WinningPresales Demonstration Preparation Checklist

The high-performance playbook for SaaS presales pros who want to demo like a boss.

Whether you're new to presales or a seasoned solution consultant, this checklist gives you the clarity, structure, and confidence to run high-impact demos that convert.

Inside this battle-tested, field-proven checklist, you'll get:

✅ Step-by-step demo prep for any product or platform
✅ Techniques to align with discovery insights and stakeholder goals
✅ Best practices for structuring your demo flow (Act 1–3 style)
✅ Engagement tactics that keep prospects leaning in
✅ Contingency planning (because tech happens)
✅ Pro tips from the trenches that turn good demos into winning ones

Designed for SaaS, but adaptable to any tech demo scenario — this is your go-to guide before you hit "Share Screen."

Built by real presales leaders. Used by real dealmakers.
This isn't fluff — it's your new edge.