Partner Playbook · Demo and discovery
A working account loaded with sample conversations. This is what you demo from, every time. There is nothing to set up and nothing to connect, and every screen in it is something the customer gets on day one.
The conversations in here are sample data, not a real business. The account is shared across partners, so look at anything but do not change settings or delete anything. If something looks wrong, tell us rather than fixing it.
Everything on screen is what a customer gets on day one. Nothing in here is an upgrade, so you can show any of it without setting an expectation you cannot meet.
Ten minutes on your own. Open a conversation, find the tasks, open an alert. You only need to know where things are, not to have it running anywhere.
Not a follow-up, not a trial. It ends with them saying that for that price, let us turn it on.
Ask Agent answers prepared questions. If you say "ask it anything" and your buyer types their own question, the surface records it for review and does not answer it, in front of them. Open the prepared questions and let them choose one. It demos better and it is what the product does.
The same rule applies to a side-by-side comparison of two locations. It is a natural thing for a multi-site owner to ask for and it does not exist. Location is a scope and a drill-through filter, and the account rolls up into one view.
Four screens, in order, about ten minutes.
Open →Six questions, asked before you show anything.
Open →Two questions to ask on the same call.
Open →Turn the sizing into a customer-ready quote before you hang up.
Open →