> ## Documentation Index
> Fetch the complete documentation index at: https://hopsdocs.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer deck

> Build a tailored customer deck from your master slides.

Every rep rebuilds the same deck for each account. Hops pulls slides from your master deck in Google Slides and tailors them to the account's industry, stage and pain points before each QBR.

<Info>
  **How it runs:** Scheduled. An automation runs every Monday, posts the decks drafted for that week's QBRs and saves each draft as a Doc. You can also ask Hops any time.
</Info>

## What it does

* **Starts from your master deck.** Hops reads the master deck in Google Slides and picks the slides that fit the account's industry and stage.
* **Adds the account's numbers.** Usage, pipeline and ROI figures come from the CRM and are placed on the matching slides.
* **Swaps in the closest case study.** Hops chooses the customer story most similar to the account.
* **Lists what it changed.** Every drafted deck comes with a short change list so the rep knows what to review.
* **Never edits the master.** The master deck stays untouched; drafts are created as copies.

<Frame>
  <img src="https://mintcdn.com/hopsdocs/E03FYifT87c9QmFJ/images/use-cases/sales-customer-deck.gif?s=fe35d88ce72a406544c92b4c26dc33a5" alt="Google Slides connection, Hops read the master deck in Google Slides and drafted a tailored copy for the account" width="1440" height="810" data-path="images/use-cases/sales-customer-deck.gif" />
</Frame>

## Ask Hops

Copy a prompt into any chat with Hops, or mention `@Hops` in a Space.

```text theme={null}
Build a deck for Globex's QBR.
```

```text theme={null}
Draft a renewal deck for Northwind using their usage and ROI numbers.
```

```text theme={null}
Which slides in the master deck are out of date for a retail account?
```

```text theme={null}
Tailor the master deck for Acme, a fintech at the proposal stage.
```

```text theme={null}
List the QBRs on the calendar this week and draft a deck for each.
```

Example reply:

> Globex deck drafted:
>
> * 12 slides picked from the master deck.
> * Their usage and ROI numbers added from HubSpot.
> * Retail case study swapped in.
> * Slide 9 pricing needs your review.

## What you get

* **An answer in chat**, with a link to the drafted deck and the change list.
* **A weekly post** (Slack or the Space chat) listing decks drafted for QBRs scheduled that week.
* **A saved Doc** in **Docs** of the Space with the change list for each deck.
* **On-demand drafts.** Ask any time for a new account.

## Connections needed

Connect these apps. Each card opens Connections in the app.

<CardGroup cols={3}>
  <Card title="Google Slides" icon="google-drive" href="https://app.hops.ai/my-hops/connections">
    Reads the master deck and creates tailored copies.
  </Card>

  <Card title="HubSpot" icon="hubspot" href="https://app.hops.ai/my-hops/connections">
    Pulls account, usage and ROI numbers (or Salesforce).
  </Card>

  <Card title="Google Drive" icon="google-drive" href="https://app.hops.ai/my-hops/connections">
    Case studies and the account folders.
  </Card>
</CardGroup>

## Set it up

<Steps>
  <Step title="Connect your apps">
    Connect Google Slides, your CRM and Google Drive in **Connections**.

    See [Connections](/docs/connections/overview).
  </Step>

  <Step title="Pin the master deck">
    Create a **sales-hq** Space and pin the master deck link and case study folder in Space context.

    See [Spaces](/docs/spaces/overview) and [Space context](/docs/spaces/space-context).
  </Step>

  <Step title="Add the skill">
    Give Hops these instructions:

    ```text theme={null}
    You build customer decks. Start from the master deck. Choose slides that fit the account's industry and stage, add their numbers from the CRM, and swap in the closest case study. List what you changed.
    ```

    See [Build a skill](/docs/agents/build-a-skill).
  </Step>

  <Step title="Schedule it">
    Every Monday Hops drafts decks for QBRs scheduled that week, posts the list and saves the change lists in **Docs**.

    See [Automation](/docs/spaces/automation).
  </Step>
</Steps>


## Related topics

- [Sales](/teams/sales.md)
- [Deck review with the partner](/teams/professional-services/use-cases/deliverable-draft.md)
- [Customer proof finder](/teams/marketing/use-cases/customer-proof.md)
- [Board prep](/teams/finance/use-cases/board-prep.md)
- [Agencies & consulting](/teams/professional-services.md)


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