Personalize your pitching at scale

Personalization works, but doing it at scale has always been a tradeoff between quality and efficiency. That changes today with batch create — a powerful new feature that lets customer-facing teams generate multiple personalized presentations in just a few clicks. 

By combining presentation templates, content variables, and CRM data imports, you can now create dozens of on-brand decks tailored to individual leads, accounts, or partners in a fraction of the time it used to take. Whether you’re a sales rep sending out proposals to prospects or a partnership manager preparing a quarterly business review, this feature is designed to give you your time back without sacrificing quality.

How to batch-create personalized decks in minutes

Creating decks in bulk comes down to three simple steps.

1. Build reusable presentation templates

If you’re constantly copying old decks to create new ones, it’s time for an upgrade. Templates make it easy to maintain consistency across your presentations, no matter who’s working on them. 

Designers, product owners, and marketers can centrally update templates to reflect new logos, brand colors, or messaging shifts. Then, those changes flow into every deck moving forward. That means no more rogue fonts or outdated branding — just sleek, on-point presentations every time.

Start with professionally designed templates that you can customize, or build a template from scratch. 

2. Use variables to automatically update templates

Want to save time and avoid embarrassing copy-paste mistakes? Make your templates smarter with content variables that automatically update info across every slide.

Here’s how it works: Just drop in placeholders for things like logos, company names, and dates throughout your template. Then, when you update a variable, it syncs everywhere it appears — no more missed names, outdated branding, or last-minute scrambles.

Sure, it’ll take a few minutes to set up your template, but it’s an investment that always pays off. After that, every deck you create will be consistent, personalized, and presentation-ready in a fraction of the time.

3. Map imported data to variables

You’ve got your template prepped with variables. Now this is where the magic happens: by creating a list of data, you can generate a personalized presentation for every row in seconds. 

There are two ways to do this. Manually input content for different variables via the Pitch interface. Or, save time by directly importing a CSV file — say, a filtered export like “Hot prospects owned by a specific sales rep” or “Accounts nearing their next QBR” — from HubSpot or Salesforce. Quickly map your columns to the template’s variable names, and Pitch will do the rest — simultaneously outputting a deck for every account, lead, or partner on your list.

Making personalization at scale easy and efficient

With the new batch-create tool, generating personalized presentations is no longer a time sink. Reps can pull together weekly account updates in just a few clicks. Sales enablement teams can prep decks for every lead ahead of a campaign. And partnership managers can send out custom proposals without starting from scratch each time.

Here’s what that adds up to:

• Get better success rates: Personalized decks perform better. But often, they’re too time-consuming to create, forcing companies to settle for generic assets. Not with batch create.
• Save hours each week: No more copying, pasting, and tweaking individual slides. Reps and ops teams can spend more time on strategy, outreach, and closing — and less on deck prep.
• Keep branding consistent: Templates and variables ensure that every presentation stays updated and on brand, no matter who’s creating it.
• Eliminate human error: Variables reduce the chance of typos, outdated logos, or the wrong name on the wrong slide — so you can hit send with confidence.

Multiply your impact

Personalized decks used to mean extra time, extra edits, and extra room for error. This release changes that, making it easier to deliver tailored presentations at scale without the usual tradeoffs.

And that’s just the first step. With future updates, deeper data integrations and AI-powered automation can make generating tailored presentations even more effortless.

Try batch create and see how far scaled personalization can take you. Curious about what else Pitch can do? Take a tour or reach out anytime.