Demo to Proposal Workflow

Create a custom demo flow for this prospect.

PROSPECT:
- Company: [COMPANY]
- Attendees: [LIST NAMES AND ROLES]
- Pains from discovery: [LIST]
- What they want to see: [SPECIFIC REQUESTS]
- Competition: [WHO ELSE THEY'RE EVALUATING]

MY PRODUCT:
- Features to show: [LIST]
- Time available: [MINUTES]

Create:

1. OPENING (5 min)
- Confirm priorities
- Set agenda

2. DEMO FLOW
- Order of features
- Tied to their specific pains
- Transition statements

3. PROOF POINTS
- Where to insert case studies
- Relevant metrics

4. CLOSE
- Summary
- Next steps
- How to handle objections

Help me structure this proposal.

DEAL:
- Company: [COMPANY]
- Solution: [WHAT WE'RE PROPOSING]
- Price: [AMOUNT]
- Champion: [NAME]
- Decision maker: [NAME]

WHAT THEY CARE ABOUT:
- Top priorities: [LIST]
- Decision criteria: [LIST]

Create proposal outline:

1. EXECUTIVE SUMMARY
- Problem, solution, result (1 paragraph)

2. SITUATION ANALYSIS
- Their challenges (from discovery)

3. RECOMMENDED SOLUTION
- What we're proposing
- Why this configuration

4. EXPECTED RESULTS
- ROI / business impact
- Timeline to value

5. INVESTMENT
- Pricing presentation
- Payment terms

6. IMPLEMENTATION
- What to expect
- Timeline

7. NEXT STEPS
- Clear call to action