EBR & Value Deck Builder
Description
What it does
- Pulls CRM data.
- Summarizes calls.
- Charts usage.
- Builds a branded deck.
Who it's for
- Customer success managers
- Account managers
- Sales leaders
How to set it up
- Time to Set Up
- About 15 minutes (our estimate)
- Difficulty
- Beginner
- Tools Needed
- Grok Bot: Grok Bot account needed
- Read the bot page to check it fits your work.
- Add it to Grok Bot from the official share link.
- Run it once on a small, real task.
- Review the result and adjust your instructions.
EBR & Value Deck Builder Install Guide
EBR & Value Deck Builder prepares an EBR (executive business review) or a value deck for a single named account. It draws on CRM records, past calls and the customer's product usage, and lays it out in your brand.
You get an editable deck rather than a locked file, so the account owner can add their own story. Its creator is Krista Letz.
It suits customer success managers, account managers and sales leaders preparing for renewals. Check every number against the source system, and add the customer's own goals so the deck is about them.
- Install Path
- Official share link. Choose Get it on this page, then press Add to Grok Bot on the official x.ai page and read the terms it shows before you accept.
- Price Tier
- Free to add from the share link. You need a Grok Bot account.
- Connectors
- CRM records, past calls and product usage.
- Difficulty
- Beginner
- Time to Set Up
- About 15 minutes (our estimate)
- Creator
- Krista Letz
Worked Example: A renewal review
Example only: an illustration of how a session could go, not a real client, case or result.
- You name an account renewing next month.
- The bot pulls deal history from the CRM.
- It summarizes six months of calls.
- It charts usage growth from your product data.
- It hands you an editable deck in your brand.
Run It With Us
Get It Set Up For You
Short on time? We can set up EBR & Value Deck Builder on your own accounts, test it with you and hand it over working.
- $1,500 founding price for the first 3 setups (normally $2,500). $300 deposit, counted toward it.
- We never ask for your passwords
- Bots draft, you approve
Ask a question first · See how Run It With Us works · No promise of income or results (disclaimer).
Original source
Found via x.aiResults to Expect Our rough estimate of value to the business, not a promise or income claim
- Review decks in less time.
- Numbers need checking.
Our estimate, not a promise or a typical result. Results depend on your effort, skills, market and costs.
Tips and pitfalls
- Check every number.
- Add customer goals.
- Keep it short.
Questions
What does EBR & Value Deck Builder make?
An EBR or value deck for a single account.
Where does the data come from?
CRM records, past calls and product usage.
Can I edit the deck?
Yes, you get an editable deck.
Is EBR & Value Deck Builder free to use?
It is free to add from the share link, but you need a Grok Bot account.
How long does it take to set up EBR & Value Deck Builder?
Our estimate is about 15 minutes.
Related links
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