Playbooks

Your AI already knows how to build these

Dealpages serves a playbook for each kind of page to every connected AI. Each one tells it what to pull from your call, what to ask you, what never to invent (prices, dates, people, customer claims) and how the page should look. Build whatever the deal needs: usually a deal room that grows, with a proposal or a plan alongside when that's what the moment calls for.

The examples below tell one fictional deal: Northwind selling member-onboarding software to Tanager Valley Credit Union. An AI built all three from the same call notes, following the playbooks.

Usually the right call

Deal room

One page per deal that grows from the first call to signature: recap in their words, then the business case, pricing, the plan, security answers and every question they asked. Same link the whole way.

See the live example ↗ playbook: deal-room

Say this to your AI (fill the brackets):

Make a deal room for [COMPANY] from my last call. Use the Dealpages deal-room playbook and my house style. Tracked links for everyone who was on the call.

[paste the transcript or notes]

There's a real number

Proposal

Puts the price in front of the person who signs, usually someone who missed every call. The business case in their numbers, exact totals per term, what's included, and how long the price holds.

See the live example ↗ playbook: proposal

Say this to your AI (fill the brackets):

Make a proposal page for [COMPANY] using the Dealpages proposal playbook. Price: [$X a year], terms: [1 and 3 years], holds until [DATE]. It's for [SIGNER, ROLE]. Pull the problem and their numbers from our calls.

Committed, heading to signature

Mutual action plan

Every step from here to go-live, with a named owner and a real date on each, and today's position obvious at a glance. Updated the day anything moves; slips shown, not hidden.

See the live example ↗ playbook: mutual-action-plan

Say this to your AI (fill the brackets):

Make a mutual action plan for [COMPANY] using the Dealpages mutual-action-plan playbook. Target go-live: [DATE], because [WHY IT MATTERS TO THEM]. Steps and owners from our calls; leave any date we haven't agreed as a placeholder.

More playbooks

Post-call recap (post-call-recap): a short page the same day: what we heard, what was decided, what's open, who does what next. "Make a recap of today's call with Kettle Rock Bank."
Champion kit (champion-kit): the page your champion forwards internally, with straight answers to the objections their colleagues will raise.
Security and trust packet (security-packet): direct answers to a security review, only from your approved proof points, honest where the answer is no.
Prospecting page (prospecting): a short page about one prospect: what we noticed, why it might matter, one easy ask.

Customer-success reviews (a QBR as a living page instead of a deck) are next.

Set up your house style once ("set up my Dealpages house style from our website") and every page uses your logo, colors, voice and approved proof points.