The sales conversation

Presenting and demoing

25 min

Once you have understood the need, it is time to show what you have. But a presentation or demo is not a tour of all your features — it is a targeted answer to what the customer just told you. The best demo feels like it was made for this particular customer, because in practice it was.

Tailor the message to the customer's situation

Everything you say now should hang on what you heard during discovery. Use the customer's own words. If they said "Fridays are chaos", start there: "You told me Fridays are the worst. Let me show you how this looks precisely then."

That means you do not have one fixed presentation, but a flexible one you pick from. Show what is relevant to this customer, and skip the rest. A demo that shows ten features where two are relevant drowns the two important ones in noise. Less is more.

Show value, not just features

Every time you show something, connect it immediately to what the customer gets out of it. Not "here is the calendar view", but "here you see the whole weekend at a glance, so you spot the gap before Friday instead of on Friday". Feature, then benefit, then what it means for them specifically.

A simple rule: after each thing you show, say "...which means that you...". That forces you to translate into value. The customer is not buying the calendar view; they are buying peace of mind on a Friday.

Tell a story the customer recognises

People remember stories better than bullet lists. A short, concrete tale about a similar customer makes the value come alive: "Another restaurant we work with had the same problem. They used to call around in a panic when someone got sick. Now they see available substitutes with two taps, and the Friday stress is almost gone."

The story must be true and relevant. It lets the customer see themselves in the situation and imagine their own life after the problem is solved. That is much stronger than a claim about how good the product is.

Be careful about promising more than you can deliver. An exaggeration might close one sale, but it destroys trust when reality catches up with you. Credibility is one of your most important assets as a new supplier.

Let the customer touch it

A presentation where you talk and the customer watches is weaker than one where the customer gets to try it themselves. Ask questions along the way: "Does this make sense for how you work?" or "where would this fit into your week?". Then the demo becomes a conversation, not a performance, and you notice at once what lands and what does not. If the customer gets to click themselves, enter their own numbers or see their own data, the value becomes concrete in a way it never does when you merely describe it. People trust what they have tried themselves more than what they are shown.

Lead the conversation toward a concrete next step

A presentation that ends with "well, let me know if you are interested" often dies right there. Your job is to propose a clear next step while the interest is warm. It does not have to be "will you buy now" — it can be a trial setup, a meeting with more people from the customer's side, or the two of you building a small calculation of what the solution is worth to them.

The point is that you propose the direction, concretely and at a low threshold: "A natural next step is for me to set up a test account with your data, so you see it for real. Shall we do that this week?" Then the conversation has a track forward instead of trailing off into nothing. Notice that you are not asking for a yes here — you are asking for a small, concrete step that is easy to agree to, and that naturally leads closer to a deal.

Do this now

Take one need you know a customer has, and write down three things you will show them — each connected to a "...which means that you..." sentence. Also write one short, true story about a similar customer, and one concrete next step you can propose at the end of the demo.

What you'll learn in this lesson

  • Tailor the message to the customer's situation
  • Show value, not just features
  • Tell a story the customer recognises
  • Lead the conversation toward a concrete next step

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