Product demo checklist template

What is a product demo checklist?

A product demo checklist outlines the key steps and considerations required to execute an effective product demonstration.

The checklist ensures that marketers are well-prepared and can highlight the benefits of their product in a way that resonates with potential customers, ultimately driving conversions.

What does it include?

• Scheduling your demo: This section helps marketers identify the best time and place to present to prospects, ensuring that they can secure key decision-makers for the demo. Tasks include sending calendar invites and preparing value propositions​.
• Preparing for your demo: Preparation is critical, so this checklist emphasizes the importance of familiarizing yourself with presentation software, practicing the demo with colleagues, and preparing for potential technical issues. It also suggests using real-world data to make the presentation more relatable to prospects​.
• What to do during the demo: The checklist guides marketers on how to structure the demo itself, such as starting with the most relevant USP to grab attention, focusing on value rather than just features, and keeping the language clear and jargon-free. It also highlights the importance of sticking to the schedule and leaving time for Q&A sessions to engage with prospects directly​.

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Product demo checklist template

Product demo checklist In the world of product marketing, a first-rate product demonstration has a major impact in your sales campaign. It’s obvious why—customers want to see your software in action before they give it a go. And in your demo, you need to show your product meets their expectation…

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