Book, track, and close from one shared room.
One token-gated, client-facing room carries a deal from the intro call to the signature. Prospects book the next step, watch progress, and sign, all from a single link.
5-stage booking sequence · e-signature with PDF · auto-advances to Won
Acme Robotics
Prepared for Dana Whitfield
SalesHive will provide outbound sales development services for Acme Robotics, including cold email, cold calling, and LinkedIn outreach to a mutually agreed target market. The engagement runs month to month and includes a dedicated strategist, full reporting access, and a shared deal room for every booked meeting.
One stage at a time, never out of order
Sequential public booking means a prospect always books the right next step. Each stage opens the moment the one before it is done.
Intro call
The first public booking link a prospect ever sees.
A prospect books an intro call from a public, token-gated link. No login, no account, no friction. The room opens with this stage unlocked and the rest of the sequence visible but waiting, so the path forward is clear from minute one.
One shared space, behind one link.
The token-gated public room at /clientroom opens with no login. Everything a prospect needs to move forward, track progress, read the plan, and sign, lives in one place that you both can see.
- Public token-gated access, no account required
- A live progress tracker through every stage
- Resources shared as links or file uploads
- Inline, client-visible playbook sections
- The agreement and e-signature, right in the room
Sign once. The deal closes itself.
E-signature lives in the room. When the prospect signs the agreement, a PDF is generated and the deal advances straight to Won, no separate step, no manual stage change.
- E-signature on the agreement, in the room
- A PDF is generated automatically on signing
- The deal auto-advances to Won the moment it is signed
- Every signed agreement stays attached to the deal
A sales pipeline built for how you sell.
Deal rooms run on a platform-side sales pipeline that is separate from the SalesHive internal CRM, with custom stages you define. Every room maps to a deal, so booking, signing, and closing all flow through the same board.
- A platform-side pipeline, separate from the internal CRM
- Custom stages that match your real sales motion
- Every deal room maps to one deal on the board
- Signature events move deals without manual work
Everything a deal needs, in one place
Booking, resources, the playbook, the agreement, and the close, all behind a single client-facing link.
Sequential public booking
Intro call, demo, kickoff, playbook review, pre-launch. One stage at a time, in order, so prospects never skip ahead.
Token-gated room
A public link at /clientroom opens a private space with no login. Progress, resources, and the agreement, all behind one token.
E-signature with PDF
Sign the agreement in the room. A PDF is generated automatically and stored with the deal.
Auto-advance to Won
The moment the agreement is signed, the deal advances to Won in the pipeline. No manual stage change.
Inline playbook sections
Client-visible playbook sections render right in the room when visibility gates pass, so the plan lives where the deal lives.
Custom pipeline stages
A platform-side sales pipeline, separate from the SalesHive internal CRM, with stages you define for how your team actually sells.
Links and uploads
Share resources in the room as links or file uploads, so everything a prospect needs sits in one organized list.
What teams ask about deal rooms
The short version is on the surface. Open any question to go deeper.
See a deal room close a deal.
Book a 30-minute strategy call and we will walk you through the booking sequence, the shared room, and the one-signature close, live.