DealCraft · Platform

Create a new deal in minutes

From company intelligence to your next opportunity.

Deal basics

Who is this deal with, and what is it worth?

What are you selling?

Pick the product or service line(s) this deal is about — this focuses the AI's research and insight drafting on the right offer.

0 selected — pick more if this deal spans several lines.

Where did this come from?

How the conversation started tells the AI which play to open with.

Where does this conversation stand? *

Reaching out gets insight-led outreach guidance, an interested buyer gets discovery-first support, and a booked meeting gets preparation for that meeting. If none of them fit, pick Other and describe the situation on the next step.

What triggered this deal? (optional)
Who do you expect to engage first? (optional)

Their role or job title tells the AI who to build a buyer profile for. Their deal-stage role (Economic Buyer, Champion...) is worked out later, on the Deal Plan.

Where is this deal at?

Describe the current situation — what's happened so far, who you've spoken to, what their needs are.

This is the input the AI leans on hardest. Paste in email threads, call notes, meeting summaries — anything that gives context. Don't worry about formatting. If the buyer emailed you, paste that email here — it is recorded as the received email on Interactions and a reply is drafted.

✧   What happens next The AI will analyse your notes and documents, research the company, infer the deal stage, and suggest next actions. If anything looks unclear, it will check with you before proceeding.

Supporting documents

Proposals, requirements docs, email threads, meeting notes, competitor analysis — anything related to this deal.

Optional — you can add documents to the Vault at any time after the deal is created.

↥
Drop files here or click to browse PDF, DOCX, XLSX, PPTX, TXT, CSV, MD, EML, MSG

Review & create

Check everything looks right before we create the deal and start the AI analysis.

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Assistant is preparing...

The AI is researching the company, analysing your deal context, and building the knowledge base. The assistant will be available once this is complete.

  Preparing your deal — this can take a few minutes

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DealCraft Meridian Health Group is ready in DealCraft – Your research is complete. The Company Overview, stakeholder signals and persona reports are waiting in the Vault. 15:41
Sarah Chen Re: Q2 platform review – Thanks for the call. Before we commit we'd like to see the migration plan… 15:12
Calendar Invitation: Pipeline review @ Thu 14:00 – 15:00 – You have been invited to the following event… 12:48
Finance Team Invoice INV-2041 approved – Your invoice has been approved and will be paid on the next run… 11:14
Priya Shah Intro: Head of Digital at Northwind – As promised, connecting you both. Priya, meet… 09:41
Alex Morgan Notes from Tuesday's call – Hi both, a quick summary of what we agreed and next steps… 22 Sept
James Patel Proposal feedback – Overall this looks strong. A couple of points on pricing and timelines… 22 Sept
Events Team Your webinar starts tomorrow – Join us for "Selling into complex buying groups" at 11:00… 21 Sept
IT Support Scheduled maintenance this weekend – Systems will be unavailable between 22:00 and 02:00… 21 Sept
Tom Reeves Re: Stakeholder map – Added the procurement contacts. Let me know if anything's missing… 20 Sept
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Meridian Health Group is ready in DealCraft
Your research is complete. The Company Overview is waiting in the Vault.
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DealCraft Meridian Health Group is ready in DealCraft – Your research is complete… 15:41
Sarah Chen Re: Q2 platform review – Thanks for the call… 15:12
Calendar Invitation: Pipeline review – You have been invited… 12:48
Finance Team Invoice INV-2041 approved – Your invoice… 11:14
Priya Shah Intro: Head of Digital – As promised… 09:41
Alex Morgan Notes from Tuesday's call – Hi both… 22 Sept
James Patel Proposal feedback – Overall this… 22 Sept
Events Team Your webinar starts tomorrow – Join us… 21 Sept
IT Support Scheduled maintenance – Systems will… 21 Sept
Meridian Health Group is ready in DealCraft Inbox ×
DealCraft <no-reply@dealcraft.ai>
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15:41 (0 minutes ago)

Meridian Health Group is ready

DealCraft has finished analysing Meridian Health Group.

The company research and the deal analysis are in, with suggested next actions waiting for you. The rest of the research reports are still being written and will appear in the deal's Vault.

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Dashboard

An overview of your pipeline and what needs attention.

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Recent deals View all deals
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Digital Experience Transformation · Meridian Health Group
Just now
£250k Outreach 60% conf
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Data platform migration · Northwind Logistics
3d ago
£180k Discovery 45% conf
JP H
Brand refresh · Harbour & Finch
9d ago
£65k Proposal 70% conf
All deals
Digital Experience Transformation Meridian Health Group  +

Digital Experience Transformation

Open ▾ Created 23 Sept 2026 Est. close 31 Mar 2027 Stage Outreach · 60% Value £250,000
Products Digital Experiences, Performance Marketing Vault 12 items — 6 research · 3 insights · 2 documents · 1 note
Where this deal stands Updated just now
  • Buyer state: can't tell yet. The CMO has asked for a proposal, but hasn't said what problem it has to solve or who else decides. · 2 signals
    Test: "Before we write anything — what would make this worth doing before Q2, and who else needs to agree?"
    Next: Ask the CMO what the proposal must prove (in your Next Steps)
    RightNot quite
Where it stands
  • Sales Position not set; one contact on the deal, the CMO, with no role tagged.
Gaps: Metrics (none) · Economic buyer (none) · Decision criteria (none) · Decision process (not mapped) · Champion (none) · Competition (none recorded)
Recently

Deal created from a referral from Mike. Brief and meeting notes added to the Vault.

Next
  • Ask the CMO what the proposal must prove — agree the problem before sending anything. (from your Next Steps · 4 more)
Continue in Assistant →
All deals
Digital Experience Transformation Meridian Health Group  +

Insights

Problems your prospect's organisation faces, the roles affected, and how to talk about each. Click any tile to view the full Situation–Complication–Resolution.

Sort: In use first ▾ 3 SCRs
Fragmented Patient JourneyDraft
CMO (unverified) Head of Digital (unconfirmed)

Patients hop between the main site, the booking portal and clinic pages, and every hand-off loses some of them. The conversion problem is a journey problem, not a page problem.

SourcesMeridian — Company OverviewMeridian — Market & Competition
Just nowHypothesis
Set as running with
Reporting You Can't Act OnDraft
CMO (unverified) Head of Marketing Analytics

Every channel reports its own numbers, so the board sees activity rather than outcomes, and budget follows whoever has the best slide.

SourcesMeridian — Signals & TriggersMeridian — Company Overview
Just nowHypothesis
Set as running with
Q2 Launch RiskDraft
CMO (unverified) IT Director (unconfirmed)

A Q2 launch leaves one quarter for build, migration and sign-off. The risk is less the platform than the governance around it.

SourcesMeridian — Market & CompetitionMeridian — Signals & Triggers
Just nowHypothesis
Set as running with
All deals
Digital Experience Transformation Meridian Health Group  +

Vault

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All (12) Research (6) Insights (3) Documents (2) Notes (1) Files (0) Archive (0)
Meridian — Buyer personas
ResearchAI

Persona note: the deal's CMO contact is the only named stakeholder. Marketing owns conversion and reporting; Digital and IT will shape any platform decision…

2026-09-23 15:4170% confidence
ViewArchive
Meridian — Signals & Triggers
ResearchAI

Recent signals: new patient app announced, Head of Digital role advertised, and a board commitment to "one front door" for patients by Q2…

2026-09-23 15:4170% confidence
ViewArchive
Meridian — Stakeholders & Buying Group
ResearchAI

Stakeholder map: CMO (sponsor, unverified), Head of Digital (likely champion), IT Director (technical sign-off), CFO (budget owner)…

2026-09-23 15:4170% confidence
ViewArchive
DealCraft · Platform

Create a new deal in minutes

From company intelligence to your next opportunity.

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