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.

The End User is the person or team that will use your product or service after the purchase. End Users may not always control the budget or sign the contract, but they can strongly influence the buying decision because they understand the daily problem your solution is expected to solve.

​
Pre-conditions

Before reviewing the End User, make sure you have:
  • Created a Dealtree account
  • Logged in to your workspace
  • Added at least one account
  • Opened the Account Workspace from the Accounts Dashboard
  • Set up your Seller Context
  • Generated or synced the Org Chart
  • Generated the Buying Committee

​
What is an End User?

An End User is the stakeholder who will directly use the product or service in their daily workflow. For example, if you sell a sales intelligence platform, the End Users may be SDRs, AEs, RevOps team members, founders, consultants, or sales managers. If you sell a technical tool, the End Users may be engineers, product managers, IT teams, analysts, or operations teams. The End User helps you understand the real workflow, pain points, requirements, and expected outcomes.

​
Why the End User Matters

The End User matters because they experience the problem directly. Even if they are not the final decision-maker, their feedback can influence whether the company chooses your product, delays the purchase, or looks for another solution. End Users can help you understand:
  • The current workflow
  • Daily pain points
  • Manual work or inefficiencies
  • Product requirements
  • Adoption risks
  • Usability expectations
  • Internal objections
  • Success criteria When End Users clearly feel the pain your product solves, they can help build internal urgency.

​
How Dealtree Identifies the End User

Dealtree uses your Seller Context, org chart data, stakeholder titles, departments, and account notes to suggest who may be the End User. For example, if your Seller Context says you sell a tool for sales teams, Dealtree may look for stakeholders in sales, revenue, growth, RevOps, or related teams. If your notes mention that a specific team will use the product, Dealtree can use that context when mapping the End User role.

​
How to Review the End User in Dealtree

​
Step 1: Open the Account Workspace

Go to the Accounts section and select the account you want to review.

​
Step 2: Open the Buying Committee Tab

Inside the Account Workspace, click the Buying Committee tab.

​
Step 3: Find the End User Role

Look for the End User section in the buying committee view.

​
Step 4: Review the Suggested Stakeholder

Check the mapped stakeholder, job title, confidence level, and reasoning. This helps you understand why Dealtree suggested this person as the End User.

​
Step 5: Validate the Recommendation

Use your own account knowledge, notes, conversations, and stakeholder research to confirm whether the suggested person or team would actually use the product.

​
What to Do If the End User Is Identified

If Dealtree identifies an End User, use that information to understand the practical side of the deal. You can then:
  • Ask about their current workflow
  • Learn what problem they want solved
  • Understand what success looks like for them
  • Ask what tools or processes they use today
  • Identify adoption concerns
  • Collect use cases for the business case
  • Add notes about their pain points and requirements End User feedback can help you make the deal more concrete and easier to justify internally.

​
What to Do If the End User Is Missing

If the End User role is not covered, you may need to identify who will use the product after purchase. You can take the following actions:
  • Review the Org Chart for relevant departments
  • Browse teams that match your product category
  • Ask your Champion who will use the product day to day
  • Add missing End User stakeholders manually
  • Add notes if you already know which team will use the product
  • Sync the organization if people data looks outdated
  • Regenerate the Buying Committee after adding more context

​
Questions to Ask the End User

When speaking with an End User, ask questions that reveal workflow, pain, and adoption requirements. For example:
  • How are you handling this process today?
  • What part of the workflow takes the most time?
  • What happens when this problem is not solved?
  • Who else is affected by this issue?
  • What would make a new solution easy to adopt?
  • What would make this solution valuable for your team?
  • What concerns would your team have before using it? These answers can help you strengthen your messaging and action plan.

​
Example

If you are selling Dealtree to a sales team, the End User may be an SDR, AE, sales manager, founder, or consultant who needs to research accounts, map stakeholders, and prepare deal strategy. They may not approve the purchase, but their feedback can influence whether the Economic Buyer believes the product is worth buying.

​
Important Notes

  • End Users may not control the budget, but they can influence the buying decision.
  • End User feedback helps you understand real pain and adoption risk.
  • A product that solves a clear End User problem is easier to justify internally.
  • Use Notes to capture End User pain points, workflows, and requirements.
  • If End Users are missing, ask your Champion who will use the product day to day.
  • Review the End User role before generating or following the Action Plan.