Demo: [Demo Name]
Purpose: How we show this service — run steps, key features, story flow, proof.
Notion: Demos database
Service / Offer: [Service name and link to Offer this demo supports]
Description
[One paragraph: what the demo does and what the prospect will see. Keep it scannable for search and tooltips.]
Takeaway (one line for the prospect): [One thing they should remember — e.g. “You can get 95%+ accuracy before client-side tracking fails.”]
When to use
- Demo type: [ ] Discovery (first call, high-level) · [ ] Deep-dive (technical / stakeholder) · [ ] Campaign / webinar (recorded, scripted)
- Audience: [e.g. Head of Marketing, data engineer, ops lead]
- Vertical (if relevant): [e.g. Healthcare, insurance, e‑commerce]
- CTA: [Next step — e.g. “Schedule audit call” or “Send proposal”]
Demo link
URL: [Stable link to the demo — e.g. https://…]
(Keep this link current; if the demo moves, update here and in any campaign assets.)
How to run it (presenter steps)
Click-by-click so anyone can run the demo without guessing.
- [Step 1 — e.g. Click ‘Analyze Records’ to begin]
- [Step 2 — e.g. System scans each record; wait for results]
- [Step 3 — e.g. AI flags actionable vs. non-actionable]
- [Step 4 — e.g. Actionable records get follow-up templates]
- [Step 5 — e.g. Review results in the respective tabs]
Key features & what to show/say
For each feature: what to click or show, and what to say (or “so what”) for the prospect.
| Feature | What to show | What to say (or so what) |
|---|---|---|
| [e.g. Smart Patient Analysis] | [Where to click, what appears] | [e.g. “AI reviews each record so you see who needs attention first.”] |
| [e.g. Action Classification] | [What they’re looking at] | [e.g. “Actionable vs. non-actionable — no manual triage.”] |
| [e.g. Template Generation] | [Where templates appear] | [e.g. “Personalized follow-up messages, one click to use.”] |
| [e.g. Priority Dashboard] | [Which tab or view] | [e.g. “Everything ordered by urgency so your team knows what to do next.”] |
| [e.g. Quick Actions] | [Copy / use flow] | [e.g. “Copy and paste into your system — no rekeying.”] |
Alternative: use a bullet list with the same three elements per feature if you prefer.
Workflow (story for the prospect)
Narrative order for the call — what we’re showing and why, in sequence.
- [e.g. Initial Record Analysis] — [One line: what happens and why it matters]
- [e.g. Action Classification] — [One line]
- [e.g. Template Generation] — [One line]
- [e.g. Priority Dashboard] — [One line]
- [e.g. Quick Actions] — [One line]
Optional: add Opening (how you start), Middle (build the story), Close (recap + CTA) if you want a fuller talk track.
Proof to reference
- Metric to call out: [e.g. “17% attribution recovery” or “2–3 hours saved per lead”]
- Case name (if allowed): [e.g. Eden, or “Anonymized CPG brand”]
- One-liner: [One sentence to say — e.g. “We recovered ~17% of customers that had no attribution before.”]
Tags (optional)
For Notion filtering and search. Use consistently across demos.
- Service: [e.g. Edge-to-Activation, Insurance Workflow]
- Vertical: [e.g. Healthcare, Insurance]
- Tech / theme: [e.g. AI, analysis, templates, monitoring]
Links
- Offer: [Notion link or path]
- SOP: [Notion link or path]
- Transcript (if in vault): [e.g. gtm/campaign-launch/demos/xxx-transcript.md]
- Campaign (if used in one): [e.g. gtm/campaign-launch/campaigns/xxx.md]