Tool
Create Your Perfect Demo Checklist in 30 Seconds
Create a tailored sales demo checklist in seconds. Perfect for presales, SaaS demos, and enterprise presentations.
Inputs
Tip: paste into your notes doc and edit for the specific buyer.
Checklist
Generated from your inputs. Use it as a starting point.
Before the call (10–15 minutes)
- Confirm who is attending and what decision they’re making.
- Write one sentence: what this demo must prove to be successful.
- Pick one scenario and stick to it end-to-end.
- Check audio, screen sharing, and the exact browser profile you’ll use.
Narrative and flow
- Open with the buyer context, not Your product.
- State the agenda in plain language (3–5 steps).
- Use clear transitions between sections (tell the room where you’re going next).
- Tie each click to an outcome the audience cares about.
Audience focus
- Call out who each section is for (end user vs manager vs exec).
- Narrate outcomes in a way each role can repeat.
Environment and assets
- Use a clean demo workspace (no personal tabs, no Slack popups).
- Reset the state: consistent accounts, seeded data, and predictable starting point.
Stage tuning: First call
- Show the 2–3 moments that matter most. Leave advanced features for follow-up.
- End with a clear recommendation and next step.
Timing plan
- 3 min: context + agenda
- 22 min: scenario walkthrough (3 sections)
- 6 min: recap + Q&A
- 4 min buffer
Risk management
- Create a parking lot for out-of-scope requests so flow doesn’t derail.
- Avoid feature dumping: if it doesn’t support the objective, skip it.
- Have a plan for failure states (slow load, auth hiccup, broken integration).
Close the demo
- Restate what you proved (tie back to success criteria).
- Recommend a next step (working session, pilot plan, technical validation).
- Capture open questions and assign owners and dates.
View as plain text
Before the call (10–15 minutes) - Confirm who is attending and what decision they’re making. - Write one sentence: what this demo must prove to be successful. - Pick one scenario and stick to it end-to-end. - Check audio, screen sharing, and the exact browser profile you’ll use. Narrative and flow - Open with the buyer context, not Your product. - State the agenda in plain language (3–5 steps). - Use clear transitions between sections (tell the room where you’re going next). - Tie each click to an outcome the audience cares about. Audience focus - Call out who each section is for (end user vs manager vs exec). - Narrate outcomes in a way each role can repeat. Environment and assets - Use a clean demo workspace (no personal tabs, no Slack popups). - Reset the state: consistent accounts, seeded data, and predictable starting point. Stage tuning: First call - Show the 2–3 moments that matter most. Leave advanced features for follow-up. - End with a clear recommendation and next step. Timing plan - 3 min: context + agenda - 22 min: scenario walkthrough (3 sections) - 6 min: recap + Q&A - 4 min buffer Risk management - Create a parking lot for out-of-scope requests so flow doesn’t derail. - Avoid feature dumping: if it doesn’t support the objective, skip it. - Have a plan for failure states (slow load, auth hiccup, broken integration). Close the demo - Restate what you proved (tie back to success criteria). - Recommend a next step (working session, pilot plan, technical validation). - Capture open questions and assign owners and dates.