Posted: Feb. 7th, 2024
Author: Santiago
Introduction
- [ ] Send a summary of an agenda beforehand
- [ ] Agenda presentation
Setting the stage (context)
- [ ] Summarize the prospect’s current setup for the product you would be replacing or adding to
-
Understand pain points into 3-4 different areas (try to be as specific as possible):
- [ ] Paint point #1 -
- [ ] Paint point #2 -
- [ ] Paint point #3 -
- [ ] Paint point #4 -
Solution mapping
-
Present the software demo
- Make the demo professional, interactive and customized to their situation
-
Focus on the 3 most important features and link them to pain points
- [ ] Feature # 1
- [ ] Feature # 2
- [ ] Feature # 3
- (Link the features to the pain points raised above)
- Room for questions
Next steps
- [ ] Start with a CTA (call to action)
-
Try to understand prospect’s decision making process
- [ ] What do they need to move forward?
- [ ] Is there anyone else they have to talk to?
- [ ] Address possible client concerns
Action items from the meeting:
- [ ] todos
- [ ] todos
Demo Meeting Notes Template (Copy-Pasteable)
Introduction
Send a summary of an agenda beforehand
Agenda presentation
Setting the stage (context)
Summarize the prospect’s current setup for the product you would be replacing or adding to
- Understand pain points into 3-4 different areas (try to be as specific as possible):
Paint point #1 -
Paint point #2 -
Paint point #3 -
Paint point #4 -
Solution mapping
- Present the software demo
- Make the demo professional, interactive and customized to their situation
- Focus on the 3 most important features and link them to pain points
- (Link the features to the pain points raised above)
Feature # 1
Feature # 2
Feature # 3
- Room for questions
Next steps
Start with a CTA (call to action)
- Try to understand prospect’s decision making process
What do they need to move forward?
Is there anyone else they have to talk to?
Address possible client concerns
Action items from the meeting:
todos
todos
Reminder: these templates are fully editable on your Closer Meeting app for you to tailor them to your needs!
Making of
Are you tired of disorganized demo showcase meetings that lack structure and fail to effectively highlight your team's capabilities? Look no further! We're thrilled to introduce our brand-new, Demo Showcase Document Template. Say goodbye to chaotic presentations and hello to streamlined, impactful demos that leave a lasting impression.
Why You Need a Sales Demo Agenda Document
Demo showcase meetings serve as a vital platform for teams to demonstrate their progress and innovations. Whether you're presenting new product features, showcasing project milestones, or sharing exciting developments, a well-structured agenda is key to maximizing the impact of your demos. Here's why our new template is a game-changer:
- Organization: Our template provides a clear roadmap for the meeting, ensuring that each demo is seamlessly integrated into the agenda. With designated time slots for each presentation, you can keep the meeting on track and avoid unnecessary delays.
- Focus: By outlining specific objectives for each demo, our document template helps presenters stay focused on the most important aspects of their presentations. Whether it's highlighting key features, addressing user feedback, or showcasing performance metrics, our agenda ensures that every demo is laser-focused and purposeful.
- Engagement: We understand the importance of keeping participants engaged throughout the meeting. That's why our template includes interactive elements such as Q&A sessions, live demos, and opportunities for feedback. By encouraging active participation, we make sure everyone walks away from the meeting feeling informed and involved.
- Reliability: It’s a tried and tested method based on a HubSpot article of the same name. Adapted by us for specific use on our Closer Meeting platform to suit your meeting document needs.
Key Components of Our Sales Demo Document Template
- Welcome and Introduction: Kick off the meeting with a brief overview of the agenda and objectives. Welcome participants and set the tone for an engaging and productive session.
- Demo Presentations: Allocate specific time slots for each product demo, ensuring that presenters have enough time to showcase their work effectively.
- Pain Point focus: Highlight the ways in which your product can help mitigate or solve any given pain points your client has or might have.
- Q&A Session: Dedicated time and space for questions and answers after each section to facilitate discussion and clarify any points of confusion.
- Wrap-up and Next Steps: Summarize key takeaways from the meeting and outline any action items or follow-up tasks. Reinforce the importance of ongoing collaboration and communication to drive continued progress.
Our Demo Meeting agenda template is exactly what you need to better organize and follow-through with the action items and steps of your previous and following meetings. Try it out for your next meeting and experience the difference firsthand!