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Create client BD deck and folder for deal

Create client BD deck and folder for deal

Your deals often start without a tailored BD deck or client folder, blocking PMs from immediate onboarding context. Receive a branded deck and folder linked to the deal within minutes.

Create client BD deck and folder for deal

Overview

Manual creation of decks and folders slows handoffs and delays kickoff. This flow produces a branded BD deck and organized folder and writes both links back to the deal, so PMs and account leads can start setup within minutes.

Create client BD deck and folder for deal