Initial Presentation Builder
Your first-meeting deck, built in a dialogue.
Business Benefits
- First-meeting decks ready in minutes, not evenings
- Every deck on-template and on-brand
- No recycled deck goes into a first meeting
- Sales and leadership walk in prepared
Key Features
- Creates a company presentation for an initial meeting (sales, investor, partner, recruiting)
- Builds on the firm's template and brand guidelines
- Gathers meeting context and audience through a short dialogue
- Tailors messaging, references and emphasis to the audience
- Delivers a ready-to-present PowerPoint for final polish
Interaction Channels and Integrations
Connects to
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HubSpot
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Salesforce
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Google Drive
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MS SharePoint
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Anthropic Web Chatbot (Claude)
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Canva
User Interaction Channels
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Microsoft 365 E-Mail
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Google Workspace E-Mail
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Google Chat (Read, Reply)
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MS PowerPoint
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Google Slides
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WebChat (Widget)
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Slack
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Microsoft Teams (Chat)
At a Glance
Trigger
a first meeting is booked
Human in the loop
you review the deck before the meeting
Modelled time saving
64% across 5 core processes
Every intro meeting starts from a tailored deck, not a recycled one.
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