Digital Sales Rooms4.2× more buyer engagement

Every deal deserves its own space.
Close it there.

Co-Lab is the sales workspace where AEs build buyer-facing micro-sites for every deal — with live engagement tracking, mutual action plans, and an AI coach that drafts the first version and flags what's stalling.

app.colabapp.ai/pods/meridian-q2
Co-Lab
Meridian Corp
Welcome
Solution Overview
ROI & Pricing
Mutual Action Plan
Book a Call
Proposal
Meridian Corp — Q2 Partnership
Published
Overview
Files
Plan
Welcome BlockAI Drafted

Everything Meridian needs to move forward

Built specifically for your team. Explore the solution, review pricing, and book your next call.

ROI & Pricing
$142k
Annual Savings
< 90d
Time to ROI
4.2×
Efficiency
01 · The problem

Deals don't die on calls.
They die between meetings.

The PDF in the inbox. The deck buried three threads deep. The silence after the demo. That's where deals are won or lost.

73%

of deals are lost in the silence between meetings — no visibility, no signal, no way back in.

The old way

Manual decks + email

  • Hours spent manually building decks
  • Zero visibility into buyer engagement
  • Attachments buried in inbox threads
  • Can't personalize at scale
  • No idea if anyone even opened it

The Co-Lab way

One space per deal

  • One link, all content, fully trackable
  • Real-time intent scoring on every visit
  • Every room personalized per buyer
  • Alerts when buyers re-engage or go cold
  • AI coach drafts the first version from your call
02 · How it works

A room for every deal.
Built in minutes.

Three steps to turn every sales conversation into a living, buyer-facing space — with an AI coach riding shotgun.

01Step 01

Build Your Pod

Drag in blocks, assets, pricing, and case studies — or start from a template. Prefer a head start? Drop in a call transcript and the AI coach drafts a first version you can refine.

  • Drag-and-drop block editor
  • Reusable templates for every deal stage
  • Optional AI draft from a call transcript
02Step 02

Share One Link

A branded, buyer-facing micro-site. No login walls, no attachments, no version confusion — just one place every stakeholder returns to.

  • Fully branded, no Co-Lab watermark
  • Decks, videos, pricing, MAPs in one place
  • Works on every device, no sign-up needed
03Step 03

Watch It Move

See which blocks buyers re-read, who visits, and when. Your AI deal coach surfaces the signals and flags deals going cold — so you follow up at exactly the right moment.

  • Block-level engagement analytics
  • AI coach flags stalling deals
  • Iterate copy and blocks with AI assist
03 · Try it

Need a head start?
Let the AI coach draft it.

Drop in a call transcript and get a complete first draft of your deal room — blocks, pricing, MAP. Refine everything from there.

AI Pod Generator
Sample Call Transcript
"Our team has about 200 seats on the current tool. Security compliance is a hard requirement — we'll need SOC2 docs before legal signs off. Can you walk me through the ROI? Timeline is end of Q2 for us. We'd also love a quick intro video from your team..."

This is a sample transcript — click Generate to see the AI in action

04 · The platform

Everything a modern
sales room should do.

Three pillars work together: build the room from a call, watch buyers move through it in real time, and keep both sides accountable to a shared timeline.

Pod Builder

Build a buyer-ready room in minutes.

A drag-and-drop editor with everything a modern proposal needs — hero, video, pricing, case studies, mutual action plans. Start from a template, or let the AI coach draft one from a call transcript.

  • Reusable blocks, templates, and brand themes
  • Dynamic tokens auto-fill buyer details
  • Optional AI draft from a call transcript
Drag-and-Drop EditorSmart TemplatesAI Draft Assist
Pod BuilderAI Assist
Templates
Enterprise SuiteAI-Built
SaaS Renewal PackTemplate
SMB Intro PackTemplate
From TranscriptAI
AI-Suggested Blocks
1
Hero Section98%
2
Welcome Video95%
3
ROI Calculator94%
4
Case Study
5
Next Steps
Buyer Intelligence

Know who's engaged — before they tell you.

Real-time intent scoring on every visit. See who viewed your room, which blocks they re-read, and how long they stayed. Your AI deal coach surfaces the signals — you decide when to move.

  • Intent score updated in real time
  • Block-level heatmaps show what resonates
  • AI coach alerts when deals heat up or stall
Intent ScoreSession AnalyticsDeal Coach Alerts
Intent · Meridian Corp
87/100+12 last 7d
7D14D30D90D
1007550250CALLDOC SHAREVP JOINLEGAL
Meridian intent
Benchmark · similar deals
Mutual Action Plans

Keep both sides accountable to the timeline.

A shared Mutual Action Plan lives inside every room — stakeholders, owners, dates, dependencies. The AI coach can draft one from your call transcript so you start with a complete timeline, not a blank checklist.

  • Buyer-facing — both sides track progress in real time
  • Stakeholders, owners & dates in one view
  • AI coach drafts the first timeline from your call
Shared MAPsStakeholder TrackingAI Draft Assist
MAP · Meridian × Co-Lab
Q2 Partnership · Close target Apr 30
12
STEPS
4
DONE
1
AT RISK
14
DAYS
Drafted from call: "Buyer timeline is end of Q2"
STEP
OWNER
DUE
TIMELINE
STATUS
Discovery call
Alex · CoLab
Apr 8
DONE
Technical eval
Sarah · Meridian
Apr 14
DONE
Security review
IT · Meridian
Apr 18
DONE
Stakeholder alignment
Sarah + VP Ops
Apr 21
DONE
ROI validation
Finance
Apr 24
ACTIVE
Legal · MSA review
Legal
Apr 26
ACTIVE
Procurement signoff
Procurement
Apr 28
AT RISK
Mutual signature
Both teams
Apr 30
PENDING
05 · Who it's for

Built for teams
that close deals.

From first call to onboarding — one workspace for every team that touches the deal.

Account Executives

Turn every call into a buyer-ready room.

Build a personalized deal room in minutes, not hours. See every buyer move with real-time intent, and let the AI coach flag when it’s time to follow up.

  • One buyer-facing link per deal
  • Real-time alerts when deals heat up
  • AI coach drafts your first pod from a call

Sales Leaders

See which deals are moving — and which aren’t.

Pipeline-wide visibility into every buyer interaction. Coach from evidence, not gut feel, and standardize how your team runs every deal.

  • Pipeline-wide engagement & intent scoring
  • Spot at-risk deals before they go cold
  • Consistent rooms across the whole team

Revenue Operations

One template. Every deal. Fully branded.

Define blocks, approvals, and brand rules once — deploy everywhere. Every pod stays on-message, on-brand, and in sync with your CRM.

  • Reusable templates across the org
  • Engagement data syncs back to your CRM
  • White-label rooms match your company brand

Customer Success

Your sales room becomes their onboarding portal.

When the deal closes, the pod doesn’t die. Swap deal content for onboarding resources — same link, same space, zero friction for the customer.

  • One link from sales through onboarding
  • Swap blocks from deal content to CS resources
  • Track customer engagement post-sale
06 · White-Label

Your brand.
Your deal room.

Make every pod look like it was built in-house. Custom colors, your logo, your domain — buyers see your brand, not ours. Full white-label means every touchpoint reinforces trust.

  • Custom brand colors & themes
  • Your logo on every pod
  • Custom domain (deals.yourco.com)
  • Font & typography matching
deals.acmecorp.com
A
Acme Corp
Welcome
Proposal
Demo
Next Steps
Schedule a Call
rooms.techflow.io
T
TechFlow
Welcome
Proposal
Demo
Next Steps
Schedule a Call
07 · Integrations

Discovery to signature.
All inside Co-Lab.

From your first call transcript to the final signature — Co-Lab connects your entire deal workflow so nothing falls through the cracks.

End-to-End Deal FlowInside Co-Lab
1
DiscoveryCall transcript
2
Pod BuiltCo-Lab AI
3
EngagementCo-Lab Analytics
4
ProposalCo-Lab + CRM
5
SignatureDocuSign
Soon
SF
Salesforce
CRM
Soon
HS
HubSpot
CRM
Soon
Go
Gong
Revenue Intel
Soon
DS
DocuSign
E-Signature
Soon
PD
PandaDoc
E-Signature
Soon
Sl
Slack
Messaging
Soon
Zm
Zoom
Video
Soon
Gm
Gmail
Email
Soon
Li
LinkedIn
Social
Soon
Zp
Zapier
Automation

More integrations on the way · Built on REST API + webhooks

08 · Pricing

Simple pricing.
No surprises.

Start free. Upgrade when you need more pods, integrations, or AI power.

Starter

Get started with the basics

Free
  • Up to 3 pods
  • Google & Outlook Calendar
  • Live pod sharing
  • Visitor analytics
  • Team collaboration
Get Started Free
Popular

Growth

Scale your deal rooms

$35/seat/mo
  • Up to 20 pods
  • All Starter features
  • Slack notifications
  • Close CRM sync
  • Priority support
Start Growth Plan
AI Power

Accelerate

Unlimited power with AI

$55/seat/mo
  • Unlimited pods
  • All Growth features
  • AI Pod Builder
  • AI content generation
  • AI chat agent
  • Salesforce & HubSpot
  • Zapier automation
  • Dedicated support
Start Accelerate Plan
SSO + SLA

Enterprise

Built for larger teams

Custom
  • All Accelerate features
  • SSO / SAML / SCIM
  • Audit logs + retention
  • Dedicated CSM
  • SLA & priority support
  • Volume pricing
  • Procurement-friendly contracts
  • Custom security review
Talk to sales

All plans include a 14-day free trial · No credit card required · Cancel anytime

Ready to ship

Deals don't die on calls.
They die between meetings.

Co-Lab watches the gaps so your deal stays alive. Sign up free and start in minutes.

14-day trial · No credit card · Cancel anytime