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.