Quote to move process at Kettlewick Removals, a fictional removals company
Four step process slide written for the customer
A four step process slide breaks a service into four moves a customer can follow, each with a short name and a sentence on what happens. This one explains how Kettlewick Removals, a fictional removals company, takes a customer from sending a list of rooms to unpacking on moving day.
What is on the slide
- Title and framing line
- Quote to Move. Kettlewick Removals, what the customer does at each step and what happens next.
- Steps 1 and 2
- Send Your List: room by room form or a two minute video, priced within one working day. Accept the Quote: fixed price with trucks, crew, blankets and insurance to $50,000, 20% deposit holds the date.
- Step 3
- Pack or Get Packed: free boxes from the depot, or the packing crew the day before the move.
- Step 4
- Moving Day: crew arrives at 7:30 am, walks the house, loads, drives and unpacks. Balance paid on arrival.
When this is the right slide
Pick this slide when a customer needs to see a service as four ordered moves, each saying what they do, what the company does in return and when money changes hands.
What to swap it for
Grouping: 3 Phase Blocks. Use the three phase blocks when the service has three stages and each needs a short bulleted checklist rather than one or two sentences.
What this slide shows
The title reads Quote to Move, with the framing line Kettlewick Removals, what you do at each step and what happens next. Four full width coloured bands follow, each with a large step number, a step title, a sentence or two and an icon on the right. 01 Send Your List: fill in the room by room form or send a two minute video walk through, priced within one working day. 02 Accept the Quote: the fixed price covers trucks, crew, blankets and insurance to $50,000, and a 20% deposit holds the date. 03 Pack or Get Packed: collect free boxes from the depot, or book the packing crew for the day before. 04 Moving Day: the crew arrives at 7:30 am, walks the house with the customer, loads, drives and unpacks, and the balance is paid on arrival. The bands are wide enough for one or two sentences, which keeps each step specific without turning it into a paragraph of terms and conditions.
When this is the right slide
Use a four step process slide when a customer or a new client needs to understand how a service works before they commit: a quote meeting, a proposal deck, a website explainer turned into a slide. It works because people make decisions faster when they can see the whole path and what they must do. It is the wrong slide for an internal process with handovers and approvals, which needs owners and maybe decisions; a flowchart or a numbered checklist suits that. It is also the wrong slide when the service has only three steps worth naming. The three phase blocks layout gives three steps more room and a short checklist under each. The four rows also suit a website page or a printed leaflet, because each step stands on its own and reads in a few seconds. For a business that gets the same questions on every call, such as when do I pay or who packs the boxes, the slide answers them before they are asked. That shortens the sales conversation and makes the quote feel less risky to accept.
How to adapt it
First, add the timing to each title for a time sensitive service, for example Send Your List, today, so customers see the whole move takes about two weeks. Second, swap the icons for small photos of the crew and trucks when the slide is used on a website or a printed brochure. Third, make a business version for office relocations, where step three becomes IT disconnection and labelling and step four becomes a weekend move with desks reassembled by Monday. Keep the deposit and balance in the same steps in every version, so the pricing story does not change between audiences and staff give the same answer every time. If a step regularly causes confusion, add one sentence to that row only and keep the others short; uneven detail is fine when it reflects where customers actually need help.
What makes this slide work
Every step tells the customer what to do
Fill in the form, accept the quote, collect free boxes, walk the house with the crew. Each row starts from the customer's action and then says what the company does in return, so a nervous mover reads it as a plan rather than a sales pitch.
Money appears where it is paid
The 20% deposit sits in step two with the fixed price and insurance to $50,000, and the balance sits in step four, paid on arrival. The customer learns when they pay without a separate pricing slide.
Big numbers make the order obvious
Oversized numerals from 01 to 04 lead each coloured band, and the bands step down the slide in different shades. Even from across a kitchen table on a laptop, the order is clear before anyone reads a word.
Questions people ask
Why do four step process slides work so well with customers?
Four steps is short enough to remember after one reading and long enough to cover a real service from first contact to delivery. Customers mainly want to know what they have to do and when. Four clear moves answer that without the detail a staff process needs, such as internal approvals and scheduling.
Should a customer process slide be written from the customer's side?
Write each step from the customer's side, using you for what they do and naming the company for what it does. Fill in the form, accept the quote, collect boxes: those are the customer's actions. The company's commitments, such as pricing within one working day, follow in the same sentence.
Where should prices and deposits go on a process slide?
In the step where the customer meets them. Here the 20% deposit sits in step two, when the quote is accepted, and the balance sits in step four, paid on arrival. Putting money where it happens avoids a separate pricing slide and stops surprises later in the conversation.
Can a four step process slide have more than four steps?
This layout holds exactly four rows. If the service has five or six steps, either combine two, such as packing and boxes, or switch to a layout built for five. Do not squeeze a fifth step into a description line; it hides a real step from the customer.
What should each step title say?
Two to four words with a verb when the customer acts: Send Your List, Accept the Quote, Pack or Get Packed. Use a noun phrase like Moving Day for a milestone the company runs. Titles should make sense read alone, because many people only read the four titles.
How do I use a process slide in a sales meeting?
Show it after the customer has told you about their move, then walk through it as their own plan: you send the list today, you get the price tomorrow, and so on. Leave it on screen while answering questions. It reassures people that the service has a clear shape.
Build your own in about a minute
The button below opens the generator with this use case already described. Change the wording to match your own, generate, then edit anything you like.
Make one like thisOther slide examples
AIDA slide mapping each campaign channel to a stage
An AIDA slide sets out a campaign as four stages, attention, interest, desire and action, so the team can see which channel moves people from one stage to the next and how many are left at each. This one covers the autumn membership campaign of Emberlow Fitness, a fictional gym group.
Onboarding process slide with an owner on every step
An onboarding process slide shows the steps a new employee goes through from accepting an offer to being settled in the role, and who is responsible for each. This one maps eight steps at Haverleigh Care, a fictional care provider, from a signed offer to the 90 day review.
Numbered roadmap slide with a quarter and owner per row
A numbered roadmap slide lists the stages of a plan from top to bottom in the order they happen, each with when it lands and who owns it. This one sets out the 2027 Bellinvale flood recovery program of Elderbrook Shire Council, a fictional rural council, in five rows from temporary housing to community wellbeing.
Want the steps in the builder? Read Add charts, maps and diagrams to slides, then Add, reorder and restructure slides. For everything this generator can do, see the slide maker.
Written and checked by the OneCraft team. Last checked .