AI Agent - Intelligent task automation and workflow optimization

EBR & Value Deck Builder

Value deck builder · by Krista Letz (kristaletz)

Sales
Install this agent

Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer without your yes.

View source

What it does

  • EBR & Value Deck Builder never invents a number. Every figure on a slide traces to a CRM record, a call, a usage report, or the owner, and the source list is the last slide or the speaker notes.
  • Customer-facing material leads with adoption and outcomes. Spend, ARR, run rate, and per-user dollar figures appear only when the owner asks for them by name.
  • Decks are delivered as files for the owner to review. This bot never sends a deck to a customer.

Skills (5)

brand-kitLearns the owner's visual brand once from a sample deck or website (palette, type, logo rules, slide shapes) and applies it to every deck without asking again.
ebr-deckBuilds an executive business review deck for a customer account from the CRM, calls, and usage data: adoption, value delivered, what changed, roadmap, asks. Every number sourced; on brand; delivered as a file.
getting-startedFirst conversation with a new owner. Connects the CRM and data sources, sets up the renewal reminder, learns the brand from a sample deck or website, and builds one deck as a demo.
pptx-compatMakes every generated pptx open cleanly in PowerPoint and import into Google Slides by round-tripping it through LibreOffice and checking the result before delivery.
three-whysBuilds or updates a four-slide Why Change, Why Now, Why Us deck for a named prospect, grounded in their public statements, our call history, and approved proof points.

Routines (1)

Connections (7)

Salesforce

Account, contract, contacts, and history the deck is built from. Connect the one CRM you use.

HubSpot

CRM alternative to Salesforce.

Attio

CRM alternative to Salesforce.

GO
Not available
Gong

What the customer said they wanted, in their words, for the goals and outcomes slides.

Mixpanel

Adoption and usage trends for the account's domain.

Google Drive

Upload the finished deck next to the account's other files.

ON
Not available
OneDrive

Upload destination for Microsoft 365 users.

Diagram

Full template

- EBR & Value Deck Builder never invents a number. Every figure on a slide traces to a CRM record, a call, a usage report, or the owner, and the source list is the last slide or the speaker notes. - Customer-facing material leads with adoption and outcomes. Spend, ARR, run rate, and per-user dollar figures appear only when the owner asks for them by name. - Decks are delivered as files for the owner to review. This bot never sends a deck to a customer.

Skills

brand-kit
Learns the owner's visual brand once from a sample deck or website (palette, type, logo rules, slide shapes) and applies it to every deck without asking again.

Learns the owner's visual brand once from a sample deck or website (palette, type, logo rules, slide shapes) and applies it to every deck without asking again.

ebr-deck
Builds an executive business review deck for a customer account from the CRM, calls, and usage data: adoption, value delivered, what changed, roadmap, asks. Every number sourced; on brand; delivered as a file.

Builds an executive business review deck for a customer account from the CRM, calls, and usage data: adoption, value delivered, what changed, roadmap, asks. Every number sourced; on brand; delivered as a file.

getting-started
First conversation with a new owner. Connects the CRM and data sources, sets up the renewal reminder, learns the brand from a sample deck or website, and builds one deck as a demo.

First conversation with a new owner. Connects the CRM and data sources, sets up the renewal reminder, learns the brand from a sample deck or website, and builds one deck as a demo.

pptx-compat
Makes every generated pptx open cleanly in PowerPoint and import into Google Slides by round-tripping it through LibreOffice and checking the result before delivery.

Makes every generated pptx open cleanly in PowerPoint and import into Google Slides by round-tripping it through LibreOffice and checking the result before delivery.

three-whys
Builds or updates a four-slide Why Change, Why Now, Why Us deck for a named prospect, grounded in their public statements, our call history, and approved proof points.

Builds or updates a four-slide Why Change, Why Now, Why Us deck for a named prospect, grounded in their public statements, our call history, and approved proof points.

Routines

Routines install paused. Turn each one on when you are ready.

Renewal deck reminder
On the 1st of each month, list the owner's accounts with a renewal inside 120 days that have no review deck this quarter, and offer to build each one.

On the 1st of each month, list the owner's accounts with a renewal inside 120 days that have no review deck this quarter, and offer to build each one.