How To Prepare for A Customer or Interview Demo

Notes:

One of the most talked about topic in Solution Engineering is the demo. I don’t think it’s the most important topic, but it’s top 5. It’s also something that most SEs have to do in an interview. In this podcast, I share how I teach my SEs to prepare for a demo, whether a customer demo or an interview demo. 

And before I dig too deep into how to prepare for a demo, I share the most recent feedback one of my clients received after performing her interview demo.

How to Prepare:

  • Problem summary slide
    • I learned this from Chris White
    • Based on the discovery calls or conversations I had with the account manager.
    • List down the problems that you heard them discuss.
    • Solving those problems through the demo is the end goal.
  • Play around with the software,
    • The amount you play around with the software is based on how well you know it.
    • The more you know it, the less you play
    • When you have new features, or working on something you’ve never done before, you spend some more time on it.
    • See what is interesting and to who it would be interesting to
    • See where you get errors.
  • Create storylines,
    • Now is when you get creative.
    • What are the stories you want to tell? These are based on the problems that you discussed at the start.
    • For example, you’re working with a CISO. What do they care about? Again, it’s based on the problems that we listed initially, but how does that affect them personally?
    • I helped someone from a security
  • Go through the flow,
    • Now that we have the potential stories, we need to figure out the flow of the demo to support the story.
    • Put yourself in the customer’s shoes and check for pitfalls and potential questions
    • Remove any “cool features”
  • Tighten the script
    • No wasted frame
    • What is some information I still want to know from them, create questions that I want to ask to generate conversation and get insight.
    • Create vision-building questions
    • Find the lightbulb moments
  • Go through it again
    • Practice several times
    • Be critical. What is working, and what is not working?
    • What can be removed from the demo or shortened in case something unforeseen happens, like a fire alarm, or they ask a lot of questions
  • Dry run with my account manager
    • Make sure they don’t do anything crazy
    • Can’t blame you if things go wrong.
  • Do the demo!

Music on the show: Watchmaker’s Daughter by Reeder