Orchestrate the Perfect Sale.
The Deal Room is not just a shared folder; it is a branded, trackable microsite dedicated to your prospect. This section guides you through the entire lifecycle of a Deal Room—from the initial spark of creation to the final handoff or closure.
A. Create New Pitch
Build a bespoke sales experience in minutes.
Creating a pitch is designed to be a fluid, 3-step narrative process. You aren’t just “adding files”; you are building a story for your buyer.
The Workflow:
- Setup & Context:
- Pitch Name: Give your room a clear, professional title (e.g., “Acme Corp + Revspire: Partnership Proposal”).
- Recipient Details: Enter the primary contact. This enables the system to track specific engagement.
- Deal Value: (Optional) Link this pitch to a potential revenue amount for reporting.
- Curate Content:
- Select Assets: Browse the Content Portal or Favorites to pull in decks, videos, and PDFs.
- Drag & Drop: Arrange the content in a logical flow. Start with a high-level video, follow with the solution deck, and end with the pricing proposal.
- Add Personalization: Record or upload a short Video Greeting to welcome the prospect personally when they land on the page.
- Configure Access:
- Link Settings: Choose if the link should expire after a certain date (creating urgency).
- Security: deciding if the room requires a password or email verification to view.
Pro Tip: Always start with a “Welcome Video.” Pitches with personal video intros see 40% higher engagement than those without.
B. Clone Pitch
Replicate your wins instantly.
Why reinvent the wheel? If you created a high-performing Deal Room for a previous prospect—one that had the perfect mix of case studies and technical docs—you can use it as a template for your next deal.
How it Works:
- Locate the successful pitch in your Dashboard or All Pitches list.
- Select Clone.
- The system duplicates the entire room structure, content order, and branding.
- Rename it for the new prospect (e.g., change “Acme Corp” to “Global Industries”).
- Publish. You have just saved 30 minutes of prep time.
C. Transfer Ownership
Seamless Team Handoffs.
Sales is a team sport. The Transfer feature ensures that the prospect’s experience remains uninterrupted, even when the internal lead changes.
Common Scenarios:
- SDR to AE: An SDR (Sales Development Rep) starts the conversation and builds the initial room. Once the meeting is booked, they Transfer the room to the Account Executive (AE) to manage the deal forward.
- AE to CSM: Once the deal is closed, the AE Transfers the room to Customer Success (CSM) to use as an onboarding hub.
The Result: The prospect keeps the same link and sees the same history, but the internal alerts and management rights move to the new owner.
D. Deactivate & Archive
Total Control over your Intellectual Property.
Sending a PDF via email is permanent; you can’t “un-send” it. A Deal Room gives you the power to revoke access at any time.
- Deactivate: Instantly breaks the public link. If a prospect tries to access the room, they will see a “This room is no longer active” message. Use this when a deal is lost or if sensitive pricing has expired.
- Archive: Removes the pitch from your active dashboard view but preserves the engagement data for future reporting.
E. Pitch Access & Security
Protect your Deal.
Not all content is for everyone. You control the “Gate” to your Deal Room.
- Public Link: Anyone with the URL can view (Good for top-of-funnel marketing).
- Email Gated: The user must enter their email address to view. This creates a “Lead Capture” moment and identifies exactly who is viewing.
- Password Protected: The user must enter a specific code. (Best for sensitive pricing or legal contracts).
- Domain Restriction: Restrict access so only people with emails ending in
@prospect-company.comcan enter.