Template
Demo checklist
A short, universal checklist for before, during, and after the call—plus a generator that adjusts for discovery, first product demo, or technical deep dive. Use this page for a quick scan; use the Demo Checklist Generator when you want more sections and toggles.
How to use this page
- Skim the master lists below—they are the baseline every presales person should hit.
- Generate a tailored version for your deal stage and product name.
- Paste into your notes or run-of-show; check items off as you prep.
Master checklist (always)
Before
- Success criteria written in one sentence.
- Attendee list and roles confirmed.
- Demo environment reset to a known good state.
- Screen share and audio tested from the same machine you will use live.
- Backup plan if product fails (recording, screenshots, alternate tenant).
During
- Agenda stated in the first few minutes.
- One primary workflow; no feature tour unless asked.
- Buyer vocabulary mirrored in your narration.
- Time check before the final recap so you do not skip the close.
- Open questions captured with names, not lost in chat.
After
- Follow-up email within 24 hours when possible.
- Internal debrief: what worked, what to fix next time.
- Next meeting on the calendar with a clear purpose.
Tailor your checklist
Your tailored checklist
Merged with stage-specific items.
Choose stage and options, then Generate checklist.
Why a separate page from the generator?
This page is the fast baseline—readable in one scroll. The Demo Checklist Generator adds audience, duration, live-data flags, and more sections when you are deep in prep for a specific deal.
Related tools & articles
For a deeper, configurable checklist (stage, audience, duration), use the full generator.