#sales-process

Deliver personalized demos that convert. Pre-demo research (30 mins): 1. Company website, recent news, LinkedIn. 2. Prospect's role, responsibilities, pain points from discovery. 3. Current tools they use (from conversation or SimilarWeb). Demo customization: 1. Use prospect's company name in demo environment. 2. Import sample data relevant to their industry. 3. Show workflow that mirrors their process. 4. Address specific pain points discovered. 5. Skip features they don't care about. Opening: 'Based on our conversation, I've customized this to show...' Throughout: ask confirming questions ('Is this how you currently do it?'). End: clear CTA and next steps. Follow-up: personalized recap email with screenshots.

Create accountability with mutual action plans (MAP). Structure: shared document (Google Doc) co-created with prospect. Sections: 1. Success criteria (what 'go-live' looks like). 2. Timeline with milestones. 3. Tasks for vendor (demos, security review, pricing proposal). 4. Tasks for buyer (stakeholder intros, legal review, budget approval). 5. Decision date. 6. Owners and due dates for each task. Benefits: surfaces objections early, creates urgency, aligns expectations, prevents ghosting. Update in real-time during calls. Review weekly. Red flags: prospect won't commit to dates, won't share internal tasks. Example tools: Accord, Recapped. Close rate improves 30%+ with MAPs.