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Conversion Stage • Template • Free

Demo Structure Template

Optimize your demo process to align with buyer needs. Complete framework with discovery questions, objection handling, and closing strategies that convert.

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Why Demo Structure Matters

Product demos convert at 20-40% when properly structured, compared to 5-10% for feature-dump demos. The difference? Alignment with buyer needs, not just features.

  • Higher conversion rates: Buyer-centric demos close 3x better
  • Shorter sales cycles: Address objections during demo, not after
  • Better qualification: Discover deal-breakers early
  • Clear next steps: Always end with mutual action plan

The Perfect 45-Minute Demo Structure

1. Opening & Agenda Setting

3 min

Set expectations and confirm understanding of their needs

What to say:

"Thanks for taking the time today. Based on our email exchange, I understand you're looking to solve [pain point]. Is that still accurate?"

"Here's what I'm planning for the next 45 minutes:

  • 5 minutes: Quick discovery to understand your specific needs
  • 20 minutes: Show you how [Product] solves [pain point]
  • 10 minutes: Answer your questions
  • 10 minutes: Discuss pricing and next steps"

"Does that work for you? Anything else you want to make sure we cover?"

2. Discovery Questions

7 min

Uncover pain points, goals, decision process, and timeline

Essential Questions:

  • Current State: "What are you using today to solve this problem?"
  • Pain Point: "What's the biggest challenge with your current solution?"
  • Impact: "How much time/money is this costing you per month?"
  • Decision Process: "Who else needs to be involved in this decision?"
  • Timeline: "When do you need this implemented by?"
  • Success Criteria: "What would make this a slam-dunk decision for you?"

💡 Take notes visibly. Reference their answers during the demo.

3. Problem-Solution Bridge

2 min

Summarize their pain and explain your approach

Transition Script:

"So if I heard you correctly, your main challenges are:

  • [Pain point 1 from discovery]
  • [Pain point 2 from discovery]
  • [Pain point 3 from discovery]"

"The good news is [Product] was built specifically to solve these problems. Let me show you how..."

4. Focused Product Demo

20 min

Show ONLY features that solve THEIR specific pain points

Demo Flow (Feature → Benefit → Their Use Case):

For Each Feature You Show:

  • Show: "Here's [Feature]" (screen share)
  • Benefit: "This means you can [outcome]"
  • Their Use Case: "Based on what you told me about [their pain], you'd use this to [specific application]"
  • Check-In: "Does this solve the problem you mentioned?" (pause for answer)

⚠️ Avoid These Demo Killers:

  • Showing every feature "just in case"
  • Going down rabbit holes ("Let me show you this cool thing...")
  • Technical jargon without context
  • Saying "This is still in beta/broken/coming soon"

5. Objection Handling & Q&A

8 min

Address concerns head-on before they become deal-breakers

Proactive Objection Handling:

  • Price: "Before we talk pricing, let's make sure this is the right fit. What questions do you have about what I showed you?"
  • Integration: "I noticed you mentioned using [Tool]. Good news - we have a native integration. Let me show you..."
  • Implementation Time: "For companies like yours, we typically get you live in 2-3 weeks. Our implementation team handles most of the heavy lifting."
  • Competitive: "How does this compare to what you're seeing from [Competitor]?" (Let them voice it first)

6. Pricing & Closing

5 min

Present pricing confidently and secure commitment to next steps

Pricing Presentation:

"Based on what you shared, I'd recommend our [Tier] plan. Here's what that includes:

  • [Feature solving pain 1]
  • [Feature solving pain 2]
  • [Support level]"

"The investment is [Price] per month, which based on the [X hours/dollars] you're currently losing, should pay for itself in [timeframe]."

Trial Close: "Does that sound reasonable given the value?"

7. Next Steps & Mutual Action Plan

5 min

Never end without clear mutual commitments

Always Secure:

  • Their Next Step: "What do you need to do on your end before we can move forward?"
  • Your Next Step: "I'll send you a proposal by [date] with the pricing we discussed and a suggested implementation timeline."
  • Follow-Up Meeting: "Let's schedule 30 minutes next [day] to review the proposal and answer any questions. Does [time] work?"
  • Decision Timeline: "When do you think you'll be able to make a decision?"

🚨 If they won't commit to next steps, the deal is dead. Address it now: "I'm sensing some hesitation. What's holding you back?"

7 Demo Mistakes That Kill Deals

1
Skipping discovery and diving straight into demo

You end up showing irrelevant features. Always start with questions.

2
Feature dumping (showing everything)

Confused buyers don't buy. Show only what solves THEIR pain.

3
Not checking for understanding ("Any questions?")

Ask specific questions: "Does this solve the [pain point] you mentioned?"

4
Ending without clear next steps

"I'll send you some info" = deal is dead. Always book the next meeting.

5
Avoiding pricing discussion

If price is a deal-breaker, better to find out now than after 3 follow-ups.

6
Talking more than listening (80/20 rule violated)

They should talk 50% during discovery. You talk 70% during demo. Overall = 60/40.

7
Demo-ing to one person when decision is multi-stakeholder

Always ask: "Who else should be on this call?" before you start.

Post-Demo Follow-Up (Within 4 Hours)

Perfect Follow-Up Email Template:

Subject: Next steps + [Your Company] proposal

Hi [Name],

Great speaking with you today. As promised, here's what we discussed:

Your Challenges:

• [Pain 1]

• [Pain 2]

• [Pain 3]

How [Product] Solves This:

• [Solution 1]

• [Solution 2]

• [Solution 3]

Pricing: [Tier] plan at [Price]/month

ROI: Based on saving [X hours/month], this pays for itself in [timeframe].

Attached is a formal proposal. Our next step is a 30-min call on [Date/Time] to finalize any questions and get you started.

Looking forward to working together!

[Your Name]

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