Agency credentials deck

How to run it

1. 1Swap in your positioning line, capabilities, three case studies and the real names of the people on the account.
2. 2Open with the needs poll. Spend longest on the case study that matches the room's top answer and move faster through the others.
3. 3Before the meeting, rehearse it with your team using the agency pitch rehearsal agenda, so every presenter knows their slides and handovers.
4. 4Use the ranking slide near the end to hear what the client values most, then close on that, not on your own list.
5. 5The answers stay with the deck, so your follow-up email can quote what the client told you.

Questions people ask

What should an agency credentials deck include?

A one-line positioning, your capabilities, two or three case studies with results, how you work, and the people the client will actually work with. Keep it under 20 slides.

What's the difference between a credentials deck and a pitch deck?

A credentials deck introduces the agency and its track record. A pitch deck answers a specific brief with ideas. Credentials usually come first, in the chemistry meeting.

How many case studies should an agency presentation have?

Three is enough. Pick the ones closest to the client's sector, size or problem, and give each one a clear, measured result.