Demo PlannerA day in the life of a sales rep

Before and after Demo Planner

A day in the life of a sales rep

Alex sells complex business software. A new prospect wants a demo. Here is that morning, run twice.

Demo PlannerA day in the life of a sales rep
  1. 1The askA prospect wants a demo
  2. 2BeforeThe deal waits
  3. 3AfterThe demo runs today
  4. 4Try itYour own recordings

Before · 8:00 am

One person can run this demo, and they’re booked

Alex does everything right. The calendar still decides.

1
The ask

Alex sets the demo for Thursday and asks to book the one person who can run this use case.

2
The calendar

Full for two weeks. Thursday moves out, and the prospect’s interest cools.

3
The cost

A competitor gets the meeting Alex could not book.

Demo PlannerA day in the life of a sales rep
  1. 1The askA prospect wants a demo
  2. 2BeforeThe deal waits
  3. 3AfterThe demo runs today
  4. 4Try itYour own recordings

Before · two weeks later

And then the demo goes sideways

The meeting finally happens, on the worst possible footing.

1
Random data

The demo environment is set up for nobody in particular, least of all this prospect.

2
An error on screen

Hours of fixing beforehand, and what slips through shows up in front of the customer.

3
No decision

The prospect never sees their own business in the software, so they cannot judge it.

Demo PlannerA day in the life of a sales rep

After · 8:00 am

The same morning, with Demo Planner

“I can book our expert for next week, or walk you through it now. Which do you prefer?”

The prospect says now.

Demo PlannerA day in the life of a sales rep

After · 8:02 am

The plan comes back in seconds

TimeWhat Alex shows
0:00Introductions and the three priorities from discovery
0:05Order desk: quote to order
0:18Buyer: reorder to receipt
0:30Warehouse: pick, ship, confirm

State tax reporting has no deck yet, so the plan flags it to cover live.

Demo PlannerA day in the life of a sales rep
  1. 1The askA prospect wants a demo
  2. 2BeforeThe deal waits
  3. 3AfterThe demo runs today
  4. 4Try itYour own recordings

After · 8:05 am

The decks, already in presenting order

  • Tick the decks the plan picked
  • They queue in presenting order
  • One click opens them all
ERPThe library, filtered to this prospect’s story
The library, filtered to this prospect’s story

Why this matters

  • No hunting for last quarter’s recording
  • The running order is decided before the call
  • Any rep presents what the expert built
Demo PlannerA day in the life of a sales rep
  1. 1The askA prospect wants a demo
  2. 2BeforeThe deal waits
  3. 3AfterThe demo runs today
  4. 4Try itYour own recordings

After · 8:10 am

Real screens, with the expert’s talk track

  • The customer’s own order, not sample data
  • Every line, priced
  • The total they will be asked to approve
ERPA real sales order, from the team’s best recorded demo
A real sales order, from the team’s best recorded demo

Why this matters

  • The prospect sees their business, not a generic account
  • New reps present what the best presenter built
  • No demo environment to fix the night before
Demo PlannerA day in the life of a sales rep
  1. 1The askA prospect wants a demo
  2. 2BeforeThe deal waits
  3. 3AfterThe demo runs today
  4. 4Try itYour own recordings

After · 8:45 am

A copy to share, and the deal keeps moving

  • A PDF for the people who were not there
  • The talk track, so anyone can retell it
ERPEvery deck ships with a PDF and a talk track
Every deck ships with a PDF and a talk track

Why this matters

  • The buying committee sees it without a second meeting
  • The deal moves today, not in two weeks
Demo PlannerA day in the life of a sales rep

Try it

Try it with your own demos

Send us one of your own recordings and your walkthrough is live in 15 to 30 minutes.

Free, and no call needed · demoplanner.com

Source: Demo Planner library and screen tours, demoplanner.com · sample data