The best workflow for a new account in Dealtree is to move step by step from basic account setup to actionable sales strategy. Instead of generating everything randomly, follow a structured process: set your seller context, create the account, add known notes, generate the org chart, map the buying committee, and then create an action plan. This helps Dealtree produce better recommendations and gives you a clearer account strategy.Documentation Index
Fetch the complete documentation index at: https://docs.dealtree.io/llms.txt
Use this file to discover all available pages before exploring further.
Recommended Workflow
Step 1: Set Up Seller Context
Before creating or analyzing accounts, go to the Seller section and complete your Seller Profile. Add:- Product Name
- Product Category
- Product Description This helps Dealtree understand what you sell and who may be involved in the buying process. For example, if you sell a sales intelligence platform, Dealtree can use that context to better identify sales leaders, RevOps, founders, AEs, SDR managers, and procurement stakeholders.
Step 2: Add a New Account
Go to Accounts and click Add Account. Enter the company domain of the target account. For example:company.com
After creating the account, Dealtree will add it to your account list and open a dedicated workspace for that company.
Step 3: Add Known Account Notes
Before generating deeper intelligence, add any information you already know about the account. Useful notes may include:- Who your current contact is
- Who your champion might be
- What pain point the account mentioned
- Whether a demo has already happened
- Who joined previous calls
- Any objections or risks
- Known decision-making details
- Internal relationships between stakeholders Even a simple note can improve the quality of the buying committee and action plan recommendations.
Step 4: Generate or Sync the Org Chart
Go to the Org Chart tab and generate or sync the organization. The org chart helps you understand the company structure and identify relevant people across departments. Review the org chart to find possible stakeholders, including leaders, managers, users, technical reviewers, and decision-makers.Step 5: Review Stakeholders
After the org chart is generated, review the stakeholders inside the account. Look for people who may be connected to your sales process, such as:- Senior decision-makers
- Department leaders
- Potential champions
- End users
- Technical evaluators
- Procurement or operations contacts
- Possible blockers This gives you a better understanding of who may influence the deal.
Step 6: Generate the Buying Committee
Go to the Buying Committee tab and generate the buying committee. Dealtree will analyze the available account data and map stakeholders into buying committee roles, such as:- Economic Buyer
- Champion
- End User
- Technical Buyer
- Blocker
- Procurement or Legal Review each role carefully and check which roles are covered and which roles are missing.
Step 7: Identify Gaps in the Buying Committee
After the buying committee is generated, look for missing or uncertain roles. For example:- Is the economic buyer confirmed?
- Do you have a strong champion?
- Is the technical buyer involved?
- Are procurement or legal contacts missing?
- Is there a possible blocker?
- Are you relying on only one person? These gaps show where your sales process may need more work.
Step 8: Generate the Action Plan
Go to the Action Plan tab and generate an action plan. Dealtree will use the org chart, buying committee, seller context, and account notes to recommend next steps. The Action Plan may suggest tasks such as:- Confirm the approval process
- Validate the economic buyer
- Ask your champion for an introduction
- Engage the technical buyer
- Identify procurement or legal
- Investigate possible blockers
- Strengthen multi-threading
Step 9: Prioritize the Recommended Tasks
Review the recommended tasks and start with the highest-priority actions first. High-priority tasks usually relate to deal risk, missing stakeholders, decision-making clarity, or important buying committee roles. Use these tasks to plan your next outreach, follow-up, discovery call, demo, or internal deal review.Step 10: Update Notes as You Learn More
As the deal progresses, keep adding new notes to the account. Update the account when you learn something important, such as:- A new stakeholder name
- A confirmed decision-maker
- A budget owner
- A procurement requirement
- A technical concern
- A competitor involved in the deal
- A blocker or objection Updated notes help Dealtree keep future recommendations aligned with the real account context.
Step 11: Regenerate Intelligence When Needed
If the account context changes, regenerate the buying committee or action plan. This is useful when:- New stakeholders are discovered
- Your champion changes
- The buying process becomes clearer
- A blocker appears
- Procurement or legal gets involved
- The deal moves to a new stage Regenerating helps keep your account strategy updated.
Example Workflow Summary
A simple new account workflow looks like this:- Set up Seller Context
- Add the account using the company domain
- Add known notes
- Generate or sync the org chart
- Review stakeholders
- Generate the buying committee
- Identify missing roles
- Generate the action plan
- Work through high-priority tasks
- Update notes as the deal progresses
- Regenerate recommendations when needed
Important Notes
- Set up Seller Context before generating buying committees or action plans.
- Add notes early, even if you only know one useful detail.
- Always review the buying committee before relying on the Action Plan.
- Missing buying committee roles are important signals, not errors.
- Use the Action Plan as guidance, but apply your own sales judgment.
- Keep the account updated as new conversations happen.