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Scaffold a Deal Room

Generate a complete multi-page sales space with intro, action plan, business case, resources, and next steps.
AI Agent Prompt
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Set up this space as a deal room for {{companyName}}. Create the following pages: 1. "Welcome" — a title block, a personalized content block welcoming the buyer, and a Next Task block linked to the action plan 2. "Mutual Action Plan" — an action plan with milestones for Discovery, Evaluation, Decision, and Go-Live, with 2-3 tasks per milestone 3. "Business Case" — a content block with ROI highlights and cost of inaction, plus an accordion with key value drivers 4. "Resources" — a files block for relevant docs and a content block with quick links 5. "Next Steps" — a content block summarizing what happens after they sign

What the AI creates

The AI creates 5 pages with multiple blocks on each — welcome with next task widget, structured action plan, business case with value drivers, and more.

Pro Tip
Just paste what you already have – intro email, sales deck talking points, proposal outline. You can also upload your proposal PDF and the AI will pull key points.

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