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Creates B2B sales collateral including pitch decks, one-pagers, objection handling docs, demo scripts, and sales playbooks.
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references/demo-scripts.md
1# Demo Script Templates23Scene-by-scene templates for different call types, with timing, talk tracks, and interaction guidance.45## Discovery Call Script67**Duration:** 30 minutes8**Goal:** Qualify the opportunity, understand pain, map the buying process.910### Scene 1: Opening (3 min)1112**Talk track:**13> "Thanks for taking the time, [Name]. I've done some research on [Company] but I'd love to hear from you directly. My goal for today is to understand what you're working on and see if there's a fit — and if there's not, I'll tell you that too. Sound good?"1415**What to establish:**16- Set the agenda and time expectation17- Position yourself as a peer, not a pitch person18- Get permission to ask questions1920---2122### Scene 2: Situation Questions (7 min)2324**Questions to ask:**25- "Can you walk me through how your team handles [relevant process] today?"26- "What tools are you currently using for this?"27- "How many people are involved in this workflow?"28- "How long has this been in place?"2930**What you're listening for:**31- Current process and tools32- Team size and structure33- How established (and how entrenched) the current approach is3435---3637### Scene 3: Pain Identification (10 min)3839**Questions to ask:**40- "What's the biggest challenge with that process today?"41- "When that breaks down, what happens?"42- "How much time does your team spend on [specific task] per week?"43- "What have you tried to fix this?"44- "If you could wave a magic wand, what would change?"4546**What you're listening for:**47- Specific, quantifiable pain points48- Emotional frustration (not just logical problems)49- Failed attempts to solve this (shows urgency)50- The "magic wand" answer reveals their ideal state5152**Interaction tip:** Take notes visibly. Repeat back what you hear: "So if I understand correctly, the biggest issue is [X], which costs you about [Y] per month. Is that right?"5354---5556### Scene 4: Impact & Priority (5 min)5758**Questions to ask:**59- "Where does solving this sit on your priority list this quarter?"60- "What happens if you don't solve this in the next 6 months?"61- "Who else is affected by this problem?"62- "Is there budget allocated for solving this?"6364**What you're listening for:**65- Priority level (nice-to-have vs. must-solve)66- Urgency and consequences of inaction67- Organizational breadth of the problem68- Budget signals6970---7172### Scene 5: Buying Process (3 min)7374**Questions to ask:**75- "If you decided this was the right solution, what does the evaluation process look like?"76- "Who else would be involved in the decision?"77- "Have you evaluated solutions for this before?"78- "What's your timeline for making a decision?"7980**What you're listening for:**81- Decision-making process and stakeholders82- Past evaluation experience (and why they didn't buy)83- Timeline for decision8485---8687### Scene 6: Close (2 min)8889**Talk track:**90> "Based on what you've shared, I think there's a strong fit — specifically around [pain point 1] and [pain point 2]. What I'd suggest as a next step is a 30-minute demo where I can show you exactly how we'd address those. I'll customize it to your workflow. Does [specific date/time] work?"9192**What to do:**93- Summarize the 2-3 key pain points94- Propose a specific next step with a date95- Send a calendar invite before you hang up9697---9899## First Demo Script100101**Duration:** 30-45 minutes102**Goal:** Show how your product solves their specific pain. Advance to evaluation/pilot.103104### Scene 1: Opening & Recap (5 min)105106**Talk track:**107> "Last time we spoke, you mentioned [pain point 1], [pain point 2], and [goal]. I've put together a demo focused on those three areas. If I've missed anything, flag it and we'll adjust. Sound good?"108109**What to do:**110- Recap discovery findings to show you listened111- Confirm priorities haven't changed112- Set expectation for what they'll see113114---115116### Scene 2: Workflow 1 — Primary Pain Point (10 min)117118**Structure:**1191. Restate the pain: "You mentioned [specific problem]..."1202. Show the solution: Walk through the workflow step by step1213. Highlight the outcome: "This means [specific benefit]..."122123**Interaction point (at the 5-min mark):**124> "How does this compare to how you're handling it today?"125126**What to avoid:**127- Showing every feature of this section128- Getting lost in settings or configuration129- Talking for more than 3 minutes without asking a question130131---132133### Scene 3: Workflow 2 — Secondary Pain Point (8 min)134135**Structure:**136Same as Workflow 1 — restate pain, show solution, highlight outcome.137138**Interaction point:**139> "Is this the kind of visibility your team has been asking for?"140141---142143### Scene 4: Workflow 3 — Differentiator (7 min)144145**Structure:**146Show something they can't do today and can't get from competitors.147148**Talk track:**149> "This is where we're really different from [competitor/status quo]. [Explain the unique capability]. For example, [Customer] uses this to [specific outcome]."150151**Interaction point:**152> "How would your team use this?"153154---155156### Scene 5: Proof Point (3 min)157158**Talk track:**159> "Let me share a quick example. [Customer similar to them] was in a similar situation — [brief challenge]. After implementing, they saw [specific metrics]. Their [role] said [quote]."160161**What to do:**162- Choose a case study that matches their industry, size, or use case163- Keep it brief — this is reinforcement, not a presentation164165---166167### Scene 6: Close (5 min)168169**Talk track:**170> "Based on what we've covered, here's what I'd recommend as next steps: [specific next step]. This typically takes [timeline]. Who else on your team should be involved? I can set up a [follow-up meeting type] for [date]."171172**What to do:**173- Propose a specific next step (not "let me know")174- Identify additional stakeholders to involve175- Set a follow-up date before ending the call176- Send recap email within 2 hours177178---179180## Technical Deep-Dive Script181182**Duration:** 45-60 minutes183**Goal:** Satisfy technical evaluation criteria. Address architecture, security, and integration concerns.184185### Scene 1: Opening (3 min)186187**Talk track:**188> "I know your goal today is to understand the technical details — architecture, security, integrations, and how this fits your stack. I'll walk through each area and leave plenty of time for questions. What's your top priority for this session?"189190**Attendees:** Typically includes their technical evaluator (engineer, architect, IT lead) plus your SE or solutions engineer.191192---193194### Scene 2: Architecture Overview (10 min)195196**Cover:**197- High-level architecture diagram198- Infrastructure and hosting (cloud provider, regions)199- Data flow and storage200- Scalability approach201- Uptime SLA and reliability track record202203**Interaction point:**204> "How does this compare to your current infrastructure requirements?"205206---207208### Scene 3: Security & Compliance (10 min)209210**Cover:**211- Certifications (SOC 2, ISO 27001, HIPAA, etc.)212- Data encryption (at rest, in transit)213- Access controls and authentication (SSO, RBAC)214- Audit logging215- Data residency and privacy (GDPR, CCPA)216- Penetration testing cadence217218**Interaction point:**219> "What are your must-have security requirements? I want to make sure we address them specifically."220221---222223### Scene 4: Integrations & API (15 min)224225**Cover:**226- Native integrations relevant to their stack227- API capabilities (REST, GraphQL, webhooks)228- Authentication methods229- Rate limits and data sync frequency230- Live demo of relevant integration231232**Interaction point:**233> "Walk me through your current stack — I want to map out exactly how we'd fit in."234235---236237### Scene 5: Implementation & Migration (5 min)238239**Cover:**240- Implementation timeline and phases241- Data migration process242- Configuration requirements243- Training and onboarding244- Ongoing support model245246**Interaction point:**247> "What does your team's capacity look like for implementation? That helps me scope the right timeline."248249---250251### Scene 6: Q&A and Close (10 min)252253**Talk track:**254> "What questions do I need to answer for you to feel confident about the technical fit?"255256**What to do:**257- Answer directly — if you don't know, say so and follow up258- Document all questions for follow-up259- Propose next step (security review, proof of concept, pilot)260- Send technical documentation summary within 24 hours261262---263264## Executive Overview Script265266**Duration:** 20-30 minutes267**Goal:** Get executive buy-in on the business case. Advance to budget approval or decision.268269### Scene 1: Opening (2 min)270271**Talk track:**272> "Thanks for your time, [Name]. [Champion] has been evaluating [your product] and the results look strong. I'll keep this focused on the business impact and what a partnership looks like. I know your time is valuable so I'll aim to leave 10 minutes for questions."273274**What to do:**275- Be concise — executives punish rambling276- Reference the champion and work done so far277- Set a clear agenda278279---280281### Scene 2: The Problem & Cost (5 min)282283**Talk track:**284> "Based on what [Champion] shared, your team is spending [X hours/$ amount] on [problem]. That's [annual cost]. It's also creating [secondary impact: risk, delays, churn]. This isn't unique to you — it's an industry-wide challenge, and the companies solving it are seeing [outcome]."285286**What to do:**287- Use their numbers, not generic benchmarks288- Connect to metrics they care about (revenue, cost, risk)289- Keep it to 2-3 key points290291---292293### Scene 3: The Solution & Differentiation (5 min)294295**Talk track:**296> "Here's what we do differently. [One-sentence explanation]. For your team specifically, this means [specific benefit 1] and [specific benefit 2]. [Champion]'s team has already seen [early result or reaction from evaluation]."297298**What to do:**299- High-level, not feature-level300- Tie to their strategic priorities301- Reference the champion's evaluation302303---304305### Scene 4: ROI & Business Case (5 min)306307**Talk track:**308> "Here's the business case. Based on your team's numbers: [walk through ROI calculation]. Expected payback period is [X months]. Over 3 years, the total value is [$ amount]. [Customer similar to them] saw [specific result] within [timeframe]."309310**What to do:**311- Show the math, not just the conclusion312- Use conservative estimates (executives discount inflated numbers)313- One strong case study, not three weak ones314315---316317### Scene 5: Q&A and Decision (5-10 min)318319**Talk track:**320> "What questions do you have? And — assuming the business case holds up, what does the decision process look like from here?"321322**What to do:**323- Listen more than talk324- Answer concisely325- Get a clear next step and timeline326- Thank the champion in front of the executive327328---329330## Interaction Point Guidance331332### When to Ask Questions During Demos333334- **After showing each workflow** — "How does this compare to your current process?"335- **When you see a reaction** — "I noticed you reacted to that — what are you thinking?"336- **Before moving to the next section** — "Any questions on this before we move on?"337- **When showing a differentiator** — "How would your team use this?"338- **At the midpoint** — "Are we covering the right things, or should we adjust?"339340### Questions NOT to Ask During Demos341342- "Does that make sense?" (patronizing)343- "Are you still with me?" (implies they're lost)344- "Isn't that cool?" (salesy)345- Rhetorical questions that don't invite real dialogue346347### How to Handle "Can You Show Me X?"348349When a prospect asks to see something during the demo:3503511. **If it's quick** — show it now, then return to your flow3522. **If it's a tangent** — "Great question. Let me note that and show you after the main flow so we stay on track."3533. **If it's not possible** — "We don't do that today. Here's how customers handle it: [alternative]."354355Never say "I'll get back to you" without writing it down and following up within 24 hours.356