---
title: "B2B services presentation template — a consulting deck personalized per client | Naimi"
description: "A premium consulting presentation template: the client’s context first, practices with a priority pick, mini-cases with outcomes, engagement model and next step. Navy-and-gold design, personalized per client."
url: https://naimi.ai/templates/b2b-services-presentation
---

[Home](https://naimi.ai/)/[Templates](https://naimi.ai/templates)/**B2B services — dark premium**

presentation · Sales deck

# B2B services presentation template

A consultancy’s services deck that opens with the client, not the vendor: their pains become a numbered “what we heard” list, they mark the practice that matters most, and the engagement model closes with a price.

[Start with this template→](https://app.naimi.ai/app/signup) [Open the live example ↗](https://app.naimi.ai/truenorth-logistics-42fd87)

For [Consulting](https://naimi.ai/templates?industry=consulting) · [IT services](https://naimi.ai/templates?industry=it-services) · [Sales](https://naimi.ai/templates?team=sales)

what’s inside

## 6 slides, 6 personalized fields, and what happens on the page.

Navy & gold — deep navy surface, ivory serif display type, gold hairlines.

### Slides

1.  Cover
2.  Client context
3.  Practices
4.  Cases
5.  Engagement model
6.  Next step

### Personalized per client

Filled in seconds — by form, from a call transcript, through the API or by one sentence to your agent. Filling fields uses no AI credits.

-   Client company
-   Contact
-   Industry
-   Pain points, one per line
-   Account owner
-   Owner’s contact

### On the page

Live elements, saved answers and view tracking belong to the web link; the PDF and PowerPoint exports carry the content.

-   Priority-practice picker — a single choice saved to the presentation and the client card
-   “What we heard” list generated from the pain-points field
-   Priced engagement model: diagnostic → roadmap sprint → transformation retainer

Always included: open and view-time tracking per link, instant notifications, client memory, editing after sending — and PDF or editable PowerPoint export when a file is required.

how it works

## From this template to a client’s link.

1.  ### Make it yours
    
    Open it in Naimi Studio and tell the AI what to change — your company, your services, your prices — or clone the free kit and hand the folder to Claude Code, Cursor or Codex.
    
2.  ### Personalize per client
    
    Fill the fields for a real client the way the example was filled for TrueNorth Logistics: a short form in the app, a call transcript for your agent, or one API call. No AI credits for this step.
    
3.  ### Send one link
    
    The client opens it without a login. You see the open, the time spent and every choice they made — or export a PDF or an editable PowerPoint when a file is required.
    

faq

## About this template.

**How do I make the deck feel prepared for one client?**

Fill in the industry and their pain points, one per line — the second slide turns them into a numbered list under “what we heard”. The rest of the deck is your fixed practice portfolio and cases.

**What does the priority picker give me?**

When the client marks a practice, the choice is saved and shows on their card, so the follow-up call starts on the topic they chose.

**Can I present it live?**

Yes — it is a web page that fullscreens like a deck. Choices made during the call are saved too. PDF and editable PowerPoint export are available.

more templates

## Close to this one.

- [Service proposal — Swiss mono](https://naimi.ai/templates/service-proposal) — Proposal · 5 slides: Universal service proposal in a Swiss typographic style: staged pricing and terms. [Preview](https://app.naimi.ai/ridgeline-outfitters-7330bd)
- [Managed IT services quote](https://naimi.ai/templates/managed-services-quote) — Quote · 5 pages: A monthly services quote: service blocks with prices, two SLA tiers the client picks in the document. [Preview](https://naimi.ai/images/docs/service-quote-full.webp)
- [Pilot results report](https://naimi.ai/templates/pilot-results-report) — Report · 5 slides: Pilot outcomes: before/after metrics, weekly trend, dollar impact and next steps. [Preview](https://app.naimi.ai/summit-gear-co-40f2e6)

[Browse all 21 templates →](https://naimi.ai/templates)

## Send this one personalized by tomorrow.

Change anything in Naimi Studio or with your own agent, then fill the client’s fields. Free plan, no credit card.

[Get started→](https://app.naimi.ai/app/signup) [See pricing →](https://naimi.ai/pricing)

**4.7**/5 · 500+ customers free plan · no credit card · cancel anytime