If you need to demonstrate your product to potential clients, it’s essential that you have a solid process in place. Our template outlines how we demonstrate Process Bliss. 

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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