Live Activity Feed
Awaiting engagement
Activity will appear here as prospects interact with the deck.
45-Slide Narrative Deck
Six-act story arc following Challenge, Outcome, Solution, Proof emotional pattern. 9 hidden Vault branches with theatrical door animation. Dual presentation modes (Rep + Self-Guided).
Unified Dashboard CMS
Full content management: inline copy editing with rich text, background/inline/side images, video embeds, grid layouts, custom slides, drag-and-drop ordering, per-slide theming, undo history, version snapshots.
Token-Based Access System
Generate unique prospect links with configurable expiration. Token type determines mode. Access gate with validation states. Session and event tracking per token.
Behavioral Intelligence Suite
Engagement scoring, heat signature tracking, vault intelligence briefings, cross-tab notifications, per-token analytics drill-down. Pipeline view with ranked prospect list.
Media & Design Studio
Image upload with drag-and-drop browser. Deck-wide skin system with overlay opacity. Side image positioning with pure CSS anchoring. Background overlay adaptation per theme.
Collaboration Tools
Per-slide threaded comments with resolve/unresolve. Auto-polling. Admin login gate. Reset all edits with confirmation. Multi-deck support with independent namespacing.
Dynamic Quiz Engine
Configurable quiz placement, response capture, priority mapping from answers. Prospect follow-up email generation from quiz data.
AI Intelligence Engine
Claude-powered prospect analysis with engagement scoring, talking points, objection prep, and stored insights aggregation across all sessions.
Prospect Personalization
Custom prospect badges, deck profiles (Default, Buying Group, Not in Group, Large Dealer, Mid-Size), and tailored content paths with slide swaps and inserts.
Command Center Dashboard
Live activity feed with timezone support, active session detection, hottest prospect tracking, action cards for follow-up, unviewed tokens, quiz responses, and high-intent signals.
Data Trends & Analytics
Month-over-month and year-over-year trend charts. Session volume, engagement depth, and vault discovery rate visualization with summary tables.
Transcript Analysis
Upload call transcripts for AI cross-analysis with deck engagement data. Stored insights with date stamps and aggregation view.
Session Tracking
Return visit detection, multi-session counting, engagement patterns over time. Pipeline table with sortable session counts.
Product Development Roadmap
In-dashboard roadmap view with phased feature tracking, status badges, and architecture-doc-style presentation.
Design Template Library
Pre-built slide templates for common use cases. Expanded image gallery with drag-and-drop browser. Customizable design elements with brand consistency controls.
Webhook Integration Framework
Configurable event triggers pushing to Zapier, Make, or custom endpoints. Auto-create contacts on token open. Sync engagement scores as custom fields.
Enhanced AI Insights
Multi-token aggregate analysis, trend-based recommendations, competitive intelligence. Comparative dwell-time analysis across all sessions for actionable insights.
Deck Update Propagation
Push edits from master or custom decks downstream to child decks and active tokens. Preserves per-deck slide toggle configs and profile associations. "Sync from Parent" per deck, batch "Push to All" from master. Rollback safety net with pre-push snapshots.
Mobile-Responsive Dashboard
Touch-optimized Intel tab and Token management for on-the-go access. Priority views for mobile: prospect pipeline, engagement scores, and token creation. Deck Builder deferred to desktop-first experience.
Native HubSpot Connector
OAuth authentication, bi-directional contact sync, engagement score as custom properties, activity logging. Trigger follow-up sequences from deck behavior.
Native Salesforce Connector
Lead/Contact sync, opportunity engagement correlation, automated task creation from deck signals. Pipeline influence tracking.
Heat Signature Replay
Visual timeline replay of prospect navigation with animated playback. Slide thumbnails with dwell-time heatmap overlay. Exportable as shareable replay link.
Engagement Benchmarking & Alerts
Aggregate engagement benchmarks across all prospects. Percentile ranking per token. Real-time push notifications when high-intent behavior detected.
Advanced Slide Builder
WYSIWYG editor with drag-and-drop content blocks. Template library for common slide types. Export individual slides as images for email or social.
Server-Side Persistence
Database-backed storage replacing flat-file JSON. PostgreSQL or equivalent. User authentication with role-based access. API hardening with auth tokens and rate limiting.
AI Content Generation
LLM-powered slide creation from prompts or uploaded documents. Auto-suggest vault content based on main slide themes. Tone and brand voice matching.
Dynamic Personalization Engine
Content adapts per-viewer based on CRM data, industry, revenue tier, and competitive context. Testimonials swap to match prospect's vertical. Financial examples scale to their volume.
Predictive Analytics & ML Pipeline
Train models on engagement-to-close correlation. Predict conversion probability per prospect. Pipeline forecasting weighted by behavioral signals rather than rep sentiment.
White-Label Marketplace
Template marketplace where agencies build and sell deck frameworks. Vault structures, animation packs, and intelligence modules as purchasable add-ons.
Embedded Executive Reporting
Win/loss analysis correlated to deck engagement patterns. Content effectiveness scoring: which slides and vaults correlate most with closed deals. Board-ready reporting exports.
| Prospect | Type | Status | Slides | Vaults | Engagement | Sessions | Heatmap | Actions |
|---|---|---|---|---|---|---|---|---|
No prospects yetGenerate a token to create a unique deck URL for a prospect. | ||||||||
Aggregate Slide Engagement
Heatmap across all sessionsAwaiting data
Engagement data will populate as prospects view the deck.
Session Volume
New sessions over timeLoading trends...
Engagement Depth
Average slides viewed and time spent per sessionLoading trends...
Vault Discovery Rate
Vault opens over timeLoading trends...
Month-over-Month Summary
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Prospect
Company
💬 Ask About This Prospect
AI-powered Q&A scoped to this token's dataCall Transcript
Paste or upload a meeting transcript for AI cross-analysis📝 Prospect Notes
Shared team notes for this prospect (server-stored)Slide-by-Slide Engagement
Document Library
0 documents⚡ How AI Uses Your Playbook
Quick guide: Click any slide to expand it. Edit text inline, pick colors, change layouts, and assign images. Leave fields blank to keep the original deck content.
Quick Start Guide
Get up and running in minutesWelcome to the Strata GPO Pitch Deck Portal. This platform lets you manage, customize, and share interactive pitch decks with prospects. Here is how to get started:
Features Reference
What each section doesYour command center. Shows active tokens, aggregate engagement metrics, and quick actions. The metrics cards at the top display total tokens, average engagement score, vault discovery rates, and total view time.
Manage prospect access. Each token creates a unique, trackable URL for a prospect. You can see their engagement score, slide heatmap, vault access, and quiz responses. Tokens can be revoked at any time.
Analytics deep dive. The heatmap shows aggregate slide engagement across all sessions. Hover over cells to see exact time spent. The top 10 chart highlights which slides get the most attention. Vault discovery cards show which hidden content has been found.
Edit slide content, reorder slides, and manage the deck structure. Use the rich text editor to update headlines, body text, and grid content. Changes are saved per-deck and can be versioned.
Save snapshots of your deck edits. Add notes to remember what changed. When restoring a version, the system automatically creates a safety backup of your current state first.
Configure your account, manage team members, and adjust portal settings.
Deck Profiles
Segment-specific presentationsWhen generating a token, you can select a deck profile that tailors the presentation to the prospect's segment. Each profile swaps in segment-specific slides and can include targeted quiz questions.
Interactive Features
Vaults, quizzes, and videoHidden bonus content accessible from specific slides. When a prospect discovers a vault, they see a door animation revealing additional detail. There are 9 vaults covering Bill Pay, Rebate Detail, Central Ordering, LMS, Partner Hub, Vendor Access, Financial Detail, Private Label, and Getting Started. Vault discovery is tracked in analytics.
Profile-specific assessment questions that appear after key sections. Quiz responses feed into the Prospect Priority Map, helping you understand what matters most to each prospect. Results are available in the token detail view and can be included in follow-up emails.
Slides with video content show a discrete Play Video button. Clicking it opens a full-screen lightbox player supporting YouTube, Vimeo, and direct video URLs. Video plays are tracked in analytics.
Slide Design Tips
Creating custom slide backgroundsTo create custom slide backgrounds, use Canva or Figma with these specifications:
Upload backgrounds via the Media tab in the Content Manager. Adjust overlay opacity to ensure text readability over images.
Brand Reference
Strata GPO visual identityTypography: Open Sans for headlines, Roboto Slab for body text. NO green in the color palette.
📷 Snapshots — Strata Presentation 1.0
Save and restore edit statesAccount Information
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Integrations BETA
Data Management
Flush engagement data, transcripts, AI insights, and quiz responses. Tokens and team configuration will be preserved. This cannot be undone.
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