How to Build Pitch Decks That Resonate With Executives

Turn source materials into a compelling buyer journey that connects business value, product positioning, and proof points into action.

Workflow Name: B2B Persona Pitch Deck Builder

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What This Workflow Does

This workflow helps sales and marketing teams craft a compelling, persona-driven pitch deck tailored for IT executives. It pulls insights from strategic source materials, aligns with enterprise sales best practices, and guides prospects through a structured journey—from identifying business value to differentiation, validation, and action. The end goal? Drive demos, discovery sessions, or assessments that move deals forward.

Workflow Steps Summary

Step 0: Define Inputs
Step 1: Analyze Source Material for Strategic Insights
Step 2: Extract Persona-Relevant Value Drivers and Benefits ("Why")
Step 3: Define Product Positioning and Key Features ("What")
Step 4: Highlight Differentiation Points ("How")
Step 5: Collect Proof Points and Validation ("Proof")
Step 6: Build Call-to-Action Slide with Next Steps
Step 7: Draft Qualification Questions for Discovery
Step 8: Generate Slide Content
Step 9: Simulate Skeptical Prospect Review
Step 10: Improve Deck Based on Feedback

Step 0: Define Inputs

{product_name} = Name of the product or solution

{industry_focus} = Industry or vertical targeted

{persona} = Target persona (role, responsibilities, pain points)

{messaging_doc} = Internal messaging guide or document with value drivers, benefits, and differentiators

{source_material} = Content source like whitepaper, survey, etc.

{cta_type} = Type of CTA (e.g. demo, use case session, legacy assessment)

{competitors} = Competing solutions or vendors

Step 1: Analyze Source Material for Strategic Insights

#Role

You are a strategic B2B content analyst.

#Context

We are building a pitch deck for {persona} using provided source materials like a whitepaper or survey.

#Task

Extract and summarize 3–5 strategic insights from the {source_material} that could guide the narrative of the pitch deck.

#Format

Bullet points with brief rationale for each insight.

#Tone

Professional but conversational.

Step 2: Extract Persona-Relevant Value Drivers and Benefits ("Why")

#Role

You are a solution messaging strategist.

#Context

We are framing the first few slides of a pitch deck for {persona}. These slides should speak to high-level value drivers and benefits.

#Task

Using the {persona} profile and the {messaging_doc}, generate 3–4 compelling business problems and associated benefits that justify the product’s "Why".

#Format

Short bullets or 1-line statements under each value driver.

#Tone

Insightful and executive-level.

Step 3: Define Product Positioning and Key Features ("What")

#Role

You are a product marketing specialist.

#Context

The pitch deck now needs to transition into "What" the solution is and what it does.

#Task

Craft 2–3 product positioning statements and 3–5 key features of {product_name} that align directly with the "Why" benefits already discussed.

#Format

Positioning statements in sentence form, features in bullet list.

#Tone

Confident and value-focused.

Step 4: Highlight Differentiation Points ("How")

#Role

You are a competitive strategist.

#Context

We’re adding slides that show how {product_name} is different from other solutions the {persona} might be considering.

#Task

List 3–5 points of differentiation using the {messaging_doc} and {source_material}, emphasizing what makes this solution uniquely capable.

#Format

Short bullet points, each with a quick explanation.

#Tone

Confident, credible, and benefit-driven.

Step 5: Collect Proof Points and Validation ("Proof")

#Role

You are a B2B marketing storyteller.

#Context

This pitch deck needs to reassure the {persona} by showing real-world validation and social proof.

#Task

Pull out 2–4 proof points—such as customer quotes, statistics, case studies, or ROI metrics—from the {source_material} that reinforce credibility and impact.

#Format

Each proof point should include a short description and source.

#Tone

Authoritative and results-focused.

Step 6: Build Call-to-Action Slide with Next Steps

#Role

You are a sales enablement strategist.

#Context

We’re closing the pitch deck with a CTA that encourages engagement.

#Task

Create 2–3 variations of a closing slide encouraging the {persona} to take the next step via a {cta_type}, emphasizing what's in it for them.

#Format

Each option should include a slide headline, short value statement, and CTA button copy.

#Tone

Actionable and low-friction.

Step 7: Draft Qualification Questions for Discovery