Demo Coaching Form

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

Demo Details

• Demo date
• Presenter name
• Reviewer name
• Demo type
• Account or opportunity
  Optional. Include only if needed for internal coaching context.

Setup and Preparation

• Agenda was clearly set at the start
• Demo was tailored to the audience and use case
• What worked well in the setup?
• What should be improved in the setup?

Storytelling and Value

• Value story was clear and compelling
• Features were linked to business outcomes
• Best storytelling moment
• Biggest storytelling gap

Engagement and Discovery

• Questions were handled effectively
• Audience engagement was strong
• Discovery questions were used to uncover needs
• Engagement notes

Objection Handling

• Objections were handled effectively
• Objections observed
• Example objection and response
• Coaching notes for objection handling

Close and Next Steps

• Close was clear and effective
• Next steps were captured clearly
• Observed buyer commitment level
• Next steps notes

Overall Coaching Summary

• Overall demo score
• Top strengths
• Top priority improvement
• Follow-up action