When and how to share a room with a prospect

We recommend sharing your room after your initial call/demo.

You can share a hyperlink to a room in your meeting summary email.

`Example email:

Hi {first name},
​
It was great meeting you and the team yesterday!
To help us keep things organized, I've created a room in which you'll find our deck, call summary, pricing, and other information that we discussed.

​Next steps:

Looking forward to working with you!
Best,

{your name}

We recommend you initially share a lean room with:

You can add more sections to your room as the sale cycle progresses.