After you create a Deal Room, the next step is to make it look finished. You set a hero image, a co-branded header, a room name, and a short description, and you add your own contact details so the buyer knows who to reach. This is the first thing your buyer sees, so a little polish here goes a long way.
ℹ️ This guide covers the header and hero area of the room. To create the room first, see Create a Deal Room. To add content, see Add content to a Deal Room.
What the header includes
The header is the top area of your Deal Room. It has a few editable parts.
| Part | What it is |
|---|---|
| Hero background | The wide banner image behind the header. |
| Co-branded logo lockup | Your company logo next to the buyer's logo. |
| Deal Room name | The title of the room, shown to the buyer. |
| Description | An optional line under the name. |
| Contact card | Your name, title, and booking link, shown to the buyer at the bottom of the room. |
Step 1: Add a hero background image
The hero is the banner image at the top of the room.
- In the Room builder, click Edit on the header to open Hero background.
- Drag a photo into the box, or click to browse and pick one from your computer.
- The image saves to the header.
💡 Pro Tip: Wide, banner-shaped photos work best. Use a JPG or PNG up to 10MB so the image fills the space without stretching.
Step 2: Edit the room name and description
The name and description sit in the header card, each with its own edit pencil.
- Click the pencil next to the Deal Room name to change it. This name shows to your buyer.
- Click the pencil next to the description to add or edit it. The description is optional.
- Your changes save as you go.
💡 Pro Tip: Keep the description short and buyer-focused, like "Everything for the Acme and Spekit partnership in one place."
Step 3: Set your contact details
At the bottom of the room, your contact card shows the buyer who owns the room and how to reach you.
- Hover over the contact card and click the Edit pencil.
- In the Contact card window, add a booking link (your calendar URL) if you want one.
- To edit more details, click Edit your profile. This opens your Spekit profile, where you can set your name, job title, department, phone number, and LinkedIn URL.
- Save your changes. These details show on the Deal Room.
💡 Pro Tip: Add a booking link so an interested buyer can grab time with you in one click, instead of trading emails.
Step 4: Preview the buyer view
Always check how the room looks to your buyer before you share it.
- Click Preview in the top right of the Room builder.
- The room opens the way a buyer will see it, with your branding, header, and content.
- Close the preview to keep editing.
💡 Pro Tip: Preview on the same screen size your buyer is likely to use. A hero image that looks great on a laptop can crop oddly on a smaller window.
Best practices
A polished header makes the whole room feel intentional.
| Best practice | Why it helps |
|---|---|
| Use a clean, wide hero image | A crisp banner sets a professional tone before the buyer reads a word. |
| Fill in your contact card | The buyer knows exactly who to reach and can book time with you fast. |
| Preview before every share | Catches a cropped image or a typo in the name before the buyer does. |
| Match the header to the deal | A named, branded room signals you built this for them, not from a template. |
💡 Pro Tip: Set the header before you add content. A finished top of the room makes the whole thing feel ready, even while you are still adding pieces below.
Examples
A first-time build. You just created the room. You add a wide product photo as the hero, confirm the co-branded logos look right, keep the auto-filled name, and write a one-line description. You add your booking link to the contact card, hit Preview, and it looks sharp. Ready to add content.
Reusing a cloned room. You cloned a past room for a new deal. The old hero and description still reference the previous buyer, so you swap the hero image, update the name and description for the new account, and check the contact card is still yours. A two-minute refresh instead of a rebuild.