PagesSales & CRMOfficial

🏠Deal Room

A multi-page digital deal room to manage complex B2B sales deals from qualification through close.

by Peopsy

Pages in this template

  • 🏠Deal Room
  • 👥Stakeholder Map
  • 📝Meeting Notes Log
  • 🤝Mutual Action Plan
  • ⚔️Competitive Intel

Preview: Deal Room

Deal Room

💡

This is your single source of truth for this deal. Keep it updated after every interaction so your team and manager always have the latest picture.

Deal Snapshot

Field

Details

Account Name

[Company Name]

Deal Name

[Deal Name]

Deal Value

[$X ARR]

Close Date

[Target Date]

Stage

[Discovery / Demo / Negotiation / Closing]

Deal Owner

[Your Name]

Sales Engineer

[SE Name]

Days in Pipeline

[X days]

MEDDPICC Health Score

💜

Score each criteria as Green (strong), Yellow (developing), or Red (weak/unknown). A deal with 3+ Red scores needs immediate attention.

Criteria

Status

Evidence / Notes

Metrics

[🟢 / 🟡 / 🔴]

[What quantifiable outcomes does the buyer expect?]

Economic Buyer

[🟢 / 🟡 / 🔴]

[Have you identified and engaged the person who signs?]

Decision Criteria

[🟢 / 🟡 / 🔴]

[What criteria will they use to evaluate solutions?]

Decision Process

[🟢 / 🟡 / 🔴]

[What steps and approvals are required to buy?]

Paper Process

[🟢 / 🟡 / 🔴]

[Legal, procurement, security review status?]

Identified Pain

[🟢 / 🟡 / 🔴]

[What specific pain is driving this initiative?]

Champion

[🟢 / 🟡 / 🔴]

[Who is actively selling on your behalf internally?]

Competition

[🟢 / 🟡 / 🔴]

[Who else are they evaluating? What is our position?]

Deal Timeline

Date

Milestone

Status

[Date]

Discovery call completed

✅

[Date]

Demo delivered

✅

[Date]

Technical evaluation

[In Progress]

[Date]

Business case presented to EB

[Upcoming]

[Date]

Contract negotiation

[Upcoming]

[Date]

Target close

[Upcoming]

Key Risks

  • [Risk 1: e.g., Champion may leave the company]

  • [Risk 2: e.g., Competitor offering aggressive pricing]

  • [Risk 3: e.g., Budget approval delayed to next quarter]

About this template

Stop managing enterprise deals across scattered docs, emails, and Slack threads. The Deal Room template gives your sales team a single workspace to track deal health, map stakeholders, log every meeting, build a mutual action plan with the buyer, and store competitive intelligence. Whether you run MEDDPICC, BANT, or your own framework, this template keeps complex deals organized and winnable. Built for account executives, sales managers, and revenue teams managing six-figure+ opportunities.

Tags

deal-roomenterprise-salescomplex-dealsMEDDPICCsales-workspace

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Weekly Planner

💜

Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.

Week of: [Date] — [Date]

Monday

Most important task for the day

Second priority task

Third priority task

Tuesday

Most important task for the day

Second priority task

Third priority task

Wednesday

Most important task for the day

Second priority task

Third priority task

Thursday

Most important task for the day

Second priority task

Third priority task

Friday

Most important task for the day

Second priority task

Wrap up loose ends and prep for next week

Weekly Review

✅

Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.

  • What did I accomplish this week?

  • What didn’t get done and why?

  • What should I carry forward to next week?

  • What’s one thing I could improve next week?

📅Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

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Change Order Request

💡

Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.

CO Details

Field

Value

CO Number

[CO-001]

Project Name

[Project Name]

Contract Number

[Contract #]

Date Initiated

[YYYY-MM-DD]

Requested By

[Name / Company]

Priority

[Standard / Urgent / Critical Path]

Parties

Role

Name

Company

Contact

Owner / Client

[Name]

[Company]

[Email / Phone]

General Contractor

[Name]

[Company]

[Email / Phone]

Architect of Record

[Name]

[Company]

[Email / Phone]

Subcontractor (if applicable)

[Name]

[Company]

[Email / Phone]

Description of Change

Reason for Change:

  • [Owner-directed change]

  • [Design error or omission]

  • [Unforeseen site condition]

  • [Code or regulatory requirement]

  • [Value engineering]

  • [Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

  • [RFI #___]

  • [Drawing Sheet ___]

  • [Specification Section ___]

  • [Photo / Sketch attached]

Cost Impact

⚠️

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item

Description

Qty

Unit

Unit Cost

Total

1

[Labor — trade description]

[X]

[hrs]

[$XX.XX]

[$X,XXX]

2

[Material — description]

[X]

[ea/lf/sf]

[$XX.XX]

[$X,XXX]

3

[Equipment rental]

[X]

[days]

[$XXX]

[$X,XXX]

4

[Subcontractor — name/trade]

[1]

[LS]

[$X,XXX]

[$X,XXX]

Subtotal

[$X,XXX]

Overhead & Profit (__ %)

[$XXX]

Total CO Value

[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]

Schedule Impact

Field

Value

Days Added / Removed

[+/- X calendar days]

Affected Activities

[List critical path activities impacted]

Revised Substantial Completion

[YYYY-MM-DD]

Concurrent Work Possible?

[Yes / No — explain]

Approval Chain

Step

Role

Name

Date

Status

1

Submitted by (Requestor)

[Name]

[Date]

[Submitted]

2

Reviewed by (PM / Superintendent)

[Name]

[Date]

[Pending]

3

Approved by (GC Principal)

[Name]

[Date]

[Pending]

4

Approved by (Architect)

[Name]

[Date]

[Pending]

5

Approved by (Owner)

[Name]

[Date]

[Pending]

Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

📋Construction Change Order

Manage change orders from request through approval with cascading impact analysis and a running CO log.

Construction & EngineeringOfficial

Client Onboarding Hub

💡

Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.

Client Overview

Field

Details

Client Name

[Company Name]

Main Contact

[Name, Title, Email, Phone]

Account Manager

[Your team member]

Start Date

[YYYY-MM-DD]

Retainer Value

[$X,XXX / month]

Services

[SEO, Content, Paid Media, Social, etc.]

Communication Cadence

[Weekly calls, bi-weekly reports, monthly reviews]

Contract Length

[6 months / 12 months / ongoing]

Billing Cycle

[Monthly / Quarterly]

Primary Goal

[e.g., Increase qualified leads by 40% in 6 months]

Master Onboarding Checklist

Work through each item below. Check them off as you go — aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

Schedule recurring check-in meetings for the first 90 days

Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff

Key Dates & Milestones

Milestone

Target Date

Owner

Status

Welcome email sent

[Date]

[Name]

Pending

Kickoff call completed

[Date]

[Name]

Pending

All access credentials received

[Date]

[Name]

Pending

Brand guidelines documented

[Date]

[Name]

Pending

Reporting dashboard live

[Date]

[Name]

Pending

First deliverable shipped

[Date]

[Name]

Pending

30-day check-in

[Date]

[Name]

Pending

90-day review

[Date]

[Name]

Pending

💜

Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.

🚀Agency Client Onboarding Hub

A structured multi-page hub for onboarding new agency clients — from kickoff to 90-day success.

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