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Demo Meetings 101

Win more deals by training your sales reps on how to run the perfect end-to-end demo meeting.

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This course is built for Account Executives who have moved their opportunities to the demo stage and want to run amazing demo meetings. In 30 minutes, you will learn how to prepare for, execute on, and follow up to a great demo.

The course also includes useful workbooks, templates, and knowledge checks to make sure you have the tools you need to succeed. Get started by adding this training to your WorkRamp account with one-click and start boosting your win rates with even better demos.


Section Introduction

  • What will you get out of this guide?

Section Preparation: The secret to demo success

  • The game plan overview
  • The game plan workbook
  • Prepping the slides
  • Prepping the customized demo

Section Execution: Running a perfect demo meeting

  • "Everyone has a plan until they get punched in the mouth"
  • Introductions
  • (Re) Discovery
  • The demo
  • Feedback and next steps

Section Follow-up: Making your next moves

  • Post-call game plan and Salesforce notes
  • Prospect follow-up email

Section Conclusion: Always be improving

  • Continuous improvement


Demo Certified
Demo Certified

Included Modules

Flip Card
Flip Card
Matching Choice
Matching Choice
Multiple Choice
Multiple Choice
Text Questions
Text Questions