# For consultants

- URL: https://getroomi.com/use-cases/consultants
- Built: 2026-10-13

Send the working model, not another deck. Build the client’s dashboard, model or tool with Claude and put it live in one sentence. Each person on the client side gets their own link. Then see who opened it, what they spent time on and who they shared it with, before the steering meeting.

## Get the recommendation acted on

A consultant’s job is to get a recommendation understood and acted on by the people who decide, then win the next piece of work. The outcome they want is a client who has used the analysis, not just read it. With Roomi, the client gets the working model on their own link, and you see who engaged.

- **The analysis in their hands**: A model they can use, not a chart they are shown in a meeting.
- **Everyone who read it**: The sponsor forwards it. Whoever opens it next says who they are.
- **A steering meeting with no surprises**: You walk in knowing what each person looked at and what they asked.
- **The next engagement**: Their answer to “What happens next?” tells you when to propose it.

## Good analysis, read by the wrong people

- “The final deck goes to the sponsor. We never know who else reads it.” — The recommendation lands with people you never briefed.
- “The model lives in a spreadsheet only we can drive.” — The client watches the analysis instead of using it.
- “Every proposal goes quiet for a fortnight.” — No way to tell a slow yes from a no.
- “A working prototype means bringing in a developer.” — Fees spent on hosting instead of on the client.

## The work itself in the client’s hands, and the signal behind it

Two things change. The model goes live without a developer, and what happens after you send it stops being a guess.

- **Live without a developer**: Say “deploy it to roomi” to Claude. It checks the build, rehearses the deploy and publishes when you say yes.
- **A link for each person**: The sponsor, the finance director and the board each get their own, revocable at any time.
- **Who read the recommendation**: Who opened it, how long they stayed and which part of the analysis held them.
- **Questions where they arose**: Pinned to the screen they were asked on, with a screenshot, so the answer goes straight to the point.

## How consultants share their work today, and with Roomi

Today a recommendation reaches the client as a final deck, a spreadsheet only you can drive, or a readout where you present. At best, you learn that the deck was opened. A room gives each person the working model on their own link, and records every visit, click and minute.

| Sharing | A final deck and a readout | Roomi |
|---|---|---|
| What they get | Slides about the analysis, or a spreadsheet to decode | The working model, with a tour through the recommendation |
| Who puts it live | A developer, or nobody | You, by saying “deploy it to roomi” to Claude |
| What you know after sending | At best, that the deck was opened | When each person opened it, and who came back |
| What held their attention | Rarely known | Minutes on each part of the analysis, for each person |
| Who else saw it | Rarely known | Everyone it reached, by name, up to the board |
| Their questions | Raised in the meeting, if at all | Pinned to the screen they were on, with a screenshot |
| What they want next | A guess from the readout | Their answer to “What happens next?”, such as “Yes — send the proposal” |
| Your follow-up | Written from memory, days later | Drafted by your own Claude from what each person did |
| What it costs to start | A developer’s time, billed or absorbed | Free to start. Pro is £4 a month for a private link per person and full analytics. |

How a consultant shares a recommendation today, compared with Roomi.

## From the analysis to the client’s inbox in one sentence

The model runs on mock data, as a static build or in its own isolated container, with a tour Claude writes with you. Nothing the client sees touches their systems or yours.

- A guided tour through the recommendation
- A private link for each person on the client side
- Redeploy as the work changes; it is still one project
- Ask Claude who on the client side opened it, and for how long

## Know who read the recommendation, and what they made of it

Every visit on the client side comes back to you. Ask Claude “who has opened the model this week?” and get the answer in a sentence.

- **The engagement at a glance**: Opens, minutes inside and who has said yes, across everyone on the client side.
- **Each person’s journey**: Every visit in order, the parts of the analysis they stopped on, and the questions they left.
- **The board, by name**: A forwarded link asks the next person who they are, so the people the sponsor briefed show up.
- **What they care about**: Which parts of the model hold attention, day by day, so the steering meeting starts there.
- **Who to speak to first**: Everyone by what they did, with their answer to “What happens next?”.
- **From readout to next engagement**: Sent, opened, engaged, said yes: each person moves on what they did.

## Signs the recommendation is landing, strongest first

What a room records on the client side, ranked by how close each one puts you to a decision.

1. **They chose “Yes — send the proposal”** (Call today): They are ready to go ahead. Send the proposal for the next phase while the analysis is fresh.
2. **The sponsor forwarded it upwards** (Call today): The next person said who they are. The decision is moving to the people who make it.
3. **They came back to the numbers** (This week): A second visit to the costs is someone checking the case before they argue for it.
4. **They pinned a question** (This week): Answer it in the room, in writing, before it is asked in the meeting.
5. **They have not opened it** (Before the meeting): Brief them in person, or ask the sponsor whether they have seen it.

## What consultants ask before they send a room

### Clients expect a deck.

Send the model with your narrative beside it in the room. A deck tells you, at best, that it was opened.

### The client’s numbers are confidential.

The demo runs on mock data, in its own space, on a domain apart from your account. Each link is for one person, and you can revoke it at any time.

### I am not technical.

You do not need to be. Build it with Claude and say “deploy it to roomi”. Claude checks it and publishes only when you say yes.

### Partners will not want to be tracked.

Each link goes to one person you chose. It records what they did with what you sent them, as you would see if you presented it to them yourself. As you send it, tell them the room records their visit.

## From the final readout to the next engagement

The people and the company are invented. The steps are what the product does.

1. **The model, built with Claude** (Monday): The consultant turns the network analysis into a working model on mock data.
2. **Live, with a tour** (Tuesday, 07:30): They say “deploy it to roomi”. The model is live in a room, with a tour through the recommendation.
3. **Four links, one each** (Tuesday, 07:48): The sponsor and three of his team each open their own.
4. **The Finance Director appears** (Wednesday, 18:20): Daniel forwards it. The link asks who she is, and Ruth spends her visit on the risks.
5. **A yes, before the meeting** (Thursday, 09:15): Daniel chooses “Yes — send the proposal”. The consultant walks into the steering meeting knowing what Ruth read.

## Questions from consultants

### How do I share a working model with a client instead of a deck?

Build the model with Claude on mock data, then say “deploy it to roomi”. Claude checks it, rehearses the deploy and publishes it when you say yes, with a tour through the recommendation. Make a private link for each person on the client side and send it. As you send it, tell them the room records their visit.

### Can I see whether the client’s board looked at it?

Yes, if it reached them. A forwarded link asks whoever opens it who they are, so the people the sponsor briefed show up by name, with what they looked at.

### Can the final deck sit in the room too?

Yes. Add it as a PDF, or images, as pages of the room. Viewers read it page by page beside the live model, and you see the time they spent on each page.

### What does it cost?

Free costs nothing. Pro is £4 a month before VAT, with a private link per person and full analytics. For a practice, Team is £5 a seat a month, with your logo on the room.

## Read more

Guides that go further into the same question.

- [How do you send a working demo instead of a pitch deck?](https://getroomi.com/guides/how-to-send-a-demo-instead-of-a-deck): Swap the slides for the real thing: trim a demo to what matters, write a short tour, send one link per person and follow up on what they did.
- [What should your follow-up email say after you send a demo? Templates](https://getroomi.com/guides/follow-up-email-after-sending-a-demo): Copyable emails for sending a demo, nudging someone who has not opened it, and following up on what they did, each with one next step.

## Send the next recommendation as a room

Start free today. A private link per person on the client side and full analytics come with Pro.

[Get started free](https://app.getroomi.com/start)