Sales
On demand
Sales Demo Planner Agent
Show the proof your buyer needs.
Create a focused demo plan around the customer's needs and the time available.
Plan a 20-minute demo for this buyer's two main priorities.
- Read the request and supporting information
What it does
Build the walkthrough around the customer's priorities.
Create a focused demo plan around the customer's needs and the time available. Built for solutions engineers.
Focus on buyer priorities
Provide the customer's priorities, meeting length and features you can demonstrate. Buyer questions and lessons from previous demos can make the walkthrough more focused.
Check the demonstration
Choose a few relevant examples and arrange them into a timed walkthrough.
Prepare the presenter plan
Get a demo agenda, talking points and a backup plan if the live demo is unavailable.
How it works
Create a focused demo plan around the customer's needs and the time available. Built for solutions engineers.
- Approved documents and context
- Verify each proof moment against environment capabilities and use synthetic data. State what a preview demonstrates and what it cannot prove about production writeback. Links to the original information and the date it was checked Optional: buyer call excerpts and agreed evaluation criteria, to choose proof moments that answer their actual questions. Optional: reviewed demo recordings, common failure notes and current environment checks, to plan a reliable sequence and fallback.
- Keep the demo focused on buyer needs
- Use a timed walkthrough and talking points centred on the features most relevant to this buyer.
- Reduce avoidable demo disruption
- Check demo data and environment readiness in advance, with a backup plan if the live environment is unavailable.
- HubSpot · Read buyer priorities (read)
- Keep demo tied to confirmed needs.
- Notion · Read verified demonstration patterns (read)
- Use supported product behavior.
- Jira · Read demo-environment readiness (read)
- Check known limitations before promising a segment.
- Human review and permissions
- Solutions engineers review the demo plan and any unanswered questions. Check that the information is still current before sending a message or changing a record.
01Gather the context
Bring together the relevant information from HubSpot, Notion, Jira.
02Check what matters
Choose a few relevant examples and arrange them into a timed walkthrough.
03Prepare the result
A timed walkthrough showing the features most relevant to the buyer. What is ready to use and what still needs checking before taking action.
04Review proposed changes
Solutions engineers review the demo plan and any unanswered questions. Check that the information is still current before sending a message or changing a record.
Integrations
CRM
HubSpot
Salesforce
Knowledge
Notion
Confluence
Projects & tasks
Jira
Asana
ClickUp
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Show buyers the parts of the product relevant to their needs, with less preparation and a fallback for live-demo problems.
- Keep the demo focused on buyer needs
- Use a timed walkthrough and talking points centred on the features most relevant to this buyer.
- Reduce avoidable demo disruption
- Check demo data and environment readiness in advance, with a backup plan if the live environment is unavailable.
More for sales teams
Meeting Prep & Follow-up
Prepare for a sales meeting, then turn the notes into a follow-up email and suggested CRM updates.
Account Research
Turn company information and sales notes into a short brief before contacting an account.
Inbound Lead Qualification
Review new enquiries against your ideal customer criteria and suggest the next step.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.