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Technical sales deck: three structures, one example

A technical sales deck answers the buying group’s questions on fit, cost, access and the next test. Start with the decision and system boundary. Include only what changes the evaluation.

AccountMade Research · Updated · 5 sources
↓ Download editable deck (PowerPoint)
Complete example deckFictional finance-software evaluation
Slide 1: Evaluation decision
1 / 7 · Evaluation decision

Three reusable deck structures

Illustrative example. Names, volumes, dates and outcomes are fictional; replace them with approved evidence before use.

Each structure uses the same product facts in a different reading order.
Use caseSlide sequenceConcrete decision
Technical fitCurrent workflow → system boundary → integration flow → limits → test planCan the product read approved records without changing the ledger?
Security reviewData map → identity model → access events → response process → review requestsCan the security lead assess the pilot boundary?
Business approvalBaseline → options → cost assumptions → POC result → decision requestShould the team fund the next phase?

Sources: Supabase product documentation · Supabase: securing data

A seven-slide technical evaluation deck

Illustrative example. Names, volumes, dates and outcomes are fictional; replace them with approved evidence before use.

Slide 1: ‘Exception evidence retrieval for finance operations’ defines the decision: can analysts investigate 30 selected exceptions without manual exports? Slide 2 maps the current CSV handoff and names the controller.

Slide 3 shows a read-only connector, workspace role, and audit record. Slide 4 lists prerequisites: export access, retention decision, and sandbox owner. Slide 5 defines the pass result: 28 of 30 records link to the correct source.

Slide 6 records limits: no ledger writes, no production rollout, and no regional-storage conclusion. Slide 7 requests approval for a ten-business-day pilot and names the test owners.

Sources: Supabase: securing data

Real vendor documentation to use as technical references

These are real vendor documentation pages, not sales decks. WorkOS documents Directory Sync as a connection to directory providers that report user, group and access-rule changes.

Supabase documents product areas and security patterns such as row-level access policies. Vercel documents access choices for protected deployment URLs. Link to primary material like this when a reviewer needs detail beyond the slide.

Sources: WorkOS Directory Sync documentation · Supabase product documentation · Supabase: securing data · Vercel Deployment Protection

Review before sending

  • Label estimates and scenarios.
  • Show data direction and the system boundary on every architecture diagram.
  • Name the recipient’s next decision and owner.
  • State the material limits of the proposed evaluation.

Sources: AccountMade blog: keeping buyer content traceable

Sources and dates

  1. AccountMade blog: keeping buyer content traceable ↗

    AccountMade blog post on keeping buyer documents traceable to their sources.

    Reviewed 2026-09-08
  2. WorkOS Directory Sync documentation ↗

    Describes directory-provider connections and directory events.

    Reviewed 2026-09-08
  3. Supabase product documentation ↗

    Official overview of Database, Auth, Storage, Realtime, and Edge Functions.

    Reviewed 2026-09-08
  4. Supabase: securing data ↗

    Official guidance on RLS and server-side access patterns.

    Reviewed 2026-09-08
  5. Vercel Deployment Protection ↗

    Official documentation for protecting preview and production URLs.

    Reviewed 2026-09-08

Found an error or a changed source? Send a correction.

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