More Conversations | Deal Room

🎙️ The Conversation

Closing a deal requires constant communication between many parties. Coordinating competing schedules can slow progress or miss vital input.

Follow the steps below to create a faster way to talk through issues and keep everyone coordinated without the delays of scheduling calls or phone tag.

Create the Conversation

1. From the app Home Screen, tap the “+” to create a Named Conversation (this lets you add more people to the conversation later).
   1. Name it: “<Deal Code Name> Coordination” (Add logo if you like.)
   2. Attach any frequently access links or documents, such as link to dashboards, data rooms, etc. (Optional)
   3. Add deal collaborators via their their email address and hit create.
2. Send a first message to explain the Deal Room and relevant rules of engagement in this Conversation.

📨 Your deal collaborators will receive emails when updates or questions are shared into the Conversation. They can listen and reply from their browser when they are available. The emails also provide links to download the app if they prefer.

Quick tips:

• Use threads to keep topics organized. For easier-to-follow dialogue, send a new message in the Conversation to start a new thread for each distinct discussion topic. If you want to continue a discussion, hit “reply” to reply to the message in a thread.
• Set a Discussion Topic on new messages to keep threads organized. More about Discussion Topics.
• Copy & paste transcripts right into your workflow, whether that’s a CRM, chatGPT, an email or another document.

Complex Deal with many parties?

<aside> 👥 Need to discuss different aspects of a deal with a larger team, different people, partners, or legal advisors?

</aside>

When a deal has many topics and people involved, make a Workspace for the deal to keep all the Conversations organized. Then, start different Conversations for each topic within that Workspace. Workspace members can find and join these conversations on their own, or you can keep them private.

For instance: You need to talk about the Series A investment for XYZ. Conversations might include legal matters, marketing, finance, and more. Some people need to be in all the Conversations, others just in specific ones.

The Workspace people directory helps you quickly contact the right people working on the deal.

Get set up

1. From the app Home Screen → Tap the “+” button and select “New Workspace”.
   1. Name the Workspace. For example: <Company or Group Name> Leadership Team
   2. Add emails of relevant people to invite them to join the workspace.
   3. Enter the names for relevant Conversations such as “Deal Terms”, “Product”, “Legal”, “People Ops”, “Marketing”, etc. and hit “Done”.
2. Tap into each Conversation and add the relevant people into each Conversation.
   1. Tap the Conversation header at the top of the Conversation to get to settings to adjust Conversation visibility within the Workspace.
   2. Add emails of relevant people to invite them to the Conversation.
   3. Send a first message as appropriate.

More about Workspaces and Conversations.