Build my client review deck

What it does

Builds a quarterly or yearly business review deck for an existing client from the CRM, call notes, email and usage or results data, covering what was delivered, results against the goals agreed, what's next and the renewal or expansion ask.

Works with your apps

• HubSpotThe client's company record, deals, renewal date and activity history.Optional
• SalesforceThe client's account, renewal opportunity and activity history.Optional
• Google SlidesBuilds the deck as a presentation you can edit and share yourself.Optional
• Google SheetsUsage and results numbers kept in a spreadsheet.Optional
• GmailThe goals agreed, results the client reported and open asks in the threads.Optional
• FirefliesWhat was agreed and raised on past calls with the client.Optional
• GongWhat was agreed and raised on past calls with the client.Optional

Routines it runs for you

Set up with you in a quick chat, so each one fits you. Switch on the ones you want.

• Client reviews and renewals coming upDay 1 of every month at 9 AM

More for sales

• ✨Brief me before a sales callWalk into every call ready: a one-page brief on who's in the room, what was promised and what to ask, from just a company name.
• ✨Who should I call today?Ranks the five people most worth calling today, with talking points from your emails and the deal. A spreadsheet works too.
• ✨Keep my CRM up to dateLogs calls, emails and meetings to your CRM and keeps every deal's next step current, with each change shown before and after.
• ✨Turn happy customers into case studiesShapes call notes, reviews and emails into case studies and testimonials, quoted word for word and published once the customer says yes.
• ✨Find and win grants and bidsFinds grants and public bids you fit, checks every rule before you spend time and drafts from your real facts, so every hour counts.
• ✨Write outreach that sounds like meFirst emails and follow-ups in your voice, each built on a real reason to reach out. You approve every send.