The private link is generated from this. One page, one recipient — that's also how a page credit is counted.
Private link
roomtwo.co/r/brooks-7f2a9c
Generated from the recipient name plus a random token, so it can't be guessed or enumerated. It goes live when you publish. Correcting a name here updates it everywhere else on the page.
This page belongs to this recipient now.Edit the content as much as you like — corrections, new figures, a revised recommendation — all free and all republishing to the same link. The recipient and access check are locked, because that pairing is what one page credit buys. Sending to someone else means a new page.
What are you presenting?
This sets the wording — every label stays editable underneath.
Used as the heading for the section that lists what you're presenting.
What matters to you
A short headline and one supporting line each. Three is the right number.
What you set up
Whatever you're presenting — coverage, accounts, scope of work. Labels and amounts are yours; nothing is calculated for you.
The highlighted row. Call it whatever fits — premium, monthly investment, project total, first-year cost.
Why this made sense
Three affirmative reasons, each with a line underneath. This is the section the absent person reads twice.
Options for this page
These start from your account defaults. Change them here and only this page changes.
Voice note
A short recorded message at the top of the page.
Account default: on · Reset
Transcript
Shown under the voice note for anyone who'd rather read.
Account default: on · Reset
Questions box
Lets them send you a question. It arrives in your email.
Account default: off · Reset
Scheduling button
Uses the calendar link on your profile.
Account default: on · Reset
Link expires in
After this, the page stops loading.
Accent colour
Overrides your theme for this page only.
Meeting notes Internal only
Carried over from your recording. None of this appears on the client's page.
Follow-ups you committed to
Publishing spends one page and makes the link live. Edits after that are free.
Page published
The link is live and expires in 45 days. Send it yourself — from your own phone or inbox, so it comes from you.
roomtwo.co/r/brooks-7f2a9c
Terry — I put everything we talked through on a private page for you and Nia. Takes about a minute to read: roomtwo.co/r/brooks-7f2a9c — call me if anything isn't clear.