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skills/sales-presentations/SKILL.md
5.56 KB · Oct 5, 2026 · 12:03 UTC
--- name: sales-presentations description: Use for explicitly requested customer-facing PowerPoint or Google Slides creation from an already completed meeting brief or approved customer proposal, or a complete user-supplied customer fact packet needing a standalone buyer-ready decision deck without new seller analysis. Use as the presentation partner for finished seller-workflow outputs; ongoing meeting preparation, customer ROI or business-case analysis, buyer-ready decision-deck development requiring new seller analysis, and completed-call evaluation belong to their respective seller workflows. --- # Sales Presentations ## Common Skill Instructions MANDATORY: If the Sales index has not genuinely been read in this conversation, read [the Sales index](../index/SKILL.md), then reread this focused skill in full before continuing. MANDATORY: If they are not already in context, read and follow [the shared Sales skill instructions](../../shared_skill_instructions.md). ## Key Dependency Categories - [Blocking] ~~Presentation Authoring for creating the requested editable PowerPoint or Google Slides deck through the available [@Presentations](plugin://presentations@openai-primary-runtime) capability. - ~~Knowledge & Files for the supplied template, source deck, customer materials, and reviewed account evidence. Turn the current Sales workflow output and its evidence into a customer-facing decision narrative. This skill owns sales-specific narrative, audience, and safety guidance; the latest [@presentations](plugin://presentations@openai-primary-runtime) plugin owns slide authoring, template handling, rendering, and visual QA. ## Invocation - Use this skill only when the user explicitly requests a deck or accepts a deck offer. If the initial request already asks for slides, complete the triggering Sales workflow and build the deck in the same run. - Treat the triggering question and the immediately preceding or current Sales output as the content brief. Build the deck directly from that material; do not replace it with a generic company or product pitch. - After completing the focused and shared Sales instruction chain, resolve the blocking `@presentations` capability before inspecting templates, loading artifact helpers, or drafting. Read and follow its installed skill immediately before authoring. If it is unavailable, use the native plugin-install surface when available; if installation is unavailable or declined, explain that an editable deck cannot be created without that capability. Never recover an excluded plugin from a global cache, substitute another slide implementation, or repeat a declined offer. - Produce the requested editable deck, not only an outline. Preserve the source package and cited evidence so later edits remain grounded. ## Customer-Facing Standard - Write for the named customer and meeting audience. Start with their priorities, workflows, requirements, and decision; introduce the seller solution only as the response. - Build a clear arc: customer context -> what matters -> recommended approach -> value or proof -> risks and plan -> decision or next step. - Give each slide one decision-useful takeaway and use a conclusion-style headline. Prefer customer language and direct answers over product taxonomy or feature inventories. - Keep the deck customer-safe. Exclude internal strategy, opportunity probability, negotiation posture, margins, unverified competitive claims, private CRM notes, and seller-only coaching. - Preserve evidence posture. Label assumptions, ranges, open questions, and dependencies; never convert an inference or benchmark into a customer-confirmed fact. Put useful citations near material claims and include a compact sources/assumptions appendix when needed. - For enterprise evaluation decks, emulate the strongest CompuCom pattern: organize around the buyer's questions, lead each section with a direct answer, separate confirmed capability from caveat or availability, map personas/workloads to solution and cost, and close with a recommendation, sources, assumptions, owners, and next decision. ## Template Choice - Follow the latest `@presentations` template precedence: use a supplied customer or company deck as the visual source; otherwise honor explicit style direction; otherwise use a current built-in template. - When visual choice would materially help, offer up to three concise options before authoring: exact named templates currently exposed by `@presentations`, a customer-supplied brand/template deck, or a clearly labeled custom treatment. Never invent a built-in template name. - Recommend **Codex Grid Layout Library** when it is available and the deck needs a restrained, evidence-led executive style. A CompuCom-inspired clean customer briefing is a custom treatment, not a built-in template. - Do not block on template choice when the user has no preference; use the current `@presentations` default. ## Deck Rules - Use 16:9 unless the user or source template requires another format. - Use the slide count and narrative pattern defined by the triggering Sales skill. Add an appendix for detailed assumptions, Q&A, or sources rather than crowding the core story. - Prefer simple native diagrams only when they clarify architecture, workflow, operating model, or rollout. Use charts and tables as evidence, not decoration. - Keep commercial, security, integration, and deployment claims time-bounded and source-backed. Treat the final proposal, order form, security documentation, or other contract-specific source as authoritative where applicable. - End with a concrete customer decision, discussion, or next step. Do not end on a generic product summary.
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