Library/Solution Framing, Demo & Proposal/Demo Preparation & Customization/Plan a Discovery-Led Demo with Show, Skip, and Story Arc
TestedSolution Framing, Demo & ProposalSame-Day Use (under 30 min)

Plan a Discovery-Led Demo with Show, Skip, and Story Arc

Convert your discovery notes into a precise demo plan — what to show, what to skip, and how to sequence it.

About this prompt

Takes raw discovery notes and produces a structured demo plan: a prioritised show list, a skip list with rationale, a three-act narrative arc, and verbal bridge lines between sections. Built for AEs and Sales Engineers who want to avoid defaulting to a standard product tour and instead build a demo that reflects the specific conversation they had in discovery. Use it in the 24 hours before a demo when you have call notes or a discovery summary and need to translate them into a session plan.Demo customization is the difference between a prospect who leans in and one who checks their phone. This prompt enforces relevance by requiring every module shown to connect to a pain point or outcome from your discovery notes — if there is no evidence of relevance from discovery, the prompt flags it for the skip list. Fill in [ACCOUNT] and [STAKEHOLDER] with the audience, [ROLE] with the seniority in the room, [KNOWN OBJECTIONS] with anything sensitive already surfaced, and [TIMEFRAME] with the available demo slot. Use this over a standard demo script when you have rich discovery notes and the audience includes stakeholders with different priorities. The more specific [KEY PAIN POINTS] and [BUYER'S DESIRED OUTCOMES] are — pulled verbatim from call notes where possible — the more the AI can build transition lines and story arc language that mirrors the prospect's own words back to them.

The prompt

ACCOUNT EXECUTIVE — DEMO STRATEGIST CONTEXT - Account: [ACCOUNT] - Prospect role(s) in the room: [ROLE], [STAKEHOLDER] - Industry: [INDUSTRY] - Discovery notes: [PASTE DISCOVERY NOTES OR CALL SUMMARY
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Variables to replace

['ACCOUNT', 'ROLE', 'STAKEHOLDER', 'INDUSTRY', 'PASTE DISCOVERY NOTES OR CALL SUMMARY HERE', 'KEY CRITERIA — E.G., MANUAL REPORTING, SLOW ONBOARDING, POOR VISIBILITY', "BUYER'S DESIRED OUTCOMES", 'KNOWN OBJECTIONS', 'PRODUCT', 'TIMEFRAME — E.G., 30 MINUTES, 45 MINUTES']

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
DifficultyAdvanced
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategorySolution Framing, Demo & Proposal
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