white book

Solution

WhiteBook is a shared success workspace for you and your buyers. Tasks, timelines, forms, and content live in one structured place—so deals stay moving and nothing important hides in email threads.

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AI assistance

Active Co-Seller

Workspaces from real context — draft a new workspace from discussion notes or an email exchange so you are not starting from a blank page.

Insight, not noise — the assistant reads what is in your offer and how the client actually behaves in the workspace, then turns that into a concise insight and a clear next step.

Contents of the offer

  • Training program scope & delivery options
  • Budget line: training & certification (pending approval)
  • Participant count to be confirmed before kickoff

Client behavior in the workspace

  • Strong time on commercial & pricing blocks
  • Training section: low engagement, not revisited in 8 days
  • No form submit on headcount / budget confirmation

Active Co-Seller

A reminder has been sent to the buyer

Suggested action

follow up on the final training budget approval and the participant count to regain momentum.

Foundation

Shared workspace

Buyers and sellers collaborate in a single structured environment. Expectations, decisions, and responsibilities stay explicit instead of scattered across tools.
Shared workspace view with aligned buyer and seller tasks.

Foundation

Decisions & owners

Required decisions are visible, assigned on both sides, and sequenced so everyone knows what happens next.
Shared plan with assigned owners and visible decision points.

Structure

Blocks that compose the experience

Build each workspace from blocks—mix and match what your process actually needs.

  • Tasks & checklists — track obligations and approvals with clear owners and status.
  • Timelines — show phases, milestones, and deadlines so pacing is never ambiguous.
  • Forms — collect structured inputs from buyers without another silo.
  • Rich content — proposals, FAQs, and narrative context live beside action items.

Templates and variables let you reuse a winning structure while tailoring each workspace to the client, project, or program name—without rebuilding from scratch every time.

Workspace blocks layout showing structured collaboration.

Automation

Your sales process, orchestrated

Fewer manual nudges, fewer dropped steps. Automated reminders reach the right person at the right time based on how your workspace is designed—so follow-up does not depend on memory alone.

Steps can unfold in order: when one milestone completes, the next becomes visible or active. The platform helps run the process you defined instead of leaving progression to chance.

Automation workflow showing sequenced steps and reminders.

Visibility

Analytics & activity feed

Track interactions with your materials: opens, time on sections, and engagement patterns surface in an activity-oriented view.

Timeline of attention helps you understand which blocks and resources draw focus—so you can reinforce what matters or address gaps early.

Ground decisions in behavior when buyer priorities in conversation do not match where they spend time in the workspace.

Activity timeline showing engagement and interaction signals.

Portfolio view

Workspace status dashboard

Group workspaces by stage or age bucket and scan distribution across your pipeline. Spot stagnation, overloaded phases, or teams that need support before forecasts slip.
Workspace status dashboard grouped by stage.

Ready to run a cleaner buying journey?

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