Engagement Room
Orange-glass room where buyers and sellers share the same plan
Timeline, approvals, documents, and value receipts live together so every decision has context.
Before
Mutual discovery
Intake forms, stakeholder maps, and value hypotheses both sides can edit.
During
Execution with clarity
Milestones, approvals, and document versions with guest-ready permissions.
After
Proof of value
Adoption signals and receipts ready for QBRs and renewals.
Room views, summaries, and controls adapt to the person in the room.
Buyer Champion
- Mutual timeline mapped to procurement, finance, and security.
- Executive-ready briefs for leadership updates.
- Value receipts and adoption metrics for renewals.
Account Team
- Health signals and AI recaps to focus on the right next step.
- Document controls and guest-ready redlines.
- Proof stories embedded from ValueSphere.
Security/Legal
- Issue tracker and remediation owners with due dates.
- Audit-ready history and controlled sharing.
- AI summaries that map to your policies.
Executive
- Roll-up of risks, approvals, and ROI in one place.
- Signals that highlight where leadership should engage.
- Receipts to communicate progress to the board.
Next step
Open your first Engagement Room
Invite both sides, align on milestones, and keep proof of value close to every decision.