Naming conventions & best practices

The room title is what your buyer sees in their browser tab and welcome email. It's a first impression — and a small choice that shapes the deal's feel.

Good titles

Use the account name

• Acme Corp
• Contoso Partners

Clean, recognizable, professional.

Co-brand for emphasis

• Katalyz × Acme Corp
• Katalyz + Contoso — Partnership

Signals a joint effort rather than a vendor pushing a deal.

Stage-specific for clarity

• Acme Q2 Onboarding
• Contoso Renewal 2026

Useful when you'll likely have multiple rooms with the same account over time.

Titles to avoid

Internal deal codes

• Q2-ENT-0847-Acme
• OPP-2026-0847

These look sloppy to a buyer and don't help anything.

Internal jargon

• Whale deal — Acme
• POC Phase 2 — Acme

Reminds the buyer they're being sold to in a sometimes cringey way.

Generic names

• Sales Proposal
• Demo Room
• Untitled

Loses the personalization that's the whole point of Katalyz.

Length considerations

• Under 50 characters is ideal — it fits cleanly in browser tabs and email previews
• Under 20 characters is tight but punchy — works great if the account name is short
• Over 60 characters — gets truncated on mobile and in email clients

Multiple rooms for the same account

If you'll have several rooms for one account over time (sales → onboarding → renewal → upsell), use a consistent prefix:

• Acme — Initial Proposal
• Acme — Onboarding
• Acme — Q2 QBR
• Acme — 2027 Renewal

Easy to find in your dashboard, easy for the buyer to mentally organize.

Localizing the title

If your buyer prefers French (and your room language is set to French), consider writing the title in French. Your buyer will feel more at home.

Changing the title later

You can rename a room anytime from the room's settings. Owners and Editors can rename.

Related articles

• [Creating a room](→ 02-rooms/01-creating-rooms/01-creating-a-room)
• Per-room theme

Updated on: 18/06/2026