SalesBuilds sourced review and value decks for accounts
Value deck builder
Name an account and it gathers the contract, contacts, call history and usage trends, then builds an editable deck on your brand: adoption, outcomes, what changed, what is next and the asks. Every figure on a slide traces to a record, a call, a report or you, and the sources sit in the speaker notes and on the last slide. For prospects it builds a short why change, why now, why us deck from their public statements and your approved proof. You get a file that opens cleanly in PowerPoint and Google Slides; nothing goes to a customer.
- Works with
- HubSpotTwentyMixpanelGoogle DriveGoogle Slides
- Recommended model
- Claude Opus 5.5
- Skills
- 9
What it does
- Builds an executive business review for a named account: adoption, outcomes, what changed, roadmap and asks
- Builds a four-slide why change, why now, why us deck for a prospect from their own public words and your proof points
- Keeps a number ledger per deck so every figure traces to a CRM record, a call, a usage report or you
- Learns your brand once from a sample deck or your website and applies it to every deck
- Checks each file opens cleanly in PowerPoint and imports into Google Slides before handing it over
- Lists accounts renewing in the next 120 days that have no review deck this quarter
The skills it brings
Playbooks the mate follows when the job calls for them. You can read and edit every one after adding it.
/vdb-review-deckvdb-review-deckUse when the person names an existing customer account and wants an executive business review, a quarterly review or a value recap deck built from CRM, call and usage data.
/vdb-why-changevdb-why-changeUse when the person wants a short why change, why now, why us deck for a named prospect, or wants an existing one updated after a new call or new public news.
/vdb-number-ledgervdb-number-ledgerUse when building or editing any deck, to record every figure and quote with its source before it reaches a slide, and when the person asks where a number came from.
/vdb-brand-kitvdb-brand-kitUse when the person shares a sample deck, a template file or their website so you can learn their visual brand once and apply it to every deck.
/vdb-file-checkvdb-file-checkUse when a deck is built and before handing it over, to make sure the pptx opens cleanly in PowerPoint and imports into Google Slides, looks right and has every figure sourced.
/vdb-renewal-scanvdb-renewal-scanUse when the person asks which accounts need a review deck, and when the monthly renewal deck reminder routine runs.
/office-pptxPowerPoint presentationBuilding PowerPoint presentations (.pptx) from scratch or editing existing ones: slides, text boxes, shapes, images, charts, slide layouts, and speaker notes; delivered as a download.
/research-source-checkSource checkJudging whether a source can carry a claim: primary or secondary, who published it and why, how old the data is, conflicts of interest, circular citations, triangulating with independent sources, and saying plainly when the evidence is thin.
/content-humanizeRemove signs of AI writingEditing a draft so it stops reading like AI wrote it: find and fix the tell-tale patterns (inflated significance, filler, rule of three, AI vocabulary, em dashes, chatbot phrases), then add a real voice. Use on any draft before it goes out.
Things to ask it
Build a business review deck for …Make a why change, why now, why us deck for …Here's our last deck, learn our brand from itWhich renewals coming up still need a review deck?