Sales EnablementintermediatePro

Create custom prospect sales decks from Claude research and Gamma

Turn account research, CRM context, and approved proof into an 8-10 slide prospect-specific sales deck with talk track, risk checks, and CRM handoff notes.

What you will have

Produce a prospect-specific sales deck, account brief, talk track, and claim-check checklist for sales calls or follow-up.

Setup time

3-5 hours

Time saved

4-8 hours per deck vs. manual research and slide creation

Estimated cost

$100 to $500 per month

Tools used

5 tools

Why this works

Custom sales decks work when they are specific enough to feel researched but disciplined enough not to overclaim. This workflow separates research, narrative selection, slide creation, and claim review. Gamma accelerates the deck build, while human QA keeps the final asset credible for enterprise sales.

Step-by-step workflow

Preview the workflow

The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.

Pull CRM context and meeting goal

30 min

Start in HubSpot and capture the account name, opportunity stage, known pains, stakeholders, prior notes, competitor mentions, call objective, and next desired action. Do not create a deck until you know what the meeting is supposed to accomplish.

Output

A concise opportunity brief with the meeting objective and known context.

HubSpot

Pro tip

A deck for discovery, expansion, and proposal should not be the same deck. Stage determines what the slides need to do.

Research the account and market context

45-60 min

Use Perplexity to research the account's recent news, strategic priorities, industry pressures, technology environment, competitors, and public initiatives. Save source links and confidence notes. Avoid using anything that feels invasive, speculative, or unsupported.

Output

Verified account research notes with source links and relevance flags.

Perplexity

Pro tip

Look for business priorities, not trivia. A recent acquisition or operating pressure is useful; the CEO's hobby is not.

Pro workflow preview

Previewing 2 of 7 steps

Pro membership

Unlock the full workflow

Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and weekly new workflows.

$9/month

Choose the deck narrative

Generate the first deck in Gamma

Create the speaker talk track

Run the claim, personalization, and creepiness QA

Attach the final deck and log feedback

See Pro plan

3Choose the deck narrative

Locked

4Generate the first deck in Gamma

Locked

5Create the speaker talk track

Locked

6Run the claim, personalization, and creepiness QA

Locked

7Attach the final deck and log feedback

Locked

Expected results

Deck production time

2-4 hours after setup

Research, narrative, and slide generation reduce manual preparation time for strategic accounts.

Deck output

8-10 tailored slides

This is enough for a focused call without overwhelming the prospect.

Sales readiness

Talk track included

Speaker notes help the rep use the deck consultatively instead of reading slides.

Risk control

Claim and creepiness QA

The workflow includes a specific check for unsupported or uncomfortable personalization.

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Continue with workflows that share a similar GTM motion, category, or tool stack.

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