Sales

Creating sales presentations, proposals, collateral, visuals, and business cases with AI

Use AI to generate full sales presentations, prospect-specific decks, proposals, business cases, one-pagers, executive summaries, QBRs, supporting visuals, and related first-draft outreach from prompts, spreadsheets, approved slide libraries, and past winning materials—dramatically reducing turnaround time while still requiring human tailoring and review.

Why the human is still essential here

The seller defines messaging, validates data, and tailors materials to the buyer and brand; AI accelerates drafting and design, but humans remain responsible for accuracy, compliance, and customer fit.

How people use this

Prompt-to-deck first draft

Provide a product overview, target persona, and value prop and have AI generate a complete first-pass pitch deck you then refine.

Gamma / Claude

Account-specific pitch deck variations

Generate tailored slides for different industries or named accounts by swapping inputs like pain points, proof points, and ROI assumptions.

ChatGPT / Microsoft PowerPoint (Copilot)

Proposal first draft from call notes

AI turns discovery notes, meeting transcripts, and deal context into a first-pass proposal that the rep can refine before sending.

ChatGPT / Claude

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Related Prompts (4)

Latest community stories (6)

Personal Story
LinkedIn

As an Account Executive, I've been using Claude to cut the prep time on deals significantly 👇

As an Account Executive, I've been using Claude to cut the prep time on deals significantly 👇


The key isn't just using AI -> it's giving it the right context.


Add deal specifics: who the stakeholders are, what their pain points are, and what success looks like for them.


Once you do that, the output stops being generic and starts being actually useful.


But here's what takes it even further: building Claude Skills.


Skills are custom instructions you save inside Claude, so it already knows your context before you type a word. Your ICP, your product, your common objections, your deal stages. You build it once, and every prompt you run after that is already tailored to how you sell.


Here's what that can look like in practice:


📍Business case Skill

Feed Claude your pricing model, typical ROI metrics, and key personas once. Then just run: "Build a business case for [prospect]" No re-explaining. No generic output. Just a draft that sounds like it came from someone who knows the deal.


📍Objection handling Skill

Save your most common objections by persona and stage. Claude stops giving you textbook responses and starts giving you answers that fit your actual sales motion.


📍Proposal Skill

Define your value props, outcomes your customers care about, and proof points. Every proposal draft starts from a foundation that already knows what you sell and why it matters.


Have you built any Claude Skills for your sales workflow yet? Tell me how you are currently using Claude in Sales 👇

AS
Anna SvitlychnaAccount Executive
Apr 27, 2026
Discussion
LinkedIn

Here’s how I use AI to make personalised outreach super easy in just 2 minutes 👇

Here’s how I use AI to make personalised outreach super easy in just 2 minutes 👇


No bulk messages or copy-paste spam.

Just a simple framework that works:


-> Keep a list of all the potential clients (people I’d genuinely like to work with)

-> Thorough research to understand their company and what they do

-> Check if they’re the right fit before reaching out

-> Use AI tools (Claude or ChatGPT) to speed up research and structure it better

-> Create a personalised proposal using Tome or Gamma

-> Turn that into a short, relevant email/DM using GPT.

-> And send


That’s it.


Remember, the goal is to send better DMs, not more.

Even a few thoughtful messages can open more conversations than sending 50-60 random ones.


It might feel slow at first and take a few extra minutes, but once you get used to it, it becomes much easier.


📥Save this for your next outreach and share it with your network if it helps.

SY
Sherry YadavMarketing & personal branding specialist
Apr 9, 2026
Personal Story
LinkedIn

I spent the last 3 months building AI into my actual sales workflow.

I spent the last 3 months building AI into my actual sales workflow.

Not theory. Not a course. Real calls, real prospects, real results.


Here's what changed:


Before: 2-3 hours writing proposals

After: 20 minutes. AI does the draft. I clean it up.


Before: Forgetting to follow up by day 7

After: 5-touch sequences written and scheduled automatically


Before: Walking into discovery calls cold

After: I know their pain points, budget signals, and likely objections before I dial


Before: Researching prospects by hand

After: 50 qualified leads in under an hour


I documented everything. 14 chapters. Real prompts. Copy-paste ready.


Called it "The AI Sales Consultant's Playbook."


$37. Link in comments.


If you're in commission sales and still doing this stuff manually — this is the shortcut I wish I had.

CG
Christopher GordonSales Representative
Apr 3, 2026
LinkedIn

A year ago, account planning took me 3 days.

A year ago, account planning took me 3 days. Slide decks meant starting from scratch. And I was drowning in post-call admin.

Here's what my workflow looks like now with #ai — Anthropic specifically:


1. *Account plans in minutes* I feed Claude the company's latest earnings call, LinkedIn intel, and recent news. Claude already knows what General Assembly does best and has learned when we win. It outputs a full account plan — pain points, buying triggers, stakeholder priorities, and a recommended approach. What used to take 3 days now takes 30 minutes.


2. *Slide decks built from our own winning proposals* I've built a repository of our best proposals and pitch decks. Now I prompt Claude to pull the most relevant slides, adapt the messaging for the new prospect, and structure a first draft. I start from 70% done, not zero.


3. *Never miss a thing from a call* Granola has changed my life. Truly. It captures everything and gives me structured notes and action items the moment the call ends. especially because I am usually back to back calls and drowning in lists of to-do's — ultimate clutch when I can't record via Outreach.


4. *Stakeholder maps that actually drive strategy* Before any major deal, I use AI to build a full stakeholder map with a recommended engagement approach for each person. I can see the landscape of an account before I ever step into a call... pretty Natalie (Corporate Natalie) to meet a new stakeholder and say: omg it's like i'm meeting my favorite influencer since I've already researched everything about you 😭


For everything else, there's Krysten Conner and Nate Nasralla. Their tips and thought leadership power 80% of my deal strategy... and I've been a top 3 enterprise seller at GA for the last 4 years 🙂


#ai is making us faster — but Krysten and Nate keep us human, and that's the real reason we win. Now onto, #agents . Excited to automate SDR work in 2026+


#EnterpriseSales #AIinSales #SalesProductivity #GeneralAssembly #Claude #Anthropic


Ps. if you're obsessed with fascia or MotoGP Sports Entertainment Group... let me know 😂⬇️

CP
Cari PerezAI Reskilling | Upskilling | Partnerships @ General Assembly
Mar 23, 2026
LinkedIn

Building a branded sales SOP in under 5 minutes with AI

I built a fully branded company SOP in under 5 minutes the other week—finished, formatted, and ready to distribute. After a year of using AI daily as a sales professional and now a sales leader, I’ve found the gap between reps who leverage AI and those who don’t is widening fast. I use AI to: analyze pipeline/data in minutes, generate presentation decks from datasets (incl. Gemini in Slides), turn call transcripts into tailored follow-up emails and deal-review brainstorming, validate assumptions by comparing buyer personas to market indexes, and convert a short Loom walkthrough + transcript into a polished branded guide/SOP the same day—then iterate on it later.

AD
Alexander DeguzmanSales Leader
Feb 24, 2026
LinkedIn

How I saved $5k per year using AI to make sales and marketing collateral and presentations.

How I saved $5k per year using AI to make sales and marketing collateral and presentations.

Please repost and share with your network.

♻️♻️♻️


I use <a class="link" href="https://www.linkedin.com/company/gamma-app?trk=public_post-text" target="_self" data-tracking-control-name="public_post-text" data-tracking-will-navigate>Gamma</a> and Claude to build presentations in minutes.


I used to hire contractors which would cost me $thousands each year, now I’m able to do this myself in minutes.


There has never been a more exciting time to be a solopreneur and small business owner.


Check out Gamma today: <a class="link" href="https://www.linkedin.com/redir/redirect?url=https%3A%2F%2Flnkd%2Ein%2FgbF_RwBD&amp;urlhash=Mu6l&amp;trk=public_post-text" target="_self" rel="nofollow" data-tracking-control-name="public_post-text" data-tracking-will-navigate>https://lnkd.in/gbF_RwBD</a>

JL
Joel LalgeeFounder, Real GTM Talent
Feb 25, 2026