How to Create a Business Presentation (Steps + Expert Tips)

At some point in your life, you must have given a presentation or at least done some sort of public speaking. If you haven’t, then at some point you will have to, especially if you’re an entrepreneur.

When it comes to giving presentations, it doesn’t matter that you are a seasoned speaker or an amateur as long as you are able to convey your message or achieve your goal in the most engaging way. And truth be told, even though each presentation has its own subtle differences, there are a few universal guidelines or steps that make it effective.

But the fact of the matter is that giving presentations, especially presentations in business communication, is not exactly a walk in the park, and not everyone can easily pull it off. Don’t worry, that’s why we have got your back! In this blog, we will provide you with the steps involved in creating a killer business presentation that stands out!

Before we get to the steps involved, let’s understand what a business presentation is and why it is important to create one! Let’s keep reading…..

What is a Business Presentation and Why Do You Need It?

A presentation is simply an introduction, demonstration, or speech given by an individual or group of individuals to an audience in order to inform, inspire, convince, or motivate them.

So, a business presentation can be defined as a formal introduction or information about new business ideas, products or practices. It is usually carried out using audio-visual materials, such as projectors, documents, presentation software, whiteboards, charts, and more. Business presentations are often done with the aim to educate or train the audience, sell a product or an idea to them, or simply convey or share your vision with them.

When somebody sits through such a presentation, they expect to gain some information from it without dozing off halfway through it. That’s why it is important that you have a well-crafted, visually appealing, and engaging business presentation. A good presentation of business information offers many benefits, and these are listed below!

• Helps Create Connections: A business presentation focuses on communication, interaction, and bonding between you and your target audience. It allows you to build a good impression and brand identity. This not only helps you convey messages and convince your audience but also establishes relationships and creates better connections.
• Provides Information: A good presentation is highly informative and eye-opening. It’s a great opportunity to give out nuggets of details, facts, trivia, and statistics-backed data. It provides the listener with information in the most engaging way, which means that they walk out as a better-informed and educated person.
• Offers Inspiration: The impact a good business presentation can have on an individual is far more than you can imagine. Since most business presentations involve the use of audio-visual materials, stories or anecdotes, handouts/pamphlets, or demonstrations, it tends to stick in the minds of the listeners. It keeps them engaged, offers inspiration, and helps influence their decisions.

Clearly, business presentations are an effective way to get across your message and build your brand. They are definitely rewarding and crucial for your business. And since we don’t want to keep you waiting, let’s jump straight into the nitty-gritty of creating a business presentation!

How to Create an Amazing Business Presentation

Are you nervous about speaking in public? You’re not by yourself. But here’s the thing: making a business presentation doesn’t have to be a chore or a situation that will make you worry. In fact, it can be a great chance to tell your story, present your ideas, and make an impact that lasts.

You only need a good plan and the right way to go about it to keep your team up to date, get new clients, or pitch your business idea to your boss. Your talk will go from “okay” to “wow, that was great!” if you follow these six steps.

Step 1: Create a Plan

Before you even touch your slides, you need to know what you’re aiming for. Think of it like taking a road trip — you wouldn’t jump in the car without a destination, right? So first, ask yourself: what’s the purpose of this presentation? Are you informing, persuading, or updating? That right there ties into the different types of presentation in business, and your approach should match your goal.

Now, let’s talk about your audience. Who are you speaking to? The way you explain a project update to your internal team is completely different from how you’d pitch that same update to stakeholders or potential investors. Knowing your target audience is key to shaping your message and deciding how much detail is too much (or not enough).

Once you’ve got that figured out, start sketching out the key points you want to cover. What’s the story you’re telling? Where does it start? What challenge are you addressing, and what solution are you offering? And don’t forget to double-check your facts — solid data and real-world examples are your best friends when it comes to proving your points. Planning the content to be added to the presentation helps you avoid rambling and rushing. Instead, you lead your audience on a clear, planned route.  That’s the real importance of presenting business information well: clarity, confidence, and connection.

Step 2: Spend Some Time on Your Presentation Slides

After planning out your message, it’s time to incorporate that plan into engaging visuals, or slides. It can be tempting to put all of your information on each slide. But there’s a secret: your handouts are not your speaking notes. They offer visual help.

You want flow and ease. Utilise short, powerful sentences that bring out your main points. Your audience is there to hear you, not read words from a screen. Pictures on your slides should be like a movie trailer—just enough to get people excited without giving away too much.

And let’s talk about presentation design for a second. Choose a theme that looks professional but still feels like “you.” Use fonts that are easy to read and colors that don’t hurt anyone’s eyes. Structure your presentation so each slide builds on the last, guiding your audience through the story from start to finish. The first slide should introduce your topic and give people a reason to care. After that, make sure the content flows logically, like chapters in a book.

Practicing with your slides is crucial. Know what’s coming next so you’re not caught off guard mid-presentation. And whatever you do, double-check for typos. A simple spelling mistake can quietly chip away at your credibility, and you’ve worked too hard to let that happen.

Step 3: Establish Your Credibility with a Story

To be honest, no one can remember a list of benefits. But good stories stick with people. This is where you grab your audience’s attention and make them care if you want to give an effective business presentation.

First, come up with a story that ties into the main point of your message. It could be about a customer who had a hard time before you came along with an answer. Or a time when your team overcame a big problem. It doesn’t need to be exciting; it just needs to be true and important. It’s important to show why what you did was important.

Now, be easy when you tell that story. A good story always has a start, a middle, and an end. Don’t make it too hard to understand by adding too much background or side information. Pay attention to the emotional arc, which includes the battle, the turning point, and the ending. Emotions are what people connect with. Sheets don’t have anything to do with them unless those sheets also tell a story.

If you can, layer in some data to support your narrative. For example, instead of saying your campaign was “successful,” say it drove a 25% increase in engagement over three months. That’s the sweet spot: story plus numbers. That’s what makes people sit up and think, “Wow, this person knows what they’re talking about.”

Step 4: Spice Up Your Slides! Use Visuals Like a Pro

If you want to keep your audience awake and actually engaged, visuals are non-negotiable. You can have the best ideas in the world, but if they’re buried under text, you’ve lost your crowd before you’ve even begun.

People process images faster than words — it’s science. So make that work for you. Use relevant photos, simple diagrams, and clean infographics to break down complex ideas. Show, don’t just tell. A chart that illustrates growth is way more effective than just saying, “We’ve improved a lot this quarter.”

Videos can also be a great tool if used wisely. A quick product demo, a client testimonial, or even a short animated explainer can add depth and energy to your presentation. Just keep it brief and make sure it actually adds something, not just fills time.

Icons and symbols can also add personality without overwhelming your slides. The trick here is balance. If your presentation starts to feel like a collage, you’ve probably gone too far. Stick to one main idea per slide, and keep everything visually aligned with your message.

The goal here isn’t to make your slides flashy — it’s to make them memorable. That’s the real secret to a visually effective business presentation: clarity, relevance, and a little style.

Step 5: Be Prepared for Q&A

So, you’ve delivered your presentation. You’re feeling good. But now comes the part that makes a lot of people squirm — the Q&A. Here’s the thing: this is actually your golden opportunity to build even more trust.

Don’t wing it. Take some time before the presentation to think through what questions might come up. What’s unclear? What might someone push back on? You don’t have to script every answer, but being mentally prepared helps you stay calm and collected when you’re put on the spot.

If someone asks a question you don’t know the answer to, it’s totally okay. Really. Say something like, “That’s a great question. I’ll follow up with you after this,” and move on. It’s better to be honest than to fumble through a half-answer.

Also, don’t just question people during the Q&A; treat it like a friendly conversation. This is your chance to talk to people directly, make your points clear, and show that you know more than what’s on the slides. You could even ask your own question, like, “How do you see this applying to your team?” if you feel comfortable enough. It keeps the talk going and the energy high.

Step 6: Stick the Landing! Craft a Powerful Closing Statement

Now that you’ve told your story, backed it up with facts, and answered their questions, it’s time to make your point.

The ending is more than just a way to say goodbye. People will remember how you made them feel at the last minute, trust me. Don’t end with “Well, that’s all.” Instead, quickly go over your key points to remind them of what you gave them.

Then give them something that stays with them, like a question that makes them think, a quote that sticks with them, or a short story that ties everything together. Make them think. Make them care.

Also, tell them what they should do next. This is your order to do something. Be clear and straight when you want to set up a meeting, sign up for a demo, or just remember your main point.

Just like you practiced your opening, you should practice your ending too. That way, you’ll finish strong, sure of yourself, and with a goal.

So, you’ve shared your story, supported it with some solid facts, and answered their questions — now it’s time to wrap things up nicely.

💬 Collaborate on Slide Content Like a Team That Means Business

If you want your business presentation to actually grab attention — not just sit in someone’s inbox collecting dust — then you are in for a treat! Bit.ai is the world’s smartest document and knowledge collaboration platform, built for modern professionals who are tired of clunky slides and endless formatting.

With Bit.ai, you can turn your presentation into a single, scrollable web page that’s easy to create, collaborate on, and share. Instead of juggling slide decks and links, you can bring your team together to build a visually rich document—with slides, notes, videos, charts, and more—all in one place. It’s perfect for investor pitches, client proposals, meeting material, and product walkthroughs, and it works beautifully whether you’re presenting live on Zoom, sharing during a meeting, or sending a follow-up link afterward. No attachments, no confusion—just one smart, shareable document that gets your message across clearly and professionally.

• Real-time collaboration on slides – Building a presentation is rarely a solo mission, and with Bit, it doesn’t have to be. Your entire team can work on the same slide task simultaneously—write supporting content, add notes, drop comments, and update elements together. It’s a truly real-time collaborative space where everyone can contribute without stepping on toes or sending files back and forth. You’re not just aligned—you’re actually building from the same page.
• Bring your slides to life with rich embeds – You’re not limited to just slides. Bit lets you embed rich media from charts and spreadsheets to product videos, Loom walkthroughs, PDFs, and even live web content—right inside the doc alongside your slides. It’s the easiest way to add real context to your presentation and keep your audience engaged. No more awkward tab-switching or “I’ll explain this later” moments.
• Integrations that make teamwork seamless – Bit allows you to integrate the tools your team already loves—Google Drive, OneDrive, Figma, Miro, YouTube, Loom, and over 100 others. That means you can pull in existing work, update things instantly, and never waste time reformatting or rebuilding content from scratch. Everything stays in sync so your deck stays current, and your team stays focused.
• AI Doc Builder to help you write better, together – Working on slides isn’t just about visuals—it’s also about nailing the message. Bit’s built-in AI writer gives your team the ability to draft, revise, summarize, and refine parts of your deck. Whether you’re shaping a value proposition, writing an introduction, or refining speaker notes, it helps your team get the words right, faster.
• Ready-to-use templates made for real presentations – Bit’s modern living documents give you innovative, professional templates designed specifically for business use, like investor updates, sales proposals, project recaps, client onboarding, and more. They’re clean, on-brand, and built to help your team move faster, without wasting time on design.

🎯 Perfect for: Investor presentations | Sales and client decks | Internal strategy reviews | Marketing updates | Product walkthroughs

Tips for Creating An Awesome Business Presentation

Here are some simple tips that you must follow during your business presentation:

• Keep your presentation crisp and try not to include too many slides for your presentation.
• Avoid using too many colors and fonts. Instead, stick to a color palette and font that match your attire and your brand image.
• Do not hesitate to seek the help of presentation tools and software
• Focus on your narration and storytelling style.
• Ask rhetorical questions to reinforce your key points and primary message.

With that, we can guarantee that you will put on one heck of a presentation and give your audience a memorable and enriching experience!

Wrapping Up

Presentations are all about communication. So it doesn’t matter if it is your first presentation or your hundredth one; if you’re not able to communicate information in an engaging way, then you end up wasting your time and your listeners’ time.

Whether you are trying to sell something to an audience or simply sharing your vision with them, create a business presentation that will not only educate your listeners but also squeeze a laugh out of them.

We only hope that the steps and tips we have provided you will help you along the way in creating a killer business presentation for your audience! Adios and Happy presenting!

FAQs

1. What do you understand by a business presentation?

A business presentation is a way to share important information, ideas, or updates with others in a professional setting. It usually includes visuals like slides and is used in meetings, pitches, or reports to explain something clearly and get people on the same page. You might use it to present a new idea, update your team, win over a client, or explain results.

2. How do you write a business presentation?

Start by knowing your goal — what do you want your audience to learn or do? Then, plan your main points and organize them in a logical order (beginning, middle, and end). Use clear language, add visuals like charts or images to support your points, and don’t overload your slides with too much text. Keep it simple, focused, and easy to follow. Practice out loud to make sure it flows well when you present it.

3. What is the objective of a business presentation?

The main goal of a business presentation is to communicate information in a clear, effective way so your audience understands it and ideally takes action. This could mean convincing someone to approve a project, helping your team understand new data, or making a successful pitch to a client. It’s all about getting your message across clearly and confidently.