dealroom-creation

To create a standardized folder structure for new sales prospects, you provide a company name to automatically generate a dealroom hierarchy with 01-docs, 02-transcripts, and 03-emails. This ensures SOWs and client documents are stored in predictable locations.

Automating dealroom setup involves applying a deterministic workflow that creates company folders under 04-workspace/companies/{company-name}. This standardizes your sales workspace layout instantly without manual folder creation.

The workspace map updates automatically by appending the new company folder path to 04-workspace/workspace-map.md. This maintains an accurate directory index for AI navigation and quick document retrieval.

No, you do not need to manually create the 01-docs, 02-transcripts, and 03-emails folders. The setup process provisions this exact three-tier hierarchy automatically once you supply the prospect's company name.

Yes, you can use this automated folder structure for storing sales transcripts and emails. It specifically provisions dedicated 02-transcripts and 03-emails directories within each company folder to organize prospect communications.

A standardized dealroom hierarchy eliminates the time wasted manually setting up prospect folders. It enforces a consistent directory layout across all clients, making it easier to locate SOWs, transcripts, and emails quickly.