For consultants
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.
The job
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.
The problem
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 briefedThe model lives in a spreadsheet only we can drive.
The client watches the analysis instead of using itEvery proposal goes quiet for a fortnight.
No way to tell a slow yes from a noA working prototype means bringing in a developer.
Fees spent on hosting instead of on the client
How Roomi helps
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.
Today, and with Roomi
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. |
Speed to deploy
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
Tour · 2 of 4This is the cost-to-serve view for the northern depots, with each option side by side.
After you send it
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.
Meridian Freight · network review
Last 30 days- Shared with
- 11
- people
- Opened
- 9
- so far
- Time inside
- 27m
- average
- Said yes
- 2
- this month
Minutes in rooms, by day
| Day 1 | 4 |
|---|---|
| Day 2 | 9 |
| Day 3 | 12 |
| Day 4 | 10 |
| Day 5 | 18 |
| Day 6 | 22 |
| Day 7 | 19 |
| Day 8 | 25 |
| Day 9 | 31 |
| Day 10 | 28 |
| Day 11 | 34 |
| Day 12 | 30 |
| Day 13 | 38 |
| Day 14 | 41 |
From sent to yes
Daniel Price · Meridian Freight
Said yes- Opened his link
- 12 minutes in Depot options · the longest stop
- Pinned a question on Cost to serve
Does this include the agency drivers over winter?
- Forwarded it to Ruth Ellis, Finance Director
- Ruth said who she was and opened Risks
- Daniel chose “Yes — send the proposal”
Where attention went
This weekDepot options hold attention all week; Risks rises on Wednesday, after the Finance Director joined.
Who to speak to first
This week- Daniel · Meridian Freight4 visits · said yesYes
- Ruth · Meridian Freightforwarded · 16 min on RisksEngaged
- Owen · Meridian Freightwhole tour · 1 questionEngaged
- Grace · Meridian Freightopened once · 2 minOpened
Ruth came back to Risks twice. Brief her before Thursday’s steering meeting.
Pipeline · network review
Moves on what they didSent2
- Grace · Meridian
- + 1 more
Opened3
- Sam · Meridian
- + 2 more
Engaged4
- Ruth · Meridian
- Owen · Meridian
- + 2 more
Said yes2
- Daniel · Meridian
- + 1 more
Who to speak to first
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.
- Call today
They chose “Yes — send the proposal”
They are ready to go ahead. Send the proposal for the next phase while the analysis is fresh.
- Call today
The sponsor forwarded it upwards
The next person said who they are. The decision is moving to the people who make it.
- This week
They came back to the numbers
A second visit to the costs is someone checking the case before they argue for it.
- This week
They pinned a question
Answer it in the room, in writing, before it is asked in the meeting.
- Before the meeting
They have not opened it
Brief them in person, or ask the sponsor whether they have seen it.
Objections, answered
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.
An example
From the final readout to the next engagement
The people and the company are invented. The steps are what the product does.
- Monday
The model, built with Claude
The consultant turns the network analysis into a working model on mock data.
- Tuesday, 07:30
Live, with a tour
They say “deploy it to roomi”. The model is live in a room, with a tour through the recommendation.
- Tuesday, 07:48
Four links, one each
The sponsor and three of his team each open their own.
- Wednesday, 18:20
The Finance Director appears
Daniel forwards it. The link asks who she is, and Ruth spends her visit on the risks.
- Thursday, 09:15
A yes, before the meeting
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?: 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: 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.
More use cases
See how other teams use it
Tech sales
Send every prospect a working demo with their own link, see who leaned in and who it was forwarded to, and call the right person first.
For tech salesTech agencies
Win the pitch with the build. Put the client’s idea live before the meeting and see which stakeholders used it.
For agenciesPrototyping
Get a prototype in front of testers the day you build it, and see which screens they used and what they said, pinned to the screen.
For prototypingFounders
Show the product to customers, design partners and early users, and find out who actually wants it.
For foundersOrganisations
Internal prototypes and sales pitches, without a ticket to IT, with the controls a large organisation expects by arrangement.
For organisationsProduct teams
Show the next release to stakeholders and customers before it ships, and see who tried it and what they asked.
For product teams