1) Inputs
Customer
Industry
Primary stakeholder
Decision window
Top pain points (one per line)
Success metrics (one per line)
ROI quick pass (optional)
This is intentionally simple: time saved × blended hourly cost.
People impacted
Hours saved per week
Blended $/hour
2) Output
This is the talk track you can use live, or paste into an email recap. Keep it crisp.
Demo narrative
Checklist
- • Confirm stakeholders + roles
- • Recap pains in their language
- • Show 3–5 flows, not 30 features
- • Tie every click to a metric
- • Close with a low-risk next step
Closing line
“If this matches what you need, the next step is a short technical validation with your team so we can confirm integration, data flows, and timeline. Sound fair?”