Toolkit

Checklist-First Tools

Start with the Demo Checklist Generator, then use these tools to tighten flow, timing, and delivery.

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We find the exact moments where your demo loses momentum.

Get specific fixes

Clear, practical recommendations you can apply right away.

Drive more yes

A better demo experience that leads to more conversions.

Templates & generators

Structure demos, agendas, checklists, and talk tracks before you go live.

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Software Demo Script Template

Outline opening through close and generate a draft script from your buyer context.

Open

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Demo Agenda Template

Copy-paste outline plus a generator—structure your demo and avoid a feature tour.

Open

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Demo Flow Example

Full walkthrough plus three stealable flow patterns and Tell–Show–Tell beats you can copy.

Open

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Demo Checklist

Master before/during/after checklist and a quick stage-specific generator.

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Demo Checklist Generator

Build a practical checklist so every demo starts structured and focused.

Open

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Run-of-Show Planner

Map your timing, transitions, and key moments before you go live.

Open

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Talk Track Builder

Draft concise talk tracks that connect product actions to buyer outcomes.

Open

Demo script examples

Industry-flavored scripts and flows for common B2B scenarios.

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CRM Demo Script Example

Full talk track for pipeline, forecasting, and RevOps—VP Sales style.

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ERP Demo Script Example

Month-end and inventory thread: PO, receipt, AP, ATP.

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Procurement Demo Script

Source-to-pay: catalog, approvals, supplier portal, match.

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Analytics Dashboard Demo Script

Semantic metrics, exec view, drill-down, and alerts for RevOps.

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HR Software Demo Script

Onboarding, PTO, manager self-service, compliance reporting.

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SaaS Demo Script Example

B2B trial to team rollout: workspace, guests, admin, security.

Open