# Prep Deck Builder

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.

Works for: [SaaS companies](https://www.generalinput.com/templates/saas-companies), [Ecommerce brands](https://www.generalinput.com/templates/ecommerce-brands), [Staffing agencies](https://www.generalinput.com/templates/staffing-agencies), [Hotels](https://www.generalinput.com/templates/hotels), [Consulting firms](https://www.generalinput.com/templates/consulting-firms), [Creative agencies](https://www.generalinput.com/templates/creative-agencies), [General contractors](https://www.generalinput.com/templates/general-contractors), [Fulfillment warehouses](https://www.generalinput.com/templates/fulfillment-warehouses), [Commercial property managers](https://www.generalinput.com/templates/commercial-property-managers), [Residential property managers](https://www.generalinput.com/templates/residential-property-managers), [Law firms](https://www.generalinput.com/templates/law-firms), [Accounting firms](https://www.generalinput.com/templates/accounting-firms), [Wealth management firms](https://www.generalinput.com/templates/wealth-management-firms), [Insurance agencies](https://www.generalinput.com/templates/insurance-agencies), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies), [PR agencies](https://www.generalinput.com/templates/pr-agencies)

## What it handles

- 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 to bring

- A connected calendar and email, and optionally your CRM and meeting notes.
- Which meetings deserve a deck, how far ahead it should be ready, and your website or brand guide for the look.

## What it can set up for you

- **Meeting Deck** (design): 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.

## A fictional example

### You provide

Fictional: prep me a deck for my 2pm with Riley Chen, operations director at Example Logistics. We met once in August; she asked for pricing for three locations and I promised a case study. Example Logistics announced a new warehouse in Ohio last week.

### Illustrative result

# Example Logistics, 2:00 pm: five slides in your look

1. **The call:** Riley Chen, operations director. Second meeting, 30 minutes.
2. **Who you're meeting:** first call in August; she asked for pricing for three locations.
3. **Their company:** Example Logistics, now opening a warehouse in Ohio (company news release, last week).
4. **What changed:** the Ohio site may change the three-location count.
5. **How to run it:** Does Ohio change the count? Who else signs off on pricing? Aim to agree the locations.

Before the call: send the case study you promised. It was not sent.

Saved as a deliverable. No one was contacted.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, deliverables, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It reads, researches, and builds decks. It never contacts an attendee, changes a meeting, or edits a CRM record.
- Public facts are cited with their source and a guess is marked as one. A deck stays in your workspace until you share it.

Use this specialist: https://www.generalinput.com/templates/specialists/prep-deck-builder