Role-Based Programme
RB0628

Canva for Sales & Business Development

Build Persuasive Sales Content, Proposals & Data-Driven Customer Experiences

IMAGE REQUIRED
Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in using Canva across prospecting, discovery, sales presentations, proposals, follow-ups, and account development.
  • Create persuasive pitch decks, one-pagers, case studies, proposals, solution visuals, and customer-facing sales collateral.
  • Apply Canva AI and reusable brand systems to personalise sales communication while maintaining organisational consistency.
  • Transform CRM, pipeline, account, and performance data into clear visual insights for customer and internal sales discussions.
  • Build reusable Prospect → Understand → Create → Personalise → Review → Present → Follow-Up workflows for scalable sales enablement.

Tools covered

Canva PresentationsCanva DocsCanva WhiteboardsCanva SheetsCanva AIMagic WriteMagic DesignMagic ChartsMagic InsightsBrand KitBrand TemplatesCanva WebsitesData ConnectorsCollaboration & Approval Workflows

Who should attend

  • Sales Managers
  • Business Development Managers
  • Sales Executives
  • Business Development Executives
  • Account Managers
  • Key Account Managers
  • Enterprise Sales Professionals
  • Inside Sales Professionals
  • Sales Development Representatives
  • Business Development Representatives
  • Pre-Sales Professionals
  • Sales Enablement Professionals
  • Revenue Operations Professionals
  • Regional Sales Leaders

Prerequisites & Participant Readiness

  • Basic understanding of sales and business-development processes
  • Familiarity with prospecting, discovery, presentations, proposals, and sales follow-ups
  • Basic understanding of CRM, account, opportunity, or pipeline information
  • Familiarity with presentations and spreadsheets is helpful
  • Basic awareness of organisational brand guidelines is beneficial
  • No professional design expertise required
  • No previous Canva course completion required

TOC Modules

Concepts
  • Understanding Canva across prospecting, presentations, proposals, collateral, reporting, and customer communication
  • Exploring Presentations, Docs, Whiteboards, Sheets, Websites, and AI-assisted capabilities
  • Mapping Canva capabilities across the sales lifecycle
  • Understanding visual communication as an enabler of salesperson judgement and relationship building
Practical activities
  • Creating and organising a sales-focused Canva workspace
  • Building an initial customer-facing asset from a structured sales brief
  • Mapping Prospect → Discovery → Solution → Proposal → Follow-Up content requirements

Scenarios

Target Account to Customer Proposal

Target Account → Stakeholder & Need Mapping → Canva Whiteboard → Sales Narrative → Branded Pitch Deck → Solution One-Pager → Proposal → Cross-Functional Review → Customer Presentation

Participants convert account and discovery information into a coordinated customer-facing sales package while maintaining one consistent value proposition and brand direction.

Pipeline Data to Strategic Sales Action

CRM / Pipeline Data → Canva Sheets → Magic Insights → Magic Charts → Opportunity & Conversion Analysis → Sales Review Presentation → Priority Accounts → Follow-Up Actions

Participants transform pipeline information into a visual sales review that helps identify performance patterns, opportunity gaps, and accounts requiring focused action.

## Current Capability Reference

Canva currently provides a dedicated **sales-team environment** for producing personalised, on-brand **sales presentations, proposals, follow-up materials, pitch decks, one-pagers, brochures, and case studies**. Canva positions these workflows for both B2B sales teams and enterprise organisations.

**Canva Sheets** currently supports **Magic Insights, Magic Charts, Magic Formulas, CSV/XLSX imports, and Data Connectors including HubSpot**, allowing structured business data to be analysed and transformed into visual stories within Docs, Presentations, and other Canva formats.

Current brand-management capabilities include **Brand Kit, Brand Templates, Brand Guidelines, Brand Controls, Design Approvals, real-time collaboration, and centrally managed brand assets**, enabling sales teams to personalise customer communication while maintaining organisational controls.

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