SuperAPI AI Directory
Partner with us中文AI newsFavorites
Skillssales-deal-room

sales-deal-room

Marketing & growth

View repository

Updated 10-16 01:26

About this skill

Design a Qwilr Deal Room

Help the user architect a Qwilr deal room — a multi-page digital sales room for complex B2B deals with multiple stakeholders, long sales cycles, and lots of moving parts.

When to use a deal room vs. a single proposal

Scenario Use
Simple deal, single decision-maker, straightforward pricing Single proposal page (/sales-proposal-page)
Multiple stakeholders, complex evaluation, needs ongoing updates Deal room (this skill)
Enterprise deal with procurement, legal, technical review Deal room
Partner/channel deal with shared materials Deal room
Expansion deal with existing customer needing executive buy-in Deal room

Step 1 — Gather context

If references/learnings.md exists, read it first for accumulated knowledge.

Ask the user:

  1. What type of deal is this?

    • A) New logo — first time selling to this company
    • B) Expansion — upselling/cross-selling existing customer
    • C) Renewal — contract renewal with potential changes
    • D) Partner/channel deal — working through a partner
    • E) Other — describe it

  2. Who are the stakeholders? (select all that apply)

    • A) Executive sponsor (C-suite / VP)
    • B) Economic buyer (budget holder)
    • C) Technical evaluator (engineering/IT)
    • D) End users / champions
    • E) Procurement / legal
    • F) External consultant or advisor
    • G) Other — describe

  3. What materials do you already have?

    • A) Nothing yet — starting from scratch
    • B) We have a proposal/quote
    • C) We have a pitch deck
    • D) We have case studies and technical docs
    • E) We have most things, need to organize them

  4. What's the deal timeline?

    • A) Trying to close this month
    • B) 1-3 month sales cycle
    • C) 3-6 month enterprise cycle
    • D) 6+ months

If the user's request already provides most of this context, skip directly to the relevant step. Lead with your best-effort answer using reasonable assumptions (stated explicitly), then ask only the most critical 1-2 clarifying questions at the end — don't gate your response behind gathering complete context.

Step 2 — Deal room architecture

Design the page-by-page structure. A deal room is a collection of Qwilr pages organized as a hub with linked sub-pages. The hub page is the "front door" that each stakeholder visits.

Recommended structure

Hub Page (the main deal room page — everyone starts here)

Section Block Type Content
Welcome header Splash Personalized greeting, company logos, deal room title
Navigation Text + buttons Links to each sub-page, organized by topic
Key contacts Text + Image Your team's contacts with photos and roles
Timeline snapshot Text High-level mutual action plan with key dates
Latest updates Text What's new since last visit (keep this updated)

Sub-pages (linked from the hub — create based on what the deal needs):

Page Who it's for Content
Executive Summary Executive sponsor Business case, ROI, strategic alignment
Technical Overview Technical evaluator Architecture, integrations, security, compliance
Proposal & Pricing Economic buyer Interactive quote block, pricing options, terms
Case Studies All stakeholders Relevant customer stories, metrics, testimonials
Implementation Plan Technical + Ops Timeline, phases, resource requirements, dependencies
Security & Compliance IT / Legal / Procurement Certifications, data handling, SLAs, DPA
Mutual Action Plan All stakeholders Shared timeline with milestones, owners, and status
FAQ & Objection Handling Champions Answers to common questions champions get asked internally

Adapting for deal type

  • New logo: Heavier on Executive Summary, Case Studies, and Security. Include a "Why Us" page if competitive.
  • Expansion: Lead with "Results So Far" page showing value delivered, then expansion scope.
  • Renewal: Lead with partnership recap, then changes/additions for the new term.
  • Partner deal: Include a partner-facing page with co-selling materials and margin details.

Step 3 — Content briefs and hub page copy

Hub page draft copy

Write the actual content for the hub/navigation page:

Welcome section: "Welcome to the [Company] + [Your Company] Deal Room. This is your central hub for everything related to our partnership. Below you'll find the key materials organized by topic — click into any section to dive deeper."

Navigation section: Create a card-style layout linking to each sub-page with a one-line description:

  • Executive Summary — The business case for [solution]: ROI, strategic fit, and expected outcomes
  • Technical Overview — Architecture, integrations, security posture, and compliance details
  • Proposal & Pricing — Interactive pricing with options to customize your package
  • Case Studies — How companies like yours achieved [specific outcome]
  • Implementation Plan — Timeline, phases, and what we need from each team
  • Mutual Action Plan — Our shared roadmap to getting this live by [target date]

Key contacts section: List 2-3 people from your team with name, title, photo placeholder, email, and one line about their role in this deal.

Content briefs for sub-pages

For each sub-page, provide:

  • Audience: Who this page is for and what they care about
  • Key message: The one thing this page should communicate
  • Structure: Section-by-section outline with recommended block types
  • Tone: How formal/technical/executive the language should be
  • CTA: What action the reader should take after this page

Step 4 — Mutual action plan

Design the timeline page with milestones and owners:

Milestone Owner Target Date Status
Discovery & scoping complete Both [date] Done
Technical evaluation Buyer's IT team [date] In progress
Security review Buyer's security [date] Not started
Proposal & pricing review Economic buyer [date] Not started
Legal / contract review Both legal teams [date] Not started
Executive sign-off Executive sponsor [date] Not started
Contract signed Both [date] Not started
Kickoff & implementation begins Both [date] Not started

Customize milestones based on the deal type and timeline. For faster deals, collapse steps. For enterprise deals, add procurement and compliance milestones.

Step 5 — Analytics strategy

Set up engagement tracking per stakeholder by configuring webhooks for the deal room pages:

Which events to watch per stakeholder

Stakeholder Watch for What it means
Executive sponsor Views Executive Summary page They're engaged — or their EA is screening
Technical evaluator Views Technical Overview, time on security page Doing due diligence — prepare for technical questions
Economic buyer Views Pricing page repeatedly Evaluating cost — may need ROI reinforcement
Procurement/Legal Views Security & Compliance page Deal is in procurement — prepare for contract negotiation
New/unknown viewer Views any page Champion is sharing internally — the deal is expanding

Webhook setup for deal room

curl -X POST https://api.qwilr.com/v1/webhooks \
  -H "Authorization: Bearer $QWILR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "url": "https://your-endpoint.com/qwilr-deal-room",
    "events": ["pageFirstViewed", "pageViewed", "pageAccepted", "pagePartiallyAccepted"]
  }'

Use view data to:

  1. Identify which stakeholders are engaged and which aren't
  2. Spot new stakeholders entering the evaluation
  3. Time your follow-ups to when people are actively reviewing
  4. Update your champion on who's looked at what

For full webhook and CRM automation setup, use /sales-qwilr-automation.

In Seismic

  • Digital Sales Rooms (DSR): Create buyer-facing microsites for complex deals. Curate content by stakeholder role — executive summaries for C-suite, technical specs for evaluators, ROI calculators for finance.
  • Per-stakeholder tracking: See which stakeholder viewed which content, how long they spent, and what they downloaded. Identify champions (high engagement) and blockers (no activity).
  • Content recommendations: Seismic's AI (Aura) suggests relevant content for the deal based on CRM data, deal stage, and buyer persona.
  • CRM integration: DSR activity syncs to Salesforce/HubSpot — engagement data appears on the opportunity record for deal reviews.
  • Best practice: Create a DSR template per deal type (new business, expansion, renewal) with pre-loaded content for each stage. Customize per deal rather than building from scratch.

Gotchas

  • Don't create too many pages for simple deals. A deal room with 8 sub-pages for a $15k deal is overkill. Match complexity to deal size — small deals need 2-3 pages max (proposal + case study). Reserve the full structure for enterprise deals with multiple stakeholders.

  • Don't use the same content for every stakeholder. The whole point of a deal room is tailored content per role. An executive summary page full of technical specs fails the executive; a pricing page with no ROI context fails the CFO. Write for each audience.

  • Don't skip the mutual action plan. Claude often builds deal rooms with great content but no shared timeline. The MAP is what turns a deal room from a content dump into a collaboration tool. Always include one.

  • Don't forget the executive summary page. Even in a deal room with detailed sub-pages, the hub page needs a concise "why this matters" section. Executives won't click into sub-pages — they'll read the hub and decide if this is worth their time.

  • Don't treat the deal room as "set and forget." A good deal room is updated throughout the sales cycle — latest updates section, MAP status changes, new materials added. Mention this to the user.

  • Self-improving: If you discover something not covered here, append it to references/learnings.md with today's date.

Examples

Example 1: New-logo enterprise deal with procurement and security review

User says: "We're 4 months into a new-logo deal with a 2,000-person fintech. There's a VP sponsor, a head of engineering, a security/IT team, and procurement just got pulled in. The thread is a mess and people keep asking for the same docs. Help me build a Qwilr deal room."

Skill does:

  1. Classifies this as a New logo deal with a 3-6 month cycle and four stakeholder groups (exec sponsor, technical evaluator, IT/security, procurement).
  2. Designs a hub page with welcome splash, card-style navigation, key contacts, and a timeline snapshot, then weights sub-pages toward the new-logo pattern — Executive Summary, Technical Overview, Security & Compliance (certifications, DPA, SLAs), Case Studies, Proposal & Pricing, and a Mutual Action Plan.
  3. Writes hub navigation copy with a one-line description per sub-page and content briefs (audience, key message, structure, tone, CTA) for each page.
  4. Builds the Mutual Action Plan table with milestones for security review, legal/contract review, and executive sign-off, with owners and target dates.
  5. Sets up per-stakeholder webhook tracking so a Security & Compliance view flags "deal is in procurement" and a pricing-page revisit flags "reinforce ROI."

Result: A page-by-page deal room blueprint plus ready-to-paste hub copy, a procurement-aware action plan, and an engagement-tracking plan — the buyer gets one source of truth instead of a tangled email thread.

Example 2: Expansion deal that needs executive buy-in

User says: "Existing customer, want to upsell a second product line, but I need a VP we haven't worked with to sponsor it. Closing target is this quarter."

Skill does:

  1. Classifies this as an Expansion deal on a compressed timeline.
  2. Leads the structure with a "Results So Far" page quantifying value already delivered, then an expansion-scope page and a tightened Proposal & Pricing page.
  3. Collapses the Mutual Action Plan to the essential milestones (scoping, exec sign-off, contract, kickoff) to fit the quarter-end close.
  4. Recommends watching for the new VP's first view of the Executive Summary as the signal that the champion has successfully shared internally.

Result: A lean expansion deal room that opens with proof of value and routes a new executive to a concise business case, with a timeline matched to the close date.

Troubleshooting

The deal room feels bloated and the buyer isn't engaging

Cause: Too many sub-pages for the deal size — an 8-page structure built for a small or simple deal buries the few things that matter.

Solution: Match page count to complexity. For small deals use 2-3 pages max (proposal + case study) and reserve the full hub-and-sub-page structure for enterprise deals with multiple stakeholders. Make sure the hub page itself carries a concise "why this matters" summary, since executives decide from the hub without clicking in.

Content lands flat with one role even though other stakeholders are engaged

Cause: The same generic content is reused across pages, so an executive hits technical specs and a CFO hits pricing with no ROI context — the per-role tailoring that justifies a deal room is missing.

Solution: Write each sub-page for its specific audience using the content-brief fields (audience, key message, tone, CTA). Keep the Executive Summary strategic and outcome-focused, give the Technical Overview the depth evaluators want, and pair pricing with ROI framing for the economic buyer.

Webhook events aren't arriving for the deal room pages

Cause: The webhook subscription is missing the relevant events, the endpoint isn't reachable, or the auth token is wrong.

Solution: Confirm the subscription includes pageFirstViewed, pageViewed, pageAccepted, and pagePartiallyAccepted, that the Authorization: Bearer $QWILR_TOKEN header is valid, and that your endpoint returns 2xx. For full webhook delivery and CRM-sync setup and debugging, use /sales-qwilr-automation.

Related skills

  • /sales-proposal-page — Write a single proposal page (for simpler deals)
  • /sales-proposal-analytics — Interpret engagement signals from deal room pages
  • /sales-qwilr-automation — Automate deal room creation and CRM sync
  • /sales-proposal-template — Create reusable deal room templates
  • /sales-seismic — Seismic platform help including Digital Sales Rooms and content management
  • /sales-do — Not sure which skill to use? The router matches any sales objective to the right skill. Install: npx skills add sales-skills/sales --skill sales-do