If you’re wrangling a B2B deal with lots of cooks in the kitchen—buyers, sellers, legal, finance, IT, you name it—you know how quickly things can go sideways. Too many threads, endless “just checking in” emails, and nobody’s really sure what’s next. That’s who this guide is for: sales teams and deal champions who need a real-world way to keep everyone on track, without losing their minds.
This isn’t a pitch for magic software. It’s a straight-up walkthrough on how to use Buyerassist to bring order to the chaos of complex sales, actually get buy-in, and avoid the classic “wait, who’s doing what?” mess.
Step 1: Get Clear on What Buyerassist Actually Does (and Doesn’t)
Let’s level set. Buyerassist isn’t a CRM, a replacement for your email, or a miracle worker. What it does well is give you a shared workspace—think of it as a digital deal room—where you, your buyers, and anyone else involved can see what’s going on, what’s next, and who’s responsible.
Where Buyerassist shines: - Laying out a mutual action plan (MAP) that’s visible to everyone. - Tracking tasks, deadlines, and dependencies without endless email threads. - Keeping all the key documents and notes in one spot. - Making it easy for multiple stakeholders (on both sides) to get looped in and stay updated.
Where it doesn’t: - It won’t chase people for you. Accountability still needs a human touch. - It can’t fix a broken sales process or magically make buyers engage. - If your team won’t use it, it’s another tool gathering dust.
Pro tip: Don’t try to roll this out to every deal. Start with one complex opportunity that’s already painful. That way, you’ll know quickly if it’s making life easier—or if it’s just another login.
Step 2: Set Up Your Workspace for the Deal
Before you invite the whole circus, get your side organized. Here’s how:
a. Create the Deal Room
- Log in and set up a new workspace for your deal. Keep the naming simple and clear (e.g., “Acme Corp Q3 Platform Rollout”).
- Add your internal team: AE, SE, implementation lead, deal desk, whoever is actually working this.
b. Build the Mutual Action Plan
- Start with the basics: what needs to happen, by whom, and by when.
- Break it down into straightforward steps (think “Legal review signed off by 5/12,” not “Finalize paperwork”).
- Assign owners for each step, both on your team and (once invited) on the buyer side.
c. Upload Key Docs
- Contracts, SOWs, security questionnaires, decision matrices—all in one place.
- Label them clearly (no “final_FINAL_v2.docx” nonsense).
- Use folders or tags if your deal room gets crowded.
Don’t overthink it: You want just enough structure to reduce confusion. Don’t map out every micro-task, or you’ll spend more time updating the plan than selling.
Step 3: Bring the Buyer Stakeholders In (Without Scaring Them Off)
You’ve got your house in order. Now it’s time to get the buyer side involved—without making it feel like homework.
a. Get Their Buy-In, Not Just Their Email
- Before you fire off an invite, have a quick call or email explaining why you’re using Buyerassist.
- Frame it as a way to make their lives easier (fewer “status update” calls, more transparency, faster approvals).
- Ask who else on their side should be involved—champion, legal, IT, finance, procurement, etc.
b. Set Expectations
- Let them know this isn’t another vendor portal with “tasks” nobody wants.
- Walk through the workspace together. Highlight:
- The mutual action plan: what’s already mapped, what’s TBD.
- Where to find docs and who to ask for help.
- How to @mention or comment if they’re stuck.
c. Start Small
- Don’t dump your entire sales process on them. Start with a few key steps—like scheduling the next meeting or confirming who owns contract review.
- As trust builds, you can add more detail.
What doesn’t work: Forcing every stakeholder to log in for every update. Some will, some won’t. Use Buyerassist as your source of truth, but expect to follow up via email or call for critical steps.
Step 4: Use Buyerassist to Track Progress (and Head Off Surprises)
Now the real work: managing the deal as it twists and turns. Here’s how to keep Buyerassist useful (and not just another abandoned checklist):
a. Keep the Plan Updated
- If a deadline slips, update it. If a stakeholder changes, fix it in the workspace.
- Regularly review the MAP with both teams—don’t let it go stale.
- Use comments to clarify or flag blockers (“Waiting on legal feedback”).
b. Celebrate Small Wins
- When a key step gets done (like security review approval), mark it complete and call it out.
- This keeps momentum and shows progress to everyone—not just the deal lead.
c. Use Notifications Sparingly
- Buyerassist can send alerts and reminders, but don’t overdo it. No one wants spam.
- Use @mentions for specific asks (“@Maria, can you upload the signed NDA?”), not for every update.
d. Centralize Communication—But Don’t Force It
- Encourage stakeholders to ask questions or share updates in the workspace.
- But: if someone prefers email or Slack, don’t fight it. Copy summaries into Buyerassist so the full picture’s there.
What to ignore: Fancy analytics or “engagement scores” unless they’re telling you something actionable. Focus on: Are people doing what needs to get done, or not?
Step 5: Keep Everyone Aligned Through the Messy Middle
Deals rarely follow the pretty roadmap you lay out at kickoff. As things change, Buyerassist should help you adapt, not box you in.
a. Revise the Plan When Things Change
- New stakeholder? Add them and explain their role.
- Timeline shift? Move deadlines, but note why in the comments.
- Scope creep? Create new steps, but call out what’s changed so no one’s caught off guard.
b. Use Buyerassist for Recaps
- After key meetings, drop a quick summary in the workspace (“Here’s what we agreed, here’s what’s next”).
- This cuts down on “I thought we said…” headaches.
c. Keep an Eye on Involvement
- If a critical stakeholder goes dark, flag it. Don’t just assume they’re on board because their name’s on a task.
- Use Buyerassist as your “single source of truth” but always back it up with a call or email if you sense drift.
Honest take: Buyerassist won’t magically make your buyers organized. But it will make it obvious when things are slipping, so you can do something about it before the end of quarter scramble.
Step 6: Wrap Up (and Actually Close the Loop)
Once the deal’s done—win or lose—use Buyerassist to lock in the learnings and clean up.
a. Archive Key Docs and Steps
- Make sure all final docs are stored (contracts, POs, etc.).
- Note any lessons learned or process hiccups for future deals.
b. Thank Stakeholders
- A quick message or note in Buyerassist goes a long way.
- If you plan to hand off to customer success or account management, transition them in the workspace so nothing falls through the cracks.
c. Review What Worked (and What Was Pointless)
- Did using Buyerassist actually make things clearer? Where did people drop off?
- Be honest, and tweak your approach for the next deal.
The Bottom Line: Keep It Simple and Keep Moving
Buyerassist is a solid tool for bringing order to complex B2B deals—if you use it to make things clearer, not just to tick boxes. Don’t try to automate every human conversation. Use it to shine a light on what’s next, who’s responsible, and where things are stuck. Start small, adapt, and you’ll spend less time herding cats—and more time actually closing business.