12 Slide CSC Pitch Deck Template: Because 'Winging It' Isn't A Customer Success Strategy

So, you’ve got a startup or scale-up, and you’re thinking, “Customer success… sounds important, but where do I even begin?” You’re not alone. Most businesses get stuck right about here, somewhere between “We need this!” and “What does this even mean?”

Here’s the truth: Building a customer success department can feel like assembling IKEA furniture without the manual. Pieces are everywhere, nothing seems to fit, and you’re questioning every decision you’ve made since you started the company. But hey, don’t sweat it—I’m here to save you from becoming the next startup horror story on Reddit.

I’m Viktor, a pitch deck expert, and a presentation expert. Over the past 13 years, I’ve helped businesses secure millions of $ in funding thanks to my approach and I’m sharing it here in this pitch deck guide.

Grab a cup of coffee (or something stronger), and let’s walk through this pitch deck template that’ll help you create a killer customer success strategy—minus the guesswork.

Best For:

Founders, CEO’s, CMO’s

SME’s 5+ Employees

Seed, Pre-seed, Series A

Template rating, based on the experience of 1000s of founders.

“The amount of know-how Viktor has about the industry is astounding. No wonder he can build a pitch deck for just about any product or service; completely hands-off.”

★★★★★

Features and Prerequisites

Unique Slides And Structure

Must Be A Great Story Teller

At least 1 deal done prior

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12 Slide CSC Pitch Deck Template

The above is is just a simplified pitch deck version for educational purposes. You can build one too, with the help of the Gamma app. It will help you build a starter deck, if you have little time and can deal with the lack of design, narrative and overall lack of “this is fundable – feeling”. Try it here.

Founders that are serious about getting the funding they need, opt in for a deck has industry specific content, superb narrative and award winning design like these ones below:

I can help you build that deck with my hands-off process in 7 days or less.

Book a free 30 minute call below if you’re serious about getting an investor ready deck, and we’ll discuss your needs in detail. I’ll help you design the deck, write the content, develop the narrative and flesh out the strategy with financials.

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1. Title Slide:

Company Logo: Insert your company logo prominently at the top of the slide.
Company Name: Your Customer Success Consultancy
Tagline: “Unlocking Success for Startups and Scale-ups”
Contact Information: Provide your website URL, email address, and phone number for potential clients to reach out.

2. Introduction:

Introduction to Your Customer Success Consultancy: Briefly introduce your consultancy, highlighting its mission and vision.
Overview of Services Offered: Provide a high-level overview of the services your consultancy provides, emphasizing how they benefit startups and scale-ups.
Mission Statement: Present your mission statement succinctly, expressing your commitment to helping businesses achieve success through effective customer success strategies.

3. The Problem:

Identify Challenges: Outline the specific challenges faced by startups and scale-ups in establishing or scaling their customer success departments. This could include issues like limited resources, lack of expertise, or inefficient processes.
Market Research/Data: Support your problem statement with relevant market research or data points to demonstrate the significance of these challenges and their impact on businesses.

4. The Solution:

Addressing Challenges: Explain how your consultancy addresses the challenges outlined in the previous slide. Emphasize the unique approach and methodology you employ to help startups and scale-ups overcome these obstacles.
Benefits: Highlight the benefits of working with your consultancy, such as improved customer retention, increased revenue, and enhanced brand loyalty. Clearly communicate the value proposition you offer to potential clients.

5. Market Opportunity:

Market Size and Growth: Present data on the size and growth potential of the customer success consultancy market. Include statistics or projections that indicate the increasing demand for such services, particularly among startups and scale-ups.
Addressable Market Segments: Identify the different segments of the market that your consultancy targets, such as early-stage startups, high-growth scale-ups, or specific industries.
Competitive Landscape: Provide an overview of the competitive landscape, highlighting key competitors and what sets your consultancy apart. Focus on your unique selling points, such as specialized expertise, innovative solutions, or successful case studies.

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6. Services Offered:

Detailed Breakdown: Provide a comprehensive breakdown of the services your consultancy offers to startups and scale-ups. This could include customer success strategy development, process optimization, team training and coaching, technology implementation and optimization, and ongoing support and advisory services.
Benefits of Each Service: Highlight the specific benefits that each service brings to clients, such as increased customer satisfaction, reduced churn, and accelerated growth.
Customization: Emphasize your ability to tailor your services to meet the unique needs and challenges of each client, ensuring maximum effectiveness and impact.

7. Case Studies/Success Stories:

Showcase Projects: Highlight successful projects or clients that your consultancy has worked with in the past. Include case studies or success stories that demonstrate the tangible results achieved through your services.
Measurable Results: Provide quantitative data and key performance indicators (KPIs) to illustrate the impact of your work, such as improvements in customer retention rates, revenue growth, or Net Promoter Score (NPS).
Testimonials: Incorporate testimonials or quotes from satisfied clients to add credibility and authenticity to your claims. Include their names and companies (with permission) for added credibility.

8. Team:

Introduction to Key Team Members: Introduce the key members of your consultancy team, including their roles and areas of expertise. Highlight relevant experience and qualifications that demonstrate your team’s capability to deliver results.
Dedication to Client Success: Emphasize your team’s commitment to client success and satisfaction. Showcase your collaborative approach and dedication to building long-term partnerships with clients.
Team Photo: Consider including a group photo of your team to personalize the presentation and create a connection with potential clients.

9. Client Onboarding Process:

Steps Involved: Outline the steps involved in the client onboarding process, from initial consultation to project kickoff and ongoing support. Provide a clear roadmap of what clients can expect when working with your consultancy.
Tailored Approach: Highlight your consultancy’s ability to tailor your onboarding process to meet the unique needs and goals of each client. Emphasize the importance of collaboration and communication throughout the onboarding journey.
Client Responsibilities: Clearly communicate the responsibilities and expectations of clients during the onboarding process, ensuring a smooth and successful engagement for both parties.

10. Pricing:

Transparent Pricing Structure: Present your consultancy’s pricing structure in a clear and transparent manner. Outline the different packages or service tiers available, along with their respective costs.
Additional Costs/Considerations: Discuss any additional costs or considerations that clients should be aware of, such as implementation fees, ongoing support costs, or customization fees.
Value Proposition: Highlight the value that clients receive in exchange for the investment in your consultancy services. Emphasize the return on investment (ROI) and long-term benefits of partnering with your consultancy.

11. Next Steps:

Call to Action: Clearly outline the next steps for potential clients who are interested in working with your consultancy. This could include scheduling a consultation, requesting a proposal, or signing up for a trial of your services.
Contact Information: Provide multiple contact options, such as email, phone, and a contact form on your website, to make it easy for potential clients to reach out to you.
Upcoming Events/Webinars: If applicable, mention any upcoming events, webinars, or workshops related to customer success that potential clients may find valuable. Encourage them to participate and engage with your consultancy.

12. Q&A:

Open the Floor: Invite the audience to ask questions about your consultancy, services, or any other relevant topics. Be prepared to address inquiries effectively and provide insightful answers that demonstrate your expertise.
Address Concerns: Use this opportunity to address any concerns or objections that potential clients may have raised during the presentation. Provide reassurance and clarification to alleviate any doubts and build confidence in your consultancy.
Encourage Engagement: Encourage active participation from the audience by welcoming questions and feedback. Foster a positive and collaborative atmosphere that encourages dialogue and interaction.

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Last Words

Alright, so now you’ve got the secret sauce to building out your customer success department. No more wandering in the wilderness of customer churn or throwing darts at a strategy board hoping something sticks.

Think of this pitch deck template as your new best friend—one that’s got your back as you navigate the wild world of customer success. It’s packed with all the juicy bits you need to impress investors, align your team, and—most importantly—keep those customers happy and coming back for more.

So, what’s next? Dive into this template, start building out that dream team, and maybe even show your customers some love. Because, at the end of the day, a business without happy customers is like a joke without a punchline… nobody’s laughing.

Need help? I’m just a message away. Let’s do this.

You got this!

But if you don’t got it:

Join hundreds of successful entrepreneurs who’ve transformed their pitch decks with my help.

Let me develop an investor ready deck by using my hands-off approach, which includes: market research, copy, design, financials, narrative and strategy.

One week turnaround time.

Book The Free Strategy Call. Limited Slots Available.

The least you will get is 10 actionable tips & strategies to own that next presentation, worth $599, for free.

If you want to really dive into the world of pitch decks, check out our complete collection of pitch deck guides, pitch deck outlines and pitch deck examples. Got a pressing issue? Check out our forum and post your questions there.

For more guidance, check out my consulting pitch deck guide or my: