Deal Rooms Resource Pack
This resource pack brings together Walnut’s essential guides for building, scaling, automating, analyzing, and optimizing Deal Rooms to support sales, success, and account-based workflows. Use the categories below to quickly find the article you need.
Deal Rooms Basics
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Interactive Deal Rooms
Learn what Deal Rooms are, how they work, and how to create, customize, and share personalized Deal Room experiences with prospects and customers.
Automate & Scale Deal Rooms
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Automate and Scale: The Rule Engine for Deal Rooms
Understand how to use the Rule Engine to automate Deal Room personalization, conditional content delivery, and dynamic experience sequencing based on viewer attributes or behavior.
Deal Room Analytics & Insights
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Deal Room Insights & Analytics
Track engagement and performance within your Deal Rooms, including viewer behavior, content interactions, and usage metrics that help you understand impact and drive follow-up action.
Templates & Best Practices
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Deal Room Playbook Templates & Ideas for Every Team
Explore playbook ideas and templates you can use to accelerate Deal Room creation across different teams, use cases, and buyer journeys.
Related Resource Packs
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Getting Started with Walnut: Core Resource Pack
Foundational guides for capturing, organizing, editing, and sharing demos. Helpful background for teams building Deal Rooms. -
Walnut ROI & Analytics Resource Pack
Extend your Deal Room analytics knowledge with broader ROI and engagement playbooks, including how to measure demo and Deal Room influence on pipeline and revenue.