Product Demo
Customer success – beSlick
1Research prospect
Importance: Essential
Establish:
– Industry
– Location
– Contact person
2Prepare industry-specific stories to tailor demo
Importance: Optional
3Prepare questions to ask
Importance: Optional
4Confirm appointment time with contact
Importance: Essential
5Practice run
Importance: Optional
6Prepare screen for demo
Importance: Essential
– Open presentation
– Open website
– Open video link
7Demo
Importance: Essential
7.1Find out some background info about the prospect
Importance: Optional
7.2Ask questions and establish their issues
Importance: Optional
7.3Run through presentation
Importance: Essential
7.4Show them how the product works
Importance: Essential
7.5Check their understanding
Importance: Essential
7.6Establish whether the product could help them
Importance: Essential
7.7Suggest next steps
Importance: Essential
8Send follow-up summary email
Importance: Essential
9Ensure CRM is updated with correct contact details
Importance: Essential
– Company name
– Contact name
– Email
– Phone number
– Website
– Address
10Send company merchandise
Importance: Optional
11Follow-up email or phone call
Due: 7 days after task is started
Importance: Optional
12Second follow-up
Due: 14 days after task is started
Importance: Optional
13If no response has been received, give up
Importance: Optional
Send one last message offering support, and mention that if no response is received, you will not contact them again
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