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Run: Demo Coaching Form

Use this Demo Coaching Form to review a sales demo against setup, storytelling, engagement, objection handling, and close. It gives coaches a consistent way ...

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Demo Details

Demo date (required)

Select the date the demo took place.

Demo type (required)

Sales stage (required)

Number of attendees

Approximate number of customer attendees present.

Was a recording available for review? (required)

Setup and Preparation

Agenda was clearly set at the start (required)

Technical setup was smooth and professional (required)

Opening framed the business problem and value clearly (required)

Setup coaching notes

Storytelling and Value

Demo flow was logical and easy to follow (required)

Features were tied to customer pain points and outcomes (required)

Product information was accurate and credible (required)

Storytelling and value notes

Engagement and Discovery

Relevant discovery questions were asked during the demo (required)

Rep listened and adapted based on customer responses (required)

Customer engagement was maintained throughout (required)

Engagement and discovery notes

Objection Handling

Objections were handled confidently and accurately (required)

Objection types observed

Objection handling notes

Close and Next Steps

Close was clear and appropriate for the stage (required)

A clear next step was agreed with the customer (required)

Next step date

Close and next-step notes

Overall Coaching Summary

Overall demo performance (required)

Top strengths

Priority improvements

Action items

Get your results

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Email (required)

Your name (optional)

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