If you’re reading this, you’re probably tired of one-size-fits-all sales demos that land with a thud. You want to build demo templates in Demoboost that actually speak to your buyers—the kind that get nods, not yawns. This guide is for anyone who’s wrangled with demo tools and wants real, step-by-step advice for making demos that feel personal (without spending three hours per prospect).
Let’s skip the fluff. Here’s how to set up custom demo templates in Demoboost for different buyer personas, with honest takes on what’s worth your time.
Why Bother With Persona-Based Demo Templates?
Before you start clicking around, know this: tailoring demos to buyer personas isn’t about showing off every feature. It’s about helping each type of prospect quickly see what matters to them. Generic demos waste everyone’s time. But go too granular and you’ll never get anything else done.
The sweet spot? A set of flexible templates you can tweak fast. That’s what we’re building here.
Step 1: Nail Down Your Key Buyer Personas
You can’t build a template for “everyone.” Figure out your top 2–4 personas—the roles that actually buy, influence, or stall deals.
How to do it:
- Talk to your sales team. Skip the fancy persona decks; just ask who shows up on calls and what they care about.
- Look at your last 10 closed-won and closed-lost deals. Who was involved? What were their job titles?
- Write down the top pain points for each persona. For example:
- IT Admin: Security, integrations, deployment headaches.
- Marketing Lead: Ease of use, analytics, onboarding.
- CFO: ROI, cost savings, contract terms.
Pro tip: Don’t overthink it. Start with the basics, then tweak as you go.
Step 2: List Out Persona-Specific Demo Goals
A good demo for an IT admin isn’t the same as one for a marketing lead. Figure out what each persona wants to see, and—just as importantly—what doesn’t matter to them.
Questions to ask:
- What’s their “aha” moment? (Not yours—theirs.)
- What objections do they always raise?
- Which features do they actually care about?
- What’s just noise for them?
Example:
- IT Admin: Wants to see user permissions, SSO setup, audit logs.
- Marketing Lead: Wants to see campaign setup, reporting dashboards, quick results.
- CFO: Wants to see pricing calculators, contract length, usage analytics.
What to ignore: Don't try to squeeze every feature into a single demo. That’s how you lose people.
Step 3: Plan Your Template Structure
Now, map your demo flow for each persona. The goal: get them to value, fast.
How to do it:
- Break your demo into short sections (2–5 minutes each).
- Lead with what matters most to the persona.
- Keep optional “deep dives” at the end for curious types.
- Use real-world scenarios, not just button-clicking walkthroughs.
Example structure for a Marketing Lead:
- Quick intro: “Here’s what you can achieve…”
- Setting up a campaign (show ease/speed)
- Viewing analytics (show insights)
- Collaboration features (optional)
- Next steps or resources
Pitfall to avoid: Don’t try to make one “super template” with toggles for everyone. You’ll end up with a Frankenstein’s monster that’s confusing for you and your team.
Step 4: Build Your Templates in Demoboost
Here’s where you actually create your templates. Demoboost is flexible, but it’s easy to overcomplicate things. Focus on speed and clarity.
The basic process:
- Log in to Demoboost.
- Go to the “Templates” section.
- Create a new template for each persona. Name them clearly (e.g., “IT Admin Demo,” not “Version 2 Final Final”).
- Add demo steps/scenes:
- Use screenshots, live product embeds, or short videos.
- For each step, add a short, clear description. No fluff.
- Highlight the features that matter to the persona, not everything the product can do.
- Use branching only if it saves time. If you find yourself building a choose-your-own-adventure, you’ve gone too far. Stick to the main flow.
- Save and preview. Run through the demo as if you’re the buyer. Does it make sense? Is anything missing or distracting?
What works:
- Simple, visual steps with context.
- Short text—just enough to explain what’s on screen.
- Clear calls to action (“Try it yourself,” “See reporting in action”).
What to ignore:
- Overly technical jargon (unless your persona loves it).
- Walls of text. No one reads them.
- Hidden Easter eggs or “bonus” features—save those for live calls.
Step 5: Personalize Without Burning Out
Templates are great, but don’t forget the “custom” part. The trick is to personalize just enough to feel relevant, but not so much that you spend all day editing demos.
How to do it:
- Add the prospect’s company name/logo to the intro screen.
- Use their industry or use case in your sample data.
- Reference their known pain points in your narration or captions.
Shortcuts that work:
- Have placeholders in your template (“[Company Name]”) so you can swap them out in seconds.
- Save snippets for pain points/objections and drop them in as needed.
- If Demoboost offers tokens or variables, use them (but don’t trust them blindly—double-check before sending).
When to skip personalization: If you’re sending demos to big lists or cold leads, keep it generic. Save the extra effort for real prospects.
Step 6: Test, Iterate, and Actually Use Feedback
Don’t assume your demo templates are perfect after one round. The best feedback comes from real buyers, not internal teams.
How to do it:
- After a few demos, ask buyers what stood out, what was confusing, and what they wanted to see.
- Watch for drop-off points in Demoboost’s analytics. If everyone bails after Step 3, there’s your signal.
- Ask your sales team what works in live calls. Steal their best lines and objections-handling tactics.
What works:
- Small tweaks, often.
- Killing unnecessary steps or slides.
- Focusing on clarity, not cleverness.
What to ignore:
- Endless “demo review” meetings. Show real prospects, not just your boss.
- Fancy animations. Unless you’re demoing animation software, no buyer cares.
Step 7: Organize and Share Your Templates
If your team can’t find the right template, they’ll revert to the default (usually bad) demo. Make it dead simple.
How to do it:
- Name templates by persona and use case (“IT Admin – Security,” “CFO – Cost Overview”).
- Store them in a shared folder or library in Demoboost.
- Add a quick README or doc with when/why to use each one.
Bonus tip: Review your template list every quarter. Kill what’s not being used.
Wrapping Up: Keep It Simple, Iterate Often
Setting up custom demo templates in Demoboost for different buyer personas isn’t rocket science, but it does take a bit of up-front work. Start with your most common personas, build simple templates, and personalize only where it matters. Skip the bells and whistles. Listen to real feedback, and don’t be afraid to ditch steps that aren’t helping.
Remember: a good demo doesn’t impress the room—it helps your buyer see themselves winning with your product. The rest is just noise.