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A Buyer Space is a single-link page that combines a trailer with structured sections, discovery, comparison, ROI, attached materials, and a live conversation thread between you and the prospect’s evaluation team. One URL replaces the typical “deck + sheet + email thread” mess of a B2B sale. Spaces take ~10 minutes to set up; trailers take ~10 seconds. Match the effort to the deal.

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Creating a Space from a qualifying call

The fastest path. Auto-populates the Discovery section from the AI summary.
1

Open a completed qualifying call

From Calls → Completed, click into the call.
2

Click Create Space

Top-right action button on the call detail page.
3

Discovery section auto-populates

Pain points, desired outcomes, decision criteria, timeline, all pre-filled from the AI summary.
4

Edit + add other sections

You’re taken to the Space editor with everything pre-filled. Edit, add other sections, hit Publish.
You can also create from scratch via Buyer Spaces → New Space, but auto-populating from a call cuts the setup time by ~80%.

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Section-by-section guide

A Buyer Space has nine prospect-facing sections plus one internal-only section (the Handoff Brief, below). You can hide any prospect-facing section per-Space if it’s not relevant for that deal (a small startup deal might skip ROI; a security-conscious enterprise deal might lead with Documents).
Free-text intro at the top of the Space. Use it to greet the evaluation team by name, frame the deal in their words, and set expectations for what they’ll find below. One short paragraph beats a wall of text.
Your understanding of the prospect’s pain + what they’re evaluating against. Keep concise: 3–5 bullets in their words. Long discovery sections lose readers.Auto-populated when you create from a qualifying call.
Embed your trailer here. The Buyer Space player has the same color-coded chapter strip as the seller-facing review, prospects can skim straight to what matters to them.
Comparison table, you vs the alternatives the prospect is considering.
Add at least one row that’s NOT in your favor. Honest comparison builds trust; sycophantic comparison gets dismissed.
Interactive calculator with their inputs. Customize the formula per Space, typical inputs are team size, current spend, hours saved per rep per week.Output is formatted as a year-1 / year-2 projection.
Timeline + onboarding plan, structured as a checklist of action items between your team and theirs. Each action has an owner, a due date, and its own comment thread so back-and-forth on a specific item stays scoped (vs cluttering the main Conversation section). Prospects can check items off as they’re done.Templates. A new room’s plan starts empty, so the same steps get retyped every deal. Pick a template at the top of the section and its items are added to the plan — nothing already there is removed, including anything the buyer has already ticked off. The usual way to make one is Save this plan as a template: build a good plan in a real deal, then reuse it.Due dates in a template are relative (“day 7”), counted from the day you apply it, which is why a template stays usable for a year instead of going stale. They can’t be negative, so applying a template can never produce an item that’s already overdue. An item can also carry no due date at all.Templates are shared with your whole workspace. Anyone can create one and apply one; renaming or deleting is limited to whoever made it or an admin. Deleting a template doesn’t touch rooms built from it — those items were copied, not linked.
Upload pricing PDFs, contracts, security questionnaires, decks, case studies, anything else the buying committee needs to review. Drag-and-drop directly into the section.Supported formats: PDF, DOC/DOCX, XLS/XLSX, PPT/PPTX, PNG, JPG, WebP, GIF, TXT, CSV, ZIP. Max 25MB per file.Files are stored encrypted in R2 with auth-gated download URLs, prospects can only access files inside Spaces they have a valid signed link to. Each download is logged so you see who pulled what.Prospects read documents in the room, not in their Downloads folder. Every document shows as a card with a page-1 preview and a page count, and View opens it in place — no download, no login, nothing to install. That’s the difference between a document you can’t see into and one that reports opens, total reading time, completion, and which pages held attention — attributed to that specific document, even though the whole room sits behind one link. Downloads are still tracked separately, because a download is its own signal: the file is being passed around internally.Pages are pre-rendered to images when the document is uploaded, so page one appears immediately instead of the reader waiting for a whole file to download, and a text layer ships alongside so screen readers can read it. Right after a large upload a card may briefly say it’s preparing pages — the document stays viewable the whole time. Word, PowerPoint, Excel, and ZIP files have no in-browser renderer and continue to offer download only. Documents attached from the Sales Library reuse the Library’s existing rendering and preview, so attaching the same one-pager to ten Spaces doesn’t re-render it ten times.You see the same cards the prospect does. Your own Documents and Customer Stories sections show the identical grid — preview image, friendly file type, page count, size, upload date — so “what does this look like on their screen” is answerable without opening the room. View opens the document in a new tab exactly as the prospect gets it, and it does not count as prospect engagement: your own reads are never mixed into their reading time. That separation is enforced on our servers, not in your browser — your View link is an internal link, a different kind of link from the one the prospect holds, and reads through it are stored where buyer analytics cannot see them at all. Copy it, forward it to a colleague, edit the URL: none of that can turn your read into theirs. Download, edit, the visibility eye, and delete all stay where they were. View is offered only where the document can actually be opened: Word, PowerPoint, Excel and ZIP have no in-browser renderer, and a document you’ve hidden from the prospect — or one in a section you’ve switched off — isn’t being served, so the button explains itself rather than opening a dead page.Comments on a specific document. A prospect can leave a comment right on a document card, or from the full-screen document viewer — no account needed, the room link is the credential. In the viewer the conversation sits beside the pages, not buried under them, so a question can be typed at the moment it occurs to them rather than after scrolling to the end (on a phone it stacks under the document instead). The comment box follows the reader: it’s already pointed at whichever page is on screen, and they can retarget it to another page before posting. A comment can be anchored to the page it was written on, so “this clause” arrives attached to page 4 rather than needing to be tracked down, and your reply carries the page back so they land on it. Clicking the page on any comment scrolls the document straight to it, from either side of the conversation. Those comments are the same conversation thread as the rest of the room, tagged with the document they’re about, so you read and reply in Conversations as usual rather than checking a second inbox. Threads stay private per recipient: a stakeholder who was forwarded the room gets their own thread and never sees anyone else’s. Hiding a document (or the whole section) hides it everywhere — no preview, no view, no download.External contract tracking (DocuSign V1). The Documents tab also tracks contracts signed externally via DocuSign. Paste an envelope ID into the “Track contract” form and you’ll see real-time engagement: per-recipient view + signature status, time-to-first-view, “X hours since first view, not yet signed”, and a full event audit log. When the envelope completes, the Space auto-flips to Won and the Sales Handoff Brief auto-fires for the implementation team. Setup is one-time per company in Settings → Integrations → eSignature tracking. PandaDoc / HelloSign / Adobe Sign are roadmapped.
Two-sided ledger:
  • Your team — who from your side is involved (AE, SE, exec sponsor)
  • Their evaluation committee — every stakeholder on the prospect’s side, role, decision authority
Used for routing the right conversation to the right person, and for the seller-side stakeholder map every AE secretly wishes their CRM had.
Live threaded chat between your team and theirs. Each prospect-side stakeholder gets a unique signed link to keep their thread separate, but they can see each other’s messages and reply collaboratively.
Each section is editable any time. Changes publish instantly to the live URL, no redeploy. Use the section visibility toggles in the editor to hide sections that aren’t relevant for a specific Space.

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Sales Handoff Brief (internal only)

A one-page AI-generated artifact for the implementation / customer success team when a deal closes. Lives as the Handoff Brief tab in the Buyer Space sidebar. The prospect never sees this section. The brief distills every linked recording’s transcript, AI summary, and deal brief, plus the Buyer Space welcome + discovery sections, the People ledger (both sides), MAP commitments, and the ROI inputs into structured JSON the post-sales lead can scan in 90 seconds. What it produces:
  • Headline (one sentence: who you sold to, their primary problem)
  • Customer profile (industry, primary use case, team size estimate)
  • Deal summary (tier, seats, estimated ARR, won-at, contract term)
  • Stakeholders (champion, economic buyer, evaluation committee, your team)
  • Why they bought (pain points in their words)
  • Success criteria (what they said they’d measure you on)
  • Promises made (specific commitments with owner + deadline where stated)
  • Risk flags (concerns raised but not fully resolved)
  • Implementation expectations (go-live target, key dates, kickoff prerequisites)
  • Key recordings (3–6 most relevant, one-line headline each)
  • Next actions (concrete first-week tasks for implementation)
  • Implementation lead’s mental model (qualitative paragraph capturing political reality the structured fields miss)
How to generate: open the Buyer Space, click Handoff Brief in the sidebar, click Generate brief. Takes ~10–20 seconds. Regenerate any time after adding new recordings or context, the latest version overwrites the prior one. How to download as PDF: once a brief is generated, click Download PDF in the header strip above the brief. The PDF is a Letter-format printable version with the same content as the on-screen render, suitable for emailing the implementation team, attaching to a CRM record, or pinning into Slack. V1 is manual. V2 will auto-fire when an eSignature envelope completes (eSign tracking ships next).

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Publishing + sharing

1

Click Publish

Top right of the Space editor.
2

Get the URL

Looks like https://app.trailercast.io/space/acme-corp?t=.... The slug is human-readable; the token is the access credential.
3

Send to your champion

Typically the champion is the contact you’ve been talking to. They forward the link to their evaluation team.
4

Multiple stakeholders open it

Each gets a unique signed link to keep their thread separate. They see your sections + can chat in the conversation section.
Preview as prospect opens the room the way the buying committee sees it, on a link of your own. Nothing you do in there reaches anyone’s engagement record — not opening the room, not reading a document, not playing the trailer — and it never marks a prospect as having opened a room they haven’t. Because it’s your link and not a stakeholder’s, the preview shows the room as a new recipient sees it: per-person section visibility set for a named stakeholder doesn’t apply to it, and a document the prospect uploaded isn’t badged “Uploaded by you”. A preview leaves no trace at all — it isn’t counted as a room view, doesn’t move “last opened”, doesn’t reach the activity feed, and doesn’t notify you that someone opened your room. Previewing isn’t an event. Copy share link (rolling out) gives you a stakeholder’s link without sending the email. Corporate mail filters — Microsoft Defender in particular — sometimes hold a share email or rewrite its link, and you only find out when the prospect says “I never got it”. Next to Share Decision Room in the room’s Share panel, click Copy share link, pick the person, and click Create link; the URL is copied for you to paste into Teams, LinkedIn, a calendar invite, or your own email. It’s the same per-person tracked link the email carries, so their views, reading time, and replies land on their engagement record exactly as if the email had arrived. The Send by email tab is the usual flow, and its confirmation screen offers the same link to copy. Two things to know: the link is per person, so add them on the People tab first; and it’s their credential — opening it yourself records a view as them, so look at the room with Preview as prospect instead. If you don’t see the button, it isn’t enabled for your workspace yet.

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Tracking engagement on a Space

The Buyer Spaces phase in your nav shows last-activity timestamps so you know which Spaces are alive vs cold. Click into any Space to see:
  • Per-stakeholder engagement (who’s viewed what)
  • Heat-map on the embedded trailer
  • Conversation thread
  • Section-level views (which sections did each stakeholder spend time on)

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Best practices

  • Use a Buyer Space for any deal above $25k ACV. The setup cost (~10 minutes) is justified by the polish.
  • Keep the Discovery section concise. 3–5 bullets, in their words.
  • Add at least one comparison row that’s NOT in your favor. Honest comparison builds trust.
  • Include implementation plan even if you don’t have a custom one. Generic “kickoff → integration → go-live” timeline is fine, the act of showing it builds trust.
  • Don’t include pricing on first send if your usual motion is post-demo pricing reveal. Add the Pricing section later when you’re ready.