HubSpot workflow
Pre Call Pitch Deck (Formal)
Send a short pitch ahead of a first meeting, straight from a HubSpot company record. Portant fills the contact's name, the company name and the date into a Formal Google Slides deck that explains who the product is for and what the call will be.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a formal pre-call pitch deck from a HubSpot company
A first call goes better when the prospect already knows how you work. Without something to read beforehand, the first part of the meeting goes on explaining who the product is for, and the buyer decides in the room whether they should have come.
This template is a short pitch built to be read before the meeting. Data merge fills the contact's name, the company name and the date from the HubSpot company record into a Google Slides deck that covers the big idea, the proof, who it is and is not for, three steps and what the call will be. Output management files the finished deck where your team keeps it. The look is the Formal style: a restrained text-led layout with numbered steps.
It suits reps and founders who book first meetings from HubSpot and want a consistent pitch to send ahead. The Bold and Elegant editions carry the same pitch in other visual styles, and the whole family ladders up to proposals.
Who is this for
Is this template right for you?
Sales teams and account executives who send proposals regularly.
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Prospects arrive already informed. The deck covers how you work, who it is for and what the call will be, so the meeting can start with setup instead of an introduction.
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One pitch, written once. The point of view, the proof and the fit criteria live in the template. Every prospect gets the same considered version, with only the names and the date changing.
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A pitch that reads as a document. The Formal edition keeps the layout restrained and text-led, which suits buyers in procurement-heavy teams who will forward it internally before agreeing to a call. It stays a Google Slides file your team can edit.
Setup
How to set up the pre-call pitch deck
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Step 1: Connect HubSpot and Google Slides
Open Portant, install the HubSpot app from the Marketplace, and connect the Google Drive account that will hold the deck template and the generated pitches.
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Step 2: Fill your details and write your pitch once
The deck has bracketed placeholders for [Your Name], [you@company.com], [+0 000 000 000] and [company.com]. It also holds your pitch: the big idea, the 20-second proof and its two figures, the fit criteria, the three steps and the three plan tiers. Replace the sample text once, including the tier descriptions. Check the small running label on the closing slide too: it reads Business Case in the template, so change it to suit.
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Step 3: Check the company mapping
Contact First Name and Contact Last Name come from the contact associated with the company, and Company Name comes from the company record the run starts from. Confirm both match how your portal names them.
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Step 4: Set the trigger and filing
Choose the HubSpot workflow action or app card button that starts the run, then tell output management where to save the generated deck.
Frequently asked questions
A pre-call pitch deck is a short set of slides sent before a first meeting, so the prospect can decide whether the conversation is worth their time. This one covers the big idea, a quick proof, who it is and is not for, three steps and what the call will be. Portant generates it as a Google Slides deck from a HubSpot company record.
The Presented to line uses the associated contact's first and last name, the Prepared for line uses the company name, and the cover date comes from the run timestamp in MM/DD/YYYY format. Everything else in the deck is text you write once.
Your own pitch. The big idea, the proof figures, the fit criteria, the three steps and the three plan tiers are bracketed or sample text, because they describe your product rather than anything in HubSpot. Write them once in the template and every generated deck carries them.
The Before We Meet slide frames the deck as a short video in place of a long pitch, with a three-minute running time. If you do not have a video, edit that slide to say what you will send instead.
The Formal edition merges the contact's name and uses a plain, text-led layout. The same pitch is also available as Pre Call Pitch Deck (Bold) and Pre Call Pitch Deck (Elegant), so pick the look that fits the prospect.
Send it once a first meeting is booked and before the call. The deck is written so the prospect can read it first and arrive knowing whether you are a fit, and it describes the call as a short setup session rather than a sales pitch.
Related templates
Pre Call Pitch Deck (Bold)
Send a short pitch ahead of a first meeting, straight from a HubSpot company record. Portant fills the company name and the date into a Bold Google Slides deck that explains who the product is for and what the call will be.
View template
Pre Call Pitch Deck (Elegant)
Send a short pitch ahead of a first meeting, straight from a HubSpot company record. Portant fills the contact's name, the company name and the date into an Elegant Google Slides deck that explains who the product is for and what the call will be.
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