Best practices video series
What makes a great room
A great room does 3 things:
- Aligns with a clear customer journey
- Delivers just enough content, clearly structured
- Drives action and collaboration on both sides
How to create a great room
1. Design for the full journey, not a single moment
Rooms are rarely “one-and-done.” They often stretch across:
- Sales - post-demo → internal buy-in → legal
- Onboarding - kickoff → documentation → activation
- Ongoing collaboration - updates, quarterly reviews, etc.
Before building, ask: “What phases does this room need to support?”
For example, a sales room might start with a welcome, followed by key materials (a deck, demo recording, proposal), but also include locked sections like “Kickoff” or “Onboarding” - placeholders for the CS team to pick up when the deal closes.
2. Structure with clear, purposeful sections
Use sections to break the room into logical steps. Each section should have a clear theme.
For instance:
- Welcome → intro message, testimonial, your contact details
- Solution Overview → product deck, value summary, demo video
- Decision Support → proposal, pricing, business case
- Kickoff (locked until post-sale) → onboarding form, training materials
This structure makes it easy to navigate and share internally, especially for champions who need to forward the room to others.
3. Avoid overcrowding
Be selective with what you include. No one enjoys scrolling through 20 sections or viewing a 50-slide deck just to find the key point.
Prioritize quality over quantity by highlighting what matters, and link out to larger files or supporting resources if needed.
Your goal is to reduce friction and make your room skimmable. Keep it lightweight, especially in the early stages, and expand only when needed.
4. Use variables to personalize at scale
Variables let you personalize a room automatically, every time you reuse a template. They’re ideal for scaling without losing the human touch.
Add variables like {{first_name}}, {{company_name}}, or {{your_name}} directly into text blocks or section titles. When someone creates a room from that template, Flowla fills them in automatically.
Use variables in your welcome message to make every room feel tailor-made from the start.
5. Always save it as a template
Once you’ve built a room that works, save it as a template. This lets you:
- Reuse the structure for future deals
- Ensure consistency across your team
- Iterate and improve over time
