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pitchdeck

Generate professional B2B service pitch deck tailored to prospects or industries

Stars
19
Source
reggiechan74/JobOps
Updated
2026-05-29
Slug
reggiechan74--JobOps--pitchdeck
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/reggiechan74/JobOps/HEAD/plugins/jobops-ic/skills/pitchdeck/SKILL.md -o .claude/skills/pitchdeck.md

Drops the SKILL.md into .claude/skills/pitchdeck.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Configuration

Read .jobops/config.json. If missing, stop with:

JOBOPS NOT CONFIGURED Run /jobops:setup (then /jobops-ic:setup) to initialize your workspace.

Use config.directories.contractor_root for output paths in this skill. Use config.preferences.default_currency for pricing if applicable.

Arguments

Generate 10-12 slide B2B pitch deck with provenance-hardened claims. Supports prospect-specific, industry-generic, service-focused, or general capabilities presentations.

Modes: --prospect=name | --industry=X | --service=name | default (general) Format: --format=md|pptx (markdown default, pptx requires pandoc) Output: {config.directories.contractor_root}/pitches/[ClientCompany]_[YYYYMMDD].md

Phase 1: Validate Prerequisites and Load Data

1.1 Prerequisites Check

Required files (stop if missing):

  1. Service Definition: {config.directories.contractor_root}/services/service_definition_*.md

    • If missing: Show error, instruct to run /defineservices, stop execution

  2. Career Source Files: {config.directories.resume_source}/CareerHighlights/, {config.directories.resume_source}/Technology/, {config.directories.resume_source}/Projects/, {config.directories.resume_source}/WorkHistory/ directories

    • If missing: Show error, instruct user to populate their resume source folder, stop execution

1.2 Load Service Definition

Use most recent {config.directories.contractor_root}/services/service_definition_*.md if multiple exist. Extract:

  • YAML: consultant, generated_on, version, source_files_read
  • Consultant: name, tagline, credentials, years_experience
  • Services: name, category, description, deliverables, ideal_client (industries, pain_points, decision_makers), pricing (model, range, value_justification), success_metrics, case_studies
  • Rate Card: hourly/daily/retainer rates, payment_terms
  • Differentiation: unique_value, competitive_advantages, proof_points, certifications, publications, speaking
  • Target Market: primary_markets, secondary_markets, geographic_focus

1.3 Source Reading for Pitch Deck

Read these source files directly:

  • CareerHighlights/CareerHighlights_Summary.md and CareerHighlights/*.md — quantified achievements with metrics, timeframe, mechanism
  • Technology/TechStack.md — skills (judge "Expert" level in-context from depth of WorkHistory mentions, not from a precomputed enum)
  • Technology/Certifications.md — Active certs only (Expired/In-Progress excluded)
  • Projects/*.md — case studies
  • Thought_Leadership/*.md if present — publications, frameworks, awards
  • WorkHistory/*.md — relevant roles for industry/scope context

Do NOT load candidate_profile.json — removed in v2.2.0.

1.4 Provenance Discipline

The pitch deck's 90%+ provenance validation rate is now enforced by direct source citation: every quantified claim on a slide must cite {filepath}:{line_number} and that line must contain the verbatim metric. No claim survives without a direct source pointer. Validate by re-reading the cited line before finalizing each slide. Validation bands: ≥90% PASS, 80-89% MEDIUM (review recommended, not a fail), <80% FAIL.

Failure path unchanged: validation rate <80% requires major revision.

1.5 Parse Arguments

Targeting modes (mutually exclusive):

  • --prospect=name: Load most recent matching file from {config.directories.contractor_root}/prospects/. If not found, show error with available prospects, stop.
  • --industry=X: Validate against service definition industries. Warn if not listed, but proceed.
  • --service=name: Fuzzy match against service definition. If no match, show error with available services, stop.
  • Default: General capabilities (all services, industry-agnostic)

Format:

  • --format=pptx: Check pandoc installed. If not, warn and use markdown only. If installed, convert after generation.
  • Default: markdown

Phase 2: Conduct Target Research (5-10 minutes)

2.1 Prospect Mode (5-7 min)

Load prospect data from file. Conduct fresh research:

  1. News & Initiatives (2-3 min): Recent press releases, strategic priorities, funding, leadership changes, technology adoption
  2. Pain Points (2 min): Glassdoor reviews, job postings (skill gaps), RFPs, industry reports
  3. Decision-Makers (1-2 min): LinkedIn verification, role changes, recent activity

2.2 Industry Mode (5-8 min)

  1. Trends & Challenges (3-4 min): Top trends, pain points, technology adoption, regulatory issues, market indicators
  2. Consulting Market (2-3 min): Market size, demand signals, engagement models, competitive landscape
  3. Decision-Makers (1-2 min): Common titles, priorities, KPIs, budget authority, procurement

2.3 Service Mode (4-6 min)

  1. Market Landscape (2-3 min): Market demand, ROI data, success stories, pricing benchmarks
  2. Pain Points (2-3 min): Cost of inaction, prevalence, solutions, ROI expectations

2.4 Quality Check

Validate: >=5 credible sources, <=6 months old, quantified data, current decision-makers, supported pain points. If LOW quality, warn but proceed.

Phase 3: Generate Pitch Deck (10-12 Slides)

3.1 Slide Structure

# Title Content Source
1 Title Identity, tagline, contact Service definition
2 Problem Pain points Research + service definition
3 Cost of Inaction Quantified impact Research + industry data
4 Solution Service overview Service definition
5 How It Works Methodology Service definition + source files
6 Results & Proof Case studies, metrics Source files + service def
7 Why Me/Us Credentials, differentiation Both sources
8 Engagement Options Pricing, packages Rate card
9 Relevant Experience Industry examples Source files (filtered)
10 Next Steps CTA, timeline Mode-specific
11 Q&A Objections Generated
12 Appendix Credentials Source files

Adjust: Service mode 8-10 slides, Prospect 12, Industry 10-11.

3.2-3.13 Slide Generation Instructions

General Rules (all slides):

  • Include evidence citations for all quantified claims
  • Customize "Presented to" field based on mode
  • Use ONLY data from service definition and career source files
  • Maximum 3-4 main points per slide (focus over volume)

Slide 2 (Problem): Mode-specific pain points with evidence. Prospect: company-specific from research. Industry: common challenges with statistics. Service: pain point service addresses with prevalence. Max 3 pain points, cite sources.

Slide 3 (Cost of Inaction): Impact table with quantified costs (4 areas), opportunity costs, compounding effects, urgency rationale. Prioritize prospect data, use industry benchmarks if unavailable. Cite sources.

Slide 4 (Solution): Service overview. Multi-service: 2-3 services with top deliverables. Single-service: full deliverables + success metrics. Prospect: challenge-solution-outcome table. Use exact deliverables from service definition.

Slide 5 (How It Works): 3-5 methodology phases with duration, activities, deliverables, client involvement. Extract methodology from WorkHistory/*.md source files. Timeline must align with service definition typical_duration.

Slide 6 (Results & Proof): CRITICAL PROVENANCE SLIDE. 3-5 top achievements with Result/Context/Relevance format. Include case study if available. Add credentials. ALL claims must have direct source citations ({filepath}:{line_number}). Rank by relevance (industry match 10pts, service match 10pts, recency 5pts, scale 5pts). Validate: quantified metric, {filepath}:{line_number} citation exists, timeframe present, mechanism described.

Slide 7 (Why Me/Us): Unique value proposition (2-3 sentences). 3-4 competitive advantages with What/Why It Matters/Proof format. Comparison table (Typical vs. Us). Use competitive_advantages directly from service definition.

Slide 8 (Engagement Options): Service packages with pricing model, investment range (standard/entry/premium), duration, included deliverables. Engagement models table (project/retainer/hourly/value-based). Payment terms. Use ONLY pricing from service definition.

Slide 9 (Relevant Experience): Filter WorkHistory/*.md by mode. Prospect: industry-matching roles (2-3). Industry: industry-specific roles (2-4). Service: cross-industry capability demonstration (3-5). Include technical depth (Expert-level skills from Technology/TechStack.md). All must have direct source citations ({filepath}:{line_number}).

Slide 10 (Next Steps): Prospect: Timeline with discovery/proposal/launch phases, required stakeholders, 3 engagement options including entry point from prospect file. Generic: typical timeline, engagement options (call/proposal/download), contact info, testimonials if available.

Slide 11 (Q&A): 4-6 common objections based on mode. Prospect: company-type objections. Industry: industry-specific concerns. Service: technical feasibility, ROI validation. Include answers with evidence references.

Slide 12 (Appendix): Certifications table (Active only from Technology/Certifications.md), education, thought leadership (publications/speaking/frameworks from Thought_Leadership/*.md), professional associations, technical proficiencies (Expert + top 5-7 Proficient from Technology/TechStack.md), awards, reference policy.

Phase 4: Provenance Hardening (CRITICAL QUALITY GATE)

4.1-4.3 Claims Validation Process

Extract claims: Scan slides for quantified metrics, credentials, superlatives, client references, technologies, timeframes, ROI claims. Create inventory with slide #, type, source.

Validate each claim:

  1. Locate evidence: Match METRIC/ACHIEVEMENT to CareerHighlights/*.md or WorkHistory/*.md or Projects/*.md. CREDENTIAL to Technology/Certifications.md (Active only). TECHNICAL SKILL to Technology/TechStack.md (Expert/Proficient in-context). THOUGHT LEADERSHIP to Thought_Leadership/*.md.
  2. Verify quality: Source {filepath}:{line_number} citation present, file verifiable (re-read cited line), metric has timeframe + mechanism.
  3. Classify: VALIDATED (HIGH: complete source citation, quantified, timeframe, mechanism). WEAK (MEDIUM: source incomplete, no timeframe, unclear mechanism). FAIL (none found, contradicts, superlative without benchmark, expired cert).

Handle failures: Try alternative evidence, soften claim, or remove. Priority: remove superlatives first, unbounded metrics second, keep partial evidence if critical (mark "Estimated").

4.4-4.5 Provenance Trail & Quality Gate

Generate PROVENANCE TRAIL section at end of markdown with: Generated timestamp, source files, research date, Claims Validation Summary (total/validated/weak/removed counts, validation rate %), Evidence Mapping table (slide, claim, evidence source, confidence, notes), Research Sources (URLs), Validation Notes (HIGH/MEDIUM/removed explanations), Pre-Use Checklist (6 items).

Quality gate: >=90% = HIGH confidence (ready). 80-89% = MEDIUM (review recommended). <80% = LOW (major revision required, show issues/recommendations).

Phase 5: Generate Output Files

Filename: {config.directories.contractor_root}/pitches/[Target]_[YYYYMMDD].md where Target = company name (prospect mode -> fills {ClientCompany}), industry name (industry mode), service name (service mode), or "GeneralCapabilities" (default). Sanitize: remove spaces/special chars, PascalCase, max 50 chars.

File structure: YAML frontmatter (pitch_type, target, generated, consultant, service_definition, source_files_read, research_conducted, provenance_validated, validation_rate, confidence_level, version). 12 slides with --- separators. PROVENANCE TRAIL section. Usage notes.

Save: {config.directories.contractor_root}/pitches/[ClientCompany]_[YYYYMMDD].md (UTF-8, Unix LF). For industry-mode or service-mode pitches (no specific company), substitute Industry or Service name (sanitized PascalCase) for ClientCompany.

PPTX conversion (if --format=pptx): Run pandoc ... -t pptx --slide-level=1. Evidence citations -> slide notes, Provenance Trail -> hide in presentation.

Phase 6: Summary Report

Show: Output files (markdown + pptx if applicable), Pitch details (target, type, slides, research time/sources), Content summary (services, proof points, advantages, pricing models), Provenance validation (rate %, confidence, status + warnings if MEDIUM/LOW), Research highlights (3 key findings), Next steps (6 items), Customization recommendations (4 items), Before presenting checklist (6 items).

Error Handling

Critical errors (stop execution):

  1. No service definition -> instruct /defineservices
  2. Missing career source files -> instruct user to populate resume source folder
  3. Prospect not found -> list available, suggest alternatives
  4. Service not found -> list available services

Warnings (continue with warnings): 5. Validation rate <80% -> show issues, recommendations, save anyway 6. Research timeout/failure -> show impact, manual research needed 7. Pandoc not found (pptx requested) -> proceed markdown-only

Usage Examples

Prospect pitch: /pitchdeck --prospect="Hatch" -> Research company, tailor to pain points, include decision-makers Industry pitch: /pitchdeck --industry="Commercial Real Estate" -> Industry trends, common challenges, generic Service pitch: /pitchdeck --service="AI Agent Development" -> Deep-dive methodology, cross-industry examples General: /pitchdeck -> All services, top achievements, flexible PowerPoint: Add --format=pptx to any command for PPTX conversion

Important Notes

Provenance: 90%+ = HIGH (ready), 80-89% = MEDIUM (review), <80% = LOW (major review). All claims need direct source citations ({filepath}:{line_number}): metrics -> CareerHighlights/*.md, credentials -> Technology/Certifications.md (Active only), skills -> Technology/TechStack.md (Expert/Proficient), case studies -> Projects/*.md or service def, advantages -> differentiation section.

Research ethics: Public info only (news, LinkedIn, Glassdoor, websites). No private data. 5-10 min time limit. Cite all sources.

Before presenting: Add logo, customize colors, add images, update Slide 10 dates/contacts, refresh if >30 days old, remove Provenance Trail for external use.

Lifecycle: Quarterly refresh (every 3 months: research, proof points, pricing, certifications). Each generation creates new dated file.

Workflow: 1) /defineservices 2) /findclient 3) /pitchdeck --prospect=[name] 4) /assessjob for follow-up. Supporting: /ratecard, /idealjob.

Now executing pitch deck generation...