Sales Demo Prep Checklist Template

Prepare for sales demos with research, environment setup, talking points, and follow-up.

This free sales checklist template includes 6 tasks organized into 3 sections. Use it to streamline your sales demo prep process.

Research & Prep

  1. Research the prospect

    Research the company, their industry, recent news, and the specific people who will be in the demo. Understand their pain points.

    • Company Name (required)
    • Main Contact (required)
    • Company Size — Options: 1-10, 11-50, 51-200, 201-1000, 1000+
    • Key Pain Points (required)

  2. Prepare demo environment

    Set up a clean demo environment with sample data relevant to the prospect's industry. Test all features you plan to show.

    • Environment Checklist (required) — Options: Sample data loaded, Features tested, Integrations working, Screen sharing tested, Backup plan ready

  3. Prepare talking points and agenda

    Outline the demo flow, key talking points, and anticipate likely questions. Tailor the presentation to the prospect's needs.

    • Demo Agenda (required)

Demo Execution

  1. Run the demo

    Execute the demo following the prepared agenda. Take notes on questions asked and areas of high interest.

    • Demo Date (required)
    • Number of Attendees
    • Demo Notes (required)

Follow-Up

  1. Send follow-up email

    Send a follow-up email within 24 hours thanking them for their time, summarizing key points, and outlining next steps.

    • Follow-up email sent (required)

  2. Log outcome and next steps

    Record the demo outcome in your CRM and define clear next steps with timelines.

    • Demo Outcome (required) — Options: Very Interested, Interested - Needs Follow-up, Undecided, Not a Fit
    • Next Steps (required)
    • Next Follow-up Date