If you’ve ever tried to make a sales demo with a team, you know it can go off the rails fast. Files get lost, feedback is scattered, and everyone’s got their own version. This guide is for anyone who wants to actually get demos built together—without endless back-and-forth or confusion. If you’re using Demoboost, you’ve already got some tools for working together. Here’s how to actually use them to get stuff done (and what to skip).
1. Get Your Team Set Up the Right Way
Before you start cranking out demos, set a solid foundation.
- Invite your team early. Don’t wait until you’re halfway done. It’s easier to get everyone on the same page from the start.
- Use real email addresses. Sounds obvious, but don’t use generic logins or shared accounts. You want to know who did what.
- Give people the right permissions. Demoboost has roles (like Admin, Editor, Viewer). Only give editing rights to people who’ll actually use them. Too many cooks just slow things down.
Pro tip: If you’re not sure who needs what, start restrictive. You can always open things up later if someone needs more access.
2. Create a Shared Demo Workspace
It’s tempting to make demos in your own workspace and share later. Resist the urge.
- Centralize your demo projects. Use shared folders or whatever Demoboost calls their collaborative spaces. This keeps all assets, comments, and drafts visible.
- Name things clearly. “Client Pitch v7 Final FINAL” helps no one. Use dates or purposes in your demo names: “ACME_Overview_2024-06-20”.
- Keep assets organized. Slides, screenshots, videos—store them in obvious places. If Demoboost supports folders or tagging, actually use them.
What to ignore: Don’t bother making separate workspaces for every tiny variation. You’ll just create a mess. Keep it simple unless you’re dealing with totally different teams.
3. Assign Roles and Responsibilities
Everyone loves to “collaborate” until it’s unclear who owns what.
- Decide who’s the demo owner. One person should be the main driver. They wrangle feedback, manage deadlines, and keep things moving.
- Break up tasks. Assign slide creation, copywriting, or asset gathering to specific people. Don’t just say “let’s all pitch in.”
- Set deadlines. Even soft ones. Otherwise, things drag.
Pro tip: Write down who’s doing what—inside Demoboost comments or even in a shared doc. People forget.
4. Build the Demo Together (Without Stepping on Toes)
Here’s where most teams get stuck: editing the same demo at once.
- Check out editing locks. Demoboost may have real-time editing or lock a demo when someone’s in it. Respect the lock. Don’t make offline edits and try to merge later.
- Work in sections. If you can, divide the demo into chunks. Assign people to work on different parts. Fewer collisions, fewer headaches.
- Leave in-app comments. Instead of emailing feedback, use Demoboost’s commenting. It keeps context and avoids the dreaded “version 12b” email thread.
What doesn’t work: Editing the same slides simultaneously, unless Demoboost really supports Google-Docs-style real-time editing. Otherwise, you’ll overwrite each other and lose work.
5. Give and Manage Feedback
Don’t let feedback derail your timeline or turn into a free-for-all.
- Comment in context. Use Demoboost’s comment feature right on slides or sections. It’s faster and clearer.
- Resolve comments as you go. Don’t let old comments pile up. Mark them as resolved or reply when done.
- Schedule feedback windows. Ask for feedback at specific times, not constantly. “All feedback by Friday AM” is better than “whenever.”
Pro tip: If you’re stuck on something, tag the relevant person directly (if Demoboost supports @ mentions). If not, mention their name in the comment.
6. Avoid the Most Common Pitfalls
Even with the best tools, teams find ways to make things harder. Here’s what to watch out for:
- Too many cooks. If everyone edits everything, you wind up with a Frankenstein demo.
- Endless revisions. Set a “good enough” bar. Don’t polish forever.
- Version sprawl. Don’t create new demos for tiny changes. Use one demo and the commenting/versioning tools instead.
What to ignore: Fancy integrations or “AI-powered” features unless they actually save you time. Most of the time, keeping things clear and simple beats chasing shiny new features.
7. Final Checks and Sharing
Before you hit “send” to a client or stakeholder:
- Preview the demo as a team. Walk through it together and spot anything weird.
- Test sharing permissions. Make sure people outside your team can view (and not edit) your demo if that’s what you want.
- Lock the final version. If Demoboost lets you, freeze the demo so no one makes last-minute changes by accident.
Pro tip: Keep a checklist for your final review—broken links, missing logos, placeholder text—so you don’t miss the obvious stuff.
8. Keep Improving Your Process
The best teams tweak how they work after each demo.
- Have a quick post-mortem. What went well? What slowed you down? Fix it for next time.
- Update your templates. If you built a great intro slide, save it. Don’t reinvent the wheel.
- Document your process. Just enough so new team members don’t have to guess.
What to ignore: Overcomplicating things with rigid processes or too many checkpoints. Stay flexible—every demo’s a little different.
Wrapping Up
Building demos as a team in Demoboost doesn’t have to be a mess. Get people set up with the right roles, keep your workspace tidy, and use in-app comments to keep feedback focused. Don’t stress about using every feature—just pick what helps you move faster and keeps everyone clear on what’s happening. The more you keep things simple and learn as you go, the smoother your demo creation will get. Iterate, don’t overthink, and you’ll actually enjoy the process.