Role-Based Programme
RB0626

Canva for Sales & Business Development

Create Sales Presentations, Prospect Content & Visual Proposals

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Canva can support prospecting, sales presentations, proposals, account communication, and business-development activities.
  • Explore practical ways to transform value propositions, customer needs, and solution information into clear visual sales content.
  • Create professional pitch decks, prospect-facing assets, one-pagers, and follow-up communications using reusable templates.
  • Use Canva AI and collaborative capabilities to accelerate content ideation, visual development, and stakeholder review.
  • Apply brand, factual-accuracy, confidentiality, copyright, and human-review controls before sharing customer-facing materials.

Tools covered

Canva Visual SuiteCanva AIMagic DesignMagic WritePresentationsCanva DocsWhiteboardsBrand KitTemplatesChartsVisual ContentCollaboration & Comments

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Executives
  • Business Development Executives
  • Enterprise Sales Professionals
  • Account Managers
  • Key Account Managers
  • Inside Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Pre-Sales Professionals
  • Solution Consultants

Prerequisites & Participant Readiness

  • Basic understanding of sales or business-development activities
  • Familiarity with customer presentations, value propositions, proposals, or outreach
  • Basic presentation and business-communication skills
  • No professional graphic-design expertise required
  • No previous Canva experience required

TOC Modules

Concepts
  • Understanding Canva's role in prospecting, pitching, account engagement, and sales communication
  • Understanding templates, presentations, Docs, brand assets, and shared workspaces
  • Identifying suitable applications across outreach, proposals, meetings, and follow-ups
  • Recognising where salesperson judgement and customer relationships remain essential
Practical activities
  • Exploring a sample sales workspace in Canva
  • Creating a simple prospect-facing sales asset

Scenarios

Prospect Requirement to Sales Pitch

Verified Prospect Context → Business Challenge → Value Proposition → Canva Presentation → Internal Review → Prospect Meeting → Next-Step CTA

Participants transform approved account information into a concise sales presentation that communicates value clearly without introducing unsupported assumptions.

Discovery Discussion to Visual Follow-Up

Validated Discovery Inputs → Customer Need → Proposed Solution → Canva One-Pager → Pre-Sales Review → Customer Follow-Up

Participants convert verified discovery information into a professional visual follow-up that reinforces the proposed value and supports progression to the next sales interaction.

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