# AI presentations for sales teams: account decks, first meetings, QBRs > Sales teams make the same few decks again and again, each for a different account. The AI starts from the deck that worked: copy it with “Use as template”, name the new customer and attach the price list or an account export. It rewrites the content page by page in your look and exports an editable PowerPoint. Check every price and every claim before the deck goes to the customer. - Source: https://ai-presentations.com/for/sales-teams/ - Updated: 22 October 2026 - Language: English - German version: https://ai-presentations.com/de/fuer/vertrieb/ ## At a glance - Copy the deck that won with “Use as template”, name the new account, and the AI rewrites the content page by page - Attach the price list or a CRM export as Excel or CSV, plus up to three public links such as the customer's site - Your brand applies to every new deck; add a customer's logo by company name or domain, with their permission - Exports an editable PowerPoint; hand edits and exports use no credits, and the share panel counts views ## Steps 1. **Start from the deck that won.** In the library choose “Use as template” on your best recent deck. It copies pages, page format and images with no credits. 2. **Tell the AI about the account.** Name the customer, their industry, the problem you solve for them and the next step you want. Attach the price list, an account export as Excel or CSV and the customer's website as a link. 3. **Read what the AI assumed.** The closing chat message names material assumptions. Read it before the slides, and give the AI the real figure wherever it used a placeholder. 4. **Check, edit and send.** Read every price and claim, edit text and images by hand, then export PowerPoint or PDF. Or share a public link that viewers open without an account; the share panel counts views. ## Spec sheet | Item | Detail | Status | | --- | --- | --- | | Reuse a strong deck | “Use as template” copies pages, page format and images with no credits. The first request keeps look and structure and rewrites the content. | Yes | | Inputs | PDF, Word, Excel, PowerPoint, images, text and CSV up to 30 MB each, plus up to 3 public links per request. Attach CRM data as an Excel or CSV export. | Yes | | Your brand | Colors, fonts, logo and tone. “Read brand” takes them from your website with no credits. | Yes | | Customer logo | Media dialog on a computer, Logo: by company name or domain via Brandfetch. Check that the logo is the right one, and use a customer's logo only with their permission. | Yes | | Prices and numbers | The AI is told not to invent figures and to label its assumptions, and the closing chat message names them. Check every number against your price list. | Yes | | Sharing | A public link carries a random identifier and opens for anyone who has it, without an account. The share panel counts views and template uses. | Yes | | Working as a team | Invite editors by e-mail; changes sync live. Share a master deck for “Use as template”. A team plan for 3 or more people is available on request. | Yes | | Price, October 2026 | Plus €7.99 a month (€5.99 billed yearly), Pro €17.99 (€14.99). Paid plans export and share without the “Made with Slaide” mark. Team plan for 3 or more on request. | Yes | Sales teams do not need one great deck. They need many slightly different ones: one per account, one per first meeting, one per quarterly review. The AI's job here is to turn the deck that already won into the next one, with the next customer's facts, in your own look. This page shows how. ## Which decks does a sales team build? A sales team usually repeats four decks. Start with the one your reps build every week, and keep its best version as the master. | Deck | Used when | Template | | ------------------------- | --------------------------------------------------- | ------------------------------------------------------------------ | | Sales deck | A first meeting or a proposal for a new opportunity | [Sales deck](https://ai-presentations.com/templates/sales-deck/) | | Quarterly business review | Every quarter, for each key account | [Quarterly business review](https://ai-presentations.com/templates/quarterly-business-review/) | | Case study | A project went well and a reference is needed | [Case study](https://ai-presentations.com/templates/case-study/) | | Company profile | A prospect asks who you are | [Company profile](https://ai-presentations.com/templates/company-profile/) | Account executives, account managers and sales enablement draw on the same four. One master version of each keeps the team consistent. ## How do you build a deck for a new account without starting over? Start from the deck that worked. In the library, choose “Use as template” on your best recent deck. It copies pages, page format and images into a new document and uses no credits. On your first request the AI keeps look and structure and rewrites the content page by page. Then tell the AI what changes: the customer, their industry, the problem you solve for them, the price and the next step. Attach the price list, an Excel or CSV export of the account and the customer's annual report as PDF. The AI reads files up to 30 MB each and up to three public links per request, such as the customer's website. Add the customer's logo from the Media dialog on a computer: choose Logo and enter the company name or domain. The logos come from Brandfetch. Check that it found the right one, and use a customer's logo only with their permission. Give the AI the customer's pages as links, or collect up to eight pages with the Chrome extension's “Add to research”. The AI's own searches are phrased as general public questions, and customer names, uploads and internal figures are not copied into them. The page on [website to presentation](https://ai-presentations.com/convert/website-to-presentation/) covers the link route. The AI is told not to fill gaps with invented figures. If a price or a number is missing, it may ask whether to use your real data or placeholders, so have the real ones at hand. Starting from the start box instead of a copy, it asks up to four questions where your brief leaves gaps and shows a page plan first: one card per page and a “What I assumed” list. On the plan you can correct a wrong price or pain point before anything is built. ## How do you keep a whole team on one deck and one look? Build one master deck for each type: the first-meeting deck, the proposal, the review. Share it with a public link and leave “Allow use as template” on, which is the default. Signed-in colleagues copy it with “Use as template, free” and make their own version, and the share panel shows how often it was used. Keep prices and customer names out of the master, because anyone with the link can open it. Speaker notes stay private: public links and copies made from a shared page do not carry them. The look comes from your brand or your .pptx. Open “Brand” in the top navigation and click “Read brand” to take colors, fonts and logo from your website, or open your company template with “Open PowerPoint, PDF or Word”. An instruction in a request wins over the brand. Each rep sets the look in one step: read the same brand or open the same .pptx. For 3 or more people a team plan is available on request (slaide.de/team), with credits and billing confirmed in the offer, and the page on [using your own template](https://ai-presentations.com/ai-presentation-company-template/) covers what carries over. ## How do you prepare a quarterly business review? Attach what you reviewed last time and what changed since: the last review as PowerPoint, the usage, ticket or delivery export as Excel or CSV, and your own notes as text. Say who attends and what you need from them. A review works when it starts with the customer's results, sets what you promised against what you delivered and ends with asks, owners and dates. The page on the [quarterly business review](https://ai-presentations.com/templates/quarterly-business-review/) shows that structure. *The commitments slide of a quarterly business review: one row per promise, a color and a word for each status, and the one open item named with its reason. Example with invented figures.* 4. Four of five Q3 commitments delivered Ask for action titles, as in “Four of five Q3 commitments delivered”, so the slide states its point. Our guide to [action titles](https://ai-presentations.com/guides/action-titles/) shows how they work. ## How do you handle prices and numbers? Attach the price list and say which prices are binding. The AI is told not to invent figures and to label its assumptions. The closing chat message names the assumptions it made; read it before you read the slides. For a quote with options, ask for a price calculator as an Excel workbook. Only the inputs are typed numbers and everything derived is a formula. Numbers on pages that the AI linked to cells update when you change an input. The workbook downloads from its chip. To change one price in a finished file, edit it by hand; hand edits use no credits. ## How do you write a case study from a finished project? Attach what exists: interview notes or a transcript as text, the results as Excel and the project report. Put the customer's quotes into the brief word for word and tell the AI not to add any. Get the customer's approval to be named before the deck leaves your hands. The [case study template](https://ai-presentations.com/templates/case-study/) shows a sample structure. ## What should you check before a deck goes to the customer? **Key takeaways** - **Prices and discounts.** Compare every number with the price list. - **Names and logos.** Check the customer name, the contact and the logo, and look for details of the old customer left in a copy. - **References and quotes.** Use only those you may name. - **Claims about competitors.** Keep what you can prove. - **The assumptions.** Read the closing chat message first, and “What I assumed” if the AI showed a plan. ## How do you present the deck? Ask for speaker notes if someone presents. Present fills the window; N opens the speaker notes. ## How is customer data handled? Files are stored in the EU. AI requests go to language-model providers in the USA, and training use is excluded by contract with the providers. Check your customer contracts before you upload their data. To start, open your best recent deck with “Use as template”, name the next account and attach its price list. ## Brief for the AI A complete brief for the AI. Replace the [placeholders] with your facts. ```text Create an [8]-slide deck for a first meeting with [customer name], [industry, about N employees]. Audience: [the person, for example the head of operations]. Goal: [the next step, for example a 45-minute demo with their team]. Structure: title, what we understood about their situation, the problem it causes in numbers where I give them, our approach, [two] proof points from [reference customers], what working with us looks like, the next step with a date. Use the attached [last winning deck] for structure and tone and use only figures and prices from the attached [price list]; mark every assumption. Put the customer's logo on the cover. Style: our brand, [clear, no jargon], 16:9. Language: [English]. ``` [Open this brief in the editor](https://app.slaide.de/registrieren?prompt=Create+an+%5B8%5D-slide+deck+for+a+first+meeting+with+%5Bcustomer+name%5D%2C+%5Bindustry%2C+about+N+employees%5D.+Audience%3A+%5Bthe+person%2C+for+example+the+head+of+operations%5D.+Goal%3A+%5Bthe+next+step%2C+for+example+a+45-minute+demo+with+their+team%5D.+Structure%3A+title%2C+what+we+understood+about+their+situation%2C+the+problem+it+causes+in+numbers+where+I+give+them%2C+our+approach%2C+%5Btwo%5D+proof+points+from+%5Breference+customers%5D%2C+what+working+with+us+looks+like%2C+the+next+step+with+a+date.+Use+the+attached+%5Blast+winning+deck%5D+for+structure+and+tone+and+use+only+figures+and+prices+from+the+attached+%5Bprice+list%5D%3B+mark+every+assumption.+Put+the+customer%27s+logo+on+the+cover.+Style%3A+our+brand%2C+%5Bclear%2C+no+jargon%5D%2C+16%3A9.+Language%3A+%5BEnglish%5D.&utm_source=ai-presentations.com&utm_medium=referral&utm_campaign=audience%3Asales-teams&utm_content=markdown) ## Frequently asked questions ### Can AI build a sales deck for each prospect? Yes. Start from your best earlier deck with “Use as template”, name the new customer and attach the price list. The AI keeps look and structure and rewrites the content page by page. Read every page afterwards and check names, prices and claims against the new account. ### Can I put the customer's logo on the deck? Yes. In the Media dialog on a computer choose Logo and enter the company name or domain; the logos come from Brandfetch. Check that the logo it found is the right and current one, and use a customer's logo only with their permission. ### How do I get account data into a deck? Attach an Excel or CSV export of the account, the price list and up to three public links such as the customer's website. The AI reads files up to 30 MB each. The Chrome extension's “Add to research” collects up to eight pages. ### How do we keep every rep on the same deck? Build one master deck, share it with a public link and leave “Allow use as template” on. Signed-in colleagues copy it with “Use as template, free” and make their own version. Keep prices and customer names out of it, because anyone with the link can open it. The share panel shows how often it was used as a template. ### Can I see how often my deck was opened? Yes. The share panel counts views and leaves out robots and link previews. For a master deck it also shows how often it was used as a template. ### What does an AI presentation tool cost for a sales team? As of October 2026, Plus costs €7.99 a month (€5.99 billed yearly) and Pro €17.99 (€14.99). Every paid plan exports and shares without the small “Made with Slaide” mark. A team plan for 3 or more people is on request via slaide.de/team. ## Related pages - [Sales deck](https://ai-presentations.com/templates/sales-deck/): A sales deck template with 9 slides: the buyer's problem, solution, alternatives, proof, business case, pricing, rollout and next steps. - [Quarterly business review](https://ai-presentations.com/templates/quarterly-business-review/): Plan a customer QBR on 6 slides: results, adoption, commitments, the plan for next quarter and the decisions you need from the customer. With an example deck. - [Case study](https://ai-presentations.com/templates/case-study/): Tell a client story in 8 slides: client, challenge, approach, result, outcome KPIs, a client quote and fit. A case study template for consultants and agencies. - [Your own template with AI](https://ai-presentations.com/ai-presentation-company-template/): Open your .pptx and build new slides in your own fonts, colors and layouts, or set up a brand kit. See what the AI reads from your file, plan by plan. - [Website to presentation](https://ai-presentations.com/convert/website-to-presentation/): Turn a website into a presentation with AI: paste up to 3 public links or use the Chrome extension, then compare the facts with the page. - [AI presentations for enterprise teams](https://ai-presentations.com/for/enterprise/): How enterprise teams that present every week use AI presentations: recurring decks in their own look, editing together, the data facts and a pilot plan. --- ai-presentations.com is published by Slaide (https://www.slaide.de), a sole proprietorship run by Nathalie Scholl in Heilbronn, Germany. [How this site is written, checked and corrected](https://ai-presentations.com/editorial-policy/).