Sales & Revenue template
Personalized deal room
Single buyer destination for the active opportunity, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Tandem deal room for Oryx Energy). Explore it and ask its agent anything.
What's inside
The single place for an active opportunity: what's agreed, open questions, the materials each stakeholder needs and the next step. WZRD AI fills these tabs from your material.
Deal home
Your deal room and Where we areFor each role
What matters to you and MaterialsPlan
Path to signature and Open itemsContact
Your contacts and Book timeIts AI agent: Deal guide
Help each stakeholder find what they need and answer from the room's materials. Keep track of open items and point to the next step. Never discuss internal forecasts or discounts.
Who it's for
- Made by Sales Leader, Founder, Solutions Consultant and AE
- For procurement team, prospect buying committee, economic buyer and champion
- In Technology, Professional Services, B2B SaaS and Enterprise
When to use it
- Before first meeting: a Sales Leader sends it to the procurement team
- After discovery: a Founder sends it to the prospect buying committee
- After a demo: a Solutions Consultant sends it to the economic buyer
- During procurement: a AE sends it to the champion
- Before close: a Sales Leader sends it to the procurement team
What WZRD needs
- Sales deck + CRM notes
- Proposal brief + pricing
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a personalized deal room for Technology before first meeting, using my sales deck + CRM notes.
Questions
What is a personalized deal room in WZRD?
Single buyer destination for the active opportunity, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Salesroom.
What do I need to make one?
Usually sales deck + CRM notes and proposal brief + pricing. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Sales Leader, Founder, Solutions Consultant and AE, for procurement team, prospect buying committee, economic buyer and champion.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a personalized deal room for Technology before first meeting, using my sales deck + CRM notes." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.