Skip to main content

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.

Dealtree can help consultants and agencies understand prospect or client accounts faster, identify key stakeholders, and prepare a stronger engagement strategy. When you work with external clients, you often need to understand who owns the problem, who influences the decision, who approves the budget, and who may slow down the project. Dealtree helps organize this information inside one account workspace.

​
Start with a Clear Seller Context

Before creating accounts, complete your Seller Profile from the Seller section. Add:
  • Product Name
  • Product Category
  • Product Description For consultants and agencies, your Product Description should clearly explain the service you provide, who it is for, and what business outcome you help clients achieve. For example: We help B2B SaaS companies build outbound systems, improve lead generation, and create repeatable sales pipelines. This helps Dealtree understand your service and generate more relevant buying committee and action plan recommendations.

​
Use Dealtree Before Discovery Calls

Before a discovery call, create the prospect account in Dealtree using the company domain. Then review the org chart and possible stakeholders. This helps you understand:
  • Who may own the problem
  • Who may approve the project
  • Who may use or benefit from your service
  • Who may influence the decision
  • Who may need to be involved after the first call By preparing this way, you can ask better questions and avoid going into the conversation blind.

​
Identify the Real Decision-Makers

In consulting and agency sales, the person who first contacts you may not always be the final decision-maker. Use Dealtree to identify possible decision-makers and influencers, such as:
  • Founder or CEO
  • Head of Sales
  • Head of Marketing
  • Revenue leader
  • Operations leader
  • Finance leader
  • Technical leader
  • Procurement or legal contact This helps you understand whether you are speaking with the person who can approve the engagement or someone who needs internal support.

​
Map the Buying Committee Early

Generate the buying committee early in the sales process. Review the key roles:
  • Economic Buyer
  • Champion
  • End User
  • Technical Buyer
  • Blocker
  • Procurement or Legal This helps you understand who is already covered and who is still missing. For example, if you are selling a lead generation service and only speaking with a marketing manager, Dealtree may help you identify that the VP of Marketing, Head of Sales, or founder may also need to be involved.

​
Add Notes from Every Client Conversation

Use the Notes tab to capture important details from discovery calls, proposal discussions, and follow-ups. Useful notes may include:
  • Client goals
  • Current workflow
  • Pain points
  • Budget signals
  • Timeline
  • Decision criteria
  • Internal blockers
  • Tools they currently use
  • Stakeholders mentioned during the call
  • Procurement or approval process
  • Objections raised by the client These notes help Dealtree generate better action plans and help your team stay aligned.

​
Use the Action Plan Before Sending a Proposal

Before sending a proposal, generate or review the Action Plan. The Action Plan can help you identify what still needs to be validated before you move forward. For example, it may help you check whether:
  • The economic buyer is confirmed
  • The champion can influence the decision
  • Procurement or legal needs to be involved
  • A technical or operations stakeholder should review the solution
  • A possible blocker needs to be addressed
  • The business case is clear enough for approval This helps reduce surprises after the proposal is sent.

​
Prepare Stakeholder-Specific Messaging

Different stakeholders care about different outcomes. Use Dealtree’s stakeholder and buying committee insights to adjust your message. For example:
  • A founder may care about growth, revenue, speed, and ROI.
  • A sales leader may care about pipeline, conversion, and team productivity.
  • A marketing leader may care about lead quality, campaign performance, and attribution.
  • An operations leader may care about process, handoff, and execution.
  • A finance leader may care about cost, payback period, and risk. This helps you make your proposal and follow-up more relevant to each person involved.

​
Use Dealtree for Existing Clients

Dealtree is not only useful for new sales opportunities. Consultants and agencies can also use it for existing clients to find expansion opportunities, understand stakeholder changes, and improve account management. For existing clients, you can use Dealtree to:
  • Map new departments
  • Identify new decision-makers
  • Find expansion opportunities
  • Understand who else may benefit from your service
  • Track stakeholder changes
  • Plan renewal or upsell conversations
  • Prepare for quarterly business reviews This is especially useful when you work with larger client organizations.

​
Collaborate with Your Internal Team

If multiple team members work on the same client or prospect, use the Dealtree account workspace as a shared source of truth. Your team can use it to review:
  • Account notes
  • Org chart
  • Buying committee
  • Action Plan
  • Stakeholder roles
  • Missing decision-makers
  • Next steps This helps prevent important client context from being scattered across messages, spreadsheets, call notes, or personal memory.

​
Example Consultant or Agency Workflow

A simple workflow can look like this:
  1. Complete Seller Context
  2. Add the prospect or client account
  3. Review the org chart
  4. Add notes from previous conversations or research
  5. Generate the buying committee
  6. Identify missing stakeholders
  7. Generate the Action Plan
  8. Validate decision-makers before sending a proposal
  9. Prepare stakeholder-specific messaging
  10. Update notes after every call
  11. Regenerate the Action Plan when the account changes

​
Important Notes

  • Use Dealtree before discovery calls, proposals, renewals, and expansion conversations.
  • Do not assume the first contact is the decision-maker.
  • Add detailed notes from client conversations to improve recommendations.
  • Review missing buying committee roles before sending proposals.
  • Use stakeholder-specific messaging for stronger follow-ups.
  • Keep existing client accounts updated for retention and expansion planning.
  • The Action Plan should guide your strategy, but you should still apply your own judgment.

​
Next Step

After applying these best practices, create a prospect or client account and use Dealtree to identify the key stakeholders before your next discovery call, proposal, or expansion conversation.