sales-deal-room（销售交易室）

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

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

1. 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

1. 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

1. 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)

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

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:

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

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.

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-close — Closing strategies and mutual action plan tactics
• /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