Frictionless Quick Start

Get started with Just One Email

Getting started is as easy as emailing your meeting transcript, call notes, or deal summary to agent@dealwize.co. The system automatically registers you, sends an account confirmation email, and AI builds your live deal board with an actionable mutual action plan.

Instant Onboarding Address

💡 How it works: Send or forward your call transcript, discovery notes, or deal summary. Dealwize automatically registers your account, sends you an email to confirm, and AI builds your live deal board immediately.

01

Email agent@dealwize.co

Send or forward your call transcript, discovery notes, or deal summary directly to agent@dealwize.co. No forms or upfront setup required.

02

Auto-Registration & AI Processing

Dealwize automatically registers your account, emails you to confirm, and uses AI to extract goals, risks, milestones, MEDDIC fields, and your mutual action plan.

03

Confirm & Share with Your Buyer

Click the confirmation link to claim your account, review the generated deal board and MAP, and share one branded, interactive link with your champion.

What to expect in your first week

Day 1: Send email & first deal board live

Email your transcript to agent@dealwize.co. Confirm your account via the link and share your generated deal board with your buyer.

Day 3: Engagement signals arriving

See who's visited the room, which assets they opened, and whether new stakeholders have appeared.

Day 7: Health score in play

Your deals have a 0–100 vitality read. You know which opportunities need attention and which are on track.

Built for modern sales teams

Individual AEs, small teams, and larger orgs all get the same core experience, scoped to their workspace, with plan limits that scale as they grow.

Enterprise-grade security included

Ready to test drive your next deal?