USE CASE: Pre Live Demo

USE CASE: Pre Live Demo

Send a Micro Demo to prospects before the first live demo call. They arrive at the live call already aware of the product basics, so the live time gets spent on discovery and tailored exploration rather than on "what does this thing do."

Key points

• After booking the first live demo, send a Micro Demo as part of the meeting confirmation.
• In the calendar invite, include the DemoBoard link with context ("here's a 5-minute preview").
• Track who watched: well-prepared prospects make for far better first calls.
• For prospects who didn't watch, plan to spend a few minutes on product basics; for those who did, dive straight into discovery.

See also

See "What is a Micro Demo?", "When to Send a Demo to a Prospective Client."