Library/Solution Framing, Demo & Proposal/Demo Preparation & Customization/Build a Customized Demo Plan from Discovery Notes
TestedSolution Framing, Demo & ProposalSame-Day Use (under 30 min)

Build a Customized Demo Plan from Discovery Notes

Turn discovery findings into a demo flow with persona-specific talking points, time allocation, and landmines to avoid.

About this prompt

This prompt helps AEs and sales engineers convert discovery insights into a tailored demo plan with a specific flow, per-attendee talking points, and guidance on what to avoid. Use it immediately after discovery and before a demo or presentation. It replaces generic demo scripts with a plan built around what the prospect actually said they care about. Works best when you have clear notes from a discovery call.A demo that shows features in the standard order is a missed opportunity — this prompt rebuilds the demo around the prospect's stated priorities. Input what you learned in discovery: primary pain, secondary concerns, success criteria, decision process, and who's attending the meeting with their roles and what they each care about. The prompt returns a demo flow with sections in priority order, time allocation per segment, transition language, and per-feature talking points that use the prospect's own words. It also flags features likely to confuse or raise concerns for this specific audience. Use this after discovery and before the demo — it requires real discovery intel, not assumptions. If you don't have clear notes from a discovery call, run the discovery prep prompt first. For best output, be specific about attendee roles and what each person cares about — generic attendee lists produce generic talking points.

The prompt

Generic demos lose deals. Get a customized demo plan based on what you learned in discovery. Tell me what you learned in discovery. I'll plan your demo. FROM DISCOVERY: ● Their main pain: [PRIMARY PRO
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Variables to replace

MAIN PAIN | SECONDARY CONCERNS | WHAT GOOD LOOKS LIKE | WHO/HOW | TIMELINE | NAME, ROLE | CARES ABOUT | TIME

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageDemo/Presentation
SeatAE, Sales Engineer
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategorySolution Framing, Demo & Proposal
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