Custom Demo Custom demos are a powerful way for your Sales team to follow up with prospects with relevant content based on their interests. It strikes the right balance between sharing a standardized experience while still allowing reps to customize based on the needs of the prospect. There’s nothing more empowering for teams than feeling like they have control of what’s included in demos and can iterate themselves — Custom demos makes this easy! While it takes some prep work to create the templates, it’s a time investment that will pay dividends for your sales team. Sales reps will be able to quickly re-arrange template flows in a way that best suits their needs. This saves you time and effort in the long run from having to building seperate demos for all variations of features.

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How to create an interest template

Interest templates are the building blocks of custom demos. They allow reps to create a custom demo by assembling pre-built templates. It’s highly recommended to create interest templates for your reps so that when they join the workspace they can create custom demos quickly for their deals.
1

Create a New Template

Navigate to Interest Templates and click on + Add Template. Choose either to create a blank template or start from an existing flow.If you already have some demos built out, we recommend you use an existing flow so that you have a starting place to work from.
Interest templates empty
2

Enter template details

Select an Interest for the type of content you want to include and enter. Enter a checklist task name and description (optional). These will be displayed on the checklist if one is generated for the demo so it’s helpful to use friendly public names.Create interest template
3

Edit the template

Select an Interest for the type of content you want to include and enter.Create interest template
4

Publish the template

Once you’ve finished editing the template, click the Publish button to make it available for use in custom demos.Publish interest template

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How reps create custom demos

Once you’ve created interest templates, reps can use them to create custom demos. To create a custom demo, follow these steps:
1

Create Custom Demo

Select + Custom from the Launchpad Extension to create a new custom demo. Custom demos should be created when there’s not a demo that has all of the features a prospect is interested in.Custom Demo
2

Select content from templates

Select the content you want to include in your custom demo from the available interest templates.Custom Demo select content
3

Reorder content

Once you’ve selected your content, you can reorder it by dragging and dropping. Keep in mind if you are creating an Interest demo the flows might be re-arranged based on the visitor’s selection.Custom Demo reorder content
4

Customize settings

Customize the settings for your custom demo. It’s recommended to create a Interest Levels demo with a Sidebar checklist in order to collect prospect’s interest.Custom Demo customize settings
5

Share the demo

Your custom demo is ready to be shared. Create share links for each deal and track engagement for each share link.Custom Demo share
6

Reusing the demo

Once you’ve created a custom demo you can re-use for multiple deals. You can find your custom demo on your Personal Board.Custom Demo personal board

Congratulations — you’ve finished building your first Custom demo. Custom demos are a powerful way to follow up with a relevant demo once you know a prospect’s interest. Learn more about how to use custom demos as a Post-call follow-up.

Once you’ve prepared your workspace with initial demos, you’re ready for your sales team. Learn what steps to follow to invite your sales team to the workspace:
members-page

Adding the sales team

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