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Run: Demo Coaching Form

A demo coaching form for reviewing sales presentations across setup, storytelling, engagement, objection handling, and close. Use it to give consistent feedb...

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Demo Details

Demo date (required)

Presenter name (required)

Reviewer name (required)

Demo type (required)

Account or opportunity

Optional. Include only if needed for internal coaching context.

Setup and Preparation

Agenda was clearly set at the start (required)

Demo was tailored to the audience and use case (required)

What worked well in the setup?

What should be improved in the setup?

Storytelling and Value

Value story was clear and compelling (required)

Features were linked to business outcomes (required)

Best storytelling moment

Biggest storytelling gap

Engagement and Discovery

Questions were handled effectively (required)

Audience engagement was strong (required)

Discovery questions were used to uncover needs

Yes No N/A

Engagement notes

Objection Handling

Objections were handled effectively (required)

Objections observed

Example objection and response

Coaching notes for objection handling

Close and Next Steps

Close was clear and effective (required)

Next steps were captured clearly (required)

Observed buyer commitment level

Next steps notes

Overall Coaching Summary

Overall demo score (required)

Top strengths

Top priority improvement

Follow-up action (required)

Get your results

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Email (required)

Your name (optional)

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