Deal Room
A buyer-facing mutual action plan you share by link, with a deterministic engagement score from how the buyer uses it.
Overview
A deal room is a page you share with a buyer by link, no login for them: the mutual action plan, the next meeting, the resources, and the answers to their common questions, all in one place they can return to. It renders at /deal-room/<token>, where the token is the secret, the same shared-link pattern used across the product. This is the salescron equivalent of a buyer-facing deal room like Aligned or GetAccept.
The mutual action plan
The room's centerpiece is the mutual action plan: the steps to close, each with an owner (you, the buyer, or shared), a due date, and a status. The buyer sees exactly where the deal is and what is theirs to move. You edit the plan and the room updates; nothing about the plan is invented, it shows only the steps and statuses you set.
Engagement tracking
Every buyer visit is logged, and a deterministic engagement score turns that raw activity into a signal you can act on: 0 to 100, banded cold, warm, or hot, from how recently the buyer visited, how often, across how many distinct days, how far the plan has progressed, and whether they unlocked protected content or e-signed in the room. The drivers behind the score are shown, so it is never a black box. A room with no visits scores cold with an honest zero, never a fabricated warm.
Protected rooms
A room can be password protected. A protected room shows an unlock prompt rather than its content, and the visit is still logged, so you can see that a buyer reached the room even if they did not unlock it. You publish and manage rooms from the opportunity; the buyer only ever sees the link.