Deal Spaces: Overview & Getting Started

A Deal Space is a dedicated, shared environment for managing a single deal or customer relationship. It brings together:

• Resource Hubs — curated content for the prospect
• Stakeholder access — invite the prospect's team to collaborate
• Company profile — enriched information about the prospect's business
• CRM context — linked to your deal in the meetergo CRM

Where a Resource Hub is a one-way presentation layer, a Deal Space is a two-way collaboration room. Prospects can leave comments, review materials, and your team can track engagement — all in one place.

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Creating a Deal Space

From the Deal Spaces Section

1. Navigate to Deal Spaces in the left sidebar
2. Click New Deal Space
3. Fill in the details:
   • Name — the deal or account name (e.g., "Acme Corp Q3")
   • Company — search for or create the prospect company
   • Owner — the team member responsible for this deal
   • Pipeline & Stage — link to your CRM pipeline
4. Optionally select a playbook (a saved stage template to scaffold the deal process)
5. Click Create

From a CRM Deal

If you already have a deal in the CRM, you can create an associated Deal Space directly:

1. Open the CRM deal
2. Click Create Deal Space
3. The Deal Space is pre-populated with the deal's company and owner

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Deal Space Layout

A Deal Space has three main tabs:

Main Tab

The primary view showing:

• Company profile card — logo, name, industry, social links, and contact info (automatically enriched if you have the enrichment feature)
• Attached Resource Hubs — all hubs linked to this deal space, with engagement metrics
• Deal overview — pipeline, stage, value, expected close date

Steps Tab

A structured checklist of deal stages and steps — your internal playbook for moving the deal forward. Each step can be marked as To Do, In Progress, Done, or Cancelled.

This is separate from the Resource Hub visible to the prospect. Steps in this tab are for your team's internal workflow.

Team Tab

Shows all team members with access to this Deal Space. Manage who can view and edit the deal:

1. Click Add member
2. Search for a colleague
3. Select their role (Viewer / Editor)
4. Click Add

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Linking Resource Hubs

Each Deal Space can have one or more Resource Hubs attached:

1. Open the Deal Space
2. On the Main tab, click Add Resource Hub
3. Choose an existing hub or create a new one
4. The hub appears in the Deal Space with live engagement metrics

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Stakeholder Collaboration

Invite your prospect's team members directly into the Deal Space:

1. Open the Deal Space
2. Click Add stakeholder
3. Enter the stakeholder's name, email, and their company
4. Toggle Send invitation email to notify them immediately
5. Click Add

Stakeholders receive a unique link with a one-time passcode. They can:

• Browse linked Resource Hubs
• Leave comments on steps
• See the status of deal stages

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Company Profile

Each Deal Space has a company profile for the prospect. You can populate this manually or use brand enrichment to auto-fill it from the company's website.

Manually Editing the Profile

1. Open the Deal Space
2. Click the company card or Edit company
3. Fill in fields:
   • Logo
   • Website / domain
   • Description & slogan
   • Industry
   • Primary and secondary brand colors
   • Social profiles (LinkedIn, Twitter, etc.)
   • Contact email and phone
   • Address

Auto-Enrichment (Teams Plan)

With a Teams plan, meetergo can automatically populate the company profile from the prospect's website using Brand.dev:

1. Make sure the website or domain field is filled in
2. Click Enrich company data
3. meetergo fetches: logo, brand colors, backdrop image, description, industry, social profiles, stock info, and more
4. Review the populated fields and save

See Brand Enrichment for full details.

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Playbooks

A playbook is a reusable stage/step template that scaffolds the internal workflow for a new Deal Space. If your sales process is consistent across deals, create a playbook once and apply it to every new Deal Space.

Creating a Playbook

1. Navigate to Deal Spaces → Playbooks
2. Click New Playbook
3. Add stages and steps (these represent your internal process, not the client-facing hub)
4. Save

Applying a Playbook

When creating a new Deal Space, select a playbook from the dropdown. The Deal Space is created with all the playbook's stages and steps pre-populated.

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Analytics for Deal Spaces

The Deal Space analytics view shows aggregate engagement across all linked Resource Hubs:

• Total hub views
• Unique stakeholder visitors
• Most-viewed steps
• Comment activity

This gives you a complete picture of deal engagement without opening each hub individually.

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Plan Limits

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Related Articles

• Resource Hubs: Overview & Getting Started
• Brand Enrichment
• Managing Stages & Steps
• Working with Companies