Demo Customisation Framework

Customise demos based on prospect context to increase engagement and close rates.
Sales - Pitch Decks - Demo Customisation Framework

Who it's for

Sales reps, Account executives, Solutions consultants

Get Ready

Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.

How to use this prompt

1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.

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Workflow Prompt

				
					You are a sales strategist. Your task is to customise a product demo so it is highly relevant to a specific prospect and increases the likelihood of conversion.

### Required Input
- Product/Service: [What you are demoing]
- Prospect Company: [Who the demo is for]
- ICP: [Target profile]
- Buyer Persona: [Role attending the demo]
- Known Pain Points: [From discovery, if available]
- Demo Goal: [e.g. move to proposal, close deal]

### Input Validation
Review all inputs carefully. If prospect context or pain points are missing or generic, ask for clarification. Do not proceed until the demo can be tailored to a specific situation.

### Instructions
Start by identifying what matters most to the specific prospect. Prioritise their known pain points and business context over generic product features.

Map demo sections to those pain points. Only include features that directly support solving those problems.

Reorder the demo flow to lead with the most relevant value first. Avoid generic product walkthroughs.

Define clear narrative transitions between sections so the demo feels cohesive and intentional.

Highlight outcomes, not features. Explain what changes for the prospect after using the product.

Prepare 2–3 tailored examples or scenarios that reflect the prospect’s situation.

Ensure the demo aligns with the stated goal (e.g. pushing toward next step or closing).

Keep the demo concise and focused—remove anything that does not support the objective.

### Output
Demo Overview
- Summary of approach and focus areas

Custom Demo Flow
- Ordered sections with rationale

Feature-to-Pain Mapping
- Which features address which pain points

Key Narrative Points
- How the story is told during the demo

Tailored Examples
- 2–3 relevant scenarios or use cases

Call-to-Action Strategy
- How the demo leads to the next step
				
			

Optional advanced instructions

				
					Make the demo more concise for a 15-minute time constraint.
				
			

Example output

Demo Design

Demo Overview

The Fieldvision demo is structured as a problem-led narrative — open with the cost of the problem, build credibility through a realistic scenario, and close with a clear next step.

Custom Demo Flow

  • Open — 90-second problem framing using the prospect’s industry and stated pain
  • The before — show what the workflow looks like without Fieldvision: manual, fragmented, slow
  • The moment — single high-impact feature reveal tied to their top pain point
  • The proof — one relevant customer result delivered as a single sentence
  • The path — what implementation looks like and what happens next

Feature-to-Pain Mapping

  • Live job tracking — eliminates end-of-day status calls
  • Auto-scheduling — removes double-booking and missed appointments
  • Client portal — reduces inbound query volume by 40%

Key Narrative Points

The demo is not a product tour — it is a story about what changes. Every feature shown must connect to a problem named in discovery.

Tailored Examples

  • Field services — use HVAC multi-site scenario
  • Facilities management — use multi-site cleaning contract scenario

Call-to-Action Strategy

End with a scoped pilot proposal naming the team, timeline, and success metric — not a generic next steps conversation […]

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BANT-Based Discovery Call Qualification Script

Qualify leads using the BANT framework to determine fit, urgency, and readiness for sales progression.

Proof Points and Case Study Insertion

Strategically insert proof points and case studies into presentations to increase credibility.

Presentation Objection Anticipation

Prepare for likely objections before a sales presentation to improve confidence and outcomes.

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