Getting started with Deal Spaces
Deal Spaces are personalized spaces that you can create for each of your clients or projects. Here, all important documents, next steps, and the collaboration goals can be neatly summarized in one place.
Deal Spaces can be used in many areas such as in sales or customer success, enabling a structured workflow. No more messy email threads!
In this article, I'll show you in 6 steps how to create your first Deal Space.
Go to the Templates Overview and click on the "New" button at the top right.
You'll see a selection of templates which serve as blueprints for your Deal Spaces, created individually for each client later on. Choose from templates for various use cases, such as software onboarding/expansion, service sales, or joint partnership plans.
You can also use Deal Spaces for internal purposes.
Select an appropriate template from the list. Use a title that your colleagues will recognise best.
After clicking "Create," you'll see it listed.
Now customize it by clicking on "Edit."
On the template's first page, summarize the process/collaboration goal.
This is an opportunity to illustrate benefits and advantages.
Try to answer these questions:
What is the goal?
What benefits come with achieving this goal?
Why is it important to achieve these goals NOW?
What improvements (in numbers) can we achieve?
By clicking on the "+" next to the title and description, you can embed a video. Consider adding a personal video where you are visible. You can also insert an individual video later in each Deal Space.
At the top right of the page, click on the color palette (above the background) to adjust the background color.
Choose a color that you like or that matches your corporate colors.
Next, click on "Team" in the menu bar.
In the team overview, you'll see both our team members and relevant client stakeholders.
Since we are currently editing the template, we can create generic placeholders for relevant individuals in the future deal.
Add all relevant stakeholders who are essential for the process. Later, you'll invite them individually to the Deal Space.
meetergo Deal Spaces are designed to involve multiple stakeholders! So feel free to add anyone who comes to mind; you can decide later who can see what.
After creating the stakeholders, we can assign them to our steps.
Now click on "Next Steps" in the menu bar.
The next steps consist of phases and steps.
Each phase consists of X steps. Once all steps in a phase are completed, the phase is considered complete. Steps can be completed by both us and the client. There is an option to include internal steps that are not visible to the client.
Now, go through all the template steps and adjust them to your needs by clicking on each step.
- Title: The title of the step shown in the overview.
- Description: The description provides more information about the step. It's best to explain how the step can be completed. A clear description can simplify the process for the responsible person.
- Owner: Who is responsible for executing this step?
- Stakeholders: At the top left, we can add more stakeholders interested in this step, e.g., to notify them when the step is completed.
- Internal Step: By clicking "Visible to all," we can decide whether the client should see the step.
- Tasks: Here, additional subtasks for the step can be created.
After editing a step, remember to save your changes.
Under "Additional Settings," you can also add a button with any link to a step.
Behind the button, you could, for example, place a booking link, electronic signature link, website, and much more.
In addition, each step has a comment field, allowing the client to contact us more quickly. Using comments simplifies communication and saves us further email back and forth.
Once satisfied with our settings, we can share the template with other users in the company.
Scroll to the top and click on "✔ Share" in the top right.
Now, the template can be used by our colleagues!
Our first template is ready, and we can put it into action.
To do this, go to the Deal Space Overview and click on the blue "New" button.
Here, you'll see our shared templates.
Select your created template. Now, we create a Deal Space tailored specifically to a particular client or project.
To later understand our process, we centrally manage our customers. This will also assist with CRM synchronization later on.
For a personalized customer experience, the customer's logo should also be uploaded.
Now, take some time to tailor the template to the specific use case for the Deal Space. Ensure the process is tailored for the client.
Including a personalized video is also a great way to enhance the buyer experience.
We're almost done!
Once satisfied with the Deal Space, it's time to invite the client.
The best way is to invite the client during the conversation. Make it clear that the Deal Space will be the central place for your collaboration and aims to present the process clearly. Additionally, quick feedback can be requested via comments, without the need for emails or calls.
To invite stakeholders, click on the blue "Share" button at the top right.
Under "Activity," select the appropriate placeholder to assign the actual person and enter their name and email.
By selecting the placeholder, steps are directly assigned to the person.
Leave the checkbox for "Email Invitation" activated and click on "Invite & Add."
The stakeholder will receive a personal magic link intended only for them, making it easy for them to access the Deal Space.
Ensure during the conversation that your counterpart has received the link and can access the Deal Space. Then briefly go through the action plan together and jointly add necessary steps.
The goal is to have a clear process so that all parties can take action!
After inviting all stakeholders and discussing the phases together, you can sit back and watch as the steps are completed.
Here are a few 💡 helpful tips:
Stakeholders receive email notifications upon completing relevant steps.
If steps are nearing their due date and have not yet been completed, notifications are also sent to the relevant contacts.
Changes can be made to the Deal Space later.
In the Deal Space Overview, you'll see the status of your open Deal Spaces.
Enjoy closing deals!
Deal Spaces can be used in many areas such as in sales or customer success, enabling a structured workflow. No more messy email threads!
In this article, I'll show you in 6 steps how to create your first Deal Space.
Step 1: Choosing a Suitable Template
Go to the Templates Overview and click on the "New" button at the top right.
You'll see a selection of templates which serve as blueprints for your Deal Spaces, created individually for each client later on. Choose from templates for various use cases, such as software onboarding/expansion, service sales, or joint partnership plans.
You can also use Deal Spaces for internal purposes.
Select an appropriate template from the list. Use a title that your colleagues will recognise best.
Step 2: Customizing the Template
After clicking "Create," you'll see it listed.
Now customize it by clicking on "Edit."
Title, Summary, and Personal Video
On the template's first page, summarize the process/collaboration goal.
This is an opportunity to illustrate benefits and advantages.
Try to answer these questions:
What is the goal?
What benefits come with achieving this goal?
Why is it important to achieve these goals NOW?
What improvements (in numbers) can we achieve?
By clicking on the "+" next to the title and description, you can embed a video. Consider adding a personal video where you are visible. You can also insert an individual video later in each Deal Space.
Background Color
At the top right of the page, click on the color palette (above the background) to adjust the background color.
Choose a color that you like or that matches your corporate colors.
Team
Next, click on "Team" in the menu bar.
In the team overview, you'll see both our team members and relevant client stakeholders.
Since we are currently editing the template, we can create generic placeholders for relevant individuals in the future deal.
Add all relevant stakeholders who are essential for the process. Later, you'll invite them individually to the Deal Space.
meetergo Deal Spaces are designed to involve multiple stakeholders! So feel free to add anyone who comes to mind; you can decide later who can see what.
After creating the stakeholders, we can assign them to our steps.
Next Steps
Now click on "Next Steps" in the menu bar.
The next steps consist of phases and steps.
Each phase consists of X steps. Once all steps in a phase are completed, the phase is considered complete. Steps can be completed by both us and the client. There is an option to include internal steps that are not visible to the client.
Now, go through all the template steps and adjust them to your needs by clicking on each step.
- Title: The title of the step shown in the overview.
- Description: The description provides more information about the step. It's best to explain how the step can be completed. A clear description can simplify the process for the responsible person.
- Owner: Who is responsible for executing this step?
- Stakeholders: At the top left, we can add more stakeholders interested in this step, e.g., to notify them when the step is completed.
- Internal Step: By clicking "Visible to all," we can decide whether the client should see the step.
- Tasks: Here, additional subtasks for the step can be created.
After editing a step, remember to save your changes.
Under "Additional Settings," you can also add a button with any link to a step.
Behind the button, you could, for example, place a booking link, electronic signature link, website, and much more.
In addition, each step has a comment field, allowing the client to contact us more quickly. Using comments simplifies communication and saves us further email back and forth.
Step 3: Sharing the Template
Once satisfied with our settings, we can share the template with other users in the company.
Scroll to the top and click on "✔ Share" in the top right.
Now, the template can be used by our colleagues!
Step 4: Creating the Deal Space for a Project
Our first template is ready, and we can put it into action.
To do this, go to the Deal Space Overview and click on the blue "New" button.
Here, you'll see our shared templates.
Select your created template. Now, we create a Deal Space tailored specifically to a particular client or project.
To later understand our process, we centrally manage our customers. This will also assist with CRM synchronization later on.
For a personalized customer experience, the customer's logo should also be uploaded.
Customizing the Template
Now, take some time to tailor the template to the specific use case for the Deal Space. Ensure the process is tailored for the client.
Including a personalized video is also a great way to enhance the buyer experience.
Step 5: Inviting Stakeholders
We're almost done!
Once satisfied with the Deal Space, it's time to invite the client.
The best way is to invite the client during the conversation. Make it clear that the Deal Space will be the central place for your collaboration and aims to present the process clearly. Additionally, quick feedback can be requested via comments, without the need for emails or calls.
To invite stakeholders, click on the blue "Share" button at the top right.
Under "Activity," select the appropriate placeholder to assign the actual person and enter their name and email.
By selecting the placeholder, steps are directly assigned to the person.
Leave the checkbox for "Email Invitation" activated and click on "Invite & Add."
The stakeholder will receive a personal magic link intended only for them, making it easy for them to access the Deal Space.
Ensure during the conversation that your counterpart has received the link and can access the Deal Space. Then briefly go through the action plan together and jointly add necessary steps.
The goal is to have a clear process so that all parties can take action!
Step 6: Fulfillment
After inviting all stakeholders and discussing the phases together, you can sit back and watch as the steps are completed.
Here are a few 💡 helpful tips:
Stakeholders receive email notifications upon completing relevant steps.
If steps are nearing their due date and have not yet been completed, notifications are also sent to the relevant contacts.
Changes can be made to the Deal Space later.
In the Deal Space Overview, you'll see the status of your open Deal Spaces.
Enjoy closing deals!
Updated on: 20/06/2024
Thank you!