π‘Key Idea: A practical way to run a short demo that helps a prospect experience real value. You'll use this to run an 8β12 minute walk-through inside a single combined discovery + demo call.
β Permission Slip: You don't need a deck, a feature tour, or a perfect script. It's fine to skip parts, to end early when there's a mismatch, and to change your flow call to call. Your goal is clarity and learning.
By the end of this lesson, you'll be able to run an 8β12 minute demo inside a single discovery + demo call. You'll know when to lead with the βafter,β how to re-anchor the why, and how to keep the story tight.
βPick the 1β3 reasons customers actually pay you. Build the demo around those. If you find yourself inside settings, admin, or edge paths, you've drifted. Permission Slip: Don't feel obligated to showcase every feature. Focus relentlessly on the prospect's stated pain points. If it doesn't directly address their core problem, it's a distraction.
Often it's clearer to open on the βafterβ screen, then show the two or three steps that create it. Some products work better the other way around, for example a conversational tool where input is the point. Choose the path that gets them to βI get itβ the fastest. Decision Framework: Ask yourself, "Does starting with the 'after' immediately resonate with their expressed pain?" If yes, lead with impact. If the process itself is the value (e.g., a new workflow tool), start from the beginning.
Keep re-anchoring to their words. βYou said X slows you down. This step removes that, hereβs how.β A confused viewer stalls. A clear story moves forward. Success Benchmark: Aim for at least one "You said X, this solves Y" re-anchor every 2-3 minutes to ensure alignment.
If their pain and your prepared flow don't line up, bridge it: βWe hear screenshot chaos in Figma more than Slack threads. The same fix applies. Iβll show you the flow and you can tell me if it solves what you described.β Curiosity beats defensiveness. Permission Slip: It's okay if your product isn't a perfect fit for every prospect. Be honest and transparent; it builds trust and saves both parties time. Don't force a square peg into a round hole.
Live product is the default. Slides are useful for quick agenda setting, for pre-product prototypes, or for post-demo items like pricing or implementation. This isn't an exhaustive list. Use slides when they add clarity and speed. Decision Framework: Use slides only when they convey information more efficiently or clearly than a live product demonstration. If it can be shown in the product, show it there.
This is more of a guide than a definitive rule:
Target 8-12 minutes for the demo segment inside a 20-30 minute call.
You can use this to prep for your first couple demos. You certainly don't have to keep using this after you get comfortable.
Note: The outline below is just a guide, there's no perfect way to demo, but it's a good framing to start with. After walking through this, I'm gonna break down a great demo from a real company.
"From what I know about your team, the big headaches are A and B. I'll show you how customers use [Product] to fix those, then we'll check what's missing. Sound good?"
Run this loop once per chosen problem.
Start wide, then go precise, then invite critique.
After you've gathered the above, you'll move to packaging, pricing, and next steps. We cover that in the next section.
Keep a short Loom of your strongest flow. Narrate it live if needed. Send it afterward so champions can share internally and so stakeholders can replay the critical moments.
Your demo is a living thing. Try different openings. Swap the order of flows. In the morning you might start with the outcome. In the afternoon you might start from the task. Keep notes on what lands. Don't stall trying to perfect a script in a vacuum. Learn on calls and tighten as you go.
Now that you know how to run an effective demo, we'll move into presenting your offer. You'll learn how to package your solution, set pricing, and make it easy for prospects to say yes.