Page 1 of 4
The email promises a specific workflow. The demo should deliver it, without a company introduction or a scavenger hunt. Here’s how to choose links, test the handoff, and follow up usefully.
The release email did its job. Now someone has to use the feature. Build a launch plan around the workflow, the access requirements, and the next action—not just the announcement.
“Any thoughts?” gives a quiet buyer more work, not a reason to reply. These templates help you surface the unanswered question, share relevant proof, and bring pre-sales back in only when needed.
“Click Reports” is an instruction, not a reason to care. Use this script template and worked example to build a self-guided demo around a buyer’s actual question.
The first polished demo isn’t the real test. Find out whether your team can update it, publish it where buyers need it and use the resulting activity to follow up well.
The welcome email went out. The walkthrough is complete. But can the customer do the job they bought your software for? This checklist makes that distinction explicit.
“Interested in reporting” isn’t a technical brief. Use this demo request template to give presales a bounded problem, separate evidence from assumptions, and decide what actually needs a specialist.
Getting a demo onto a page is the easy part. Here’s how to choose the workflow buyers need to see, handle the website implementation, and check whether the experience earns its place.
Explore what B2B teams should evaluate in interactive demo software, including personalisation, intent tracking and sales workflow fit.
Learn how scheduling-gated demos create buyer friction and how on-demand product experiences can support discovery and qualification.