A business case deck is a document used in SaaS teams to show potential customers why their product is the best solution for their business needs. These decks are typically created by sales or customer success teams, and they are presented to potential customers during the sales process.

👉See an example of a full business case deck here, with tips for how to build one slide-by-slide.

The business case deck is a comprehensive and visual document, typically made up of the following elements.

What to include in a business case deck

• Introduction: A brief overview of the product and the purpose of the presentation.
• Customer challenges: A discussion of the challenges that the potential customer is facing in their business and how the product can address those challenges.
• Product features and benefits: A detailed overview of the product's features and benefits, including how they can be used to meet the customer's specific needs.
• Cost and ROI: A discussion of the cost of the product and the potential return on investment (ROI) for the customer, including any cost savings or revenue growth opportunities.
• Implementation and support: A discussion of the implementation process and the support that the customer can expect from the SaaS provider.
• Success stories and testimonials: Examples of how the product has been successful for other customers in similar industries or with similar business challenges.
• Next steps: A clear call to action and timeline for the potential customer to move forward with the product, such as an onboarding plan, scheduling a demo, or signing up for a trial.

A business case deck should provide a compelling argument for why a potential customer should choose your product over other solutions. It should clearly demonstrate how the product can address the customer's specific challenges and provide a positive ROI, while also highlighting the strengths and benefits of the product. 

Business case decks can be time-consuming to create manually, and even if yours is working, it may be time to make some updates or make the process scalable. Next time you need to build a business case deck for your customers, use this template — it’s full of tips, best practices, and examples of what a successful business case deck should look like.