Pitch with the client's priorities on the first slide.
Discovery meetingClient Co. · Sep 12DRDana Ruiz · 12:40Every new site takes six weeks to onboard.DRDana Ruiz · 12:58Honestly, we need one view of every site.Slide 1 · One view of every site
Priorities and objections the prospect raised in recorded discovery meetings shape the story of the deck.
Knowledge DeckReview facts, claims, clarifications, gaps, and story angle.Story angle1Lead with faster site onboarding, then the three-phase plan. Source: Discovery meeting, Sep 12 AcceptedRejectApprove Knowledge Deck
Story angle approval
Before any slide exists, you accept or reject the proposed story angle and the facts behind it.
CCClient Co.Branding · derived from clientco.comDefaultColors#0E3B34#6E9F2C#F1F5ECFontsAaInterAaFrauncesLogoCCPrimaryCCOn dark
Guided mode builds a deck in a few minutes, and Advanced mode shows each fact for your approval first.
Client Co. pitch deck
Step 1 of 4:
Goal→Outline→Draft→Deliverable
Step 1 of 4:
Goal→Outline→Draft→Deliverable
Step 4 of 4:
Goal→Outline→Draft→Deliverable
SSembly 3:26 PMWhat do you want this artifact to accomplish for you?
Goal Win the phase two renewal with a pitch for the Client Co. leadership teamWin the phase two renewal with a pitch for the Client Co. leadership teamHelp a prospect understand why our approach is safer than the status quoCreate a sales artifact that proves value with evidence and next stepsContinue
SSembly 3:28 PMWould you like to specify client or branding for the artifact?
CCClient Co. Proposal · Phase two One view of every sitePrepared for the Client Co. leadership team
CCClient Co.02 What we heard Onboarding a site takes six weeks“Honestly, we need one view of every site.”Dana Ruiz · Discovery meeting, Sep 12
CCClient Co.03 The opportunity Onboard a site in two weeksToday6 wksPhase one4 wksPhase two2 wks
CCClient Co.04 The plan Live on all sites in six weeksConnect sitesWeeks 1–2Unify reportingWeeks 3–4Roll outWeeks 5–6
Ask me anything
Sources Connections Enable my Sembly meetingsSearch your meetings for context.Enable web researchRead public web pages for evidence. Ad-hoc materials Case study.pdfclientco.com
Sources Connections Enable my Sembly meetingsSearch your meetings for context.Enable web researchRead public web pages for evidence. Ad-hoc materials Discovery meeting, Sep 12Case study.pdf
Knowledge DeckAccepted analysis context for the outline.Outline (12)
Put the slides decision-makers expect in the order they expect them.
CCClient Co.02 The challenge Three tools and four days of reporting“Reporting takes us four days a month.”Discovery meetingConsolidate three tools into oneRFP.pdf
Slide 02
Client challenge
The opening slide restates the prospect's problem in their own terms, from discovery meetings and the RFP.
CCClient Co.03 Our approach One platform, three phases1Unified reporting2Automated workflows3Site rollout
Slide 03
Proposed solution
Your approach and the phases of work follow, each tied to a point raised in the challenge slide.
CCClient Co.04 Proof Results from a retail rollout5×Faster monthly reporting72%Adoption in the first 30 days
Slide 04
Proof slides
Results and case studies from past projects you upload to your company profile back up each claim.
CCClient Co.05 Your team The people on the engagementMOMaya OrtizEngagement leadLOLuis OrtegaSolutions architectAKAna KimData engineer
Slide 05
Team and approach
Team slides introduce the people on the engagement and their roles, from the details you add.
CCClient Co.05 Proof Results from a retail rollout5×Faster monthly reporting72%Adoption in the first 30 days
CCClient Co.02 What we heard Onboarding a site takes six weeks“Honestly, we need one view of every site.”Dana Ruiz · Discovery meeting, Sep 12
CCClient Co. Proposal · Phase two One view of every sitePrepared for the Client Co. leadership team
client-co-pitch-deck.pptx12 slides · Client Co. brandPhase two reviewClient Co. accepted · Mar 12
FAQ
Can AI make a pitch deck?
Yes. AI can build a pitch deck from discovery notes, the prospect's website, and your proof points, and the account team checks each claim before presenting. Sembly builds it from recorded sales meetings and your collateral, in the prospect's derived logo, colors, and fonts.
Do I need a recorded meeting to build a pitch deck?
No. Two websites give Sembly enough to start: yours and the prospect's. A recorded discovery meeting adds the prospect's own language and priorities.
How is Sembly different from Gamma or Canva AI?
Gamma and Canva design slides from the prompt you write. Sembly writes the content from your sales meetings, files, and the prospect's website, then applies the prospect's derived brand.
How do you make a pitch deck in a client's brand?
Paste the client's website, and Sembly derives their logo, colors, and fonts into a branding package. When you set up the deck, choose that branding, or your own company branding instead.
How many slides should a sales pitch deck have?
Most sales pitch decks run 10 to 15 slides: the client challenge, your solution, proof, team, pricing and timeline, and next steps. Tell Sembly the length you want when you describe the deck, and the outline follows it.
Can I edit an AI-generated pitch deck in PowerPoint?
Yes. The deck downloads as an editable .pptx that opens in PowerPoint, Keynote, or Google Slides.
