Designing an Editor for Personalized Deal Rooms
Designing an Editor for Personalized Deal Rooms
Designing an Editor for Personalized Deal Rooms
Product
Product
Web app (Editor for Digital Sales Rooms)
Web app (Editor for Digital Sales Rooms)
My role
My role
Solo Product Designer
Solo Product Designer
Team
Team
Founder, Product Manager, Developer
Founder, Product Manager, Developer
Scope
Scope
Designed the editor from scratch (0 → 1)
Designed the editor from scratch (0 → 1)
What I built
What I built
The Heybase Editor helps early-stage founders create personalised dealrooms by embedding content from multiple tools (docs, videos, Figma, calendar links) and explaining it with video narration — without overwhelming the client.
It keeps the deal story in one place, so prospects don’t get lost.
The Heybase Editor helps early-stage founders create personalised dealrooms by embedding content from multiple tools (docs, videos, Figma, calendar links) and explaining it with video narration — without overwhelming the client.
It keeps the deal story in one place, so prospects don’t get lost.
The Heybase Editor helps early-stage founders create personalised dealrooms by embedding content from multiple tools (docs, videos, Figma, calendar links) and explaining it with video narration — without overwhelming the client.
It keeps the deal story in one place, so prospects don’t get lost.
THE PROBLEM
THE PROBLEM
What was broken in the existing flow 💔
What was broken in the existing flow 💔
What was broken in the existing flow 💔
The story of the deal was scattered — and the prospect had to assemble it❕❗
The story of the deal was scattered — and the prospect had to assemble it❕❗
The story of the deal was scattered — and the prospect had to assemble it❕❗
THE SOLUTION
THE SOLUTION
The Heybase Editor ✨
The Heybase Editor ✨
The Heybase Editor ✨
We designed the editor as the place where the dealroom comes together — content + context + brand, in one guided experience.
We designed the editor as the place where the dealroom comes together — content + context + brand, in one guided experience.
THE FEATURES
THE FEATURES
The Building Blocks of the Editor
The Building Blocks of the Editor
The Building Blocks of the Editor
Embeds 🧩
Embeds 🧩
All deal-related content lives in one place
All deal-related content lives in one place
What Users can do:
Add different types of embeds
Use as many embeds as needed
Combine documents, videos, links, and tools
What Users can do:
Add different types of embeds
Use as many embeds as needed
Combine documents, videos, links, and tools
Design thinking:
Sales teams often work across multiple tools, so the editor should support that instead of restricting it
The structure of a deal can change depending on the client, so the editor needs to stay flexible
Embeds make it easy to bring everything into one place without changing existing workflows
Design thinking:
Sales teams often work across multiple tools, so the editor should support that instead of restricting it
The structure of a deal can change depending on the client, so the editor needs to stay flexible
Embeds make it easy to bring everything into one place without changing existing workflows
Personalization 🧩
Personalization 🧩
Each deal can feel tailored to the client
Each deal can feel tailored to the client
What Users can do:
Add their company logo
Add the client’s logo
Set a cover image
Change the color theme
Switch between light and dark mode
Change layouts at any point
What Users can do:
Add their company logo
Add the client’s logo
Set a cover image
Change the color theme
Switch between light and dark mode
Change layouts at any point
Design thinking:
In sales, how something looks affects how it is perceived
Teams often present to different clients, so one fixed style doesn’t work
Giving control over branding and layout helps teams adapt without rebuilding the deal
Design thinking:
In sales, how something looks affects how it is perceived
Teams often present to different clients, so one fixed style doesn’t work
Giving control over branding and layout helps teams adapt without rebuilding the deal
Clearer explanations without long text, a more personal way to communicate with buyers
Clearer explanations without long text, a more personal way to communicate with buyers
Video narration 🎥
Video narration 🎥
What Users can do:
Record a video inside the app
Upload an existing video
Add narration to specific sections
What Users can do:
Record a video inside the app
Upload an existing video
Add narration to specific sections
Design thinking:
Important parts of a deal often need explanation, not just content
Sales teams usually do this over calls or emails, which breaks context
Adding video directly to a section keeps the explanation where it’s needed
Design thinking:
Important parts of a deal often need explanation, not just content
Sales teams usually do this over calls or emails, which breaks context
Adding video directly to a section keeps the explanation where it’s needed
THANKS FOR READING
THANKS FOR READING
Final Thoughts
Final Thoughts
Designing the Heybase editor taught me an important lesson: powerful tools don't have to feel complicated.
The goal was never to add more features. It was to create an editor that gives users the flexibility to build deal rooms their way, while keeping the experience simple and easy to use.
Working closely with the founder, product manager, and developer helped shape a product that balances business needs, user needs, and technical constraints.
Designing the Heybase editor taught me an important lesson: powerful tools don’t have to feel complicated.
The goal was never to add more features. It was to create an editor that gives users the flexibility to build deal rooms their way, while keeping the experience simple and easy to use.
Working closely with the founder, product manager, and developer helped shape a product that balances business needs, user needs, and technical constraints.
Got an idea, a project, or just want to say hi?
My inbox is always open for interesting conversations, design opportunities, and the occasional "I found a bug on your website."
Email me
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Got an idea, a project, or just want to say hi?
My inbox is always open for interesting conversations, design opportunities, and the occasional "I found a bug on your website."