If you’ve ever stared at a blank slide, wondering how to make your B2B pitch deck not look like every other cookie-cutter presentation, you’re not alone. Most business decks are dull, and nobody wants to slog through another PDF. This guide is for founders, sales pros, and marketers who want to skip the design headaches and get straight to a sharp, modern pitch—without spending days on PowerPoint. We're digging into how to actually use Storydoc templates to speed up your process and still look legit.
Why Use Storydoc Templates for B2B Pitch Decks?
Let’s be honest: Most pitch decks suck because people copy-paste a bunch of slides, slap on their logo, and call it a day. The result? Generic, forgettable, and stiff.
Storydoc promises something better: interactive, scroll-based decks that feel more like a website than a slide show. Their templates are built to help your story flow, add visual polish, and—supposedly—boost engagement.
Here’s who will actually benefit: - If you need to send decks over email (not just present live) - If design isn’t your strength, but you still want it to look good - If you’re tired of PowerPoint or Google Slides
But, some things to keep in mind: - If you want pixel-perfect, totally custom design, templates will only get you 80% there - Interactivity is great, but don’t expect magic—your story and offer still matter most
Let’s get practical.
Step 1: Sign Up and Get Oriented
You’ll need a Storydoc account. There’s a free trial, but real use means you’ll probably have to pay. Once you’re in:
- Dashboard basics: You’ll land in a dashboard showing your docs, templates, and activity stats.
- Templates library: Head to the templates section—this is where you’ll browse and pick a starting point.
Pro tip: Don’t overthink the template choice. Most B2B pitch templates cover the same key sections. You can always tweak things later.
Step 2: Pick the Right Template for Your Pitch
Storydoc’s template library is organized by use case: sales, fundraising, company intro, etc. For a B2B pitch deck, look for templates labeled "Sales Deck," "Startup Pitch," or "Business Proposal."
What to pay attention to: - Structure: Does the template already include the key sections you need (problem, solution, team, traction, etc.)? - Visual flow: Do you want something bold and graphic, or more understated? - Interactivity: Some templates have built-in navigation, tabs, or clickable elements. Decide how much you want.
What NOT to stress about: - Colors and fonts. You can change those. - Stock photos or placeholder content. You’ll swap these out anyway.
Honest take: Don’t get lured by the fanciest template. Pick one that matches your content, not just your ego.
Step 3: Drop in Your Content—Quickly, Not Perfectly
Most folks waste hours trying to write the “perfect” copy right away. Don’t do that.
Here’s a better way: - Start with rough bullet points for each section. - Ignore images and charts at first—just block out your story. - Use Storydoc’s built-in prompts or section descriptions if you’re stuck.
Typical sections for a B2B pitch deck: - Cover / One-liner - Problem - Solution - Market Opportunity - Product Demo or Features - Traction (proof, stats) - Team - Call to Action
Storydoc makes it easy to drag and drop sections or reorder the flow. If you realize your story feels off, just move things around. You don’t need to call in a designer.
Pro tip: If your deck feels too long, it probably is. Aim for clarity over completeness.
Step 4: Make It Visual, But Don’t Overdo It
Storydoc’s main selling point is that it makes decks look modern and interactive. Take advantage, but don’t turn your pitch into a circus.
How to keep it sharp: - Swap out stock images for your own product shots, team photos, or relevant visuals. - Use charts or infographics—but only if they add real value. Storydoc lets you import data or use their chart blocks. - Use the interactive elements (like clickable tabs or video embeds) sparingly. A little goes a long way.
What to skip: - Gimmicky animations or effects that distract from your message. - Overstuffing with every possible visual feature just because it’s there.
Honest take: Most investors or buyers want substance, not just sizzle. If your product screenshots look rough, it’s better to show a diagram or simplified mockup.
Step 5: Customize Branding (But Don’t Get Lost in the Weeds)
Your deck should look like it’s yours, not an obvious off-the-shelf template.
Here’s what matters: - Logo and brand colors: Upload your logo and set brand colors in the template settings. - Fonts: Stick with the defaults unless you have a very specific brand font. - Backgrounds: Simple is better. Clean, light backgrounds usually work best.
What doesn’t matter much: - Making every button or icon your precise brand color. - Perfecting every margin or micro-adjusting font sizes. No one cares.
Pro tip: If you’re sending this deck to multiple prospects, consider using Storydoc’s personalization features (like dynamic names or tailored intros). It’s a small touch that stands out.
Step 6: Preview, Test, and Share
Before you send your deck out into the world, make sure it actually works.
- Preview on desktop and mobile. Storydoc decks are responsive, but double-check that nothing breaks on your phone.
- Test interactive elements. Make sure all links, tabs, and videos work.
- Send a test link to yourself or a colleague. Get honest feedback—does the story flow? Is anything confusing or missing?
Sharing: Storydoc gives you a shareable link (like a mini website), plus options to track who opens it and how far they scroll.
Honest take: Tracking is nice, but don’t get obsessed with the analytics. If nobody’s clicking your CTA, maybe the offer needs work.
Step 7: Iterate—Don’t Chase Perfection
You’ll probably spot things you want to tweak after you send the first version. That’s fine. The real world is messy.
- Don’t wait for perfect. A good-enough, clear deck sent today beats a “masterpiece” in two weeks.
- Use insights. If people stop reading halfway, maybe your intro is too long—or your value prop isn’t clear.
- Update and resend as needed. Storydoc makes it easy to edit decks on the fly.
Pro tip: Save a copy of your original template. That way, you can quickly build future decks for new prospects without starting from scratch.
What Works, What Doesn’t, and What to Ignore
What works: - Fast setup and editing—great for people who hate PowerPoint - Interactive, web-like decks that stand out in a crowded inbox - Easy branding and personalization
What doesn’t: - Full custom design—if you want something 100% unique, you’ll hit limits - “Set it and forget it”—you still need a solid story and offer
Ignore: - Overcomplicating things with too many features - Obsessing over style at the expense of substance
Keep It Simple, Ship It, Then Iterate
At the end of the day, your pitch deck is just a tool. Don’t let “fancy” get in the way of clear. Use Storydoc to get your story out faster, not to win design awards. Start with the template that fits closest, get your main points down, and get it in front of real people. You can always refine as you go.
The best decks are the ones that actually get sent. So keep it simple, and keep moving.