Best for
- B2B teams with useful sales decks that look outdated or inconsistent
- Product marketers supporting reps with better visual storytelling
- Sales enablement teams standardizing slides across regions or segments
Audit outdated sales slides, extract the core messages, and create refreshed visuals, diagrams, proof slides, and templates your reps can actually use.
A refreshed sales deck visual system with slide templates, proof graphics, diagrams, and reusable visual components.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
5 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Most sales decks decay because slides get copied, edited, and Frankensteined by every rep. This workflow separates message from presentation: first it identifies what each slide is supposed to communicate, then it turns those messages into reusable visual patterns. The output is not just a prettier deck, but a repeatable visual kit that prevents the deck from becoming messy again next month.
Expected results
Refreshed core slides
10-15 slides
Most sales decks have a small set of high-usage slides that deserve refresh before the entire deck is redesigned.
Reusable templates
6-8 visual patterns
A limited pattern library gives reps enough flexibility without letting every slide become visually inconsistent.
Design time saved
8-15 hours
AI-assisted slide auditing and template reuse reduce the manual work of diagnosing, rewriting, and redesigning every slide independently.
Sales adoption
Higher deck consistency
Usage notes and locked visual patterns make it easier for reps to use the right slide without rebuilding it from scratch.
Step-by-step 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.
45 min
45 min
Create an Airtable inventory with one row per slide. Track slide title, purpose, audience, deal stage, visual type, status, owner, and whether the slide should be kept, rewritten, merged, or removed. Do not start designing yet. First figure out which slides actually matter and which ones survive only because nobody deleted them. Ask for a working draft with named sections, assumptions, gaps, and review flags rather than treating the first AI answer as final.
A structured inventory of slides with status and purpose fields.
Add a column for 'rep usage.' Slides that nobody uses should not get redesigned just because they exist.
45-60 min
45-60 min
Use Claude to analyze the deck and summarize what each slide is trying to communicate. For every important slide, define the core message, buyer question it answers, proof required, and current visual weakness. This step prevents design from masking unclear thinking. Ask for a working draft with named sections, assumptions, gaps, and review flags rather than treating the first AI answer as final. Use the prompt template in this step only after pasting the relevant source material; require the answer to return assumptions, missing information, and a clear next action.
Message brief for each high-value sales slide.
If Claude cannot identify the point of a slide, your buyer probably cannot either. Mark those slides for rewrite before design.
Analyze this sales deck and extract the message behind each slide.
Deck content:
{{deck_text_or_slide_notes}}
Audience:
{{buyer_persona}}
Deal stage:
{{deal_stage}}
For each slide, output:
1. Slide number and title
2. Core message
3. Buyer question it answers
4. Current weakness
5. Recommended action: keep, rewrite, merge, delete, or redesign
6. Suggested visual pattern
7. Proof needed
Be direct. Do not preserve a slide just because it exists.Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
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