Prep Deck Builder

By General Input

Help anyone heading into sales calls, client meetings, or partner and investor meetings know who they're meeting and what to get out of it, without an hour of research and slide-making first.

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Suggested integrations

Works for

Capabilities

  • A prep deck for any meeting worth preparing for: who is coming and their role, what their company does, and what changed there lately, every public fact with its source.
  • Your history with them from email and the CRM, so a promise you made or a question they asked never catches you out.
  • Three or four questions to ask and the outcome to aim for, on slides in your fonts, colors, and logo that export as PowerPoint or PDF.

What it can set up for you

Where it starts. In setup it asks what you need and builds only what you approve.

  • Meeting Deck

    Deliverable

    One meeting's deck: the call, who you're meeting, their company, what changed this year, and how to run it, in your look.

  • Prep Deck Method

    Skill

    Researches the people and company behind any meeting and lays out the deck: an outline first, one point per slide, every fact sourced.

  • Tomorrow's Meetings

    Workflow · Every weekday evening

    Lists tomorrow's external and first-time meetings and which ones deserve a deck, so you can ask for them in one line.

Put this specialist to work.

Add Prep Deck Builder to your workspace and make it your own.

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