Umbrello Case Study
Designing an Executive Sales Deck
A 17-slide sales presentation built to communicate a complex leasing platform with clarity, confidence, and investor-ready polish.
ROLE
Presentation Designer
SCOPE
Story, Design
& Icons
Slides
17 Slides
Project type
Sales Deck
Overview
A product story designed for high-stakes conversations.
Umbrello needed a sales deck that could support executive conversations with clients, partners, and potential investors. The deck had to explain a multifamily leasing platform, establish credibility, frame the problem, and make the product ecosystem easy to understand without overwhelming the audience.
Design Goals
What the presentation needed to do.
The presentation was designed to feel polished enough for investors while remaining practical enough for sales conversations.
01
Executive-Level Polish
Create a deck that feels strategic, modern, and investor-ready.
02
Simplify Complexity
Turn product features and workflows into clear visual stories.
03
Build Confidence
Establish credibility through team, market problem, and product depth.
04
Support Sales
Give presenters a structured deck that helps close conversations.
Presentation Preview
The deck at a glance.
The full presentation uses a consistent purple, lime, charcoal, and white system with custom illustrations, product mockups, and a clear narrative arc.
Presentation Journey
Key moments in the sales story.
The case study walks through the sections that make the deck effective: positioning, problem, platform, product journey, and differentiation.
01
Opening the Brand
The deck begins with a simple introduction that establishes the Umbrello identity and introduces the message of bringing leasing solutions together.
02
Framing the Problem
Before explaining the platform, the deck aligns the audience around the pain points: disconnected systems, fraud, inefficient workflows, and poor leasing experiences.
03
Quantifying the Risk
04
Explaining the Platform
The automation slide organizes Umbrello’s identity verification, income verification, insurance, monitoring, and marketplace features into one connected ecosystem.
05
Showing the Renter Journey
Mobile screens demonstrate the experience visually, helping executives understand how renters move through the product rather than relying on verbal explanation.
06
Proving the Product Depth
The later slides move into specific product capabilities, including verification, AI-powered document review, dashboard management, and core differentiators.
slide System
A visual identity built for momentum.
The design system uses bold color blocking, large type, arch shapes, device mockups, and repeated footer elements to make the 17-slide deck feel cohesive from start to finish.
Palette
Purple + Lime
Imagery
Arches + Devices
Brand shapes and device mockups created recurring visual anchors.
Layout
Executive Rhythm
Large headlines, simple sections, and focused slide-by-slide progression.
Experience
Problem to Platform
The deck moves from problem framing into product confidence.
Slide Gallery
Key moments in the sales story.
A sample of the deck’s visual range, from company credibility to product functionality and platform differentiation.
Process
From complex product to polished story.
The deck was built from strategy through final design, including storytelling, layout direction, visual system, icons, diagrams, and slide polish.
01
Discovery
Understand the product, market, and audience.
02
Story Strategy
Organize the pitch around the most persuasive sequence.
03
Slide Structure
Wireframe the flow and content hierarchy.
04
Visual Design
Create the full slide system and visual assets.
05
Final Deck
Polish the 17-slide presentation for delivery.
The Result
The final deck gives Umbrello a polished, executive-ready presentation that can support client conversations, sales meetings, and investor discussions.
Executive Ready
A presentation designed for high-stakes sales and funding conversations.
Story Driven
Complex technology translated into a clear pitch narrative.
Brand Consistent
A repeatable slide system that keeps the deck cohesive.
Sales Focused
Built to help stakeholders understand value quickly.
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