R - Pitch Decks Interface: Getting Started
Learn how to quickly access the Pitch Decks interface by searching for 'Pitch Decks' and selecting the correct option. Follow these simple steps to enter the Pitch Decks interface efficiently.
By Brent del rosario
In this guide we'll learn:
What is Pitch Decks and what it's used for
Access the Pitch Decks Interface in Airtable after a deal moves into discovery or pitch phase.
Define the scope of work, organize, build, and track presentations for your deals.
Manage your presentations more effectively.
Let's get started!
What is the Pitch decks interface and what can we do here?
Pitch Decks Interface: A tailored uniform program proposal that combines curated products into complete looks aligned with a client’s brand and functional requirements.
Define the scope of work for a deck.
Organize, build and track presentations.
Once a deal in Hubspot and makes it to the Discovery or Pitch phase of the pipeline it will be available in the Pitch Deck interface.
How to find it in Airtable.
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Click on the Search Bar
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Type "Pitch deck" and you will see a drop down appear with multiple options.
It is not Pitch Decks Base.
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Click on Pitch Decks Interface.
Understanding the interface
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Once you enter the Pitch Decks interface, you will land on the Pitch Decks Overview page. To get back, simply click Overview.
This section contains a Quick Guide explaining each section and links to each page.
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Click on the Blue Arrow to navigate to the corresponding page
Access Tools (Navigation)
Pages are also available through the Blue left-hand panel. You can expand and collapse this panel using the Double-arrow located on the bottom right.
Collapsing the blue panel gives you a bigger workspace on the
right-hand section.
right-hand section.
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Click the arrows to Collapse or Expand
Pitch Decks Section (Wrench Tool)
Once you enter the Pitch Decks section, you will see Deals.
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The Deals tab will show all HubSpot Deals (and deals previous to HubSpot) added to the Pitch Decks Interface and grouped by Status.
You can search projects via "My Stuff", or via "All Deals" within the Deals Section by using the Search bar below.
My Stuff has Decks where you have been tagged as the Owner or Collaborator.
All Deals has every Deal that has been added to Pitch decks.
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Click on either section and type the name of the deal you are looking for.
Deal Info
After you've found the deal/deck you are working on, project info will show on the right side. This section contains all the initial information pertaining to your project.
This information is pulled straight from Hubspot.
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To view Deal Info, click on the tab at the top if it's not already showing. You will see Hubspot Deal details such as the Deal Stage, Deal Owner, Collaborators, any recorded meetings. etc
Pitch Deck info
The Pitch Deck info section contains all setup information needed to start building a presentation.
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To view Pitch Deck Info, click on the tab at the top or scroll down to the section.
Below are some important definitions:
Pitch Deck Status: This is the pipeline for getting deck from concept to digital or physical Pitch Deck.
Priority: Not currently used.
The Pitch Deck Status is NEVER left blank, this will prevent the project to show up in the calendar causing delays. It MUST be updated throughout each stage of the pipeline.
Pitch Deck Start Date: Date the deck actually starts. This date will automatically populate once a deal makes it to the Pitch stage in Hubspot, but is changed in most cases.
Pitch Deck Due Date: Date the current deck is due to be delivered.
All dates must be agreed upon with all stakeholders.
Deck Owner: Responsible for pushing the project through the Pitch Deck Pipeline.
Deck Collaborators: Can add looks, assist, provide suggestions, etc.
Different Ownership Scenarios
Owner: Sales / Collaborator: Ops
Stock program straight from ICO's Catalog or Vendors. Approved Modifications / Ready to ship
Stock program straight from ICO's Catalog or Vendors. Approved Modifications / Ready to ship
Owner: Sales / Collaborator: Design
Mostly stock program straight from ICO's Catalog or Vendors. Sales rep selects look assortment, and collaborates with a Designer if more uniqueness is needed. For example: Generating Artwork, 1 or 2 custom pieces or unusual modifications.
Mostly stock program straight from ICO's Catalog or Vendors. Sales rep selects look assortment, and collaborates with a Designer if more uniqueness is needed. For example: Generating Artwork, 1 or 2 custom pieces or unusual modifications.
Owner: Design / Collaborator: Sales
Design builds program: Often custom items, new prints and/ or graphics. Sales select stock and vendor.
Design builds program: Often custom items, new prints and/ or graphics. Sales select stock and vendor.
Book Designer: Puts all the looks together into a branded book format. Typically a PDF.
Leave this blank - Book Designers will assign themselves
Leave this blank - Book Designers will assign themselves
Project Attachments: All documents shared by the client: Branding guides, Renderings, Color Palettes, Staffing Guides. etc
Book Attachment: This is where the book designer will upload the branded presentation for review/ approval
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If any comments are made on the book, the designer will revise the book and upload as a new version.
Deck Description should include all notes pertaining to the project.
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Notes should be added as bullets or checklists. They should always have the date and must be added on top of any notes previously added.
Pitch Deck Status Definitions:
For Internal Review:
Pitch Queued:
Pitch in Progress:
Pitch Review:
Book Queued:
Book in Progress:
Design Book Review:
Sales Book Review:
Client Review:
Completed:
Cancelled:
On-Hold: