Product demo script template (with a worked example).

PRODUCT DEMO SCRIPT — TEMPLATE

Outcome: The buyer sees that they can find the accounts that went quiet this week without building a report.
Use when: Before any demo is recorded, captured, or presented. The script is what keeps it to the screens that sell.

01. Screen: Accounts list, sorted by last activity
    Action: Click the 'Quiet this week' filter
    Tooltip: Start where the problem is visible: forty accounts, no idea which ones are cooling.
02. Screen: Filtered list: six accounts
    Action: Click the first account
    Tooltip: Six accounts have gone quiet. No report, no export — one filter.
03. Screen: Account timeline
    Action: Click the last email thread
    Tooltip: The timeline shows the last touch was 19 days ago and who it was with.
04. Screen: Email thread with a 'Draft follow-up' button
    Action: Click Draft follow-up
    Tooltip: Draft a follow-up from here — the context is already on screen.
05. Screen: Draft with the account's details filled in
    Action: Click Send
    Tooltip: The draft knows the account, the contact, and the last topic. Edit or send.
06. Screen: Accounts list, the account marked 'Touched today'
    Action: Click 'See the weekly digest'
    Tooltip: Back to the list: one down, five to go — and a digest every Monday so you never build this view by hand again.

Opening line (tooltip on stop 1): Start where the problem is visible: forty accounts, no idea which ones are cooling.
Lead-form prompt (if gated at stop 4): Want the Monday digest for your own accounts? Leave an email and keep driving.
CTA (last stop): Set this up for your pipeline — free, ten minutes.

Measure: Completion rate over the first two weeks; Where people park — the stop with the biggest drop; CTA click rate; If gated: leads, and the score from the drive