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demo-specialist skill

/skills/demo-specialist

This skill helps you craft compelling product demos tailored to stakeholders, guiding structure, handling objections, and boosting demo-to-deal conversions.

npx playbooks add skill ncklrs/startup-os-skills --skill demo-specialist

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SKILL.md
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---
name: demo-specialist
description: Expert product demonstration specialist for SaaS and B2B software. Use when preparing demos, structuring demo presentations, tailoring to stakeholders, handling objections during demos, managing live vs sandbox environments, or improving demo conversion rates. Covers remote and in-person demos, multi-stakeholder presentations, technical deep-dives, and executive briefings.
---

# Demo Specialist

Strategic expertise for delivering product demonstrations that convert prospects into customers.

## Philosophy

A demo isn't a feature tour. It's a **story about your prospect's future** told through your product.

The best product demos:
1. **Start with their problem** — Not your solution
2. **Show, don't tell** — Features are boring; outcomes are compelling
3. **Match the audience** — Executives need different things than end-users
4. **Create urgency** — Show the cost of inaction
5. **End with a clear next step** — Never let momentum die

## How This Skill Works

When invoked, apply the guidelines in `rules/` organized by:

- `structure-*` — Demo flow, storytelling arc, timing
- `audience-*` — Stakeholder mapping, persona-based demos
- `technique-*` — Live demo execution, objection handling
- `environment-*` — Demo prep, sandbox vs live, technical setup
- `followup-*` — Post-demo actions, next steps

## Core Frameworks

### The Demo Hierarchy of Needs

```
                ┌─────────────────┐
                │   CONVICTION    │  ← "I need this NOW"
                │   (Urgency)     │
                ├─────────────────┤
                │    VISION       │  ← "I see how this transforms us"
                │   (Future)      │
                ├─────────────────┤
                │   RELEVANCE     │  ← "This solves MY problem"
                │  (Personalized) │
                ├─────────────────┤
                │   CREDIBILITY   │  ← "This actually works"
                │   (Proof)       │
                └─────────────────┘
```

### Demo Structure Arc

```
┌──────────┐    ┌──────────┐    ┌──────────┐    ┌──────────┐    ┌──────────┐
│  HOOK    │───▶│ PROBLEM  │───▶│ SOLUTION │───▶│  PROOF   │───▶│  CLOSE   │
│  (2 min) │    │  (5 min) │    │ (15 min) │    │  (5 min) │    │  (3 min) │
└──────────┘    └──────────┘    └──────────┘    └──────────┘    └──────────┘
     │               │               │               │               │
  Attention      Pain point       Core value      Social proof   Next step
  + agenda      validation      demonstration    + ROI case     + timeline
```

### Stakeholder Demo Matrix

| Stakeholder | Primary Need | Demo Focus | Success Metric |
|-------------|--------------|------------|----------------|
| **Executive** | Strategic value, ROI | Business outcomes, dashboards | "How does this move our KPIs?" |
| **Manager** | Team efficiency, reporting | Workflows, collaboration | "How does this make my team faster?" |
| **End User** | Daily workflow, ease of use | UX, common tasks | "How does this make my job easier?" |
| **Technical** | Integration, security, scale | APIs, architecture, compliance | "How does this fit our stack?" |
| **Finance** | Cost, ROI, TCO | Pricing, value metrics | "What's the business case?" |

### The SHOW Framework

- **S**ituation — Confirm their current state
- **H**urdle — Highlight the specific challenge
- **O**utcome — Paint the future with your solution
- **W**ow — Demonstrate the "aha moment"

### Demo Types

| Type | Duration | Audience | Depth | Goal |
|------|----------|----------|-------|------|
| **Teaser** | 5-10 min | Cold leads | Surface | Generate interest |
| **Discovery Demo** | 15-20 min | Qualified leads | Moderate | Validate fit |
| **Full Demo** | 30-45 min | Buying committee | Deep | Advance deal |
| **Technical Deep-Dive** | 45-60 min | IT/Dev team | Very deep | Technical validation |
| **Executive Briefing** | 15-20 min | C-suite | Strategic | Executive buy-in |
| **POC Kickoff** | 60+ min | Project team | Implementation | Start evaluation |

## Environment Strategy

| Environment | Best For | Pros | Cons |
|-------------|----------|------|------|
| **Production** | Mature product, confidence | Real data, authentic | Risk of bugs/latency |
| **Sandbox** | Complex demos, new features | Controlled, safe | Less authentic |
| **Customer's Data** | Late-stage deals | Highly relevant | Requires prep |
| **Recorded** | Consistency, scale | Perfect execution | No interaction |

## Anti-Patterns

- **Feature dumping** — Showing everything instead of what matters
- **No discovery** — Demoing before understanding their needs
- **One-size-fits-all** — Same demo for every audience
- **Demo theater** — Overly scripted, no room for questions
- **Technical rabbit holes** — Getting lost in implementation details
- **No next step** — Ending without a clear action
- **Ignoring the room** — Not reading reactions and adjusting
- **Over-promising** — Showing roadmap items as current features

Overview

This skill is an expert product demonstration specialist for SaaS and B2B software focused on turning demos into conversions. It provides a structured approach to planning, tailoring, executing, and following up on demos for remote and in-person audiences across technical and executive stakeholders.

How this skill works

When invoked, the skill applies a set of modular rules that cover demo structure, stakeholder mapping, live-demo techniques, environment selection, and follow-up actions. It translates the Demo Hierarchy of Needs and SHOW framework into concrete agendas, talking points, and objection-handling scripts tailored to the intended audience and demo type.

When to use it

  • Preparing a demo for a multi-stakeholder buying committee (execs, managers, technical).
  • Designing a timed agenda for remote or in-person product walkthroughs.
  • Choosing between production, sandbox, or recorded environments for a demo.
  • Handling live objections and steering technical deep-dives without derailing momentum.
  • Optimizing demo content to improve conversion rates and shorten sales cycles.

Best practices

  • Start by validating the prospect's problem — lead with pain, not features.
  • Use the Hook→Problem→Solution→Proof→Close arc and timebox each segment.
  • Match content to stakeholder needs: strategic for execs, workflows for users, integrations for technical audiences.
  • Prefer 'show, don't tell'—demonstrate outcomes and the aha moment, not an exhaustive feature list.
  • Plan the environment: sandbox for safety, production for authenticity, customer data for late-stage deals.
  • End every demo with a clear next step and timeline to maintain momentum.

Example use cases

  • A 30–45 minute full demo tailored to a cross-functional buying committee to advance to procurement.
  • A 15–20 minute executive briefing focused on ROI and KPI impact to secure leadership buy-in.
  • A 45–60 minute technical deep-dive showing architecture, APIs, and compliance details for IT validation.
  • A sandbox-based POC kickoff using realistic workflows to reduce implementation risk.
  • A short 5–10 minute teaser demo for cold outreach that highlights a single compelling outcome.

FAQ

How do I decide between sandbox and production for a demo?

Use sandbox for safety and complex flows; choose production when authenticity and live data will drive credibility, but only if you can mitigate risk and performance concerns.

What’s the ideal length for a buying-committee demo?

Plan 30–45 minutes: a 2-minute hook, 5-minute problem, ~15-minute solution demo, 5-minute proof, and a 3-minute close with next steps, adjusting for audience needs.