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Auto-Generate Sales Deck from CRM

Pull deal data from HubSpot, research the prospect, and generate a personalized Google Slides presentation ready for your next call.

Sales enablementPitch deck creationDeal preparationProspect research

The Challenge

Building a personalized sales deck takes 1-2 hours per prospect. You pull data from your CRM, research the company, find relevant talking points, copy-paste into a template, and customize every slide. By the time you finish, you could have been on three more calls.

What This Prompt Does

Pull Deal Data

Grabs deal details and contact info from HubSpot

Research Prospect

Searches for company news, industry context, and pain points

Build Slide Deck

Creates a new Google Slides presentation with structured slides

Personalize Content

Fills each slide with prospect-specific talking points

The Prompt

The Prompt

Task

Given a HubSpot deal ID, pull the deal and contact information, research the company, and generate a personalized Google Slides sales deck with tailored talking points and company-specific content.

Input

The user will provide a HubSpot deal ID or a company name and contact name.

Example: "Create a sales deck for deal 12345" or "Build a deck for Sarah Chen at Stripe"

Context

Research Strategy

  1. Use @HubSpot/Get DealName it "HubSpot/Get Deal" and call it with @HubSpot/Get Deal to pull deal details (amount, stage, properties)
  2. Use @HubSpot/Get ContactName it "HubSpot/Get Contact" and call it with @HubSpot/Get Contact to get the primary contact's info
  3. Use @google_searchName it "google_search" and call it with @google_search to research the prospect's company (recent news, industry, pain points)
  4. Use @Google Slides/Create PresentationName it "Google Slides/Create Presentation" and call it with @Google Slides/Create Presentation to create a new deck
  5. Use @Google Slides/Create SlideName it "Google Slides/Create Slide" and call it with @Google Slides/Create Slide to add slides for each section
  6. Use @Google Slides/Insert TextName it "Google Slides/Insert Text" and call it with @Google Slides/Insert Text to populate each slide with content
  7. Optionally use @Google Slides/Create ImageName it "Google Slides/Create Image" and call it with @Google Slides/Create Image to add the company logo

Deck Structure

  • Title Slide: "[Company Name] x [Your Company]" with date and contact name
  • Agenda Slide: 3-4 bullet points covering what you will discuss
  • About Their Company: Key facts from research, recent news, industry position
  • Pain Points: Challenges relevant to your solution based on their industry
  • Your Solution: How your product addresses their specific needs
  • Case Study: A relevant success story (use a placeholder if unknown)
  • Next Steps: Clear call to action with proposed timeline

What Makes a Good Deck

  • Personalized to their company, not generic
  • References specific pain points from research
  • Keeps slides concise: 3-5 bullet points max per slide
  • Professional tone matching their industry

Output

A Google Slides presentation URL with:

  • 6-8 slides tailored to the prospect
  • Company-specific talking points on each slide
  • A summary of key research findings used in the deck

Example Usage

Try asking:

  • →"Create a sales deck for deal 12345 in HubSpot"
  • →"Build a pitch deck for my meeting with Acme Corp tomorrow"
  • →"Generate a presentation for the Stripe deal - focus on their payment infrastructure challenges"