ROIPad isn't another demo tool. We're the first Deal Engine that transforms product interactions into revenue by orchestrating the complete buying journey—from initial interest to stakeholder alignment and signed contracts.
The current demo tool market is obsessed with pixel-perfect replication of UI elements, but they're solving the wrong problem for B2B sales teams.
Tools like Navattic, Storylane, and Supademo are fighting a war over "hover states" and "scroll fidelity"—engineering marvels that create beautiful product tours but completely miss the actual sales process.
ROIPad is a Deal Engine—not a demo tool. We provide the missing 80% of the B2B sales process that happens around the product demonstration.
Demo tools ask: "How can we make this look more like the real product?"
ROIPad asks: "How can we guide this committee from awareness to consensus to close?"
The B2B buying process has fundamentally changed while demo tools have remained stagnant. Today's enterprise sales involve:
Current demo tools address exactly none of these realities. They're built for individual product exploration, not committee decision-making. They show "how" but never address "why" or "how much" or "who else needs to agree."
When sales teams lead with product demos, they:
ROIPad rearchitects this process by starting with business context and only introducing product demonstration when it serves the narrative progression toward consensus.
We're building more than a tool—we're creating a new category at the intersection of product demonstration, sales enablement, and deal intelligence.
Pixel-perfect replication doesn't close deals. What matters is the business story wrapped around the product. ROIPad structures the complete narrative from problem identification through solution validation to financial justification.
We treat each deal as a story with characters (stakeholders), conflict (business problems), and resolution (your solution). This narrative approach resonates with human decision-making psychology far more than isolated feature demonstrations.
A ROIPad journey follows this proven narrative arc:
Unlike demo tools that jump straight to "here's our dashboard," ROIPad ensures every feature demonstration happens within a business context that justifies its importance.
Traditional analytics measure clicks and time spent. ROIPad measures buy-in and alignment across the entire buying committee. We track not just if someone viewed content, but how their engagement affects the collective decision.
Our consensus mapping visualizes the organizational decision landscape, showing sales teams exactly who needs attention, who's championing the deal, and where objections are forming before they become deal-breakers.
ROIPad's consensus engine tracks:
The same feature means different things to different stakeholders. ROIPad's intent-based routing adapts the journey based on role, behavior, and expressed needs. Technical evaluators see API documentation while financial stakeholders see ROI calculators.
This contextual intelligence transforms generic product tours into personalized business conversations that address each stakeholder's unique concerns and decision criteria.
ROIPad evaluates multiple context dimensions:
ROIPad doesn't compete with demo tools—it contains and orchestrates them within a complete deal acceleration framework.
| Feature / Capability | ROIPad The Deal Engine |
Navattic / Storylane / Supademo Demo Tools |
Trumpet / Walnut Sales Rooms |
Traditional Methods Decks, Email, Calls |
|---|---|---|---|---|
| Primary Focus | Complete Deal Journey From awareness to signed contract |
Product Demonstration Show how features work |
Deal Collaboration Shared workspace for materials |
Fragmented Process Disconnected tools and communications |
| Buying Committee Support | Full Multi-Stakeholder Orchestration Track engagement & consensus across all roles |
Single Viewer Focus Designed for individual exploration |
Multi-Viewer Access Shared access but no role tracking |
Manual Coordination Email chains, separate meetings |
| Business Context | Built-in ROI & Pricing Financial justification integrated |
Feature-Only No pricing or business case |
Can Include Documents Static business docs as attachments |
Separate Documents Decks, spreadsheets, proposals |
| Journey Intelligence | Intent-Based Dynamic Routing Adapts based on role, behavior, signals |
Linear Progression Fixed sequence of steps |
Static Content Hub Organized but not adaptive |
No Intelligence Manual adaptation by sales rep |
| Consensus Tracking | Visual Consensus Mapping See who's bought in vs. blocking |
Basic Engagement Only Clicks, time, completion |
Document-Level Tracking Views and time on materials |
Manual Tracking Spreadsheets, CRM notes, guesswork |
| Narrative Structure | Guided Deal Narrative Problem → Solution → Value → Action |
Feature Walkthrough UI element explanations |
Content Organization Logical grouping of materials |
Rep-Dependent Quality varies by salesperson |
| Integration Strategy | Orchestration Layer Embeds demo tools within deal narrative |
Standalone Widgets Embeddable tours for websites |
Content Aggregation Central repository for deal assets |
No Integration Separate tools, no unified view |
| Decision Analytics | Deal Scoring & Risk Signals Predictive insights based on narrative engagement |
Engagement Metrics Tour completion rates, clicks |
Content Analytics Document views and engagement |
Qualitative Only Gut feel, anecdotal evidence |
| Adaptive Content | AI-Powered Personalization Dynamic text based on sentiment & role |
Static Content Same tour for all viewers |
Static Content Same materials for all viewers |
Manual Customization Time-consuming personalization |
| Deal Velocity Impact | Accelerates Entire Cycle Reduces stalls, aligns stakeholders faster |
Accelerates Early Stage Faster product qualification |
Improves Collaboration Reduces email back-and-forth |
Slow & Inefficient Weeks of meetings and follow-ups |
Instead of trying to build a better screenshot tool, ROIPad becomes the operating system for your deals that can contain and orchestrate all other tools in your stack.
A complete ROIPad deal narrative:
This comprehensive narrative structure is what demo tools alone cannot provide—they excel at component #2 but miss the complete business conversation.
ROIPad's "contain, don't compete" strategy means:
Beyond basic demo capabilities, ROIPad provides a complete toolkit for deal acceleration and stakeholder alignment.
Stack-based editor (not flowchart) with drag-and-drop module placement. Every module has dedicated configuration for content, logic, and tracking settings.
Open architecture supporting third-party module development. ~5 core modules out of the box with ability to import/install from marketplace.
Extend beyond functional modules to design themes, button styles, and animation packs available through marketplace installation.
Auto-proceed (after video ends) or click-proceed modes. Branching based on time spent, quiz answers, or specific interactions with targeting to any Level ID.
H5P-style container module with split layout (70% video player, 30% interactive area). Timeline triggers sync content display with video playback with configurable pause/resume behavior.
Safely embed custom HTML/JS animations or mini-demos. Dedicated module for embedding Supademo, Navattic, Storylane iframes with compatibility assurance.
The ROIPad builder uses a stack-based approach where users select modules from a sidebar and drag them onto the "Editor Board." This is intentionally not a flowchart system—it's a linear builder that supports branching logic at each module level.
Every module has a dedicated configuration panel with three primary sections:
ROIPad implements a two-tier branding system:
The entire system is built on a marketplace framework:
Every module is assigned a unique Level ID representing its exact position in the linear sequence. This ID serves as the anchor for:
Modules support multiple progression modes:
Each Level ID has dedicated visual settings:
Advanced logic system allows:
Level ID or module typeAverage-based scoring engine with configurable point assignments per module (e.g., +10 for viewing, +50 for interaction). Score-based branching for personalized journeys.
Source capture via HTML code or bookmarklet. Tag elements on your live site (buttons, pricing links) with explanations to generate custom tracking JavaScript.
JS snippet tracks visitor interactions on your live site. When they open a ROIPad journey, system reads history to show specific AI text or skip sequences.
AI generates bespoke text versions for modules based on accumulated score and sentiment calculation. Content adapts to prospect's demonstrated interests.
Assign multipliers (1-10) to each module determining sentiment score impact. Pricing module might have 10x multiplier vs. basic info module at 2x.
Robust cookie-based browsing behavior tracking (with required disclosure) to persist user state, scores, and journey progress across sessions.
The scoring system uses an average-based calculation engine with comprehensive rule configuration:
The Average Score at any specific Level ID becomes a variable for conditional logic:
Score > 80 at Level 5 → Send to "Booking Calendar" moduleScore < 40 at Level 5 → Send to "More Information" branchScore variance between stakeholders > 30 → Trigger "Alignment Needed" alertThis is a dedicated setup wizard outside the main flow builder:
The JavaScript snippet tracks detailed visitor interactions:
When that same visitor opens a ROIPad journey, the system reads their interaction history and can:
Level ID based on their preparation levelSimilar to website tracking but for the user's own SaaS platform/app:
Comprehensive settings panel controls:
The AI doesn't just personalize at journey start—it modifies content in real-time:
Each module can be assigned a sentiment multiplier (1-10 scale):
Template-based creator with marketplace import. AI rewrites template content to fit your Workspace Data and Product Description automatically.
Start/end journey logic based on geo-location, device type, OS, time of day, or internet connection speed. Context-aware journey delivery.
Password protection, one-time links (with/without password), 2FA/email verification, geo-restriction, or public listing on Explore Page.
Social media integration, auto-generated QR codes, JavaScript embed code, or direct links. Public links can enforce attribute requirements.
Branch in Journey A can redirect to start Journey B. Referrer gating ensures traffic only comes from specific journeys (prevents skipping steps).
When enabled, shows "Duplicate this Journey" button allowing other SaaS users to copy entire structure to their workspace (with attribution).
Accelerated journey creation through templates:
Advanced container module with sophisticated synchronization:
Start/end journey logic based on multiple environmental factors:
Comprehensive security and access management:
Even publicly accessible links can enforce requirements:
Share journeys through every relevant channel:
Create interconnected journey ecosystems:
Prevent skipping ahead in multi-step processes:
Community-building feature:
Left: Product logo. Center: Distinct black progress bar (color configurable). Right: Call-to-action button (Sign Up, Join Waitlist, etc.). Clean, branded interface.
Large, borderless container with padding centered in viewport. Modules play inside container; next buttons and meta items appear below for clean progression.
Specialized modules for pricing tables and testimonials with basic customization (font, colors, backgrounds). Marketplace for advanced design variants.
Define role and name before sending journey. Prospect sees personalized greeting ("Hello John!") without inputting data. Link-level customization for multiple unique links.
Mobile-responsive popup triggered on browser/tab close events. Configurable content (email capture or quick review). Logic controls (show only if score > 50, etc.).
Automatic classification as Cold, Warm, Hot, Lead based on scoring system. Real-time qualification as prospect engages with narrative.
The player interface maintains consistent branding and navigation:
Optimized presentation area for content:
Specialized modules for critical business conversations:
Personalized URLs without user input:
Role and Name before generating the linkCapture abandonment with intelligent triggers:
Automatic qualification based on engagement:
Detailed breakdown per Level ID, per sequence, and per user. Flow visualizer shows linear flows, logic paths, and branching options in read-only view.
Admin role for modifying journeys and flows. Member role for view-only analytics access. Hierarchical workspace vs. journey-level branding controls.
Connect to external CRMs and tools. Robust webhook system sends custom alerts to Discord, Slack, Teams, or custom endpoints with configurable events.
Triggers for specific flow completion, lead creation with score thresholds, new lead detection, module interactions, and custom milestone achievements.
Categorized marketplace for all component types: modules, popups, button styles, animations, templates. Structured discovery and installation.
Workspace defaults (industry, business name, type, logo, URL) with journey-level overrides. Journey settings always prioritize over workspace defaults.
Multi-dimensional analytics across all levels:
Structured access control for teams:
Connect ROIPad to your entire tech stack:
Real-time notifications and data sharing:
Structured discovery and installation system:
Complete control over brand presentation:
Built from the ground up as a platform—not just a point solution—with extensibility at every layer.
Interface: Users select a module from a sidebar and drag it onto the "Editor Board." It is not a flow chart; it is a stack-based builder.
Module Settings: Every module has a dedicated configuration panel for:
Workspace Default: Contains Industry, Business Name, Type, Logo, and default URL.
Journey Override: During journey creation, the user can specify a Product Logo and Product URL.
Logic: The specific Journey settings always prioritize/override the Workspace defaults.
Structure: All modules are built on a marketplace framework.
Default: We provide ~5 core modules out of the box.
Expansion: The architecture supports third-party developers creating modules, submitting them to the marketplace, and allowing SaaS users to import/install them.
Extends beyond functional modules to include design themes, button styles, and animation packs.
Initial types: Video, Quiz, Text, Sound, Pictures/Carousel.
Every module is assigned a Level ID, representing its exact position in the linear sequence. This ID is the anchor for all logic and analytics.
Auto-Proceed: Move to the next module automatically (e.g., after video ends).
Click-Proceed: Display a "Next" button.
Branching Triggers:
On the settings page for any Level ID, users can configure button designs and animations.
Import: Users can browse the marketplace to import new button styles or animation effects specifically for that module.
Logic: Conditions can target a specific Level ID or Module.
Action: Based on an interaction (e.g., clicking "I'm not interested"), the flow can skip the next 3 modules and jump directly to the "Objection Handling" module.
Scoring System: An average-based scoring engine.
Rule Set: Users define logic per module to assign points (e.g., +10 for viewing, +50 for interaction).
The Average Score at any specific Level ID becomes a variable for logic.
Use Case: If Score is High at Level 5 → Send to "Booking Calendar." If Low → Send to "More Info."
Dedicated Page: A setup wizard outside the flow builder.
Method: Users either paste their website's HTML source code or use a Bookmarklet application.
Action: They select elements on their live site (buttons, pricing links), tag them, and add explanations.
Output: They receive a custom JavaScript snippet to embed on their site.
Logic: The JS snippet tracks visitor interactions on the user's main website.
Execution: When that visitor opens an ROIPad journey, the system reads their history.
Result: It can show specific AI text, skip sequences, or start the journey from a different Level ID based on what they clicked on the main site.
Similar implementation to #12, but specifically for tracking visited pages within the user's SaaS platform/app to manipulate the journey flow.
Comprehensive Settings: Enable/Disable AI, set start/stop points based on history.
Tracking: Robust cookie browsing behavior tracking (with required disclosure) to persist user state and data.
Speed: Template-based creator.
Import: Users import templates from the marketplace.
AI Context: Users run AI to rewrite the template content to fit their specific Workspace Data and Product Description automatically.
Structure: A container module with a split layout.
70% (Left): Video Player.
30% (Right): Interactive Content Area (Quizzes, HTML animations, Forms).
Timeline Logic: Users set "Triggers" at specific video timestamps.
Sync Behavior:
00:45, show "Quiz Module" in the 30% pane.Start/End Logic: Configure where the journey starts or if it is accessible based on:
Options:
Even "Public" links can enforce attribute requirements (e.g., must be on Desktop, must have fast internet) to allow access.
Share: Social Media integration.
QR Code: Auto-generated for the journey.
Embed: JavaScript embed code or direct link.
Dedicated Module: A specific sequence level designed to embed external demos.
Compatibility: Supports Supademo, Navattic, Storylane iframe embeds specifically.
Feature: Allows users to safely embed their own HTML/JS animations.
Use Case: Users can code their own mini-product demo or calculator in HTML and embed it as a slide without relying on external tools.
Layout:
Customization: The color of the progress bar is configurable in journey settings.
Setting: "Allow Duplication."
Effect: If enabled, a "Duplicate this Journey" button appears on the play page, allowing other SaaS users to copy the entire structure to their workspace.
Design: A large, borderless container with padding.
Positioning: Centered in the viewport/display.
Flow: Modules play out inside this container; Next buttons and meta items appear below it.
Logic: AI generates bespoke text versions for modules based on the player's accumulated score and "Sentiment Calculation" up to that point.
Example: If user spent time on pricing (High Sentiment), the Review Module text adjusts to be closer ("Ready to join?").
Configuration: User assigns a multiplier (Range 1-10) to each module.
Function: Determines how much the "Sentiment Score" increases based on interaction with that specific module (e.g., Pricing = x10 multiplier).
Types: Pricing Tables, Reviews/Testimonials.
Design: Basic customization (Font, Text Color, Background Color, Badge Color).
Marketplace: Users can import advanced design variants for these modules.
Admins: Can modify journeys and flows.
Members: Can only view analytics.
Trigger: Monitor tab/browser close events.
Action: Display a mobile-responsive popup (Email capture or Quick Review).
Content: Configurable text/design.
Marketplace: Import popup designs.
Logic: Configure when to show it (e.g., Only if Score > 50, Only if Level ID > 3, or based on specific close intent).
Categories for all component types: Modules, Popups, Button Styles, Animations, Templates.
A visual interface to see how linear flows connect, visualize logic paths, and see branching options (Read-only view of the logic).
Logic: A specific branch in Journey A can redirect the user to start Journey B.
Setting: Configure a journey to only accept traffic coming from another specific journey.
Security: Prevents users from jumping directly into "Step 2" without completing "Step 1."
Detailed breakdown per Level ID, per Sequence, and per User.
Feature: Users can define Role and Name before sending.
Result: Prospect sees "Hello John!" without inputting data.
Implementation: The data in #38 is attached to the unique Link or QR Code generation, allowing multiple unique links (John's Link, Sarah's Link) for the single same flow.
Analytics: Auto-classify users as Cold, Warm, Hot, Lead based on the scoring system.
Connect to external CRMs and tools.
Send custom alerts to Discord, Slack, Teams, or custom endpoints.
Triggers: Specific flow completed, Lead with specific score created, New Lead, Module interaction, etc.
From fragmented tools to a cohesive deal acceleration engine—here's how ROIPad orchestrates the complete buying journey.
Use the drag-and-drop builder to create a structured journey that mixes media types: Founder video introductions, embedded product demos (from Navattic/Storylane/Supademo), interactive ROI calculators, pricing tables, and stakeholder review modules.
Configure branching logic based on role (technical vs. business), behavior (time spent on pricing), or intent signals (what they clicked on your website). Set up sentiment multipliers to weight different modules based on their importance to the buying decision.
Generate personalized URLs (PURLs) for each stakeholder with their name and role pre-filled. Share via direct links, embed in emails, generate QR codes for in-person meetings, or list publicly with access controls.
Set gating requirements: password protection for sensitive deals, one-time links for exclusivity, geo-restrictions for territory management, or 2FA for extra security on high-value proposals.
Monitor real-time consensus development across the buying committee. See which stakeholders have engaged, where they're spending time, and what content is resonating (or causing concerns).
Watch as ROIPad's adaptive AI personalizes content in real-time: If the CTO spends time on technical specs, subsequent modules emphasize implementation ease. If the CFO focuses on ROI, later content reinforces financial benefits.
Use consensus mapping to visualize alignment (or misalignment) across stakeholders. Identify who hasn't engaged, who's spending disproportionate time on objections, and where consensus is breaking down.
Receive alerts when key thresholds are met: Lead temperature changes from Warm to Hot, specific stakeholders complete critical modules, or scoring indicates readiness for next steps.
Based on engagement patterns and scoring, trigger next actions automatically: Schedule demos for hot leads, send supplemental materials to address specific concerns, or route to contract signing when consensus thresholds are met.
Integrate with your CRM via Zapier or webhooks to automatically update deal stages, create tasks for sales reps, and ensure seamless handoff to implementation teams post-sale.
Traditional sales processes suffer from several critical inefficiencies that ROIPad systematically addresses:
Based on early implementations and pilot programs, ROIPad delivers measurable improvements:
Understanding the competitive landscape and ROIPad's unique position as a Deal Engine versus Digital Sales Rooms.
Trumpet is a Digital Sales Room (DSR) platform that creates a shared, branded workspace for a deal. In Trumpet you build "Pods" — individual deal microsites where you put:
Trumpet centralizes the deal content and engagement. It's a modern, sharable sales room that replaces email chains and static decks.
Based on independent reviews and comparisons:
Both ROIPad and Trumpet are about deals, not tours, which is where we are closest:
Trumpet tracks engagement (views, clicks, time spent).
ROIPad models decision logic like:
Trumpet doesn't promise this logic layer — it's more transactional than decision path analysis.
ROIPad measures deal narrative strength — not just engagement.
Trumpet shows engagement signals, but not narrative coherence, consensus risk, or deal scoring based on argument structure.
Trumpet organizes content statically in a room.
ROIPad adapts content based on role, intent signals, and decision logic paths — effectively customizing the story flow dynamically.
Even if Trumpet adds AI recommendations, it still doesn't solve decision complexity patterns, only content engagement.
Not really — but you should acknowledge the real competitive space.
Their product could become part of our stack (e.g., embed a Trumpet Pod inside a ROIPad narrative). Their tech doesn't negate our strategy — it's more complementary than fully competitive if positioned right.
But the why is different — Trumpet is a deal room system. ROIPad is a deal narrative system that models and optimizes the buyer's decision process.
Defining and owning the new category at the intersection of product demonstration, sales enablement, and deal intelligence.
The B2B sales technology landscape has evolved in silos:
None of these address the core challenge: Orchestrating the complete buying committee from initial interest through consensus to close.
ROIPad creates and defines the Deal Engine category with these core attributes:
| Feature | Trumpet | ROIPad |
|---|---|---|
| Primary Focus | Deal workspace organization | Deal narrative orchestration |
| Engagement Analytics | Views, clicks, time spent | Narrative strength, consensus mapping |
| Multi-Stakeholder View | Shared access to materials | Consensus & objection tracking |
| Content Structure | Static content hub | Dynamic narrative progression |
| Decision Logic | None | Intent-based routing |
| Narrative Scoring | None | Deal strength scoring |
| Stakeholder Mapping | Basic | Consensus visualization |
| Story Optimization | None | AI-driven narrative improvement |
"Demo tools show how your product works. ROIPad shows why buyers should buy it. We embed their demos within complete business narratives that address stakeholder concerns, quantify ROI, and drive consensus."
"Sales rooms organize your deal content. ROIPad orchestrates your deal story. We provide the narrative intelligence that turns shared materials into compelling business cases that align buying committees."
"Sales enablement manages your content library. ROIPad activates your content within personalized deal narratives. We ensure the right content reaches the right stakeholder at the right moment in their decision journey."
ROIPad represents a fundamental shift in how B2B sales technology is conceived and deployed:
Tools perform specific tasks. Engines drive complete processes. ROIPad is the engine that powers the entire deal progression from interest to close.
Most sales tech measures feature usage. ROIPad measures deal outcomes — consensus development, risk reduction, velocity acceleration.
Traditional tools optimize individual rep performance. ROIPad optimizes the entire buying committee system and its decision dynamics.
ROIPad's architecture enables a unique implementation strategy:
Instead of replacing existing tools, ROIPad becomes the orchestration layer that:
ROIPad provides the unified analytics that connect disparate tool data into cohesive deal intelligence:
The evolution of B2B buying demands a new category of technology:
With 6.8 average stakeholders per enterprise deal (Gartner), buying has become a committee sport. Yet sales technology remains stuck in single-player mode.
Buyers engage asynchronously across multiple channels and timeframes. Sales technology must accommodate this non-linear, distributed engagement pattern.
Deals stall not from lack of interest, but from lack of alignment. Sales technology must actively drive consensus, not passively track engagement.
ROIPad as the Deal Engine addresses these fundamental shifts by providing the narrative intelligence, committee orchestration, and consensus optimization that today's complex B2B sales require.
This isn't just a better demo tool or a prettier sales room. This is the operating system for modern B2B revenue execution.
Stop trying to close complex B2B deals with tools designed for simple product tours. Join the movement from demo tools to deal engines.