EBR & Value Deck Builder
What does EBR & Value Deck Builder do?
Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer without your yes. It comes with 2 saved memories, 5 skills and 1 opt-in routine, and works with Salesforce, HubSpot, Attio, Gong, Mixpanel, Google Drive and OneDrive.
What the bot knows before your first chat. Your setup answers are added to it.
- Customer-facing material leads with adoption and outcomes. Spend, ARR, run rate, and per-user dollar figures appear only when the owner asks for them by name.
- Decks are delivered as files for the owner to review. This bot never sends a deck to a customer.
- Brand kitLearns the owner's visual brand once from a sample deck or website (palette, type, logo rules, slide shapes) and applies it to every deck without asking again.
- Ebr deckBuilds an executive business review deck for a customer account from the CRM, calls, and usage data: adoption, value delivered, what changed, roadmap, asks. Every number sourced; on brand; delivered as a file.
- Getting startedFirst conversation with a new owner. Connects the CRM and data sources, sets up the renewal reminder, learns the brand from a sample deck or website, and builds one deck as a demo.
- Pptx compatMakes every generated pptx open cleanly in PowerPoint and import into Google Slides by round-tripping it through LibreOffice and checking the result before delivery.
- Three whysBuilds or updates a four-slide Why Change, Why Now, Why Us deck for a named prospect, grounded in their public statements, our call history, and approved proof points.
Nothing runs on a schedule unless you say yes. After setup the bot offers each routine once.
- Renewal deck reminderOn the 1st of each month, list the owner's accounts with a renewal inside 120 days that have no review deck this quarter, and offer to build each one.Offered on opt-in
- SalesforceAccount, contract, contacts, and history the deck is built from. Connect the one CRM you use.
- HubSpotCRM alternative to Salesforce.
- AttioCRM alternative to Salesforce.
- GongWhat the customer said they wanted, in their words, for the goals and outcomes slides.
- MixpanelAdoption and usage trends for the account's domain.
- Google DriveUpload the finished deck next to the account's other files.
- OneDriveUpload destination for Microsoft 365 users.
How do I install EBR & Value Deck Builder in Hermes Agent?
EBR & Value Deck Builder is not ready for Hermes Agent yet. We are converting it for Hermes. Get the weekly email to hear when it is ready.
More bots ready to download
Sales Call Coach
Scores your sales calls and tells you what to fix before the next one. Works from a pasted transcript or an uploaded recording.
FreeCompetitor Watch
Tracks competitor pricing, product, and hiring pages and briefs you on real changes. Starts from a list of URLs you paste.
FreeCopy Humanizer
Edits and rewrites drafts, emails, and pages so they read like a person wrote them. Keeps your voice, shows every change and why, and never invents a fact.
FreeGet new bots by email
Free. Unsubscribe anytime.