Easy-to-implement · Free download

Free demopreparation checklist

No more generic demos that lead nowhere. Align with your sales rep on objectives and customer needs so every demo is relevant. Used by 800+ SEs.

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Cover of the free software demo preparation checklist
What is inside

Preparation that takes minutes

The demo prep checklist helps you avoid last-minute demos with no clear goals.

It makes sure you're aligned on the purpose, the customer's key issues and the features that matter most — so you deliver something that solves their problem instead of another product walkthrough.

This checklist helps you:

Agree the demo objective with your AE before the call
Capture the customer's key issues in their words
Decide what to show — and what to leave out
Define the next step you want to walk away with
Why this resource exists

Most demos are lost before they start

The biggest quality gap in demos isn't delivery, it's preparation and AE alignment.

This is the handover checklist I use with SE teams to make every demo request specific enough to be useful.

Max Lüpertz — Presales Rockstars

What you getA printable demo preparation and AE alignment checklist for your next call.
The outcome

Every demo with a clear purpose

A short routine that turns vague demo requests into focused customer conversations.

AE Alignment

Both of you walk in with the same objective.

Relevant Content

Show what matters, skip the rest.

Clear Next Step

End every demo with an agreed next action.

Want your whole team to use it?I run demo training where preparation and AE alignment become a team standard. Start with a 20-minute coffee chat.
Book a Call with Max