sales-deal-room

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Chinese

Design a Qwilr Deal Room

设计Qwilr交易室

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.

帮助用户构建Qwilr交易室——这是一个多页面的数字化销售空间，专为涉及多方利益相关者、销售周期长且环节复杂的B2B交易打造。

When to use a deal room vs. a single proposal

何时使用交易室而非单一提案

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

场景	适用方案
简单交易、单一决策者、定价清晰	单一提案页面（ `/sales-proposal-page` ）
多方利益相关者、评估流程复杂、需持续更新	交易室（本技能）
涉及采购、法务、技术评审的企业级交易	交易室
包含共享材料的合作伙伴/渠道交易	交易室
需要高管认可的现有客户拓展交易	交易室

Step 1 — Gather context

步骤1 — 收集背景信息

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.

询问用户：

本次交易类型是什么？
- A) 新客户交易 — 首次向该公司销售
- B) 拓展交易 — 向现有客户进行向上销售/交叉销售
- C) 续约交易 — 合同续约并可能包含变更内容
- D) 合作伙伴/渠道交易 — 与合作伙伴协作开展
- E) 其他 — 请描述
利益相关者有哪些？（可多选）
- A) 高管发起人（C级高管/副总裁）
- B) 经济决策者（预算负责人）
- C) 技术评估人员（工程/IT部门）
- D) 终端用户/内部支持者
- E) 采购/法务部门
- F) 外部顾问或咨询师
- G) 其他 — 请描述
已准备好哪些材料？
- A) 尚未准备 — 从零开始
- B) 已有提案/报价
- C) 已有演示文稿
- D) 已有案例研究和技术文档
- E) 大部分材料已备齐，仅需整理
交易时间线是怎样的？
- A) 计划本月内完成签约
- B) 1-3个月的销售周期
- C) 3-6个月的企业级销售周期
- D) 6个月以上

如果用户的请求已提供大部分此类背景信息，可直接跳至相关步骤。先基于合理假设（需明确说明）给出最佳方案，最后仅询问1-2个最关键的澄清问题——不要因需要收集完整背景信息而延迟提供回复。

Step 2 — Deal room architecture

步骤2 — 交易室架构设计

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.

设计页面-by-页面的结构。交易室是一组Qwilr页面的集合，以一个中心枢纽页面为核心，链接各个子页面。枢纽页面是所有利益相关者的入口。

Recommended structure

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)

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

板块	模块类型	内容
欢迎标题	醒目展示模块	个性化问候语、双方公司标志、交易室标题
导航栏	文本+按钮	按主题分类的各子页面链接
关键联系人	文本+图片	我方团队联系人的照片、职位及联系方式
时间线快照	文本	包含关键日期的高层级共同行动计划
最新更新	文本	自上次访问以来的新增内容（需持续更新）

页面	目标受众	内容
执行摘要	高管发起人	商业案例、投资回报率、战略契合度
技术概览	技术评估人员	架构、集成方案、安全措施、合规性
提案与定价	经济决策者	交互式报价模块、定价选项、条款说明
案例研究	所有利益相关者	相关客户案例、数据指标、客户证言
实施计划	技术+运营人员	时间线、阶段划分、资源需求、依赖关系
安全与合规	IT/法务/采购部门	认证资质、数据处理方式、服务水平协议（SLA）、数据处理协议（DPA）
共同行动计划	所有利益相关者	包含里程碑、负责人及状态的共享时间线
常见问题与异议处理	内部支持者	支持者在内部常被问到的问题及解答

Adapting for deal type

根据交易类型调整结构

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.

新客户交易：重点突出执行摘要、案例研究和安全合规板块。若存在竞争，可添加“为何选择我们”页面。
拓展交易：以“现有成果”页面开头，展示已交付的价值，再介绍拓展范围。
续约交易：以合作回顾页面开头，再介绍新合同期的变更与新增内容。
合作伙伴交易：添加面向合作伙伴的页面，包含联合销售材料和利润分成细节。

Step 3 — Content briefs and hub page copy

步骤3 — 内容简报与枢纽页面文案

Hub page draft copy

枢纽页面文案草稿

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.

撰写枢纽/导航页面的实际内容：

欢迎板块：“欢迎来到[客户公司] + [我方公司]交易室。这是我们合作相关所有内容的中央枢纽。下方是按主题分类的关键材料——点击任意板块即可深入查看。”

导航板块：创建卡片式布局，链接至各子页面并附上一行描述：

执行摘要 — [解决方案]的商业案例：投资回报率、战略契合度及预期成果
技术概览 — 架构、集成方案、安全态势及合规细节
提案与定价 — 可自定义套餐的交互式定价
案例研究 — 类似企业如何实现[具体成果]
实施计划 — 时间线、阶段划分及双方团队所需配合的内容
共同行动计划 — 我们共同推进至[目标日期]的路线图

关键联系人板块：列出我方团队2-3名成员，包含姓名、职位、照片占位符、邮箱及该成员在本次交易中的职责说明。

Content briefs for sub-pages

子页面内容简报

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

为每个子页面提供：

受众：页面的目标人群及其关注重点
核心信息：页面需传递的核心内容
结构：分板块的大纲及推荐使用的模块类型
语气：语言的正式/技术/高管导向程度
行动号召（CTA）：读者浏览页面后应采取的行动

Step 4 — Mutual action plan

步骤4 — 共同行动计划

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.

设计包含里程碑和负责人的时间线页面：

里程碑	负责人	目标日期	状态
发现与范围界定完成	双方	[日期]	已完成
技术评估	买方IT团队	[日期]	进行中
安全审核	买方安全团队	[日期]	未开始
提案与定价审核	经济决策者	[日期]	未开始
法务/合同审核	双方法务团队	[日期]	未开始
高管签字确认	高管发起人	[日期]	未开始
合同签署	双方	[日期]	未开始
项目启动与实施开始	双方	[日期]	未开始

根据交易类型和时间线自定义里程碑。对于周期较短的交易，可合并步骤；对于企业级交易，需添加采购和合规相关的里程碑。

Step 5 — Analytics strategy

步骤5 — 分析策略

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

通过为交易室页面配置webhook，按利益相关者设置参与度追踪：

Which events to watch per stakeholder

各利益相关者需关注的事件

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

利益相关者	关注事件	事件含义
高管发起人	浏览执行摘要页面	他们正在关注——或其助理正在筛选内容
技术评估人员	浏览技术概览页面、在安全页面停留的时间	正在进行尽职调查——需准备技术问题的解答
经济决策者	反复浏览定价页面	正在评估成本——可能需要强化投资回报率的说明
采购/法务	浏览安全与合规页面	交易进入采购环节——需准备合同谈判
新/未知访问者	浏览任意页面	内部支持者正在分享内容——交易影响范围在扩大

Webhook setup for deal room

交易室Webhook配置

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

/sales-qwilr-automation