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 () |
| 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
Ask the user:
-
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
-
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
-
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
-
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
bash
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:
- Identify which stakeholders are engaged and which aren't
- Spot new stakeholders entering the evaluation
- Time your follow-ups to when people are actively reviewing
- Update your champion on who's looked at what
For full webhook and CRM automation setup, use
.
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.
Related skills
- — Write a single proposal page (for simpler deals)
/sales-proposal-analytics
- — Automate deal room creation and CRM sync
- — Create reusable deal room templates
- — Closing strategies and mutual action plan tactics
- — Not sure which skill to use? The router matches any sales objective to the right skill. Install:
npx skills add sales-skills/sales --skills sales-do