Organize your file library
A well-organized file library makes you look prepared and professional. Here's how to set it up:
- Use clear naming conventions. Include the document type and date (e.g., “Proposal - Q1 2026” or “Case Study - Retailer Name”).
- Keep files current. Archive outdated versions so retailer contacts always find the latest.
- Add context. Use descriptions to explain what each file is and when to use it.
Share product updates regularly
Stay top of mind between deals by sharing relevant updates:
- New feature launches. Share what's new and why it matters for this retailer.
- Relevant case studies. When you publish a case study from a similar retailer, share it.
- Company news. Funding, partnerships, and milestones build confidence.
- Industry insights. Share relevant research or thought leadership.
Enable your champions
Your champion needs to sell you internally. Make it easy:
- Create executive summaries. One-pagers that explain the value for C-level audiences.
- Prepare ROI calculations. Help your champion quantify the impact.
- Make sharing easy. Your champion can invite their CMO directly to the Deal Room.
Manage multiple relationships
As your Outpost usage grows, stay organized:
- Use consistent templates. Create standard file structures you replicate across Deal Rooms.
- Prioritize active deals. Focus your updates on relationships with near-term potential.
- Keep dormant rooms warm. Even for inactive relationships, share occasional updates to stay top of mind.