Demo transcripts & assets

Purpose: Demo walkthrough transcripts and related assets for campaign proof points. Kept here (not in campaigns/) so campaign briefs stay focused and demos are reusable.
Last Updated: 2026-02-16


Creating a New Demo

Use the template: DEMO_SCRIPT_TEMPLATE.md provides a structured outline (WHAT → WHY → HOW → REVIEW → BRAND) for generating consistent, compelling demo transcripts.

Process:

  1. Copy the template structure
  2. Fill in the feature and platform details
  3. Save using the naming convention below
  4. Link from the relevant campaign brief

Naming

Use descriptive names by topic or service, not by campaign name, to avoid duplicate naming with campaign files (e.g. insurance-zero-to-one-demo-transcript.md, not insurance-broker-lead-intake-demo-1-transcript.md).


Current demos

FileFocusUsed in campaign
DEMO_SCRIPT_TEMPLATE.mdTemplate - Use this to create new demo transcripts
insurance-zero-to-one-demo-transcript.mdZero-to-one lead intake (cited risk profiles, submission drafts)Insurance Broker Lead Intake
insurance-gap-analysis-demo-transcript.mdGap coverage analysis (free risk review, trust-building)Insurance Broker Lead Intake
agency-intelligence-brief-generator-demo-transcript.mdAI-powered brief and email calendar generationAgency Intelligence Platform
agency-intelligence-client-prep-demo-transcript.mdClient intelligence and knowledge base for meeting prepAgency Intelligence Platform
agency-intelligence-reports-insights-demo-transcript.mdReports and AI insight analysis (Slack delivery)Agency Intelligence Platform
agency-intelligence-forecasting-demo-transcript.md12-month revenue forecasting and daily pacingAgency Intelligence Platform
agency-intelligence-global-agent-mcp-demo-transcript.mdGlobal Agent + MCP cross-platform insights, experimentation agent, scheduled reports agentAgency Intelligence Platform