Aligned Deal Room Deployment (Onboarding)

Aligned Deal Room Deployment (Onboarding)

1. 01

   Log in to Aligned and navigate to the Rooms section.

   From the dashboard, click the 'Rooms' tab in the left sidebar to access your workspace list.

2. 02

   Create a new room using the 'New Room' button.

   Select the 'Blank' template or choose from your existing templates. Name the room after the client and deal, e.g., 'Acme Corp - Q3 Renewal'.

3. 03

   Configure the room's personal domain.

   In room settings, under 'Domain', enter a subdomain like 'acme.yourdomain.com' to maintain brand consistency for the client.

4. 04

   Invite client stakeholders via the 'Invite' panel.

   Add email addresses of all buyer committee members. Use the 'Secured room share' option to control access permissions.

5. 05

   Enable room analytics and set up engagement alerts.

   In 'Analytics', toggle on 'Room analytics' and configure alerts for when stakeholders view key documents or spend time in the room.

6. 06

   Integrate the client's CRM and email.

   Go to 'Integrations' and connect Salesforce or HubSpot, plus Google Calendar and Contacts, to auto-populate deal data and sync meeting schedules.

7. 07

   Populate the room with content using templates.

   Use the 'Content Management System' to upload proposals, business cases, and mutual action plans. Apply your agency's branding and ensure all files are organized.

8. 08

   Test the room from a buyer's perspective.

   Use a test account to view the room as a client, verify the domain, check that all links work, and confirm that analytics are tracking correctly.