Pitch Deck & Proposal Generator
Tailored pitches that close deals, not collect dust.
Generate a full proposal and pitch deck for any prospect — researched, personalized, and formatted with ROI projections and competitor positioning. Cut proposal creation time from days to under an hour.
Pulls deal and prospect context, crafts a compelling proposal with ROI projections, and optionally builds a slide deck.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Call verslay_recall to retrieve prior proposal structures, winning slide patterns, and account-specific context stored in memory. Pull the target deal and account from HubSpot: extract company name, deal value, deal stage, contact names with titles, pain points from deal notes, and prior meeting summaries. Retrieve any prior proposal documents from Google Drive. Produce a deal-context package as Phase 1 output.
crm scannerConsume Phase 1 account name. Call verslay_news_search to surface the account's recent news, funding rounds, strategic initiatives, and executive moves. Call verslay_web_search for company annual report excerpts, product roadmap signals, and team size. Call verslay_rss_fetch on the company blog to extract recent thought leadership themes. Produce a live account intelligence dossier.
web researcherIn parallel with web-researcher, call verslay_exclusive_meta_ads_search targeting competitor brands to surface active ad messaging and positioning. Call verslay_exclusive_linkedin_profile on each decision-maker from the Phase 1 contact list to retrieve priorities, professional background, and recent posts. Produce a stakeholder-positioning intelligence brief.
competitive intelConsume Phase 2 account dossier and stakeholder-positioning brief. Design a full proposal narrative: executive summary tailored to the CEO/CFO, problem framing using account-specific language, solution mapping tied to each decision-maker's priority, ROI model using the Phase 1 deal value, competitive differentiation section using Phase 2 ad intelligence, and a risk-mitigation close. Produce a structured proposal outline.
proposal architectConsume Phase 3 proposal outline. Write complete proposal copy: all section bodies, callout boxes, ROI table data, case study summaries, and executive summary. Produce a full draft document ready for design.
content writerConsume Phase 4 proposal copy and Phase 3 outline structure. Assemble the proposal into a presentation-ready format: cover slide, agenda, problem/solution/ROI/proof/next-steps sections. Export as Google Slides and PDF via Drive. Produce file links as Phase 5 output.
presentation builderReceive presentation files from Phase 5. Attach links to the HubSpot deal record. Send the proposal to the AE with a prep note highlighting the top 3 personalization points. Call verslay_memorize to store the winning proposal structure, account signals, and decision-maker profiles in memory. Confirm all syncs and deliveries.
distributorRequired Agents
7- crm-scanner
- web-researcher
- competitive-intel
- proposal-architect
- content-writer
- presentation-builder
- distributor
Connections
Required
What it does
- Prospect-specific proposal
- ROI projections
- Competitive differentiation
- Tiered pricing options
- Optional slide deck
Example prompt
Which deal or client is this for, what should the deck cover (problem, solution, ROI, case studies, pricing, timeline), where should I pull context from (CRM deal notes, their site, past convos), and what format (10-slide deck, detailed proposal, both)?
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