Client presentations

Turn your meeting notes into a presentation worth sharing.

Accord drafts the deck from your notes, a recorded call or a proposal, in your branding. Prices come from the proposal, never from the AI.

Free to build. Your 7-day trial starts when you send.

01 · The short answer

Can I turn my meeting notes into a client presentation?

Yes. Paste your discovery notes, choose a call recorded with Accord's notetaker, or start from a proposal. Accord drafts an editable deck in your branding, from title to next steps. Pricing comes from the proposal, and the AI never writes figures. Export a PDF or slide images (no PowerPoint export), or present from a link.

02 · How it works

What goes in, what Accord does, what you get

  1. Start from your notes

    Paste discovery notes, choose a call transcript from Accord's notetaker, or pick an existing proposal.

  2. Accord drafts the deck

    Title, problem, approach, scope, timeline, pricing, team and next steps, in your name, colors and logo. A number that isn't in your source becomes a flagged placeholder.

  3. Edit, export or present

    Edit in Accord, export a PDF or PNG slide images, present from a revocable link, or add the deck to a deal room.

03 · An example

The sample call notes, as a deck

A made-up studio and client: the call notes from the home page's sample proposal, turned into slides.

Client presentation · from proposal P-0142 · Northfield Studio branding

  1. 1 · Title

    Website rebuild for Harbor Physical Therapy

  2. 2 · Problem

    The site runs on old WordPress, and the team can't update it themselves. Patients can't book online from most pages.

    Most bookings, about [number to fill in] a week, come in by phone. Placeholder: not in your source

  3. 3 · Proposed approach

    A discovery workshop with Lena and Tom, then design and build, with a booking link on every page.

  4. 4 · Scope

    8 pages (home, 3 clinic pages, 4 service pages), existing content moved across, and training for the team.

  5. 5 · Timeline

    Discovery: Week of Nov 3 · Designs approved: Nov 21 · Build complete: Jan 9 · Launch: Jan 23

  6. 6 · Pricing

    Total $10,545.00, deposit on approval $4,218.00From proposal P-0142, calculated by Accord's pricing rules

  7. 7 · Team

    Northfield Studio: discovery, design, build and training.

  8. 8 · Next steps

    Approve the proposal and book the discovery workshop for the week of Nov 3.

Export: PDF or slide images (PNG, zipped). No PowerPoint export.

Sample data

04 · What it does

What the presentation builder does

  • Start from what you have.

    Paste your discovery notes, choose the transcript of a call recorded with Accord's notetaker, or start from an existing Accord proposal.

  • An editable deck in your branding.

    Title, problem, proposed approach, scope, timeline, pricing, team and next steps, in your business name, colors and logo.

  • Prices from the proposal.

    The pricing slide is taken from the proposal's actual pricing, calculated by Accord's pricing rules. With no proposal, it's a placeholder for you to fill in.

  • The AI never writes a figure.

    Any number in AI-written slide text that isn't in your source is replaced by a flagged placeholder for you to fill in.

  • Edit, then export.

    Edit the slides in Accord, export a PDF, or download slide images (one PNG per slide, zipped). PDF and slide images; no PowerPoint export.

  • Present it or add it to a room.

    Present from a share link you can revoke at any time, or add the deck to a deal room.

  • Free to try.

    Generating and editing a deck is free to try before you choose a plan, built from templates and your source's own text. AI generation, export and share links come with every plan, the lifetime license included.

05 · FAQ

Questions before you start

Can I export to PowerPoint?

No. You can export a PDF or download slide images, one PNG per slide in a zip file. There's no PowerPoint (.pptx) export.

Where do the prices on the pricing slide come from?

From the proposal's own pricing, calculated by Accord's pricing rules from your catalog. Without a proposal, the pricing slide is a placeholder. Any number in AI-written text that isn't in your source is replaced by a flagged placeholder for you to fill in.

What does it cost?

Generating and editing a deck is free to try before you choose a plan, built from templates and your source's own text. AI generation, export and share links come with every plan, from $39 a month, and with the lifetime license.

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Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you found
  2. OndaAnswers the inquiry
  3. BookaraQualifies and books
  4. AccordSends the proposalYou're here
  5. TallynOnboards the client
  6. AulaPackages your expertise