Customer Pitch Decks
Building a Pitch Deck to Introduce New Features to Existing Customers
This prompt helps sales teams create a pitch deck to introduce new features or upgrades to existing customers. It focuses on showcasing the value of the new offerings, aligning them with customer needs, and driving engagement or upsell opportunities.
Responsible:
Sales
Accountable, Informed or Consulted:
Sales, Marketing, Customer Success
THE PREP
Creating effective prompts involves tailoring them with detailed, relevant information and uploading documents that provide the best context. Prompts act as a framework to guide the response, but specificity and customization ensure the most accurate and helpful results. Use these prep tips to get the most out of this prompt:
Review customer usage data to identify how the new feature aligns with their needs.
Gather visuals, such as screenshots, mockups, or videos, to demonstrate the feature.
Collaborate with product teams to confirm feature details and success metrics.
THE PROMPT
Help create a pitch deck to introduce [specific new feature or product upgrade] to [specific customer or segment]. Focus on:
Introduction Slide: Starting with a message that celebrates the customer’s current success, such as, ‘Enhance Your [Product Name] Experience with [New Feature].’
Customer Pain Points: Highlighting how the new feature addresses existing or emerging challenges, such as, ‘We noticed many teams struggle with [specific issue], and this feature is designed to solve that.’
Feature Overview: Explaining the new feature in simple, clear terms, with visuals or screenshots that showcase its functionality.
Value Proposition: Demonstrating how the feature adds measurable value, such as saving time, improving results, or enabling new capabilities.
Success Metrics: Including a slide with projected or early-adopter results, such as, ‘Beta users saw a [specific improvement],’ to build credibility.
Call-to-Action Slide: Concluding with a clear next step, such as activating the feature, scheduling a demo, or upgrading to a higher plan.
Provide example slide content and visuals tailored to [specific customer use case], ensuring the pitch deck engages and drives excitement. If additional insights about the customer’s usage patterns or challenges are needed, ask clarifying questions to refine the deck.
Bonus Add-On Prompts
Propose strategies for showcasing feature demos or live walkthroughs during the presentation.
Suggest methods for integrating customer usage data into the pitch to personalize the message.
Highlight techniques for positioning new features as essential for future growth or success.
Use AI responsibly by verifying its outputs, as it may occasionally generate inaccurate or incomplete information. Treat AI as a tool to support your decision-making, ensuring human oversight and professional judgment for critical or sensitive use cases.
SUGGESTIONS TO IMPROVE
Focus the pitch deck on upselling premium features to specific customer tiers.
Include recommendations for adding interactive elements, such as polls or Q&A, during the presentation.
Propose ways to align the pitch deck with upcoming feature release campaigns.
Highlight tools for analyzing presentation engagement, like click-through rates or feedback forms.
Add suggestions for customizing decks for different team roles, like decision-makers versus technical users.
WHEN TO USE
To introduce new features or upgrades to existing customers and drive engagement.
During upsell campaigns targeting customers with a strong product adoption history.
When launching significant feature updates that solve pressing customer challenges.
WHEN NOT TO USE
If the feature isn’t relevant to the customer’s use case or industry.
When targeting disengaged customers who need reactivation rather than upselling.