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MountainMarine's avatar
MountainMarine
Contributor 3
18 days ago

Looking for AI Tools or Tips for Creating Client-Facing Presentations & “About Us” Packages

Hey everyone!

We’re currently trying to put together a solid “About Us” package and presentation materials to send out to municipalities and districts — focused on mooring solutions, swim lines, buoy systems, and similar services.

The catch? I’m buried in work, and while we’re not quite at the growth stage where we can outsource this, I’m definitely looking to AI to help bridge that gap.

Has anyone here used AI tools or platforms to create professional-looking client presentations, proposals, or pitch decks? Something I can build off of and then tweak? Ideally looking for a tool or app that helps create a polished package without needing hours of design or writing time.

Would love to hear what’s worked for you — any suggestions from the great Interwebs are welcome! 🙏

Thanks in advance!

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2 Replies

  • LilyBrooks's avatar
    LilyBrooks
    Contributor 2
    8 days ago

    If you're looking for AI tools to create client-facing presentations and “About Us” packages, try tools like Beautiful.ai, Tome, and Canva with AI. These platforms offer smart templates, branding consistency, and auto-generated content ideas helping you save time while keeping things polished and professional.

  • MrElectro's avatar
    MrElectro
    Contributor 3
    9 days ago

    Hey MountainMarine

    We’ve actually been testing a few AI tools for building client-facing materials.

    Gamma.app is probably the cleanest for fast deck generation — literally can go from one sentence to full slide deck in under a minute. Also played with Canva Magic Write for rewriting bios or value props in a better tone.

    If you’re on Jobber, you might also want to consider automating how client decks or reports are generated and sent — like pulling data from a quote or job and embedding it into a summary doc or PDF. We’ve been building a few test automations with Jobber + n8n for things like this.

    Happy to share examples if you’re curious — always geeking out on better workflows 😄Just send me a DM