The Demo Checklist
A demo is a performance, not a code review. Prep it, run it, and recover from live failure — then follow up while it’s hot.
Before
- Use their data
- Nothing lands like the customer seeing their own records. Load it in advance.
- Rehearse the path
- Run the exact click-path 3×. Muscle-memory frees you to talk.
- Have a fallback
- Record a screen-capture of the happy path. If live breaks, cut to it.
- Kill the noise
- Close Slack/mail, silence notifications, hide bookmarks, full-screen, big font.
- Know the audience
- Exec → outcome + ROI. Technical → how + integration. Tailor the first 2 minutes.
During
- Open with the problem
- Restate their pain in their words before showing anything.
- Show, then explain
- Do the impressive thing, then say how — not the reverse.
- Narrate the "so what"
- After each step: “which means you save X / catch Y earlier.”
- Go slow on the wow
- Pause after the key moment. Let it land. Don’t talk over it.
- Leave the wow last
- End on your strongest capability, not a settings screen.
When it breaks
- Stay calm
- Don’t apologize five times. “Let me show you this a different way” and move.
- Cut to the recording
- That’s what it’s for. Keep the momentum.
- Never debug live
- Note it, move on, follow up. Debugging on stage kills the story.
After
- Confirm the next step
- Leave with a concrete “by Friday we’ll…”. A demo with no next step is a dead end.
- Send the recap same day
- What they saw, the value, next steps — while it’s fresh.
- Capture new asks
- Every “can it also…” is a scoping input, not a yes.