How to Create a Demo Agenda [Free Templates Included]

What is a Demo Agenda?

A demo agenda is a concise plan sent to potential customers before a demo call.

Its primary purpose is to:

• Set expectations: Inform customers about the format and key topics to be covered.
• Encourage buy-in: Demonstrate professionalism and preparation, boosting confidence in the product.
• Gather input: Prompt customers to share specific areas of interest or challenges they want to address.

When to Send the Demo Agenda? 

Ideally, send your demo agenda 2-3 business days before the scheduled call. This gives the prospect enough time to review it, formulate any questions, and potentially share their specific areas of focus. It should be early enough to be informative but not so early that it gets buried in their inbox.

Key Components of a Demo Agenda

1. Introductions: Briefly introduce yourself, your company, and your role.
2. Key Topics: Outline the main points you'll cover during the demo. Focus on the areas most relevant to the customer's needs. How can you find this information?some text
   • Review any previous interactions with the customer, such as emails, phone calls, or meetings, to understand their pain points and requirements.
   • Explore the customer's website, social media profiles, and industry publications to gain insights into their business objectives, challenges, and priorities.
3. Format and Duration: Briefly mention the demo's format (presentation, live walkthrough, etc.) and estimated duration.
4. Pro Tip: Keep demos concise and engaging. Aim for 30-45 minutes, leaving ample time for questions and discussion.
5. Logistics: Specify any technical requirements for the call (e.g., downloading software, joining a specific platform) and provide clear details on how to join the demo call.
6. Call to Action: Instead of a generic "See you at the demo!" ending, add "To ensure the demo is most relevant to your needs, feel free to share any specific areas of interest or challenges you'd like to focus on during the call."

Sample Demo Agenda Templates

Template 1: General Software Demo Agenda

Subject: Get Ready to See [Product Name] in Action!

Hi [Prospect Name],

Great to connect! I'm excited to walk you through a demo of [Product Name] on [Date] at [Time].

Here's a quick overview of what we'll cover:

• Introduction: Briefly about me, [Your Name], and [Your Company]
• Understanding Your Needs: Discussing your specific challenges and goals.
• Product Demo: Highlighting key features that address your pain points.
• Q&A Session: Open discussion to answer any questions you may have.
• Next Steps: Discussing implementation options and outlining the path forward.
• To ensure a smooth demo experience, please join the call using this link: [Link to Call Platform].

Please feel free to reply with any specific challenges or areas you'd like me to focus on during the demo. Looking forward to a productive conversation!

Best regards,

[Your Name]

Template 2: Demo Agenda for a Specific Need

Subject: How [Product Name] Can Help You with [Specific Need]

Hi [Prospect Name],

Thanks for reaching out! I understand you're interested in how [Product Name] can help with [Specific Need].

Our upcoming demo on [Date] at [Time] will focus on addressing this specific challenge.

Here's what we'll be covering:

• Introduction: Briefly about me, [Your Name], and [Your Company].
• Deep Dive into [Specific Need]: Discussing the challenges and potential solutions in detail.
• Product Demo: Showcasing features that directly address [Specific Need] and how they can alleviate your pain points.
• Real-world Use Case Example: Demonstrating how a similar company used [Product Name] to achieve success in a situation relevant to your needs.
• Q&A Session: Open discussion to answer any questions you may have specific to [Specific Need].‍
• Next Steps: Discussing implementation options and outlining how [Product Name] can be integrated into your workflow to address [Specific Need].

To ensure a smooth demo experience, please join the call using this link: [Link to Call Platform].

Please feel free to share any additional areas of interest you may have. Looking forward to a productive conversation!

Best regards,

[Your Name]

Suggested Read: 55 Attention-Grabbing Email Subject Lines for Sales in 2024

Tips on Successfully Executing the Demo Agenda 

Once you send the demo agenda and hear back from the prospect for specific features or areas of interest, it's time to refine your approach and ensure a successful demo experience. Here are some key tips to keep in mind:

Incorporate Their Input: Carefully review any feedback or areas of focus the prospect shared. Integrate their specific needs into your demo by highlighting features that directly address their concerns.

Prepare Additional Resources: Share these demos as proof of concept (POC) post-call, which extends your presentation's reach to critical decision-makers who couldn't attend the live session. 

Suggested Read: How to Create An Awesome Interactive Product Demo?

How Can Storylane Help?  

With Storylane, making last-minute changes to your live demos won’t require back-and-forth with solution engineers. You can quickly edit pre-built demos, add new product screens, create new flows, change text, images, etc., all within a few clicks—no coding required! 

You can also create quick leave-behinds and set up personalization tokens to automatically populate the demo with the prospect's company name, industry data, or any other relevant details in real-time. This will leave a lasting impression on your prospects and boost engagement with targeted content. 

Start a free trial today to see Storylane in action!

Frequently Asked Questions

1. How do you write an agenda for a demo meeting?

Include introductions, key topics, duration, logistics (call link), and a call-to-action (CTA). 

2. How do you conduct a demo meeting?

• Follow the agenda, focusing on the customer's needs.
• Keep it concise and engaging (30-45 minutes).
• Leave ample time for questions and discussion.

3. What is the goal of a demo?

Showcase how your product can address the customer's specific challenges.

Ultimately convert their interest into a sale.

4. What is a demo topic?

The demo topic is the main focus of the presentation, tailored to address the prospect's most pressing needs and pain points.

5. What is demo process?

The demo process involves planning, conducting, and following up on a demo. This includes creating an agenda, sending it to the prospect, giving the demo, and potentially creating post-call materials.