Generate executive-ready QBRs, EBRs, and Board Decks in minutes with real-time data from 150+ sources.
Stop building slides. Start building revenue. Connect your data once, generate polished presentations instantly, and get your team back to what actually drives growth: strategic customer conversations.
Seven ways automated presentations transform how your team engages customers and drives revenue.
Shift from "Is this data right?" to "How do we grow this account?" When presentations are accurate and ready instantly, you focus on insights and strategy — not defending numbers.
Reclaim the 15 hours per week your team loses to QBR preparation. No more data gathering, slide formatting, or number reconciliation. Generate in minutes, redirect to revenue.
Walk into any meeting confident your deck meets the highest standards. Professional formatting, consistent branding, clear narratives — all generated automatically. No rough drafts. No cleanup.
Complete customer context in every presentation. Internal CRM, CSP, and billing data combines with external signals like market news and competitive intelligence. Full picture, zero hunting.
Present with data that reflects reality right now. Real-time data from 150+ sources flows directly into your presentations. No apologizing for outdated numbers. No data discrepancy explanations.
Deliver the same high-quality engagement to every customer, regardless of which rep manages the account. QBR Team Guidance enforces your standards automatically. Your best practices become everyone's.
No prompt engineering. No crafting the perfect question. No spending hours editing generic AI output. Click a button, get an executive-ready presentation. The intelligence is built in — not typed in.
Your customer data never trains public AI models. SOC 2 Type II certified. Enterprise SSO, role-based access, and full audit trails. Governance built into the workflow, not bolted on.
No prompt engineering. No manual formatting. Connect your data once, generate with one click, present with confidence.
Ten subcommittees. Forty hours each. Every quarter. That's 1,600 hours per year of senior executive labor — at $187/hour — spent reformatting slides, chasing submissions, and reconciling numbers. Not making decisions. Not leading. Formatting PowerPoint.
Steerco auto-generates every department's board submission, every internal QBR, and the full board book — on-brand, live data, built in minutes. Your leadership team gets their Sundays back and walks in with a defensible story, not a prayer.
See exactly what changes when your team stops building slides and starts building revenue.
Powerful capabilities that turn your customer data into revenue-ready presentations automatically.
Connect your CRM, CSP, billing systems, product analytics, and call logging tools once. Presentations pull real-time data from every source automatically. No manual data gathering. No copy-paste. Just current, accurate information flowing into every deck.
View All Integrations →Your AI agent that builds stakeholder-specific narratives automatically. It sources emails, call notes, and evidence directly into your decks so every claim is defensible. Discovery questions bake into speaker notes to keep meetings focused on revenue-driving dialogue.
Learn About Presentation Cowboy →No prompt engineering required. Unlike generic AI tools that demand perfectly crafted questions and hours of editing, Steerco works with one click. Customer context is already connected. Best practices already embedded. Your team generates presentations without becoming AI experts.
See One-Click Generation →Set company-wide standards for how presentations look and what they include. Every rep follows your best practices automatically. Consistent messaging, consistent quality, consistent customer experience across your entire portfolio — without micromanagement.
See Team Guidance →Upload your existing templates and Steerco generates presentations in your format with your branding. Your slide layouts, your color scheme, your formatting preferences. Presentations generate in your style — not a generic AI style.
Explore Templates →Filter by products, reference specific plans, highlight relevant opportunities, or customize for a specific stakeholder. One platform, infinite configurations. Every presentation tailored to its audience without manual effort.
See Configuration Options →One platform. Generate them all in minutes.
Transform your QBRs from status updates into strategic growth conversations. Steerco pulls performance data, usage metrics, and success milestones automatically. Walk in with insights — not just numbers. Your CSMs spend their prep time thinking about strategy, not hunting data across six tools.
See How QBRs Generate →Engage C-suite stakeholders with presentations that speak their language. Business outcomes, ROI metrics, and strategic alignment — all synthesized from your data and formatted for the boardroom. No more Sunday night slide sprints before a high-stakes EBR.
See How EBRs Generate →Trigger personalized renewal presentations the moment a risk flag or renewal date appears in your CRM. Show the value delivered, address concerns proactively, and make the renewal decision easy. Never scramble for a last-minute renewal deck again.
See How Renewal Decks Generate →Spot expansion opportunities and generate proposals that connect customer goals to your additional products. Usage patterns, growth signals, and product fit — all packaged into a compelling expansion narrative. Your AMs act on signals, not guesswork.
See How Expansion Proposals Generate →Equip your pre-sales team with presentations tailored to each prospect. Deep external research, industry context, and personalized value propositions generated automatically. Meet prospects where they are — not with generic slides. Know about their funding round before they mention it.
See How Pitch Decks Generate →Generate internal presentations for leadership with the same automation. Portfolio performance, team metrics, customer health — all synthesized into board-ready narratives. Stop losing weekends to internal reporting. Ten departments, one platform, done in under an hour.
See the Full Board Deck Section →From pre-sales pitch decks to post-sales QBRs to leadership board decks, every GTM role benefits from automated presentation generation.
Generate pitch decks with deep prospect research built in. Walk into every meeting with tailored value propositions and industry context — all without hours of manual preparation. You're selling, not slide-building.
See Solutions for AEs →Spot expansion opportunities and generate proposals in minutes. Renewal decks trigger automatically when risk flags appear. Spend your time growing accounts, not gathering data to prove the value you've already delivered.
See Solutions for AMs →Transform your QBRs from status updates into strategic growth conversations. Performance data, usage metrics, and success milestones pull automatically. Focus on customer outcomes — not deck-building.
See Solutions for CSMs →Generate board decks and internal QBRs with live portfolio data. Scale presentation excellence across your entire team with Team Guidance. Stop losing weekends to internal reporting. Gain visibility into how every rep engages every customer.
See Solutions for Revenue Leaders →Connect your tech stack once and power presentations across the entire GTM organization. Set quality standards through Team Guidance. Eliminate the data reconciliation that drains your team before every reporting cycle.
See Solutions for RevOps →Automate client reporting and business reviews that consume your team's billable hours. Deliver consistent, high-quality presentations for every client regardless of which team member manages the account.
See Solutions for Agencies →Connect your entire GTM tech stack and pull real-time data into every presentation. No manual data gathering. No copy-paste. Just accurate, current information from every source that matters.
Pull account data, contact trees, deal stages, and relationship history directly into your presentations.
Surface call insights, meeting notes, and conversation highlights automatically in your decks.
Embed usage metrics, adoption trends, and engagement patterns into every customer presentation.
Include accurate ARR, payment history, and subscription data without manual reconciliation.
Connect campaign performance, engagement scores, and marketing touchpoints to your customer narratives.
Sync financial data for accurate revenue reporting and ROI calculations in your presentations.
GTM teams using Steerco reclaim their time, scale their quality, and drive more revenue through strategic customer conversations.
Steerco has completely changed how Branch49 interacts with our clients. We moved our dedicated presentation person off the sidelines and onto the sales floor. The result? Our clients achieved a 300% increase in pipeline.
What used to take four hours of manual slide deck babysitting on a Sunday night now happens in minutes. I stopped asking if the data was right and started asking how we win the expansion.
The Presentation Tax was killing us. Every CSM spent more time building decks than talking to customers. Steerco flipped that completely. Now our team spends 80% of their time on strategic conversations, not slide formatting.
I used to dread QBR season. Now I look forward to it. Steerco generates the decks in minutes, and I spend my prep time thinking about strategy instead of hunting for data across six different tools.
Common questions about generating executive-ready presentations with Steerco.
Most teams save 15 hours per week per rep on presentation preparation. Manual QBR prep typically takes 4–6 hours per deck. Steerco generates executive-ready presentations in about 5 minutes. That's time your team can redirect to strategic customer conversations and revenue-generating activities.
Yes. Upload your existing templates and Steerco will generate presentations in your format with your branding. Your slide layouts, your color scheme, your formatting preferences. You can also start with Steerco's proven templates if you prefer. Most teams use a combination of both.
Steerco generates QBRs, EBRs, renewal decks, expansion proposals, pitch decks, and board decks. Essentially any customer-facing or internal presentation that requires pulling data from multiple sources. Each presentation type is optimized for its specific audience and purpose.
The Presentation Cowboy Agent builds stakeholder-specific narratives by pulling evidence directly from your connected data sources. It sources emails, call notes, and supporting data into your decks automatically. It also embeds open-ended discovery questions into your speaker notes to keep meetings focused on productive, revenue-driving dialogue.
Yes. Batch generation lets you create presentations for multiple customers simultaneously. Generate QBRs for your entire book of business at once, or trigger personalized renewal decks automatically when risk flags appear in your CRM. Scale the quality of bespoke presentations across hundreds of accounts.
No. Steerco is completely promptless. Unlike generic AI tools that require carefully crafted prompts and hours of editing, Steerco works with one click. Select your customer, choose your presentation type, and generate. The intelligence is built into the product so your team focuses on customers, not crafting prompts.
Steerco pulls data directly from your connected sources in real-time. No manual data entry means no human error. No copy-paste means no stale information. Your presentations reflect the current state of your customer relationships — not last week's snapshot. Kill the "as of last week, asterisk" forever.
Most teams are generating presentations within days of connecting their first data source. Connect your CRM through OAuth in minutes, configure your templates, and start generating. No lengthy implementation project. No IT involvement required. Steerco's white-glove implementation team handles template setup and data pipeline configuration.
Stop losing 15 hours per week to slide building. Stop walking into meetings with outdated data. Stop letting presentation quality depend on which rep builds the deck.