Your Dock workspace is a shared home for your relationship with a buyer, customer, or partner. It brings together the resources, plans, and conversations they need to take the next step. Whether that’s evaluating your product, getting started, or managing an ongoing project.
The right content depends on the relationship and the work you’re doing together. Below are suggested pages and the information to include for common use cases.
You don’t need every page. Start with what’s useful now and add content as your conversations progress.
Explore by use case
What every workspace should include
Shared context. Summarize why you’re working together, what the customer wants to achieve, and what you’ve agreed so far. This helps new stakeholders catch up without needing the full conversation history.
The right people. Include key contacts, their roles, and what they can help with. Customers should know who to ask about commercial questions, implementation, or ongoing support.
Relevant resources. Share materials that address the customer’s needs: a demo of their use case, a case study from a similar company, or a guide for a task they need to complete.
Answers and decisions. Capture questions raised in meetings, your answers, and decisions made together. For anything still unresolved, include who will follow up.
A shared plan. Include the next steps, who owns them, and target dates. Explain what you need from the customer and what they can expect from your team.
Progress and updates. Record completed milestones, changes to the plan, and current priorities so everyone has the same understanding of where things stand.
Suggested content by use case
Sales room
Use a sales deal room to help your buyer evaluate your solution and share it with colleagues. Think about what someone would need to understand if they joined the conversation today: why your solution matters, how it works, and what happens next.
Suggested page | What to include |
Welcome and Overview | A recap of your conversations, the purpose of the evaluation, and contacts from both teams. |
Business Case or Executive Summary | The buyer’s current challenges, the impact on their business, desired outcomes, and how your solution can help. Include expected value or ROI with the assumptions behind it. |
Product Overview | How your solution addresses the buyer’s use cases, relevant demo recordings, key capabilities, integration requirements, and answers to product questions. |
Customer Stories | Case studies, testimonials, and results from customers with similar challenges or in similar industries. |
Mutual Action Plan | Evaluation criteria, demo or trial steps, stakeholders involved in the decision, responsibilities, and target dates. |
Pricing and Proposal | Recommended products or services, what’s included, pricing, contract length, and the proposal or order form. |
Security and Procurement | Security documentation, questionnaire responses, legal terms, and purchasing requirements relevant to the deal. |
Pro Tip: Start with the information your buyer needs now. You might share a recap and a demo after the first call, then add a proposal, security resources, and an implementation plan as the evaluation progresses.
Customer onboarding
An onboarding workspace helps new customers feel confident about getting started. It should answer three questions: What are we working toward? What do we need to do? Where can we get help?
Suggested page | What to include |
Welcome and Kickoff | An overview of the engagement, kickoff agenda or recap, team introductions, and responsibilities on both sides. |
Success Plan | The customer’s goals, agreed success measures, target launch date, and criteria for being ready to launch. |
Implementation Plan | Setup steps, configuration and integration requirements, data or access needed from the customer, milestones, task owners, and deadlines. |
Training | Instructions for the workflows customers need to learn, administrator guides, end-user training, and relevant session recordings. |
Resources and Support | FAQs, troubleshooting guides, documentation, support contacts, and how to get help during and after onboarding. |
Client portals
A client portal gives customers a familiar place to return throughout your relationship. Use it to keep shared resources, updates, and ongoing work organized.
Suggested page | What to include |
Relationship Overview | The services or products the customer uses, current priorities, and key contacts. |
Success Plan | Shared objectives, active initiatives, measures of success, and progress against those goals. |
Customer Resources | Frequently used documentation, customer-specific guides, agreed processes, and reference materials. |
Training | Resources for new team members, refresher training, and guidance on additional use cases. |
Meetings and Updates | Meeting recaps, decisions, answers to open questions, and updates that affect the customer. |
Action Plan | Open requests, upcoming milestones, commitments from each team, owners, and due dates. |
QBRs & Renewals
Use a business review or renewal workspace to bring results and future plans into one conversation. Help your customer see what you’ve achieved together and agree on where to focus next.
Suggested page | What to include |
Overview | The period being reviewed, discussion topics, participants, and decisions you want to make together. |
Results and Progress | Original goals, current results, adoption or performance metrics, major wins, and challenges still to address. |
Future Plans | Recommended priorities, new use cases, improvement opportunities, and the support needed to achieve them. |
Renewal Proposal | Proposed products or services, scope changes, pricing, contract dates, and renewal documents. |
Next Steps | Customer feedback, unresolved questions, agreed actions, decision owners, and deadlines. |
Partnership portals
A partnership portal gives both organizations a place to coordinate work and find the materials they need. Tailor it to the partnership, whether you’re supporting referrals, reseller enablement, or a joint campaign.
Suggested page | What to include |
Partnership Overview | The purpose of the partnership, how you’ll work together, and contacts from each organization. |
Joint Plan | Shared goals, responsibilities, target customers or audiences, and agreed success measures. |
Sales and Marketing Resources | Product information, positioning, pitch materials, customer stories, campaign messaging, and approved brand assets. |
Partner Training | Product demos, qualification guidance, common objections, and instructions for the partner’s role. |
Programs and Activities | Referral or deal-registration processes where relevant, joint campaigns, events, deliverables, owners, and dates. |
Updates and Next Steps | Progress against the joint plan, recent decisions, open questions, and follow-up commitments. |
Project hubs
For a consulting engagement, agency project, or other client deliverable, use a project hub to keep everyone aligned on the work. Make it easy for clients to see progress, review materials, and provide feedback.
Suggested page | What to include |
Scope and Goals | The problem you’re solving, agreed deliverables, what’s included, and how the client will evaluate success. |
Project Plan | Phases, milestones, dependencies, responsibilities, and deadlines for both your team and the client. |
Deliverables and Reviews | Work ready for review, the context behind your recommendations, feedback requested, and approval deadlines. |
Project Resources | The client brief, requirements, background research, reference documents, and assets needed to complete the work. |
Status and Decisions | Completed work, upcoming activity, blockers, decisions, and agreed changes to scope or timing. |
Handoff | Final deliverables, usage or maintenance instructions, outstanding items, and ongoing support arrangements. |