Demand generation renewal deal room
A deal room where a demand generation agency walks a client through results, the next program, a proposal and the decision.
- Industry
- Agencies
- Team
- Sales, Client services, Marketing
- Use case
- CRM and sales, Client portals, Client onboarding
- Tags
- Approval workflow Client delivery
- Includes
- 5 pages · 15 app surfaces
Template preview
1 / 4
Included items
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Target account plan
Page · Embedded on site route /accounts · Requires sign-in
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90-day program plan
Page · Embedded on site route /program · Requires sign-in
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Webinar run of show
Page · Embedded on site route /program/webinar · Requires sign-in
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Pipeline influence review
Page · Embedded on site route /evidence/pipeline-influence · Requires sign-in
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Renewal to delivery handoff brief
Page · Embedded on site route /after-signature/handoff · Requires sign-in
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Dashboards
App · Client routes: /, /accounts, /after-signature, /after-signature/handoff, /decision, /evidence, /evidence/pipeline-influence, /program, /program/webinar, /proposal, /team · Requires sign-in
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Tasks
App · Client routes: /decision
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Project Chat
App · Client routes: /room
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Forms
App · Client routes: /room
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File Request
App · Client routes: /room
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Files
App · Client routes: /room
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Onboarding
App · Client routes: /after-signature
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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 demand generation agencies managing renewal and expansion conversations. The client sees why the decision matters now, what the current program delivered, the account plan, the next program and webinar plan, the proposal and the decision steps, followed by a handoff once the agreement is signed. A separate team workspace is visible only to the agency.
- Numbered journey from results to proposal to decision
- Live chart blocks on results, account and program pages
- Shared planning documents open inside the client journey
- Decision page with tasks and approval gates
- One room for questions, requests and shared files
- After-signing handoff with a guided onboarding checklist
- Agency-only team workspace
- Light, Dark and Futuristic themes
How to use this template
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Review the journey
Open the live demo and follow the steps from Why now to Decision.
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Map your renewal
Decide which results, plans and proposal details your client needs to see before a renewal decision.
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Plan client access
Choose which pages require sign-in in your own Site. The linked portal opens the client-facing pages publicly; the team workspace still requires sign-in.
Frequently asked questions
What does Demand generation renewal deal room help me do?
A deal room where a demand generation agency walks a client through results, the next program, a proposal and the decision.
What is included in this template?
It includes Numbered journey from results to proposal to decision, Live chart blocks on results, account and program pages, Shared planning documents open inside the client journey and Decision page with tasks and approval gates.
Who is this template designed for?
It is designed for Sales, Client services and Marketing teams working in Agencies.
What should I review before using this template?
Open the live demo and follow the steps from Why now to Decision. Decide which results, plans and proposal details your client needs to see before a renewal decision.
Who can see the team workspace?
Only the agency team. It sits behind sign-in and is not part of the client journey.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.