TEMPLATE · PRODUCT DEMO CHECKLIST
A copyable checklist for a live product demo, in five parts: confirm priorities before sharing your screen, show the top problem first, show the second only if asked, surface concerns, and agree a dated next step. Use it as a written checklist, or load it into Amotions so the rep sees which parts are still open during the demo.
Published Last reviewed By Pianpian Xu Guthrie, Founder and CEO
A product demo checklist is the list of things a rep must do on a sales demo, in order: confirm the buyer’s priorities, show the workflows that solve them, check in after each part, surface concerns, and agree a next step. It keeps demos consistent across a team and stops them turning into feature tours.
A checklist for a live product demo, from the first minute to the next step. Change the demo stops to your own product, then add each part as a playbook step with the checks as substeps.
Confirm why they are here so the demo answers their problem, not your feature list.
One workflow that matches their first priority, end to end.
Only if time allows and they asked for it.
Get objections out while you can still answer them.
Leave with a date and the right people.
PRODUCT DEMO CHECKLIST 1. Before you share your screen Goal: Confirm why they are here so the demo answers their problem, not your feature list. [ ] Confirm the time you have and the goal of the call. [ ] Recap what you learned in qualification and ask what has changed. [ ] Ask which one or two problems they most want to see solved. 2. Show the top problem first Goal: One workflow that matches their first priority, end to end. [ ] Name the problem before you show the screen that solves it. [ ] Show the workflow with their example, not a generic one. [ ] Ask: "How would this work for your team?" 3. Show the second problem Goal: Only if time allows and they asked for it. [ ] Show the second workflow the same way. [ ] Skip features they did not ask about. 4. Questions and concerns Goal: Get objections out while you can still answer them. [ ] Ask what they would need to see to be confident. [ ] Ask what would stop them from moving forward. [ ] Clarify each concern before answering it. 5. Next step Goal: Leave with a date and the right people. [ ] Agree a dated next step, such as a trial, a technical call or a proposal review. [ ] Ask who else should join the next call. [ ] Recap what you will send and when.
Each part of the demo becomes a step, so the rep sees which part is current and which checks are still open. Product facts in suggestions come from the decks, one-pagers and FAQs you upload, so a prompt during the demo uses your wording, not generic copy.
Playbook · Product demo · Zoom
Ask this next
Before the next screen, ask how the reporting you just showed would work for their team.
Illustration, not a screenshot. Steps and wording come from your own playbook. How playbook steps work →
The rep shares their screen before confirming what the buyer wants to see, shows every feature, and leaves questions to the last two minutes. The checklist reverses that: priorities first, the top problem shown with the buyer’s example, a check-in question after each part, and concerns asked while there is still time.
Upload your product deck, one-pagers, pricing sheet and FAQs. When the buyer asks a product question mid-demo, the suggestion uses that content and your wording, and prompts can follow rules such as not moving to the pitch until set discovery questions are answered.
Sign up free, then an admin opens Organization settings → Playbooks, adds a playbook, and enters the five parts as steps and the checks as substeps. Set it as the default so every rep’s live coach uses it. On Zoom, Teams, Meet or phone calls the private Playbook panel then tracks it live.
Qualification. If the demo is on the same call, run the qualify step first; if it is a separate call, recap what you learned and ask what has changed. The sales call playbook template combines qualification, demo and next step in one playbook.
It does not time each step or warn the rep that they are talking too long; there are no live time-per-topic, talk-time or monologue alerts. Talk ratio appears after the call. It also does not speak on the call or join as a meeting bot: guidance is private to the rep.
Security & privacy
Amotions AI coaches live conversations with a private overlay—it does not join Zoom as a bot. Enterprise buyers can review how conversation data is processed, isolated, and kept out of foundational-model training.
Customer call transcripts, audio uploads, and chat sessions are strictly private to your organization. They are never used to train third-party foundational AI models. Playbook personalization applies your process at coaching time—it is not a claim that foundation-model weights are retrained on your conversations.
Data is hosted on Google Cloud, encrypted in transit and at rest, and isolated per workspace. Each practice sets its own patient notice policy for recorded conversations. We sign a Business Associate Agreement (BAA) with your practice, and our hosting provider, Google Cloud, is covered by a signed BAA with Amotions. Ask us for the BAA before you share patient information.
Coaching workloads run in isolated Google Cloud environments, including Cloud Run, with encrypted data transmission and encrypted storage. Organization playbooks, transcripts, and uploads stay separated by customer workspace. Ask security for current technical controls during enterprise evaluation.
Details: Privacy Policy · Healthcare security · Healthcare communication coaching · Talk to security
Qualify → Demo → Objections and next step.
What to learn before the demo starts.
Clarify, reframe and advance on the concerns a demo surfaces.
Private demo prompts on desktop Zoom calls.
A recap of the buyer’s needs, the one or two workflows that solve their top problems, a check-in question after each part, time for concerns, and a dated next step with the right people.
Long enough to show the buyer’s top problem end to end and leave time for questions. Showing fewer workflows well usually works better than a full tour; cut the second workflow if time is short.
Yes. Amotions shows the demo checklist as private steps on Zoom, Teams, Meet or phone calls, checks them off as they come up, and suggests answers from your uploaded product documents when the buyer asks a question or raises a concern.
No. The Playbook panel is private to the rep. Amotions does not join the call as a bot, and the overlay stays hidden when the rep shares their screen.
No. Copy it into your own docs or CRM notes and use it as a written checklist. Amotions adds the live part: it checks items off during the call, reminds the rep about anything missed, and scores the call against the same items afterwards.
Book a walkthrough of real-time coaching, AI roleplay, and post-call feedback tailored to your team.
Start free on Basic, or watch live coaching on a simulated call first. No bot joins your calls.
“Amotions AI is extremely useful for installing those fundamentals…”