Wrkflow Template

Personalized Pitch Deck Creation

When presented with a wealth of choice, buyers can afford to be picking. Telling a hyper-personalized story can help you stand out of the crowd but usually involves a high level of effort across Sales & Marketing for every prospect.

This Wrkflow supports you from start to finish by automatically uploading relevant images and figures into a templated presentation, adding personalization tokens, sharing presentation drafts for internal approval — or whatever you need it to do to instantly created hyper-personalized presentations so your team can focus on closing the deal.

Add

Automatically add prospect company logo to presentation deck

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Edit

Update content fields throughout presentation with company, date and industry information

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Import

Add personalization tokens on Hubspot or your CRM of choice to create user-specific presentation

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Generate

Create trigger that automatically shares presentation with colleagues to receive instant feedback

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Generate

Create task to enact feedback and suggestions

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How this Wrkflow will help you

Maximize Efficiency

Manually designing a pitch deck is a time-consuming task. Hybrid Automation from Wrk allows you to quickly generate slides by automatically inputting graphics and content into a visually compelling presentation.

Hassle-free Personalization

Not every prospect is the same, so not every pitch deck should be either. Create custom pitch decks with our Wrkflow and automatically integrate personalization tokens from Hubspot or a prospects LinkedIn.

Expedite Feedback

Save time and resources with our Wrkflow by automatically sharing Google Slides or Powerpoint drafts, as well as Loom practice videos with your colleagues or peers for feedback and approval.    

Make this Wrkflow work for you

Thanks to our Hybrid Automation approach, Wrk can connect to any software that you currently use for to build beautiful presentations, and in many cases our pre-configured Wrk Actions cover the entire cost of industry-leading tools your team already pays for. Two birds, one platform.

Popular Wrk Actions to Improve your Personalized Pitch Deck Creation Process

  • Add License in Photoshop
    Add new license to corporate account for Adobe Photoshop
  • Add Task in Asana
    Create a new task in a project in Asana
  • Add Product to Google Business Listing Store
    Add a new product into a Google Business Listing store
  • Add Row in Google Sheets
    Add a row to an existing tab in Google Sheets
  • Add Text to a Google Slide
    Add, replace, or remove text in a Google Slides presentation
  • Add Attachment to a Deal in HubSpot
    Attach any document to an existing deal in Hubspot
  • Add Connection in LinkedIn
    Request a new connection with optional message on LinkedIn
  • Add Image in Powerpoint
    Add and format image in a slide in Microsoft Powerpoint
  • Add a Deal in Pipedrive
    Create a new deal in Pipedrive
  • Add Note in Salesforce
    Add a note to a lead, account, contact, or opportunity in Salesforce
  • Call Lead from Contact List with HubSpot
    Call lead in Hubspot with customized script
  • Call to Inform
    Place a phone call with a provided script to relay information
  • Combine Data in Google Sheets
    Concatenate contents of multiple cells within a Google Sheets spreadsheet
  • Combine Data in Excel
    Concatenate contents of multiple cells within a Microsoft Excel spreadsheet
  • Convert PDF to Excel
    Convert a PDF file to a Microsoft Excel spreadsheet
  • Copy Google Slides
    Make a copy of an existing Google Slides presentation to create a new one
  • Delete Background in Photoshop
    Delete a background from an image in Adobe Photoshop

Resources Related to Personalized Pitch Deck Creation

Did you know?

Wrk is proven to reduce cost per process by an average of 20% and reduce delivery time by 65%.