retail Innovation in ASEAN

Good: Simple to follow

Not Good: Minimal analysis, questionable stacked column chart

The Future of Commercial Vehicle Powertrains (2012)

Good: Realistic slides, excellent takeaways, good overall structure

Not Good: Older presentation, simplistic design

Pursuing Customer Inspired Growth

Good:  Realistic client slides, multiple frameworks

Not Good: Short, outdated design

The Accelerating Growth of Frictionless Commerce

Good: Mix of charts, clear insights

Not Good: Distracting backgrounds, short presentation

Consolidation of the US Banking Industry

Good: A couple good titles

Not Good: Large text, minimal charts, distracting colors

Covid-19 and Effects on Turkey

Good: Consistent color, focus on insights

Not Good: Strange layout, marketing focused

Booz Allen Hamilton, Alvarez & Marsal and others

European Distressed Credit Watch List

Good: Simple charts

Not Good: Boring template, appendix heavy

Corporate Headquarters Study 2018

Good: Clear and simple slides, good variety of charts and visuals, not overly produced

Not Good: Not a typical client presentation, average slide titles

The Lithium-Ion (EV) battery market and supply chain

Good: Realistic titles and content-heavy slides

Not Good: Distracting background and colors

Good: Story flow, titles

Not Good: T itle page, overall design rs

Booz Allen Hamilton and Market Connections: C4ISR Survey Report

Good: Simple bar charts

Not Good: Titles, design

Joining Forces: Interagency Collaboration and “Smart Power”

Good: Slide consistency

Not Good: Chart design, outdated

Booz Allen at a glance

Good: Easy-to-read charts

Not Good: Meant for live presentation, minimal content

Responding to Covid-19 (2021)

Good: Excellent use of color, good overall design and visualizations

Not Good: “White Paper” style presentation (i.e. not client deliverable)

Covid-19 Special Primer (2020)

Good: Variety of data visualizations, nice color usage, clear takeaways

Building Up Immunity of the Financial Sector

Good: Clean design, interesting charts

Not Good: Some text heavy slides

Customer Experience: The 14BN Risk Noted for Discussion

Good: Simple design, good overall structure

Not Good: Inconsistent colors

• Print Friendly

6 Consulting Pitch Deck Examples to Win Clients (+Templates)

Explore top consulting pitch deck examples and templates and learn how to create compelling consulting decks that captivate clients and close deals effectively.

9 minute read

helped business professionals at:

Short answer

What is a consulting pitch deck?

A consulting pitch deck is a focused presentation designed for consultants to highlight their skills, services, and unique solutions to prospective clients. It's a strategic tool for building client relationships and demonstrating how they can solve specific business challenges.

A mediocre consulting pitch deck could be costing you clients

As a consulting wizard, you can quickly understand and address client issues. But when it's showtime, does your pitch truly reflect your expertise?

Too often, even skilled consultants often miss out on closing deals due to unimpressive presentations. This disconnect between your skills and how you showcase them can make or break client relationships.

An underwhelming pitch deck misses the mark in winning clients and can tarnish your professional image.

But don't worry, I've got you covered! In this post, I'll teach you how to create consulting pitch decks that tell the story of your business, complete with real-life examples and easy-to-use templates. No more deals slipping through your fingers!

Let’s get started!

What to include in a consulting pitch deck?

Creating a consulting pitch deck is more than just showcasing your services; it's about mapping out a path to success for your clients.

A compelling pitch deck is key to gaining a client's trust and securing their business. Here's what you need to include to craft a pitch deck that truly makes an impact.

9 essential slides of a consulting pitch deck:

• Executive summ ary: Kick off with a brief yet powerful summary that pinpoints the client's issues and your strategic solutions.
• Your Unique Value Proposition: Illustrate what sets you apart. Focus on your unique skills and how they benefit the client's specific situation.
• Action plan: Outline the precise steps and methods you'll employ to tackle the project's objectives.
• Goals: Define the achievements and milestones you plan to hit with your consulting services.
• Expected results: Clarify what the client will gain, detailing the tangible outputs of the project.
• Project timeline: Map out a clear, achievable timeline for the project, setting realistic milestones.
• Pricing details: Clearly state your fees, including any flexible payment options or conditions.
• Terms and conditions: Lay out the terms of your service to ensure mutual understanding and agreement.
• Next steps: Conclude with a straightforward call to action, guiding the client on the next steps after the pitch.

What is the best consulting pitch deck format?

Finding the right format for your consulting pitch deck is like choosing the perfect outfit for a key meeting – it needs to impress.

Traditional formats like Word documents or PDFs, while great for detailed content and printing, often fall short in today's fast-paced, digital world. They can be clunky and less user-friendly, especially for tech-savvy audiences.

Switching to a more interactive, visually engaging format can elevate your pitch deck from good to unforgettable.

Here's a comparison of the most popular formats:

The key advantages of interactive formats:

Engagement boosters: Interactive decks are all about making your audience part of the story. With features like clickable elements and embedded videos, they turn a passive viewing experience into an active exploration.

Visual storytelling: These formats shine in presenting data in a visually engaging way. Complex information becomes easy to grasp and attractive, thanks to well-designed charts and infographics.

Personalized experience: The beauty of interactive formats lies in their adaptability. You can tweak each deck to resonate with your client's brand and needs, making every presentation feel tailor-made.

On-the-go accessibility: In our mobile-centric world, being able to access and share your pitch on any device is a superpower. Interactive decks are perfect for this, offering convenience without compromising on quality.

You can see the difference between static and interactive below. Which deck would you rather read?

Consulting pitch deck examples that clinch deals

Creating a consulting pitch deck is like building a bridge between your expertise and the client's needs. In this section, I’ve prepared the best examples of consulting pitch decks that successfully make this connection.

We'll examine what elevates each example – from their clear articulation of value to their visually engaging and structured approach.

NOTE: These are imagined decks that are usable as templates. They're tried and tested, designed with best practices in mind, and are fit for every device.

Consulting agency pitch deck

This pitch deck from Unicornis Consulting is a prime example of how to effectively communicate a consulting firm's value proposition, focusing on strategic insights, operational efficiency, and custom solutions.

What makes this consulting pitch deck great:

• Embedded case study: The deck includes a detailed case study, providing real-world evidence of their impact.
• Interactive data visualization: It utilizes engaging charts and graphs to illustrate business efficiency improvements.
• Smart Call-to-Action (CTA): It concludes with a compelling CTA that lets clients book a meeting directly from the deck.

Consulting service pitch deck

SpoonCo Consulting's pitch deck stands out for its innovative approach to addressing modern business challenges, emphasizing custom solutions, data-driven insights, and change management.

• Scroll-based design: The pitch deck offers an intuitive, easy-to-navigate format that enhances user experience.
• Dynamic graphs and running numbers: It uses visually appealing data representation to convey complex information.

Customizable sections: The deck allows for easy adaptation to reflect specific client needs and branding.

Design consulting pitch deck

MirabiliX's pitch deck highlights their design expertise through strategic branding, visual consistency, and innovative concepts, presented in a visually engaging format.

• Visual storytelling: It employs compelling imagery and design elements to showcase branding expertise.
• Narrative flow: The deck's structure tells a cohesive story, guiding clients through the proposed solutions.

Interactive elements: It engages clients with clickable features for a more interactive experience.

Dark theme consulting pitch deck

InnovateX's pitch deck showcases their innovative consulting solutions with a blend of modern features, including a video cover and easy-to-personalize content.

• Narrator slide: The deck directs the reader's attention effectively, ensuring key points are highlighted through guided narration.
• Video on the cover: It captures attention immediately with a dynamic video introduction.

Dynamic personalization: It features the ability to add dynamic variables, creating a customized experience for each client.

Modern consulting pitch deck

For(k)Co Consulting's pitch deck addresses modern business challenges with a fresh, dynamic approach, utilizing cutting-edge design and interactive features.

• Analytics panel access: It provides valuable insights into how the deck is being interacted with by clients.
• Responsive design: The deck ensures a seamless viewing experience across various devices and screen sizes.
• AI-assisted content and image generation: It utilizes AI tools to create compelling, relevant content and visuals, enhancing the overall impact of the presentation.

Light mode consulting proposal deck

This consulting pitch deck template is your go-to resource for showcasing your consulting skills. It's crafted to give a straightforward rundown of your services, project details, and how it benefits your client.

• Clear timeline and budget details: The deck comes with easy-to-follow sections for the project's schedule and budget, making everything about the project clear and upfront.
• Project snapshot: It includes a comprehensive summary that quickly covers the project's scope, cost, and timeline, so you get the big picture at a glance.
• Eye-catching visuals: Neat visuals like icons and charts make the deck more informative, but also engaging and easy to read.

How to write a consulting pitch deck?

A lot of people think that just slapping their details on a McKinsey-style consulting deck template is a golden ticket to winning clients. But it's not just about the format; it's about how you tell your story.

Your deck should be a narrative that showcases your unique solutions and how they align with your client's needs. Let's dive into the key elements that will transform your consulting pitch deck from a simple presentation to a powerful tool for landing deals.

1) Understand your audience

Start by thoroughly understanding your client's industry, challenges, and goals. This knowledge allows you to tailor your pitch deck to address their specific needs, making your message resonate more effectively.

2) Ghost out the story

In his book “Strategic Storytelling: How to Create Persuasive Business Presentations”, Dave McKinsey recommends “ghosting out” your story on paper before jumping into creating slides on a computer.

This involves sketching a rough draft of your presentation, focusing on the narrative flow and key points. Sketch each slide’s main point, including any graphs or tables that support your argument.

Ghosting out your presentation before creating it digitally helps in maintaining focus on the story and the logical flow of information. It prevents getting sidetracked by design elements early on and ensures that the content drives the structure of the presentation.

3) Focus on clarity

Your pitch deck should communicate your ideas clearly and concisely. Avoid industry jargon and complex language. The aim is to make your message accessible and easily digestible for your audience.

4) Differentiate your services

Clearly articulate what sets your consulting services apart. This could be your unique methodology, your proven track record, or your specialized expertise. Ensure this unique value proposition is evident in your pitch deck.

Here's a great example of a unique value proposition slide:

5) Maintain logical progression

Ensure your pitch deck has a logical flow. Start with an introduction, followed by the problem statement, your proposed solution, the benefits, and finally, a strong call to action.

This structured approach helps maintain the audience's attention and guides them through your narrative.

6) Back your claims with data

Incorporate data and analytics to support your recommendations. Use data visualization tools to present complex data in an easily digestible format.

This not only adds credibility to your pitch but also helps in making a stronger case to your clients.

Here's a great example of a data visualization slide:

7) Narrate a compelling story

Your pitch deck should tell a story. It should connect the dots between the client's needs and your services. Use real-world examples, case studies, or hypothetical scenarios to illustrate how your services can solve their problems.

The SCR framework is a narrative structure often used to create persuasive presentations. Originally developed by Barbara Minto at McKinsey, it is an adaptation of the classic storytelling arc to the context of business communications.

This is where you set the stage. In the context of a consulting pitch, the situation describes the current environment or context in which your client operates.

It could include market dynamics, recent changes in the industry, or the client's current position in the market.

The situation is the "once upon a time" of your story – it establishes the baseline from which everything else will deviate.

Complication

This element introduces a challenge or problem. In a business presentation, this could be an emerging competitive threat, a change in customer behavior, regulatory changes, internal inefficiencies, etc.

The complication disrupts the status quo and creates a sense of urgency or need for change. It's the pivot point that moves the narrative from a simple description of the current state to a narrative about addressing a challenge or seizing an opportunity.

The resolution offers a solution to the complication. In a consulting pitch, this would be your proposed strategy, solution, or action plan to address the identified challenges.

The resolution should be clear, actionable, and directly tied to the complication you've outlined. It's the climax of your story, providing a satisfying conclusion to the narrative arc you've constructed.

8) Guide the next steps

Finish your pitch deck with a clear and straightforward call to action. This could be as simple as inviting them to schedule a follow-up meeting, requesting a detailed proposal, or even visiting your website for more information.

The key is to make this next step effortless and actionable, increasing the likelihood that your clients will engage further. An easy-to-follow call to action not only prompts immediate response but also keeps the momentum of your pitch going.

Here's an example of a next step slide:

How to design a consulting pitch deck?

Crafting the design of a consulting pitch deck is like setting the stage for your story. It's not just about filling slides with content; it's about creating a visual journey that captures and holds your audience's attention.

In a world where first impressions are crucial, your pitch deck design can be the deciding factor between capturing a client's interest or losing it.

Let's dive into the key design strategies that can transform your pitch deck into a compelling and visually engaging narrative.

1) Enhance user experience

Adopt a scroll-based design for a seamless and intuitive user experience. This approach allows your audience to easily navigate through your consulting pitch deck, much like scrolling through a webpage.

It's particularly effective for digital presentations, ensuring that your content flows smoothly from one point to the next.

Here's what scroll-based design looks like:

2) Adapt to all devices

Ensure your pitch deck is responsive and looks great on any device, whether it's a laptop, tablet, or smartphone. In today's mobile-first world, a responsive design is crucial for accessibility and convenience.

Here's an example of a mobile-responsive deck:

3) Engage with interactivity

Incorporate interactive elements like clickable tabs, embedded videos, or expandable sections.

These features not only make your pitch deck more engaging but also allow clients to interact with the content, making the experience more memorable and personalized.

Here's a great example of an interactive slide:

4) Tailor the content to your audience

Customize your pitch deck to reflect your client's brand and specific needs. Use their brand colors, logos, or any relevant imagery.

Personalized content shows that you've put thought into understanding their brand, making your pitch deck more relatable and impactful.

Here's a great example of a personalized deck:

5) Maintain a cohesive look

Ensure your pitch deck reflects your own brand identity consistently. Use your brand colors, fonts, and logos throughout the deck. Consistent branding not only looks professional but also helps in building your brand recognition.

Using an interactive pitch deck creator , you can automatically extract branding information from any website and apply it to your deck.

Here's an example of a branded deck:

6) Focus on readability

Use a clean and organized layout with plenty of white space. Avoid cluttering your slides with too much text or too many visuals. A clean layout helps in keeping the focus on your key messages and makes the content easier to absorb.

Interactive consulting pitch deck templates

Starting from scratch to create a consulting pitch deck requires not only time and effort but also a keen eye for design and storytelling.

Interactive consulting pitch deck templates save you time on design and layout, letting you focus on customizing the content to your specific audience.

These templates are also designed with best practices in mind, ensuring that your pitch deck ticks all the boxes while standing out.

Grab one and see for yourself.

Hi, I'm Dominika, Content Specialist at Storydoc. As a creative professional with experience in fashion, I'm here to show you how to amplify your brand message through the power of storytelling and eye-catching visuals.

Found this post useful?

Subscribe to our monthly newsletter.

Get notified as more awesome content goes live.

(No spam, no ads, opt-out whenever)

You've just joined an elite group of people that make the top performing 1% of sales and marketing collateral.

Create your best consulting pitch deck to date.

Stop losing opportunities to ineffective presentations. Your new amazing deck is one click away!

How to Create a Consulting Presentation (with examples)

How can you design a consulting presentation that instills trust and wins you clients? You focus on both substance and delivery. By knowing your brand and communicating in your own authentic style, you’ll give potential clients a taste of your expertise. When clients see the value and see what’s in it for them, they’ll be happy to work with you.

How to Create a Consulting Presentation

The consulting industry is a highly competitive field, hence the demand for high-quality output. Creating a consulting presentation is totally different from an ordinary presentation. If you want to learn from the best, look up to consultants as they consider crafting presentations an art form.

Here are the steps to take to create a consulting presentation:

Make an Outline.

A clear, logical, and cohesive structure is paramount to a presentation’s success. Walking someone through point A to point B is challenging enough, persuading and convincing them are different stories. Consultants tell us that the most optimum approach is to do the following:

• Start with the main point, which is your solution or answer
• Organize your supporting arguments
• Order your supporting ideas logically

This allows your audience to assess your logic and reasoning as you go along with your presentation. They won’t have to try and figure out what exactly your point is. Hence, the key here is to give the info without them having to try hard to comprehend it.

Give your presentation structure by dividing it into three parts. These are:

• An introduction
• A conclusion & next steps

Knowing these will help you structure your presentation with only the necessary details. These will help you determine how many slides you need and what goes into each of those slides. A more comprehensive list would be the following:

• An executive summary
• Table of contents
• An appendix

Include Visuals that Support the Story.

How to create a consulting presentation that gets you credibility? You need to craft a story that makes sense and inspires. This is what will sell your idea or solution. However, simply dumping evidence on all the slides won’t cut it. 

What helps is graphic design that can pull in your audiences, highlight your main points, and make the presentation a resounding success. We’ve listed 15 of the best consulting presentations below to serve as inspiration. And if you read until the end of the article, we’ll show you why Penji is an excellent design partner. Watch our demo video here to learn more. 

How to Include Graphics in Your Consulting Presentation.

• When developing your visuals, always keep in mind that the simpler your graphics are, the better. 
• Avoid the use of distracting colors, illustrations, or font styles
• Use negative space
• Don’t overdo the designs, each element you add should have a purpose, otherwise, ditch them
• Limit your presentation to one message per slide
• Take note of formatting, sizes, and other details

McKinsey & Company and BCG, the world’s top consulting firms, use the following guidelines in their PPT presentation slides:

• If possible, ensure that all text within a slide is of the same font size
• Create margins and make sure that the content doesn’t go outside of these
• Titles should only be two lines or less and use the same font size
• And as earlier mentioned, one slide per one point

These are only the key points, there may be more, but a reputable graphic design firm will know. They will utilize their knowledge to ensure that your consulting slides follow these rules.

Showcase Your Best Data.

This needs no explanation, but you must have your information organized to place them in the correct order. Think of your presentation designs as having a story to tell and doing so in a coordinated and appealing way that gets the audience’s attention. 

Use infographics, charts, illustrations, or images to stress a point. This may seem simple, but some abstract concepts and ideas may be hard to relay in a single slide. This is the best time to consult a graphic designer who knows how to create a consulting presentation that shine.

Check for Errors.

Some people may consider this part boring, yet, it is crucial to your consulting presentation’s success. What you can do here is run through your presentation and check if there are any errors. In some cases, you can ask a colleague to check your work. Any incorrect grammar or wayward icon can diminish the value of your message, so make sure you edit your work before you publish it.

15 Consulting Presentations that Get the Job Done

1. mckinsey & company.

This digital globalization presentation from McKinsey & Company, one of the world’s largest in its industry, is a great example. It has beautiful graphics that use a minimum of colors and charts that are easy to read.

2. BCG Consulting

Composed of 11 slides, this consulting presentation example from BCG Consulting remains consistent throughout. The presentation is about sustainability which may be the reason for using the color green, which is very appropriate.

3. Deloitte

In 2017, Deloitte created this consulting presentation about their Technology, Media, and Telecommunications outlook. This 47-slide long presentation encouraged the audience to participate, which made them engaged and interested.

As mentioned above, keep your graphics as simple as possible. This consulting presentation example from KMPG may seem ornate, but it’s only the action title page. The rest of the slides are easily understandable as they are minimalistic in design.

Your content is the most crucial part of a presentation. PWC blended fine aesthetics and meaty content with this consulting presentation example. It has actionable recommendations as well as case studies included.

6. McKinsey & Company

With clear, actionable plans, data-rich charts, and charming photographs, this example from McKinsey & Company shows its authority well. People look up to them for consulting presentations, and this is proof of it.

7. Deloitte

Another Deloitte consulting presentation example uses a minimalistic approach that gets the point across quickly. The image on the title slide is colorful, but the rest of the slides use very few colors.

For the World Economic Forum, PWC published this eye-catching consulting presentation. It includes learning points showed in multicolored graphics.

9. Ernst & Young

Ernst & Young, another consulting giant, released this presentation template in 2015 for their Business Pulse in 2013. The slides have photos of landscapes that are very pleasing to look at but definitely not distracting to viewers.

With each slide carefully planned and executed, this consulting presentation PPT from BCG is genuinely noteworthy. It has done an excellent job of explaining abstract ideas clearly with the graphics and images they used.

11. Ernst & Young

The clever use of icons, photos, and other graphics made this consulting presentation from Ernst & Young land on this list. The key points were made clear in the slides using charts, maps, and other design elements.

12. McKinsey & Company

On their 50th anniversary, McKinsey & Company released this PowerPoint consulting presentation. As they are the gold standard in creating consulting slides, this one is where you should be getting your inspiration from.

Get free Powerpoint slide designs here.

13. Deloitte

One of the best consulting presentations we found is this one from Deloitte. It uses a storytelling format with infographics, icons, and is tied down with different shades of green for consistency.

This beautiful and easy-to-follow consulting presentation is another one for the books. This was created by BCG, a consulting firm that’s in the high ranks with McKinsey.

15. McKinsey & Company

The use of custom illustrations is what made this consulting presentation unique and engaging. The need for texts is reduced, resulting in slides that are easy to follow.

Let Penji design your consulting presentations

Consulting presentations need not be stressful and time-consuming. You’ve got the expertise. You just need to demonstrate it simply and confidently. Penji’s graphic design team will do the heavy lifting for you.

For a flat monthly rate, you can send unlimited design requests, get revisions, and walk away with the presentation designs you need. We also design ads, website, social posts, logos, and just about anything you need for your consulting business – the sky’s the limit!

Try out Penji today with no contract and no risk.

Related articles

Mastering 5-Minute Presentations: Slides for Maximum Impact

Cool Vector Designs: Tips, Tricks, and Inspiring Ideas

How ChatGPT Design Can Transform Your Brand

How to Make Money with Service Arbitrage

Unlimited graphic design starting at $499/m

• Ad Creative Eye-catching designs that perform
• Social Media Creative Engaging assets for all platforms
• Email Design Templates & designs to grab attention
• Web Design Growth-driving designs for web
• Presentation Design Custom slide decks that stand out
• Packaging & Merch Design Head-turning apparel & merch
• eBook & Digital Report Design Your digital content supercharged
• Print Design Beautiful designs for all things printed
• Illustration Design Visual storytelling for your brand
• Brand Identity Design Expertise & custom design services
• Concept Creation Ideas that will captivate your audience
• Video Production Effortless video production at scale
• AR/3D Design New creative dimensions that perform
• AI-Enhanced Creative Human expertise at AI scale

15 Consulting Presentation Examples from Industry Leaders: Bain, Deloitte, and McKinsey

• Written by: Rishabh Pugalia
• Updated: June 9, 2023

Did I miss any points? Let’s connect on LinkedIn .

Popular Searches:

• Marketing Collateral Design
• What is a Whitepaper?
• Brand Guidelines
• Display Ad Design
• Graphic Design Companies
• Infographic Examples
• Sales Deck Examples

Consulting presentations are more than just a collection of slides. They are tools used by consultants to share their findings, insights, and suggestions with clients.

If you’ve ever wondered –

• What sets apart a consulting presentation from a regular one?
• How do top consultants manage to convey complex information in a clear and compelling manner?

Then you’re in the right place.

These presentations play an important role in decision-making and organizational changes.

What is a Presentation?

A presentation is a way of sharing information. You can use it in different settings, such as group discussions, meetings, or when you’re explaining something to your team. It could be a demonstration, a talk, a lecture, or a speech. It’s usually set up to share information systematically to an audience.

The aim is to share information effectively with listeners. It should be interesting, easy to understand, and convincing. It’s an important skill in many fields, such as business, teaching, science, and public speaking.

FURTHER READING

• Types of Marketing Collateral Design You Need to Know
• 11 Inspiring Presentation Designs Examples for Data Privacy

What is a Consulting Presentation?

A consulting presentation is a document that outlines their findings, analyses, and suggestions for a client. It is typically used as a tool to explain the work in a structured and logical way.

The goal is not just to present information. It is to persuade the client to take action based on the consultant’s suggestions. Therefore, it needs to be clear, impactful, and based on solid data and analysis.

15 Examples of Consulting Presentation

Here are 15 examples of consulting presentations. Let’s explore their unique characteristics and the elements that make them stand out.

The consulting presentation is a detailed financial analysis of NYCHA. It includes the current financial situation and challenges faced by the organization.

The unique element of this presentation is mapping out how to implement recommendations in detail. It includes a timeline, key milestones, and roles and responsibilities.

The presentation is neat and consistent in terms of font and color palette.

2. McKinsey

This consulting presentation talks about the impact of past technologies and potential impact of future technologies on the minerals industry.

The unique elements are detailed case studies on specific commodities and the outline of specific implementation strategies.

It delivers important information that isn’t readily available elsewhere. They used interesting graphics to easily show changes and movements over time.

The white background with simple design minimizes distraction from the key points.

3. Deloitte

This consulting presentation provides a comprehensive analysis of the global, regional (East Africa), and local (Kenya) economic outlook.

The features that stand out in this presentation are a detailed agenda and a list of speakers with their roles.

A specific layout is followed by all the slides of the presentation. The vibrant color palette resulted in vibrant visuals that work well together.

Click here to learn more.

This consulting presentation talks about the scope and the process of the Operational Excellence diagnostic. It includes a detailed discussion on the five opportunity areas and two enablers found by the Operational Excellence Steering Committee.

It provides a detailed timeline of the Steering Committee meetings, which is not commonly seen in many presentations.

The presentation layout is neat and uncluttered. The typography and colors are consistent throughout.

5. Accenture

The consulting presentation includes a detailed analysis of intelligent operations. It discusses the importance, components, implementation steps, and benefits of the concept.

The presentation talks about the five essential components of intelligent operations (Innovative Talent, Data-Driven Backbone, Applied Intelligence, Leveraging the Power of the Cloud, and a Customer-First Approach) and the role of each of these components in creating it. It provides a clear roadmap for businesses looking to implement these operations.

The consistent use of the same colors and typography keeps the presentation harmonious.

6. Alvarez & Marsal

The consulting presentation provides a thorough list of distressed credits.

This list includes a wide range of details (the company name, country, sector, debt instrument, maturity, total debt, percentage of total debt, EBITDA, and debt/EBITDA) that is not commonly seen in presentations.

Another unique element of this presentation is the forward-looking view of the situation presented here.

Every slide includes the company logo. Although a small detail, it builds brand affinity and familiarity.

7. Roland Berger

This consulting presentation is an analysis of the supply chain risks associated with the Lithium-Ion battery market. It discusses the impact of recycling in mitigating supply chain risks and provides insights into risk mitigation strategies.

It discusses the role of different stakeholders (including OEMs, cell and CAM suppliers, mining companies, and legislators) which serves as a unique feature.

The most unique element here is the slide design on a dark background. The color palette consists of various tones of blue and gray that compliment the background perfectly.

The consulting presentation is about project management and its importance.It includes a brief profile of the presenters, outlining their experience and expertise. This provides credibility to the presentation.

It lists out the warning signs of a failing project. This is a unique element as it provides valuable insights into the common pitfalls in project management.

Another unique element is the section with key takeaways towards the end.

The color palette, typography and visuals catches attention and highlights key points.

9. Strategy&

This consulting presentation talks about powertrain technologies in detail, including their advantages, disadvantages,techno-economic characteristics etc.

The unique element here is the TCO (Total Cost of Ownership) analysis for different powertrain technologies. It also includes the effect of selected opportunities and threat

Detailed market outlook, including sales projections and market diffusion, is not commonly found in many presentations either.

The infographics are visually appealing and add value to the presentation

The consulting presentation provides a thorough report on the impacts of COVID-19 on various sectors of Australia.

The report uses a unique framework. It is based on a wide range of public data and targeted consultation, making it a reliable source of information.

The report does not only include the opportunities, challenges, and current impacts. It also talks about how it could affect the future. It is an unique element that provides valuable insights in the infrastructure sector.

The presentation design is simple, precise and consistent. That makes it easy to understand.

11. Booz Allen Hamilton

This presentation design is a detailed investor presentation for Booz Allen.

The most unique feature of this presentation is the company history illustrated as a timeline. This is a great way of establishing brand credibility.

With a clean and consistent layout and muted colors, this presentation design showcases a professional approach.

This consulting presentation is a report of ICOs, including their performance, the reasons for their success or failure, and the trends that have emerged.

The report includes key takeaways and an outlook for the future. This unique feature provides valuable insights for investors and other stakeholders in the ICO market.

Discussing the methodology is another unique feature of the report.

The simple presentation design looks neat and keeps the focus on the data.

13. Oliver Wyman

The consulting presentation gives fundamental facts and recommendations for corporate leaders as an effect of covid-19.

The table of contents (ToC) of this consulting presentation do not just mention the various sections. It also has a list of key topics and a brief summary of that section. It is a unique element.

Another unique element is the executive summary. It is written in a table format and includes the unknown facts along with the known ones.

The variety in colors and typography add visual interest to the presentation.

14. AT Kearney

This consulting presentation discusses the specific impact of COVID-19 on Turkey. It especially talks about economy in terms of sectors like, tourism, automotive, and textile.

It provides a customized actionable plan for business owners. This approach adds a unique and personal touch to the presentation.

The presentation design includes multiple visual elements, such as graphics, flat icons etc to make it more accessible to everyone. The consistent color palette throughout makes it even more appealing.

This consulting presentation offers advice and tools to audit committees to enhance their skills and understanding.

It includes a unique communications network diagram that shows the interaction between different entities (the listed company, institutional investors, sell-side analysts, and media).

It highlights key areas. This unique feature provides insight into the areas that are important for clients to understand and consider.

The presentation deck is basic and has a professional approach.

Why choose Content Beta to create a consulting presentation?

We’re not just a regular design service! We can assist you with nearly everything you need to tell your product’s story. From a range of videos (Product Explainers, Product Demo Videos,Testimonial Videos etc) to a variety of design solutions (Whitepapers, Presentation design, eBooks etc) and even Podcast editing – we do it all.

We have years of experience creating content specifically for the B2B Tech, SaaS, and Software industry.

We offer completely transparent pricing for video and design production. We can accommodate busy schedules and large projects. We have a fast response and quick turnaround time. Our dashboard provides you with real-time updates on project status.

Click here to get more details about our presentation design services.

A well-built presentation can be very effective. Consulting presentations are about organizing your message, explaining complex details simply, and convincing your audience effectively. They guide decision-making and motivate action.

Consulting presentations reflect the consultant’s understanding, analytical abilities, and capability to provide practical solutions.

The main goal of a consulting presentation is to be of value to your client. Concentrate on their requirements, clearly present your findings, and make suggestions that result in significant improvement.

A presentation is a method of communicating information, ideas, or findings to an audience. It’s often a speech or lecture accompanied by visual aids such as slides, charts, or videos. The goal is to inform, educate, persuade, or share insights on a particular topic.

The target audience for a consulting presentation usually includes decision-makers and stakeholders in a business. This could be executives, managers, team leaders within a company. Sometimes, it can also include employees, shareholders, or even clients and potential investors.

The key objectives of a consulting presentation include:

• Communicating findings and insights from a analysis of the client’s situation or problem.
• Providing tailored, practical recommendations for improvement.
• Persuading the audience of the value and feasibility of these recommendations.
• Creating a dialogue for further discussion and refinement of the proposed solutions.
• Building a roadmap for implementation, including next steps and potential challenges.

+1-(707)-240-8320 [email protected]

484 Virginia Pine TER, Sunnyvale 94086, CA, US

Flinders House, Bear Point, 2 E Parkside, London SE10 0FQ, UK

B702, Bharat Ark, Andheri, Mumbai 400053. IN

Video Portfolio Design Portfolio Case Studies About Us Services Pricing Guides Sign-in FAQ Join our team Partner with us Schedule a call

Privacy Policy Terms of Service Sitemap

Product Demo Video Remote Video Testimonials Social Media Videos Presentation Design Service Creative-as-a-Service Product Launch Content Onboarding Video Explainer Video App Demo Sales Video Video Ad Go-to-Market Bundle Product Marketing Video Video Course Editing Product Training Video Podcast Editing Service Convert Docs to Videos

Podcast with SaaS Leaders The B2B Creative SaaS Academy Directory The Product Marketing Show New Things in Customer Education

Sales Enablement Playbook Go-To-Market Playbook Marketing Trends Mega Swipe File Product Demo Testimonial Video Product Training YouTube Analysis

All rights reserved.

We use essential cookies to make Venngage work. By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts.

Manage Cookies

Cookies and similar technologies collect certain information about how you’re using our website. Some of them are essential, and without them you wouldn’t be able to use Venngage. But others are optional, and you get to choose whether we use them or not.

Strictly Necessary Cookies

These cookies are always on, as they’re essential for making Venngage work, and making it safe. Without these cookies, services you’ve asked for can’t be provided.

Show cookie providers

• Google Login

Functionality Cookies

These cookies help us provide enhanced functionality and personalisation, and remember your settings. They may be set by us or by third party providers.

Performance Cookies

These cookies help us analyze how many people are using Venngage, where they come from and how they're using it. If you opt out of these cookies, we can’t get feedback to make Venngage better for you and all our users.

• Google Analytics

Targeting Cookies

These cookies are set by our advertising partners to track your activity and show you relevant Venngage ads on other sites as you browse the internet.

• Google Tag Manager
• Infographics
• Daily Infographics
• Graphic Design
• Graphs and Charts
• Data Visualization
• Human Resources
• Training and Development
• Beginner Guides

Blog Marketing

13 Essential Consulting Templates For Marketing, Planning and Branding

By Sara McGuire , Mar 20, 2019

Consultants have a lot of their plates. To execute on their many jobs, they need the right tools.

We’ve spoken to many Venngage users who either run their own consulting business, or who work for a larger consulting firm. No matter the size of their team, virtually every consultant seemed to face the same problems:

• They need to communicate clearly with their clients, in a way that gets buy-in from management and C-levels
• They need to compile research, track progress on their projects, and show results
• They’re often working within tight budgets and time constraints
• They want to stand out from the competition and establish themselves as experts in their fields
• They need to score new clients while also juggling their current ones

If any of this sounds like you, this guide may have tools that can help.

In this guide, I’ll share 12 essential types of consulting templates to help solve those problems (and make your life a bit easier). I’ve also included tips for communicating with visuals, and design tips to make your reports, marketing collateral and client communications visually engaging AND effective.

Here are 13 consulting templates to make your life easier (click to jump ahead):

• Consulting Proposal Templates
• Consulting Report Templates
• Business Card Templates
• Project Plan Templates
• Timeline Infographic Templates
• Mind Map Templates
• Market Research Report Templates
• Business Pitch Deck Templates
• Social Media Templates (LinkedIn, Twitter, Facebook and Instagram)
• Brochure Templates
• Email Newsletter Templates
• Business Letterhead Templates
• User Persona Templates

IMPORTANT: Brand Your Visuals

1. consulting proposal templates.

Acquiring new clients is one of the biggest challenges many consultants face. You need to convince them that you are the right person to fix their problems. But I don’t need to tell you this, you’ve probably experienced it first-hand.

So let’s talk about how you can design a consulting proposal (also known as a business proposal ) that turns leads into clients.

A consulting proposal acts as a sales pitch that you send to a potential client. In your consulting proposal, you typically include:

• An outline of how you will handle a specific project
• You experience and skills that make you the best fit for the job
• Your pricing terms and conditions

Because your consulting proposal needs to be persuasive, you need to think strategically about your proposal design. How does it reflect your brand voice ? What visuals can you use to reinforce your credibility?

Here are some consulting proposal tips and templates to help you close those deals. Pick the template you like. You’ll enter our online drag and drop proposal maker tool where you can customize them to your liking–no design experience required!

Create an Eye-Catching Consulting Proposal Cover Page

First impressions matter, especially when you’re trying to land clients. Your consulting proposal should give the impression that you’re professional, reliable and knowledgeable. Easier said than done, right?

The cover page of your consulting proposal will tell your clients a bit about who you are and your approach to solving problems.

Organize Your Consulting Proposal Into Sections Using Blocks

As much as we would like to think that people read every word we write in a proposal, we know that isn’t true.

Because you will have a lot of information to cover in your consulting proposal, make sure that your pages are organized. You can do that by using blocks to lay out the different sections on your page.

Here’s an example of what that can look like:

This organizes the information into bite-sized sections, making it easier to scan the page. The icons in the top corner of each square also help illustrate the information.

Check out our job proposal templates and business proposal templates to get started.

Use Icons to Illustrate Ideas

Icons are the perfect little visuals to include in your reports. They’re compact and super useful.

There are a ton of ways you can use icons to improve your page designs. That’s because a basic rule of design is that eyes are drawn to wherever there is an image, bolded text or a block of color on a page.

That means you can use icons to draw your readers’ attention to important information. For example, look at how this page from a consulting proposal uses icons to highlight each deliverable:

You can also use icons to create custom illustrations (no need to hire a designer). This comes in handy when you want to design an eye-catching cover page. Or if you want to create an illustration to balance out the text on a page.

Want more tips for creating an irresistible consulting proposal? Read our in-depth consulting proposal guide. Also, check out our other consulting proposal templates .

2. Consulting Report Template

Typically, your clients will expect regular reporting on your findings, progress and budget spent. Guess where a sloppy report will get you.

Landing a new client is only the first step. You will also need to maintain their confidence in you throughout your time with them. Think of it like dressing up for a dinner date with your partner – it helps keep the romance alive.

There are a few different types of consulting reports that you will most likely need, depending on your niche. Two common types of reports are:

• project status reports
• competitor analysis reports

Let’s look at some examples of each one.

Project Status Reports

Project status reports are exactly what they sound like. They communicate what you’ve accomplished and what still needs to be done. They also help you flag and analyze any issues you’re facing. Project status reports are crucial for building and maintaining trust with your clients.

The length and detail of your project status report will depend on the amount of time you’re reporting on. For example, a quarterly report will probably contain a lot of information:

Meanwhile, a weekly project status report could be a quick one-page update:

You may also want to create a brief summary page for a presentation:

Competitor Analysis Reports

To make smart marketing and product decisions, it helps to scope out the competition. A comprehensive competitor analysis report will help you understand what kind of threat your competitors pose. It will also help you identify gaps in the market that you can go after.

Typically, a competitor analysis report includes:

• A product summary
• Competitor strengths and weaknesses
• Competitor strategies and objectives
• Outlook: is the marketing growing? Flat? Segmenting?

Your report should highlight important numbers like your competitors’ social media presence and site traffic. You can do this using bold text, color blocks and visuals like icons:

Read our guide for more information about  how to write a competitor analysis report .

Vary Your Page Layouts

This is an important report design rule of thumb: vary your page layout to keep your readers engaged. Switch it up between two-column layouts, three column layouts, and horizontal-split pages.

Here’s an example of a consulting report that mixes up the page layout:

3. Business Card Templates

Every consultant and freelancer needs a memorable, professional business card. If we learned anything from Mary Harron’s American Psycho, it’s that the right business card can leave a powerful and lasting impression!

At networking events, conferences, trade shows, and even after meetings, handing out a business card boosts your chances of being remembered in the following days and weeks. Without anything to be remembered by, you lose your chances to nurture the connections you made. Plus, you’re only helping your competitors who will definitely have business cards to hand out.

Designing an eye-catching business card is easy enough. Our variety of business card templates make it easy to personalize your business card design. Here are a few approaches you can take to creating a memorable business card design.

Modern, professional business cards

A professional business card doesn’t need to be complicated. This technology-themed business card is simple and clean. With My Brand Kit, you can just apply your brand colors, or try different color schemes from our pre-set color swatches.

On-brand, personal business cards

Your business card design is also a way to get your personal brand across. Have fun with your design to create something that shares a little bit about your personality. This illustrator business card includes warm colors and cute illustrations. Who’s going to forget fun and quirky citrus fruits?

Unique, vertical business cards

Finally, the typical landscape business card is just one format. Vertical business cards are also rising in popularity. They different layout lets you package information a bit differently and bring together a unique design.

4. Project Plan Templates

Before you embark on any project, you need a plan. You wouldn’t assemble IKEA furniture without reading the instructions first, right ? (Pause for awkward throat clearing and shifty eyes.)

A project plan is an essential document for keeping a project on track . In a project plan, you identify:

• The scope of a project
• Project goals
• Project deliverables deliverables
• Project deadlines
• Key team members involved in the project
• Project budget and resources required

In a nutshell, your project plan should show the steps towards completing a process, how the steps are measurable and actionable, and the impact each step will have. This will give you credibility and help you build trust with your client.

Here are some tips for creating a project plan that clients can understand and get onboard with.

Use a Flexible Project Plan Template

Most project plans aren’t set in stone, especially if you’re using agile planning . They’re flexible documents that may need to be adjusted and added to along the way. That means that the project plan template you use should be easy to edit.  

A simple but organized report design is ideal for this. Using simple color blocks to section your information on the page will make it easy to reorganize the page if needed.

Plot Your Project Timeline Visually

A timeline is the backbone of a project plan. Your project plan should clearly identify deadlines, and what is required to meet those deadlines. Generally, your project timeline should be broken down into smaller tasks with clearly defined deliverables.

There are few types of visuals you can use to visualize project timelines:

Gantt charts

A Gantt chart is probably the most popular type of project plan visual. Gantt charts are handy because they allow you to show different timelines running concurrently, with staggered start and end dates.

Want more gantt chart examples and templates? Check out our blog guide.

Timeline infographics.

A timeline infographic is a versatile way to visualize milestones, steps in a process, and specific goals. For example, you could use a timeline to show an overview of your project deadlines:

We’ll talk about timeline infographics in more depth a bit later in this guide.

Mind maps show the relationships between parts of a whole. They’re a good way to break down the different components of a strategy.  

Want more tips for creating a project plan? Read our project plan guide and check out our other project plan templates .

Marketing Plan Templates

Marketing plans are a type of project plan that focuses specifically on your marketing strategy .  

Typically, a marketing plan will include:

• An overview of your business’s marketing and advertising goals
• A description of your business’s current marketing position
• A timeline of when tasks within your strategy will be completed
• Key performance indicators you will be tracking
• A description of your business’s target market and customer needs

The scope of your marketing plan will depend on its purpose. For example, you could create a plan that encompasses an entire’s company’s marketing strategy:

Or you could simply focus on a specific channel like SEO or social media:

Visualize KPIs Using Charts and Icons

Consultants need a marketing plan with measurable, actionable KPIs . Visualizing these KPIs using charts or graphs will not only help clients understand your recommendations immediately but also help your marketing plan stand out. It’s an opportunity to help brand yourself.

The type of chart you use will depend on the data you’re visualizing, and what you want the goal of the chart to be. We’ve got a handy guide to picking charts that you can open for after you’re done this one.

Read our full guide to writing and creating a marketing plan . Click here for more marketing plan templates .

5. Timeline Infographic Templates

Timeline infographics are one of the most popular types of templates that Venngage users create. There’s a reason for that: timelines are a versatile type of visual.

You can use a timeline infographic to provide an overview of events, to highlight important points in time, to show the stages in a process, and to reveal things that people may have missed.

Many consultants we’ve spoken with use timeline infographics to visualize project timelines for their clients and team members.

Some consultants may need to work with multiple teams at a company. Keeping everyone on the same page can be a time-consuming and frustrating challenge. A timeline infographic quickly communicates deadlines, and who’s responsible for what. It’s a document the client can refer back to again and again.  

But timelines aren’t just for project planning. People love sharing timelines infographics on social media. By creating a timeline about a topic that interests your audience, you have the potential to spark some great engagement.

For more templates, check out our timeline infographic guide .

6. Mind Map Templates

Mind maps are an essential type of visual for connecting ideas, showing relationships between parts, and breaking out concepts into smaller parts.

Typically, a mind map starts with a central idea, with supporting ideas branching out from it. But mind maps can get pretty complex.

In most cases, a simple mind map is an effective one. Consultants can use mind maps to flesh out the components of a strategy, for example. Strategies often have many moving parts. A mind map help clients or team members wrap their head around a new strategy.

For example, you could use a mind map to plot out a product launch:

You could also organize a mind map by goal or problems you’re setting out to solve:

Mind maps are also useful for plotting out a brand’s mission, or for identifying key parts of their brand voice:

For more templates, check out our mind map guide .

7. Market Research Report Templates

In many cases, consultants may need to justify their recommendations by backing up their claims. Especially if they’re newer to the game, or kicking things off with a new client.

If you want to gain the trust of your clients and get buy-in from the executive team, having some solid research to back up your ideas can make a huge difference.

Generally, market research involves gathering information about the needs, problems and preferences of your target customers. It’s also a document you use to any conclusions you came to after analyzing your findings.

Market research is extremely useful for developing customer personas (more on that later), planning product updates, and developing your marketing plan.

Furthermore, it can also be a useful tool for analyzing your client’s main competitors as well. Check out our guide to creating a competitor analysis report for more on that.

Use Visuals That Reflect the Theme of Your Market Research Report

Of course, how you present that information will also make a difference. That’s why you should take time to create a market research report with an engaging design.

You can use charts, infographics and diagrams to visualize data. But you should also use visuals to reflect the theme and goals within your market research report. Design choices like that will help reinforce your findings and lend to your credibility.

Use Color to Draw Attention to Key Information On the Page

Color is one of the most important elements of design, both aesthetically and practically. You can use color to draw attention to particular points on a page. Pick a bold, bright color that contrasts with the background and use that color to highlight important data points and words.

For example, look at how pink and purple are used in the market research report below. The contrasting colors draw attention to the data on the chart and main conclusions from the research.

You can easily use your brand colors (or a client’s brand colors) to achieve this effect in your market research report.

8. Business Pitch Deck Templates

If you want to get buy-in from your clients or business stakeholders for your business plan, your pitch needs to be convincing.

A pitch deck provides an overview of your business plan. But the mistake consultants can make is to try and pack as much information into a pitch deck as you would a business plan.

One of the tenets of persuasive presentation design is to not clutter your slides with too much text. You business pitch deck should be a tool to help you tell a compelling narrative that gets your audience excited to work with you. Design your slides to highlight the most important and convincing information.

Need to create a business plan too? Our online drag and drop tool is perfect even for design newbies.

Vary Your Slide Layouts to Keep Your Audience Engaged

We surveyed over 350 keynote speakers , asking them what challenges they faced with designing their slide deck. 42% said their biggest challenge was keeping their audience excited and engaged.

There are a handful of ways you can strategically design your pitch decks to keep your audience engaged.

One way to prevent presentation monotony is to vary your slide layouts (just like how you would vary your page layouts in a report). Alternate how you arrange the sections on your page. Switch up solid color background, split pages, and background photos.

Structure Your Pitch Deck to Answer a Problem

Another way to keep your client engaged is to hook them with a problem , then reveal the answer. This helps create a narrative for your audience to follow–hopefully, one that will get them invested in your business plan.  

Take Inspiration From Famous Pitch Decks

If you’re not sure where to start, look at pitch deck examples from successful businesses. How did they set up the problem that their business solved? What types of numbers, quotes, and examples did they pick to include?

Then, look for ways to enhance the approach they took using visuals.

This pitch deck template reimagines Airbnb’s famous pitch deck:

Check out our in-depth guide to creating a business pitch deck .

9. Social Media Templates

Maintaining an active social media presence , and a well thought out SEO strategy,  can play a big role in keeping your audience engaged. It’s also an important part of establishing thought leadership in your space.

Consultants can use social media to offer helpful tips, share client testimonials, celebrate holidays , and advertise events.

Not to mention, you can interact directly with your audience and show them who you are. Brand authenticity is more highly valued than ever.

To save yourself time and resources – especially if you’re a bootstrap business , you can repurpose content into multiple visuals for different platforms. Just make sure to use the best image dimensions for the platform in question:

LinkedIn: 350 pixels wide

Twitter: 440 x 220

Facebook: 1200 x 630

Instagram: 1080 x 1080

Pinterest: 236 pixels wide

LinkedIn Templates

LinkedIn is a great place for consultants to connect with other people in your industry and to find new clients. You can make yourself stand out as a an expert in your field by sharing relevant statistics, quotes and tips on your feed.

If you want to share a resource like a white paper or a webinar, you can create an eye-catching visual to entice people to download the resource:

LinkedIn Banner Template

An important part of building your presence on LinkedIn is making sure your profile is up-to-date and on-brand. Check out these excellent LinkedIn profile tips that will help you get noticed by prospective clients.

You can use icons to visualize your areas of expertise:

Twitter Templates

Twitter is a fast-paced platform. That means the content you post on Twitter needs to be eye-catching, inspirational and conversational.

For example, you could share an inspirational image to motivate potential and existing clients:

Twitter is also the place where conversations during live events happen. Have some Twitter templates handy, so you can quickly plug in questions, quotes and tips will help you engage your niche.

Facebook Templates

Whether you’re running Facebook ads or simply sharing some useful content, a consultant’s visuals need to stand out on your audience’s news feeds.

For example, if you’re advertising an event to attract new clients, create a visual that shows what people can expect from attending:

Facebook is also a great platform for sharing posts about causes you support (an important part of establishing your brand):

Facebook Ad Templates

According to a Facebook images study we conducted , Facebook ads with dark color schemes can get as much as 131% more clicks than ads with lighter schemes. This is probably because the darker color scheme stands out from Facebook’s light feed.

But color scheme aside, it’s also important to make sure your value proposition is as clear as possible:

Instagram Templates

Many people take to Instagram for inspiration. It’s also arguably the best platform to show the authentic personalities behind your brand.

Instagram is a visual-first platform. That means the images you post need to have impact.

But many consultants struggle to develop a brand or don’t know how. Using Instagram templates that you can brand with one click can help you develop one.

Bold colors and stunning photos can go along way to get engagement on Instagram:

Typography-focussed visuals are also popular on this platform:

Click here to see all of the social media templates we have to offer.

10. Brochure Templates

Brochures are one of the oldest marketing tools in the book. While digital content may be dominating the marketing landscape, traditional tools like brochures aren’t going anywhere.

In fact, a marketing research firm did a study and found that physical media is more memorable, persuasive, and likely to drive behavior than many forms of digital media.  

Brochures can be useful to give out during an initial meeting with a prospective client, or to hand out in lieu of business cards at a networking event.

The key is for consultants to be strategic about your brochure copy and design. Because you have a limited amount of space, you should have a clear target audience in mind. You should also aim to drive a specific metrics.

For example, the goal of your marketing brochure could be to book more service consultations. The messaging in your brochure would then be targeted towards educating about your services.

Have a Single Clear Message On the Front Page

The front page of your brochure will either entice people to open it and read on, or pass. That means you need to communicate what you’re offering and why readers should care as clearly and concisely as possible.

One way to pique your audience’s interest is to ask a question:

Meanwhile, if your brochure is just an informational summary of your business, you could use your first page to showcase your branding :

Meanwhile, you can use the back page of the brochure to share any important, additional information. Also, don’t forget to end with a clear call-to-action:

Find more brochure templates here . For more design tips, read our brochure design guide .

11 . Email Newsletter Templates

An important part of keeping your core audience engaged is to maintain regular content with them. While some people may say that newsletter is dead, 81% of consultants still use email marketing to nurture leads and engage their audiences.

The key is to craft an email newsletter that your audience looks forward to reading…and one that nurtures potential leads and gets repeat business. One that they know they can rely on for reliable information, entertainment, and inspiration.

Just like any piece of content, your newsletter should have an engaging design. Now, that doesn’t mean that your newsletter design has to be elaborate. But it should be designed to make your information digestible and your CTAs obvious.

Starting with an email newsletter template will make it easy for you to plug in your information on a weekly, monthly, quarterly basis.

Divide Your Email Newsletter Into Sections

If you have a lot of information you want to include in your newsletter, try organizing it into sections. This can make it easier for your audience to scan the newsletter for information that interests them.

You can do this using different color block backgrounds:

Or by making your sections headers stand out using color, bold text and visuals:

Give Your Newsletter an Eye-Catching Header

Like the cover of a book, your newsletter header is the first thing your audience will see when they open your email. So it should tell them a bit about what they can expect in the newsletter. You can create a custom header using a photo or icons.

You can also brand your newsletter and inspire confidence by including your headshot:

For more email newsletter templates, examples and design tips, read our ultimate guide .

12. Business Letterhead Templates

To establish a strong brand , your messaging needs to be consistent. A business letterhead is a pre-printed heading that you can put on letters, memos, and notes. Typically, it will include your logo and use your brand colors and fonts (if you don’t actually have a logo yet, our logo maker can help you create a professional logo).

While you probably don’t want your business letterhead to be too busy, some bold colors can make your branding look fresh and current:

Use a Thematic Design For Your Business Letterhead

Like any other branded document, your business letterhead should say something about your brand personality. Are you going for a more sleek, agile personality? Approachable and trustworthy? Creative and forward-thinking?

You could take a more abstract approach, using shapes and gradient colors:

Or use icons to visualize your expertise:

For more tips, read our business letterhead design guide . Find more business letterhead templates on our templates page.

13. User Persona Templates

When a consultant gets hired on to come up with a marketing strategy for a company, or to help with a product launch, there’s a learning curve. You have to learn about their unique product and their unique customer-base…along with a whole slew of other complexities unique to their business.  

Whether you’ve been tasked with identifying a business’s different user segments, or finding a better way to cater to their segments, a user persona guide is key. Ultimately, you create  educational marketing content  for your clients.

A user persona guide will help you outline your ideal customer’s goals, pain points, behaviors, and demographic information.

Here are some user persona templates to help you better understand users.

Illustrate Each User Persona With Photos or Icons

Putting a face to your usr personas will help them seem more real. That’s why, when putting together a write up of your user personas, you should also include a photo or illustration of this “person”.

Making a user persona seems more real can help your team empathize with them.

Compare and contrast different user journeys

Being able to break down the various customer segments of a business is important for creating targeted marketing campaigns, onboarding experiences and product offerings.

It can also be helpful to visualize each segment concurrently, to compare the similarities and differences between each segment. We suggest using a comparison infographic for this. This can help consultants identify gaps and opportunities in the client’s product and processes.

Click the template above to enter our online  customer journey map  maker. Customize the template to your liking–no design experience required.

For more tips, read our in-depth guide to creating user personas . And check out our other user persona templates .

A big part of creating a recognizable consultant brand is using a cohesive visual style. That means using:

• consistent brand colors
• brand fonts
• your logo, of course

Once you’ve created a few branded templates, you can save time by reusing them. Just plug in new text and images, and adjust the page dimensions as needed.

Venngage’s Brand Kit makes it easy to apply to branding to any template you create. You can learn more about the Brand Kit here.

You’ve Got This.

Yes, your plate is full. But you can work smart. You can get more clients and deliver on your promises.

Equip yourself with the right consulting templates to help you build your brand and deliver on your promises. Once you’ve got your reporting and communications sorted, you can focus on the important part–getting to work and building strong relationships with your clients, partners and stakeholders.

Learn more about branding: