Build your sales demo planner.

How to build your sales demo planner

1. 1

   Describe the job

   Plan sales demos around the customer's problem and a clear success question.

2. 2

   Review the first version

   Choose how the sales representative records the account and how the account owner reviews the next step.

3. 3

   Refine the views

   Ask First to adjust the fields and views for the people who will use the app.

4. 4

   Test before sharing

   Walk through the process with a sample record and check who owns the next action.

What to include in your sales demo planner

• Keep the account in context

  Keep account, demo objective, scenario, required sample, owner and success question together so the next person can understand the request or record.

• When the next step needs a decision

  A demo promises to show approval routing but uses a sample with no reviewer. Add a fictional reviewer and a rejection case before confirming that the scenario is ready.

• Keep success question visible

  Keep the sample scenario aligned to the account's stated objective.

• Choose what each person needs

  Give the sales representative a working view and the account owner a review view. Keep account and demo objective attached to the decision as the work moves between them.