Product Demo - Enterprise Software Company Template

Meeting Prep Checklist

Research prospect's industry, company, role, and pain points
Understand the features and benefits of the product that align with the prospect's needs
Prepare a custom demo focused on those specifics
Test the product demo to ensure it works smoothly
Practice the product demo presentation
Familiarize yourself with the product integration, security, support details

Meeting Agenda Template

  • Welcome and introductions
  • Brief company and product overview
  • Confirmation of prospect's needs
  • Detailed product demonstration
  • Explanation of key features and benefits tailored to prospect's needs
  • Discussion of integration, security, and support
  • Questions and discussion
  • Next steps and close

Meeting Notes Template

  • Record prospect's name, role, and company
  • Note any initial comments or concerns expressed by prospect
  • Keep record of which features and benefits were presented and the prospect's reaction to each
  • Document questions asked and answers provided
  • Significant points of discussions regarding integration, security, and support
  • Any objections raised and how they were addressed
  • Agreed next steps

Meeting Follow-up Checklist

Log meeting notes, recording, transcript, and outcomes in the CRM
Update contact and opportunity details in CRM
Send a follow-up email to the prospect summarizing the demo and next steps
Share meeting summary with colleagues and get their inputs if needed
Plan for the next steps agreed upon in the meeting
Assess any new learnings and apply to future demos