Taking notes during your demos is absolutely vital to ensuring that each interaction with a prospect progresses properly. It's also vitally important for communicating with your team, manager, and even your future self.

Creating a Demo Notes Template

Creating a new template is super easy:

  • Go to "Settings" under your name

  • Click "Demo Notes Templates"

  • Create New Template

From here you can create your Notes Template that can be brought into any demo or shared across your team.

We recommend including any of the following:

  • Questions you know you'll ask

  • Sales Cycle / Buying patterns

  • Concerns / hesitations that you hear

These notes can be shared with the team to ensure that everyone is asking the right questions and thinking about the prospect.

Using Demo Notes

Once created, they can be imported into any demo from the demo notes section

You can also grab Demo Notes Templates directly from the Private Meeting Dashboard

To top it all off, your demo notes also exist alongside your follow up emails to simplify the demo follow up process!


If you have any questions, feel free to reach out to our support team at support@demoflow.io. Our support team has standard availability between 8am and 8pm Eastern Time Monday-Friday, and you can expect a response within 2 hours.

If you'd like to open a live chat or support ticket, visit https://intercom.help/demoflow/en/ or click the chat bubble in the bottom right-hand corner of the screen. We try to respond instantly!

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