How to Create a Digital Sales Room Template in Arrows for Your HubSpot Deals

You just had a great demo, the prospect seems interested, and now it's time for... the dreaded follow-up 🥲

You could send another "Next Steps..." email full of links, files, and resources that gets buried in your prospect's inbox.

Or you could send them a digital sales room with all the information your buyer (and their committee) needs to be guided as they evaluate your solution.  One link with all the info they need to say yes.

In this post, I'll show you a real example of a digital sales room template we've been using at Arrows. Best thing is that you can implement your own template right away from your HubSpot account—through Arrows 😎

To get started, click on the banner below to open, view, and interact with our template:

Next, I'll walk through each section of the room and explain how you can adapt it to fit your specific sales process. Then I'll show you how to set it up in HubSpot.

What makes a compelling digital sales room?

Before we dive into each content block of our template, let's quickly cover what makes a digital sales room effective:

1. It lives where your sales process lives

‍Your sales room should integrate deeply with your CRM (in this case, HubSpot) so you're not adding and managing another tool to your existing stack.

2. It organizes everything in one place

‍Instead of digging through folders and buyers searching through emails, your sales room becomes a central hub where everything lives.

You can quickly add content, buyers can easily find what they need, and everyone knows where to look.

3. It stays current

‍Sharing outdated information might kill your sale.

That's why your sales room should update automatically as your deal progresses by using all the deal information you already have in your CRM (deal notes, logged emails, and call transcripts).

Plus, you don’t want the hassle of updating the room after every new call with a prospect, where new questions about your solution will emerge.

Good news is that AI can handle these updates for you.

4. It helps with follow-up communication

‍Beyond just housing content, your sales room should help you quickly generate relevant follow-up emails that direct prospects back to specific resources and keep them engaged.

5. It's easy to share and distribute‍

Your champion should be able to easily share it with other stakeholders on the buying committee without having them create accounts or needing to log in to another platform.

6. It provides visibility‍

You should know who's accessing what content so you can focus your time on engaged prospects and follow up accordingly.

Let's look at each component of our sales room example so you know exactly how to structure one that matches your buyer's needs and sales process.

💡Arrows sales rooms can handle all of that for you, so you can focus on what you do best: selling.

Start a free 7-day trial and build your first sales room using deal information you already have in HubSpot.

Content blocks for your sales room template

Let's explore the key content blocks commonly used to build a sales room, so you can think of how they adapt to your own template and use cases.

Each block type serves a specific purpose in your buyer's journey and can be easily added, updated, deleted, and rearranged as your deal progresses. 

Here are the essential content blocks you'll want to consider, along with common use cases and examples of how our customers use them:

Value Proposition block

Your value proposition is often the first thing stakeholders see when entering your room. Use this block to clearly articulate how your solution addresses their specific pain points and delivers value. 

💡Value props will evolve as you learn more about your buyer's needs. That's why Arrows Intelligence will even suggest updates based on your latest conversations and deal notes.

Pricing block

Present your pricing options clearly and contextually within your sales room. Rather than sending pricing as a standalone PDF that gets lost in email, embed your pricing structure directly where stakeholders can reference it alongside your value proposition and product capabilities.

Milestones block 

Keep everyone aligned on deal progress with a clear timeline of key steps and due dates. Whether it's technical reviews, security assessments, or implementation planning, milestones help stakeholders understand exactly where they are in the evaluation process. 

💡As your deal progresses, Arrows Intelligence automatically suggests milestone updates based on call transcripts, emails, and deal notes.

Sales decks block 

Share your most important presentations and documents in an easily digestible format. Embed sales decks, product presentations, implementation guides, or pricing PDFs directly in your room. Buyers can view these materials without downloading files or switching platforms, and you'll know exactly who's viewing what content.

Links block 

Organize all relevant resources in one convenient list. From product documentation and integration guides to customer success stories and compliance certificates, this block helps you structure important links in a way that makes sense for your buyers. No more digging through email threads to find that important resource.

Call recording block 

Embed recordings from Gong, Fathom, Grain, or other AI notetakers directly in your room. This is especially valuable when new stakeholders join the conversation - they can quickly get up to speed by watching previous discussions about technical requirements, implementation plans, or product demos.

Next meeting block

Never let a scheduled meeting get lost in email threads. This block syncs directly with your HubSpot meetings, displaying upcoming calls. It can even include a calendar booking link when no meeting is scheduled, making it easy for stakeholders to get time on your calendar.

I've just shared the key content blocks from our example room, but there are many other options you can add depending on your specific sales process and available enablement resources.

Arrows gives you different block types that you can customize to match your unique selling approach and the information your buyers need most:

Making this template work for you in HubSpot

The best way to see if this digital sales room template works for your business is to try it on an existing deal. You can start a free trial of Arrows and have your first room up and running in minutes.

Here's how you can get started:

1. Start an Arrows free trial and connect your HubSpot account
2. Install the Arrows room card by following the steps in our quick setup guide (please notice you'll need someone with super admin permissions in HubSpot in order to set these up – don't worry if you don't have them, there's another way to get started below).
3. Go to one of your existing deals in HubSpot - ideally one that already has information like notes, call transcripts, or logged emails. This will enable Arrows Intelligence to suggest room content based on your existing data.
4. Create your first room by clicking on the newly installed app card and start adding the content blocks suggested in our templates above

Don't have a deal ready or super admin access? No problem. You can start creating a sales room from scratch in your Arrows account and attach it to an existing or new deal later.

Plus, you can build your own room content block library by saving content blocks from existing rooms or creating new ones from scratch, giving you a ready-to-use collection of your best content.

Time to build your own template

Creating a digital sales room template that work for your specific buyer needs is easier than you think - especially when you're using data you already have in HubSpot.

Why keep sending follow-up emails that get buried in inboxes when you can give buyers an engaging space that actually helps them buy – so you can close more deals? 

Start your free trial today and see how quickly you can transform your next deal into a buyer-friendly experience, or book a demo to see how to make this template work for you.