Pre-Sales: Zero to Hero — Deal Workspace — Every Live Tool, One Deal at a Time
Live tool

Cross-deal rollup

Deal Workspace

Every live tool on this site — the Discovery Grid, Call Prep, Coverage Check, MEDDPICC, Bid/No‑Bid, ROI/TCO, Stakeholder Map — used to share one global save slot, so working two deals meant the second one silently overwrote the first. They're now scoped per deal. This page is the rollup: every deal you've created, what's filled in and what isn't, and a one-click jump into any tool already pointed at the right deal.

Every deal card below has Export as Markdown (a readable brief for pasting into a CRM, doc, or email) and Export as JSON (a full round‑trip file — use Import above to load it into a different browser or a colleague's, to move a deal without a server). Create or switch deals from the "Deal:" bar at the top of any tool page (Discovery Grid, MEDDPICC, Bid/No‑Bid, ROI/TCO, Stakeholder Map, or this page's own Call Prep / Coverage Check on the AI page). Everything here is still saved in this browser only — export/import moves it manually, it doesn't sync it live.

Who this is actually for

  • Working a deal solo — jump straight to whichever tool has a gap, instead of hunting through the sidebar
  • Running more than one deal at once — the whole reason this exists: switching deals used to erase your other deal's data in every tool, silently
  • A practice lead — the closest thing this manual has to a team-level view: at a glance, which deals have no MEDDPICC score yet, which coverage checks are still red, which stakeholder maps are empty
What this isn'tThere's still no account, no server, and no team sync — every deal here lives only in the browser that created it. A lead reading this from their own machine is not seeing their team's actual deals; each person's data stays on their own device unless it's manually copied out (the "Copy as text" button already on every tool). Real team visibility would need a backend, which this static site deliberately doesn't have.