HubSpot workflow
Project Kickoff Deck (Bold)
Start delivery with a customer-ready deck instead of a blank slide. Portant fills the company name and the run date into a Bold Google Slides kickoff deck from the HubSpot company record, and the goal, scope, metrics, timeline and first-week actions are laid out for you to complete.
~5 min setup Β· Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate a Bold project kickoff deck from a HubSpot company record
The deal closes on Friday and the customer expects to see how delivery will run on Monday. The delivery lead opens the last kickoff deck, deletes the old company name, misses one slide, and rebuilds the timeline from memory.
This template starts that deck for you. Data merge writes the customer name on the cover and in the two first-week actions, and stamps the run date on the cover. The rest is a six-slide structure you complete once per project: why we are here, success metrics, a four-phase timeline, this week's actions and a contact slide. Output management files the finished Google Slides deck where you tell it to.
It suits delivery leads, onboarding managers and customer success teams who run a kickoff for every new account and want each one to open the same way. Elegant and Formal siblings cover the same six slides in quieter styles, and the whole family ladders up to sales and revenue operations.
Who is this for
Is this template right for you?
Teams who generate documents from structured data.
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A kickoff deck the day the deal closes. The deck exists as soon as the run finishes, so the delivery lead spends the time on the goal, scope and timeline instead of formatting slides.
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Every kickoff covers the same ground. The prompts ask for what is out of scope, one name who makes the call, and three dated success metrics, so no customer finds a gap in week four.
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Built for teams with a loud brand. Heavy capitals, a cream background and an orange accent give the kickoff real presence on a screen share, and the LOGO slot on every slide keeps your brand in the frame from cover to contact page.
Setup
How to set up the Bold project kickoff 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 decks.
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Step 2: Set the brand and presenter lines once
The LOGO slot sits on the cover and on every content slide, and the presenter and contact lines ("Presented by: [Champion / Your Name]", email, phone and website) are fixed text. Replace each placeholder once and every generated deck carries your brand and contact details. Bracketed defaults such as [Tuesday], [48h] and [Slack] can stay or change.
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Step 3: Check the field mapping
The {{Company Name}} tag is already mapped to the company name on the HubSpot company record, and it appears on the cover and in the two first-week actions. Confirm it points at the property your portal uses for the company name. The cover date is a run-time stamp in MM/DD/YYYY; edit the format string in the template if your customers read dates another way.
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Step 4: Set the trigger and the output location
Choose the workflow action or app card button that starts the run, and tell output management where to save the deck. Then open it, complete the bracketed project lines and present.
Frequently asked questions
A project kickoff deck is the slide deck a delivery team presents at the start of a customer project. It confirms the goal, the scope, who is on the team from both sides, how success will be measured, the timeline and what each side does in the first week. This template generates the customer-specific frame from HubSpot and leaves the project detail to you.
The deck merges the company name from the HubSpot company record, which appears on the cover and in the two first-week actions that mention the customer. The cover date comes from the run timestamp. Everything else, including the project team and the timeline dates, is fixed text or a bracketed placeholder you complete.
The same six slides ship in three styles: Project Kickoff Deck (Bold), Project Kickoff Deck (Elegant) and Project Kickoff Deck (Formal). This one is Bold: heavy capitals, cream and orange, a LOGO slot on every slide. Elegant is black and white with serif headings and thin rules, and Formal is blue with light type and a cover image. Bold also merges the company name into the first-week actions, which the other two leave as a [Client] placeholder.
The Bold deck has a LOGO placeholder on the cover and on every content slide. Replace each one in the Google Slides template once, along with the "Presented by" line and the contact details on the last slide. Every deck generated afterward carries them, so you only touch the brand again when it changes.
The goal, scope and team lines, the three success metrics, the four timeline dates, the owners and dates in the first-week actions, and the presenter and contact lines. They are bracketed placeholders and example lines in the deck, such as "e.g. document creation time under 2 minutes by week 4", so you can see what good looks like before you overwrite them.
Run it right after a customer closes, once delivery is about to start. The template is built for kicking off delivery with a newly closed customer, so it sits between the sales handoff and the first working session.
Related templates
Project Kickoff Deck (Elegant)
Start delivery with a customer-ready deck instead of a blank slide. Portant fills the company name and the run date into an Elegant Google Slides kickoff deck from the HubSpot company record, and the goal, scope, metrics, timeline and first-week actions are laid out for you to complete.
View template
Project Kickoff Deck (Formal)
Start delivery with a customer-ready deck instead of a blank slide. Portant fills the company name and the run date into a Formal Google Slides kickoff deck from the HubSpot company record, and the goal, scope, metrics, timeline and first-week actions are laid out for you to complete.
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