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The product demo checklist.

Eighteen checks in four passes — before capture, per stop, before publish, after a week — that catch the failures buyers actually hit. Runs for live, video, and interactive demos; ships as a copyable template.

5 min read · Updated August 24, 2026 · By Tellane team

The short answer. Four passes. Before capture: outcome in one sentence, audience named, a stop list of six to ten lines, a demo account with believable data. Per stop: hotspot on the control a real user would click, a one-sentence tooltip that says what they get. Before publish: 'aha' screen by the midpoint, gate past it or not at all, CTA set to the real next step, a drive-through in a private window and on a phone. After a week: read the funnel and fix the one stop with the biggest drop. The full eighteen are below, and the same checklist exists as a template you can copy.

Pass one — before capture

  1. The outcome is written in one sentence: what the buyer should believe at the end.
  2. The audience is named — a role with a problem, not 'prospects'.
  3. The stop list exists: six to ten lines of screen → action → what they see.
  4. The demo account has plausible names, dates, and numbers. Buyers read the data.
  5. One window size for the whole capture; notifications and chat widgets closed.

Pass two — every stop

  1. The hotspot sits on the control a real user would click, not on blank space.
  2. The tooltip says what the buyer gets ('See which deals stalled'), not what the button is called.
  3. One idea per stop. A stop that needs two sentences is two stops.
  4. The screen actually changed since the previous stop — no two stops showing the same state.

Pass three — before publish

  1. The 'aha' screen — the result — arrives by the midpoint.
  2. A branch exists only where two audiences genuinely need different screens.
  3. The lead form, if any, sits past the midpoint, after the screen that makes people lean in.
  4. The last stop's CTA points at the real next step: sign-up, pricing, or the calendar.
  5. You drove the published link in a private window — badge, gate, and all.
  6. You drove it on a phone and could reach every hotspot.

Pass four — a week after

  1. The per-stop funnel has been read once, seven days in.
  2. The stop with the biggest drop got one change — a moved hotspot, a rewritten tooltip, a swapped screen.
  3. Any screen the product changed since capture has been re-captured.

Why a checklist and not taste

Every failed demo we have seen fails on one of these, not on aesthetics: a login-screen opening, a form on stop one, a hotspot nobody can find on mobile, a funnel nobody read. The checklist is boring on purpose — it moves the judgement to the two places it belongs, the outcome sentence and the stop list, and makes everything after mechanical.

osprey.app/pipelines — captured with Tellane
LIVE DEMO
Osprey
Overview
Pipelines
Accounts
Reports
Settings
PIPELINES / Q3

Q3 enterprise pipeline

Invite teammate
Open pipeline$4.2M +12%
Win rate31% +4pts
Avg. cycle24d −6d
Weekly closed-wonJun — Aug
Meridian FreightNegotiation$380K
Cobalt HealthProposal$210K
Aster & Co.Discovery$95K
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