๐ŸŽฌ
Demo & Presentation Planner
P2 Tool ยท Turn Discovery Into a Tailored Demo
โ† Hub
1 Setup
2 Audience
3 Pain โ†’ Demo Map
4 Demo Flow
5 Demo Plan
Demo Setup
Define the context, goals, and constraints for this specific demo
๐Ÿ’ก
Research from Gartner: 73% of enterprise AEs give the same demo to every prospect. The 27% who tailor to specific pain and persona win at 2ร— the rate.
๐Ÿข Deal Context
๐ŸŽฏ Demo Objectives
Audience Mapping
Identify who will be in the room and tailor your approach accordingly
๐Ÿ’ก
The same demo to a CFO and a CTO should look completely different. Map who's attending before you build the flow.
๐Ÿ‘ฅ Who's in the Room?
๐ŸŽญ Select the Primary Audience Type
Pain โ†’ Demo โ†’ Outcome Map
Map each pain point to a specific demo element and business outcome. This is what makes a demo feel tailored instead of generic.
๐Ÿ’ก
The rule: every demo element should answer "So what?" for the audience in the room. If you can't connect a feature to a pain and an outcome, cut it.
๐Ÿ—บ Pain โ†’ Demo Capability โ†’ Business Outcome
Customer Pain
Demo Capability to Show
Business Outcome / "So What"
๐Ÿšซ What to Cut from the Demo
Demo Flow Builder
Build your minute-by-minute demo agenda โ€” with connection points, "so what" moments, and planned transitions
๐Ÿ“‹ Standard Demo Architecture

Best practice structure for a 60-minute business demo. Adjust time allocations based on your allotted time.

๐Ÿ’ฌ Key Transitions & Connection Phrases
Use these phrases to connect each demo section back to the specific pain they mentioned:
${['"You mentioned earlier that [pain]. Let me show you exactly how we solve that..."','"This is the part that addresses [use case] โ€” based on what you shared, this should look familiar..."','"The reason this matters for [Company] specifically is [connection to their situation]..."','"Before I move on โ€” does this address the [specific concern] you raised earlier?"','"The \'so what\' for your team is: instead of [current state], this gives you [outcome]."','"Your [persona in room] will care most about this next section because [reason]."'].map(p => `
"${p}"
`).join('')}
๐Ÿ›ก Objection Prep โ€” During-Demo Objections
${[ {obj:'We already have something that does this',resp:'Great context โ€” can I ask what specifically it does well? [pause] Here\'s where we typically see the gap with similar solutions: [specific comparison]. Does that show up for you?'}, {obj:'Can you show us [feature you don\'t have]',resp:'That\'s a fair question. That specific feature [is on our roadmap / isn\'t something we\'ve built yet]. What I\'d want to understand is why that\'s important to you โ€” because there may be another way we solve the underlying need.'}, {obj:'This looks complicated',resp:'Fair reaction โ€” let me show you what the day-to-day experience looks like for the person actually using it. [simplify]. Does that feel more manageable?'}, {obj:'We need to see it with our data',resp:'Absolutely โ€” and that\'s exactly what a POV is designed for. Let\'s use today to validate the use case is right, and then we can talk about scoping a 2-week pilot with your actual data.'}, ].map(o => `
"${o.obj}"
"${o.resp}"
`).join('')}
Demo Plan
Your complete tailored demo plan โ€” print or share with your SE before the meeting
๐ŸŽฌ

Complete the planner and click "Generate Demo Plan"