Web and CRO agency deal room
A web and CRO agency deal room that presents the conversion program as a guided client journey.
- Industry
- Agencies
- Team
- Sales, Client services
- Use case
- Client portals, CRM and sales
- Tags
- Proposal Approval workflow
- Includes
- 6 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Care report
Page · Embedded on site route /evidence/care-report · Requires sign-in
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Acceptance sign-off
Page · Embedded on site route /evidence/acceptance · Requires sign-in
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Current-state assessment
Page · Embedded on site route /assessment · Requires sign-in
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Statement of work
Page · Embedded on site route /proposal/statement-of-work · Requires sign-in
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Sprint review
Page · Embedded on site route /delivery · Requires sign-in
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Go-live readiness review
Page · Embedded on site route /delivery/go-live · Requires sign-in
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Dashboards
App · Client routes: /, /assessment, /delivery, /delivery/go-live, /evidence, /evidence/acceptance, /evidence/care-report, /plan, /proposal, /proposal/statement-of-work
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Tasks
App · Client routes: /plan
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Project Chat
App · Client routes: /room · Requires sign-in
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Forms
App · Client routes: /room · Requires sign-in
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File Request
App · Client routes: /room · Requires sign-in
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Files
App · Client routes: /room · Requires sign-in
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Onboarding
App · Client routes: /after-signature · Requires sign-in
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Client Profiles
App · Seller team routes: /team · Requires sign-in
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Dashboards Admin
App · Seller team routes: /team · Requires sign-in
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Tasks Admin
App · Seller team routes: /team · Requires sign-in
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Project Chat Admin
App · Seller team routes: /team · Requires sign-in
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Files Admin
App · Seller team routes: /team/admin · Requires sign-in
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File Request Admin
App · Seller team routes: /team/admin · Requires sign-in
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Forms Admin
App · Seller team routes: /team/admin · Requires sign-in
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Onboarding Admin
App · Seller team routes: /team/admin · Requires sign-in
Overview
What this template supports
A deal room for web development and CRO agencies taking a client from evidence to a signed conversion program. A fixed sidebar with a progress card groups the overview, the evidence with a care report and acceptance sign-off, the current-state assessment, the proposal and statement of work, the action plan, delivery and go-live readiness, a questions and files room and onboarding after signing. The agency keeps a separate team workspace for administration.
- Overview with live KPI blocks and a progress card in the sidebar
- Evidence pages with the care report and acceptance sign-off
- Current-state assessment with live funnel, form and exit-page charts
- Proposal and statement of work shared as FuseBase pages
- Action plan with tasks and approval gates
- Delivery page with the sprint review and go-live readiness review
- Questions and files room with chat, forms, file requests and shared files
- Agency-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the deal room
Open the live demo and follow the sidebar from the overview into evidence, the assessment and the proposal.
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Map your conversion program
Decide which evidence, assessment findings and proposal terms your clients need before they sign.
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Plan client access
Choose which pages require sign-in in your own Site. In the linked Site the questions and files room, the onboarding page and the team workspace require sign-in.
Frequently asked questions
What does Web and CRO agency deal room help me do?
It takes a client from evidence to a signed conversion program: care report and acceptance sign-off, a current-state assessment, the proposal and statement of work, an action plan and go-live readiness in one sidebar.
What is included in this template?
Six shared FuseBase pages (care report, acceptance sign-off, current-state assessment, statement of work, sprint review and go-live readiness review) and the Dashboards, Tasks, Project Chat, Forms, File Request, Files and Onboarding apps, plus admin views for the agency team.
Who is this template designed for?
Sales and client services teams in web development and CRO agencies that sell conversion programs and managed site care.
Which pages can the client open without signing in?
In the linked Site the overview, evidence, assessment, proposal, action plan and delivery pages open without sign-in. The questions and files room and the onboarding page require sign-in.
Who can see the team workspace?
Only the agency team. It requires sign-in.
How can I explore the template?
Use View live demo to open the linked Site in a new tab, and browse the screenshots on this page. Adding a copy directly to your workspace from the gallery is not available yet.