Template · Sales leave-behind demo
Sales leave-behind demo template.
A template for the demo you send after a sales call — the screens you showed, personalized to the account, ending on the next step — so the champion can share it with people who were not there.
Use when: Within an hour of a discovery or demo call, on a personalized link for that account.
The one line
What this demo proves
The champion forwards one link, and everyone who opens it sees the product answer the question the call was about.
Stop by stop
5 stops
| # | Screen | Action (hotspot) | Tooltip |
|---|---|---|---|
| 01 | Greeting with the account's name and the question from the call | Click 'Start' | [Account], here's what we covered: [the one question]. |
| 02 | The screen that answered it | Click the key control | [What they asked about], done in one click. |
| 03 | The objection screen | Click through | [The thing they worried about] — here's how it's handled. |
| 04 | The result for their use case | Click the result | [The outcome in their terms, with their numbers if you have them.] |
| 05 | Next step | Click 'Book the technical review' | Next: [the step agreed on the call]. [Link]. |
Copy
The lines that do the work
- Follow-up email body
- Thanks for today. Here's the part we talked about, as a two-minute click-through you can forward: [prospect link]. The next step we agreed is [x] — [calendar link].
- CTA (last stop)
- Book the technical review →
Take it with you
The template as text
SALES LEAVE-BEHIND DEMO — TEMPLATE
Outcome: The champion forwards one link, and everyone who opens it sees the product answer the question the call was about.
Use when: Within an hour of a discovery or demo call, on a personalized link for that account.
01. Screen: Greeting with the account's name and the question from the call
Action: Click 'Start'
Tooltip: [Account], here's what we covered: [the one question].
02. Screen: The screen that answered it
Action: Click the key control
Tooltip: [What they asked about], done in one click.
03. Screen: The objection screen
Action: Click through
Tooltip: [The thing they worried about] — here's how it's handled.
04. Screen: The result for their use case
Action: Click the result
Tooltip: [The outcome in their terms, with their numbers if you have them.]
05. Screen: Next step
Action: Click 'Book the technical review'
Tooltip: Next: [the step agreed on the call]. [Link].
Follow-up email body: Thanks for today. Here's the part we talked about, as a two-minute click-through you can forward: [prospect link]. The next step we agreed is [x] — [calendar link].
CTA (last stop): Book the technical review →
Measure: Drives on the prospect link — how many people in the account opened it; Depth and completion per drive; The lane-completed alert for the accountCreates 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
Measure
What to watch after publishing
- Drives on the prospect link — how many people in the account opened it
- Depth and completion per drive
- The lane-completed alert for the account
FAQ
Questions
Why a personalized link rather than the public lane?
Attribution: every drive on the link belongs to the account, so you see the champion's colleagues arrive. And the greeting.
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