Sales

Product Demo Template

Train your sales team to deliver product demos that sell.

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Product Demo Template

Why use this template?

How many times has a sales rep given you a bad product demo?

This happens all the time. Sales reps ask a bunch of discovery questions.

And then never use any of the information to deliver a custom product demo specific to the customer's use case.

They just go through the standard generic demo flow. It's awful and it kills new business opportunities.

We had the same problem.

Until I took over as VP of Sales at our SaaS company and implemented this Product Demo Template.

It instantaneously improved our demo to closed-won conversion rate.

It also helped us standardize our demo calls, so that we could measure performance against a clearly defined script, that was flexible enough to meet different customer needs.

Click "Add to Cart" on the right to make a copy of the Product Demo Template. It's a Google Sheet, but can be downloaded as an excel file.

What's inside the template

Inside the Product Demo Template, you will find the following tabs: 

  • Product Demo Template: This is a blank template that you can use as a blank canvas to paint your Picasso. Enter your demo environment details, agenda, intro script, demo call recording examples, features, demo scripts and customer stories.
  • Product Demo Example: This tab gives you an actual example of what this might look like for a SaaS company. Once you customize it for your product, you can use it to train your team to give world-class product demos.
  • Bonus Go-to-Market Checklist: A simple checklist to do the right things in the right order when bringing B2B products to market.

How to use this template

Here's how to put this template to work for you to turn more leads into paying customers.

  1. Review all tabs in the worksheet to familiarize yourself with the content.
  2. Analyze the product demo example. This utilizes the tell, show, tell demo methodology. In short, you tell the prospect the problem your product/feature solves, you show them how it solves the problem, then you tell them the results it delivers. Lastly, you give your sales reps real customer examples in the far right column to tell to prospects.
  3. Copy the blank template and populate the information custom to your products and features.
  4. Get buy-in from your sales leadership team and reps. Also, get buy-in from marketing leadership, so they feel good about the company and product positioning.
  5. Schedule trainings and certifications to ensure everyone on your sales team is trained for peak performance.

Immediately download this template and customize it for your sales organization.

Click “Add to Cart” on the right. Then checkout to copy the Google Sheet of the Product Demo Template.

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VP of Marketing Playbook

Everything you need to run marketing at a venture-backed SaaS company.

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VP of Sales Playbook

Everything you need to run sales at a venture-backed SaaS company.

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Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download

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Top reviews from SaaS Executives

Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales
Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales
Growth Business Template - Star

“These are GOLD! I was having to build all of this from scratch.”

Growth Business Template Testimonial - Nick
Nick C.
Director Sales
Growth Business Template - Star

“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”

Growth Business Template Avatar - Michael
Michael P.
Chief Executive Officer
Growth Business Template - Star

“I feel more confident hitting our revenue goals now than I ever have.”

Growth Business Template Avatar - Jessica
Jessica P.
Sr. Director of Demand Generation
Growth Business Template - Star

“My job just became so much easier! I’m all about working smarter, not harder.”

Growth Business Template Avatar - Clark
Clark A.
VP of Sales