Template · Product demo checklist
Product demo checklist.
A checklist for shipping a demo that holds up — the account, the screens, the copy, the placement, the gate, the CTA, and the weekly read of the funnel.
The one line
What this demo proves
The demo is short, believable, findable, and measured.
Stop by stop
8 stops
| # | Screen | Action (hotspot) | Tooltip |
|---|---|---|---|
| 01 | Before capture | Outcome written in one sentence; audience named; stop list of 6–10 lines | No capture without a script. |
| 02 | The account | Demo account with plausible names, dates, numbers; one window size; notifications and chat widgets closed | Buyers read the data. |
| 03 | Each stop | Hotspot on the control a real user would click; tooltip says what they get, one sentence | If a stop needs two sentences it is two stops. |
| 04 | Structure | 'Aha' screen by the midpoint; branch only where audiences diverge; lead form past the midpoint or not at all | Homepage demo open. |
| 05 | The end | Last stop's CTA set to the next step: sign-up, pricing, or the calendar | Now for people who know the product fits. |
| 06 | Publish | Open the public link in a private window; drive it on a phone | What you see is what a buyer gets, badge and all. |
| 07 | Placement | Embedded above the fold on the product page; beside the plans on pricing; linked from the old 'book a demo' button | Where the decision happens. |
| 08 | After a week | Read the per-stop funnel; fix the stop with the biggest drop; change one thing; compare next week | Then re-capture any screen the product changed. |
Copy
The lines that do the work
- The one-line test before publishing
- Would a buyer who leaves after stop three still know what the product is for?
Take it with you
The template as text
PRODUCT DEMO CHECKLIST — TEMPLATE
Outcome: The demo is short, believable, findable, and measured.
Use when: Before publishing any demo, and again each quarter when you refresh it.
01. Screen: Before capture
Action: Outcome written in one sentence; audience named; stop list of 6–10 lines
Tooltip: No capture without a script.
02. Screen: The account
Action: Demo account with plausible names, dates, numbers; one window size; notifications and chat widgets closed
Tooltip: Buyers read the data.
03. Screen: Each stop
Action: Hotspot on the control a real user would click; tooltip says what they get, one sentence
Tooltip: If a stop needs two sentences it is two stops.
04. Screen: Structure
Action: 'Aha' screen by the midpoint; branch only where audiences diverge; lead form past the midpoint or not at all
Tooltip: Homepage demo open.
05. Screen: The end
Action: Last stop's CTA set to the next step: sign-up, pricing, or the calendar
Tooltip: Now for people who know the product fits.
06. Screen: Publish
Action: Open the public link in a private window; drive it on a phone
Tooltip: What you see is what a buyer gets, badge and all.
07. Screen: Placement
Action: Embedded above the fold on the product page; beside the plans on pricing; linked from the old 'book a demo' button
Tooltip: Where the decision happens.
08. Screen: After a week
Action: Read the per-stop funnel; fix the stop with the biggest drop; change one thing; compare next week
Tooltip: Then re-capture any screen the product changed.
The one-line test before publishing: Would a buyer who leaves after stop three still know what the product is for?
Measure: Completion rate; Where people park; CTA click rate; Plays by referrerCreates a lane with one stop per row above — the screen as the title, the action and tooltip as the body — then opens the editor so you can capture the real screens.
The format
What the finished lane feels like
LIVE DEMO
OSOsprey
Overview
Pipelines
Accounts
Reports
Settings
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
Lane progress
Measure
What to watch after publishing
- Completion rate
- Where people park
- CTA click rate
- Plays by referrer
FAQ
Questions
How often should a demo be refreshed?
When the screen changes, re-capture that stop. Review the whole lane quarterly.
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