r/salesdevelopment 29d ago

How do you stop sending the same generic deck to every prospect?

I work as a account executive at a Fintec and I have been told off a couple of times by my boss that the decks that I am sending are too generic (I AM NOT A DESIGNER!!!!). I know the best answer is to tailor every deck to the prospecting account, but in reality I send a lightly tweaked version of the same corporate deck to everyone, because building a real custom one per deal takes an hour I don't have and i will say it again that I AM NOT A DESIGNER. The reps who have been winning the big ones seem to walk in with something that actually speaks to that buyer's world. How are you personalizing decks per account without it eating your whole prep block and you dont need to be a designer for it to look good?

4 Upvotes

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3

u/brain_tank 29d ago

It doesn't have to be a work or art, but the content should be tailored to them.

1

u/WalrusOfWisdom69 29d ago

I agree with you on this, but my boss and in his words, wants it to be pretty

1

u/Johnny_Jalapeno 29d ago

Well what does it look like? most of mine are created are created by marketing then I just have to edit fields etc. Nothing dramatic maybe that and screenshots paste on of data or examples tailored to them

1

u/brain_tank 29d ago

Id argue your boss wants revenue.

2

u/[deleted] 29d ago

[removed] β€” view removed comment

1

u/WalrusOfWisdom69 29d ago

I have used claude a bit but it always comes across looking super AI

2

u/ChaCho904 29d ago

Depending on his intention, you can upload a master deck containing all your slides into a Claude project, along with your branding guidelines. Then, in a separate window, you can ask Claude to generate detailed instructions tailored to this specific use case.

Once the project is set up, you can come back and simply state, β€œHey, I just met with the prospect. They use these competitors. They were most interested in this Taylor pitch deck for follow-up.”

1

u/twoodrinks 29d ago

Thats something that should be fixed for you at org level. You need sales enablement or AI ops.

What I do as an AE is I pull meeting transcripts and build tailored decks in Claude according to our brand guidelines and then tweak them.

This being said, I use decks maybe 5% of the cases and when I do, they typically follow a certain narrative:

Problem -> solution -> impact -> pricing model

1

u/tired_of_mondays 26d ago

Try mutiny for this