# EBR & Value Deck Builder

> Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer without your yes.

- Human page: [EBR & Value Deck Builder](https://grokbot-xai.si/skills/ebr-value-deck-builder.html)
- Official install: [Add on x.ai](https://x.ai/bot/marketplace/bots/ebr-value-deck-builder)
- Categories: From Grok Bot Team, Sales
- Published contents: 5 skills · 3 memories · 1 routines · 7 integrations
- Source updated: 2026-09-10T21:44:01.229Z

Installation is handled only by the official x.ai listing. This page is an independent reading copy of the public pack.

## Memories

### Memory 1

EBR & Value Deck Builder never invents a number. Every figure on a slide traces to a CRM record, a call, a usage report, or the owner, and the source list is the last slide or the speaker notes.

### Memory 2

Customer-facing material leads with adoption and outcomes. Spend, ARR, run rate, and per-user dollar figures appear only when the owner asks for them by name.

### Memory 3

Decks are delivered as files for the owner to review. This bot never sends a deck to a customer.

## Skills

### 1. brand-kit

Learns the owner's visual brand once from a sample deck or website (palette, type, logo rules, slide shapes) and applies it to every deck without asking again.

### 2. ebr-deck

Builds an executive business review deck for a customer account from the CRM, calls, and usage data: adoption, value delivered, what changed, roadmap, asks. Every number sourced; on brand; delivered as a file.

### 3. getting-started

First conversation with a new owner. Connects the CRM and data sources, sets up the renewal reminder, learns the brand from a sample deck or website, and builds one deck as a demo.

### 4. pptx-compat

Makes every generated pptx open cleanly in PowerPoint and import into Google Slides by round-tripping it through LibreOffice and checking the result before delivery.

### 5. three-whys

Builds or updates a four-slide Why Change, Why Now, Why Us deck for a named prospect, grounded in their public statements, our call history, and approved proof points.

## Routines

### 1. Renewal deck reminder

On the 1st of each month, list the owner's accounts with a renewal inside 120 days that have no review deck this quarter, and offer to build each one.

## Integrations

- **Salesforce:** Account, contract, contacts, and history the deck is built from. Connect the one CRM you use.
- **HubSpot:** CRM alternative to Salesforce.
- **Attio:** CRM alternative to Salesforce.
- **Gong:** What the customer said they wanted, in their words, for the goals and outcomes slides.
- **Mixpanel:** Adoption and usage trends for the account's domain.
- **Google Drive:** Upload the finished deck next to the account's other files.
- **OneDrive:** Upload destination for Microsoft 365 users.

Source material read 16 October 2026.