Customer journey

Customer-journey rooms & prototypes

Some rooms hold mixed collateral — documents, slide decks, and clickable HTML prototypes, all in one place — for one account or one campaign. They come in three flavours, one per stage of your funnel, and they all work exactly the same way inside; the flavour just says where in the journey the collateral belongs.

The three journey rooms

📣 Sales & marketing — top-of-funnel collateral: one-pagers, pitch decks, and prototypes, grouped by campaign, segment, or channel.
🎯 Prospect — a room per prospect (pre-deal). Their tailored pitch collateral and "here's what we'd build" prototypes, named after the account.
🧩 Client — a room per signed customer for everything non-deal: their documents, decks, and prototypes.

In the web app these sit together in the left nav under Customer journey, in funnel order — Sales & marketing → Prospect → Deal rooms → Client rooms — so the whole lifecycle reads top to bottom. If a deal never happens, just delete the prospect room — none of that throwaway pitch material ever touches your real document rooms.

Journey room vs. deal room. A deal room is for confidential, e-signed agreements (contracts, NDAs, SOWs) with their own signer access — it's the Deal stage of the same journey. The sales/prospect/client rooms are for open collateral you show and share — pitch decks, one-pagers, and prototypes. Keep them separate; a single account will often have a prospect (or client) room and a deal room.

Turn it on (admins/editors)

Create a room and choose the room type — Sales & marketing, Prospect, or Client room — or just tell Claude "make a prospect room for Acme Corp." Then add documents, decks, and prototypes to it like any room.

"Create a client room for Acme Corp."

"Create a prospect room for Acme Corp."

What's in a journey room

Documents — one-pagers, briefs, proposals. Authored and brand-styled like anywhere else.
Slide decks — full-screen, on-brand pitch decks (same as a slides room).
Prototypes — vibe-coded, non-working HTML mockups of what you'd build for the customer.

Prototypes belong here too

Any journey room can also hold prototypes — quick, clickable HTML mockups of "here's what we'd build", sitting right beside your pitch decks and one-pagers. They're kept exactly as designed (no brand rules) and carry an "illustrative only" mark so a prospect never mistakes one for the finished product. Because they're their own kind of thing, they get their own page:

→ Prototypes — how to build a multi-screen clickable mockup, the illustrative banner, and sharing one for a demo.

"In the Acme prospect room, build a prototype of a customer dashboard."