← Back to all use cases
Build a Template

Scaffold a Deal Room

Generate a complete multi-page sales space with intro, action plan, business case, resources, and next steps.
AI Agent Prompt
Copy

Set up this space as a deal room for {{companyName}}. Create the following pages: 1. "Welcome" — a title block, a personalized content block welcoming the buyer, and a Next Task block linked to the action plan 2. "Mutual Action Plan" — an action plan with milestones for Discovery, Evaluation, Decision, and Go-Live, with 2-3 tasks per milestone 3. "Business Case" — a content block with ROI highlights and cost of inaction, plus an accordion with key value drivers 4. "Resources" — a files block for relevant docs and a content block with quick links 5. "Next Steps" — a content block summarizing what happens after they sign

What the AI creates

The AI creates 5 pages with multiple blocks on each — welcome with next task widget, structured action plan, business case with value drivers, and more.

Pro Tip
Just paste what you already have. Copy your existing intro email, your sales deck talking points, your proposal outline — the AI will turn it into a structured space. No need to rewrite everything.

Try Valuecase for 14 days – No strings attached

No more juggling between tools, spreadsheets,
or constant follow-ups.
No credit card required
14-day free trial
Test ALL features