Demo Coaching Form

A structured coaching form for evaluating sales demo performance across setup, storytelling, engagement, objection handling, and close.

Demo Details

• Demo date
  Select the date the demo took place.
• Demo type
• Sales stage
• Number of attendees
  Approximate number of customer attendees present.
• Was a recording available for review?

Setup and Preparation

• Agenda was clearly set at the start
• Technical setup was smooth and professional
• Opening framed the business problem and value clearly
• Setup coaching notes

Storytelling and Value

• Demo flow was logical and easy to follow
• Features were tied to customer pain points and outcomes
• Product information was accurate and credible
• Storytelling and value notes

Engagement and Discovery

• Relevant discovery questions were asked during the demo
• Rep listened and adapted based on customer responses
• Customer engagement was maintained throughout
• Engagement and discovery notes

Objection Handling

• Objections were handled confidently and accurately
• Objection types observed
• Objection handling notes

Close and Next Steps

• Close was clear and appropriate for the stage
• A clear next step was agreed with the customer
• Next step date
• Close and next-step notes

Overall Coaching Summary

• Overall demo performance
• Top strengths
• Priority improvements
• Action items