Dealtree can help SDRs and AEs prepare better, identify the right stakeholders, and build a stronger sales strategy for each account. For SDRs, Dealtree is useful before outreach. It helps you understand the account, find relevant people, and personalize your messaging. For AEs, Dealtree is useful during active opportunities. It helps you map the buying committee, validate the decision process, identify deal risks, and plan next steps.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.
Best Practices for SDRs
Research the Account Before Outreach
Before contacting anyone, create the account in Dealtree using the company domain. Then review the available company information and org chart to understand the structure of the account. Look for people who may be connected to the problem your product solves. For example, if you sell a sales intelligence platform, you may want to look for sales leaders, RevOps leaders, SDR managers, AEs, founders, or GTM leaders.Identify the Right People to Contact
Use the org chart to find relevant stakeholders instead of sending generic outreach to random contacts. Look for people who may be:- Responsible for the problem
- Managing the team affected by the problem
- Involved in buying similar tools
- Likely to become a champion
- Close to the decision-making process This helps you build a more focused prospecting list.
Personalize Outreach Using Account Context
Use account notes and stakeholder information to make your outreach more relevant. Instead of sending a generic message, refer to the stakeholder’s role, team, or possible business priority. For example, if you are reaching out to a RevOps leader, your message can focus on account planning, stakeholder visibility, sales process gaps, or pipeline execution.Avoid Relying on One Contact
If you only contact one person, your outreach may get stuck. Use Dealtree to identify multiple relevant stakeholders in the same account. This gives you more ways to start conversations and increases your chance of finding the right entry point.Add Notes After Every Useful Signal
Whenever you learn something about the account, add it to Notes. Useful SDR notes may include:- A stakeholder replied positively
- Someone referred you to another person
- A prospect mentioned a current pain point
- A contact said they are not the right person
- A team is using a competing solution
- A decision-maker or manager was mentioned These notes can help improve future buying committee and action plan recommendations.
Best Practices for AEs
Generate the Buying Committee Early
Once an account becomes an active opportunity, generate the buying committee. This helps you understand who may be involved in the deal and whether important roles are missing. Review roles such as:- Economic Buyer
- Champion
- End User
- Technical Buyer
- Blocker
- Procurement or Legal This gives you a clearer view of the deal structure.
Validate the Economic Buyer
Do not assume your first contact is the final decision-maker. Use Dealtree’s buying committee and action plan recommendations to identify who may own the budget or final approval. Then validate this through discovery questions or your champion. For example, you can ask your champion who else needs to be involved before a decision is made.Build and Test Your Champion
A champion is not just someone who likes your product. A strong champion can explain the internal process, share useful context, influence others, and help you reach the right stakeholders. Use Dealtree to identify the champion and then validate whether they can help move the deal forward.Engage the Technical Buyer Early
If your product requires technical evaluation, implementation, integration, data access, or security review, involve the technical buyer early. Waiting until the final stage can slow down the deal. Use the Action Plan to decide when to schedule a technical fit conversation and what concerns to validate.Identify Procurement and Legal Before the Final Stage
Procurement and legal can slow down a deal if they are discovered too late. Use Dealtree to check whether procurement or legal is already covered in the buying committee. If not, ask about the vendor approval process early so you are not surprised later.Use the Action Plan Before Every Major Step
Before discovery calls, demos, proposals, negotiations, or deal reviews, open the Action Plan and review the highest-priority tasks. Use those tasks to decide:- What to ask next
- Who to involve
- Which risk to validate
- Which stakeholder needs attention
- What should happen before the next stage This keeps your sales process focused and proactive.
Shared Best Practices for SDRs and AEs
Keep Account Notes Updated
Both SDRs and AEs should keep account notes updated as they learn more. Notes help preserve important context and make the account workspace more useful over time. Add notes about:- Stakeholder conversations
- Buying signals
- Objections
- Internal referrals
- Budget details
- Technical concerns
- Competitor mentions
- Decision-making process
- Next steps
Use Dealtree as an Account Strategy Workspace
Dealtree should not only be used once at the beginning of the sales process. Use it throughout the account journey to keep the org chart, buying committee, notes, and action plan aligned with the real deal situation.Review Missing Roles Carefully
If Dealtree shows that a buying committee role is not covered, treat it as a signal. A missing economic buyer, technical buyer, blocker, or procurement contact can create risk later in the deal. Use the Action Plan to decide how to uncover or validate those roles.Regenerate Recommendations When Context Changes
If you discover new stakeholders, confirm a decision-maker, identify a blocker, or learn about procurement requirements, update your notes and regenerate the action plan. This keeps the recommendations fresh and aligned with the latest account context.Example SDR Workflow
A simple SDR workflow can look like this:- Create the account using the company domain
- Review the org chart
- Identify relevant stakeholders
- Add notes about known contacts or signals
- Prepare personalized outreach
- Multi-thread across relevant roles
- Update notes after replies or referrals
Example AE Workflow
A simple AE workflow can look like this:- Open the account workspace
- Review account notes and org chart
- Generate the buying committee
- Identify missing or weak roles
- Generate the action plan
- Work through high-priority tasks
- Validate the economic buyer, champion, technical buyer, and procurement path
- Update notes after every important conversation
- Regenerate the action plan when the deal changes
Important Notes
- SDRs should use Dealtree to improve research, targeting, and outreach quality.
- AEs should use Dealtree to improve deal strategy, stakeholder coverage, and next-step planning.
- Dealtree works best when users keep notes updated.
- Buying committee gaps should be reviewed before important sales stages.
- The Action Plan should guide your next move, but your own sales judgment still matters.