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Master Demo Script (30-60 Minutes)

Version: 1.0 | Duration: 30-60 min | Last Updated: Nov 2025


Pre-Demo Checklist

  • [ ] Review discovery notes and customer pain points
  • [ ] Customize demo tenant with customer's industry/use case
  • [ ] Test screen sharing and audio
  • [ ] Have backup demo environment ready
  • [ ] Open tabs: Dashboard, Leaderboards, Quests, Admin Panel

Demo Flow Overview

Act 1: Setup & Agenda (5 min) Act 2: Core Features Walkthrough (20-30 min) Act 3: Customization & ROI (10 min) Act 4: Q&A & Next Steps (5-10 min)


ACT 1: Setup & Agenda (5 minutes)

Opening

"Thanks for joining today. Before we dive in, I want to make sure we focus on what matters most to you."

Recap Discovery:

  • "Last time we spoke, you mentioned [pain point 1] and [pain point 2]"
  • "Today I'll show you exactly how PulsePlus addresses those challenges"

Set Agenda: "Here's what we'll cover in the next 30-45 minutes:

  1. Quick platform overview
  2. Deep dive on the features most relevant to your needs
  3. How you'd customize this for your organization
  4. ROI and business impact
  5. Next steps"

Get Buy-In: "Does that sound good? Anything specific you want to make sure we cover?"


ACT 2: Core Features (20-30 min)

Feature 1: XP & Leveling System (4 min)

Narrative: "Let me show you how we transform daily work into rewarding progression..."

Demo Actions:

  1. Show employee dashboard with XP progress bar
  2. Complete an activity → Watch XP increase in real-time
  3. Level up → Trigger celebration animation
  4. Show level history and progression chart

Key Points:

  • "Immediate recognition for every contribution"
  • "Visual progress creates psychological momentum"
  • "Research shows 90% productivity increase with XP systems"

Tie to Pain Point:

  • If low engagement: "This solves the 'invisible work' problem"
  • If training: "XP makes learning feel like achievement, not obligation"

Feature 2: Achievements & Badges (4 min)

Narrative: "Now let's look at how we celebrate specific accomplishments..."

Demo Actions:

  1. Show achievement gallery (earned + locked)
  2. Unlock an achievement → Show notification and badge
  3. Display rarity tiers (Common → Legendary)
  4. Show achievement appearing in activity feed

Key Points:

  • "Five rarity tiers create achievement hierarchy"
  • "Automatic awards - zero manager overhead"
  • "226% increase in course completions with achievement systems"

Tie to Pain Point:

  • If retention: "Badges create tangible career progression milestones"
  • If recognition: "Automatic, fair recognition without manager bias"

Feature 3: Quest System (4 min)

Narrative: "For complex multi-step processes, we use quests..."

Demo Actions:

  1. Show active quest with progress (e.g., "Onboarding Quest" 5/10 steps)
  2. Complete a quest step → Watch progress update
  3. Show quest narrative and story elements
  4. Complete quest → Show major reward and celebration

Key Points:

  • "Breaks overwhelming projects into manageable steps"
  • "Built-in guidance for new employees or unfamiliar processes"
  • "694% improvement in exam pass rates with guided learning paths"

Tie to Pain Point:

  • If onboarding: "New hires complete 12+ quests in first 90 days"
  • If change management: "Change adoption quests guide transformation"

Feature 4: Leaderboards (3 min)

Narrative: "Healthy competition drives discretionary effort..."

Demo Actions:

  1. Show individual leaderboard (daily, weekly, monthly, all-time)
  2. Switch to team leaderboard
  3. Show "You're up 3 positions this week" indicator
  4. Filter by department or location

Key Points:

  • "Transparent rankings create level playing field"
  • "Multiple timeframes give everyone chance to win"
  • "47% higher user engagement with leaderboards"

Feature 5: AI-Powered Admin Tools (4 min)

Narrative: "Here's where PulsePlus gets really powerful - AI content generation..."

Demo Actions:

  1. Open AI quest generator
  2. Input: "Create onboarding quest for sales rep"
  3. Show AI generating 10-step quest in 10 seconds
  4. Generate achievement criteria automatically

Key Points:

  • "Gemini 2.0 AI generates expert-quality content instantly"
  • "Launch in days, not months"
  • "Reduce admin overhead by 80%"

Tie to Pain Point:

  • If time/resources: "Traditional gamification takes 6-8 weeks. We're live in days."

Feature 6: Rules Engine (4 min)

Narrative: "Now let me show you how we automate everything..."

Demo Actions:

  1. Show CSV import interface
  2. Upload sample sales data
  3. Show rule: "IF deal_value > $10,000 THEN award 500 XP"
  4. Watch automatic XP awards process

Key Points:

  • "Integrate with Salesforce, Jira, ServiceNow, any system"
  • "Process thousands of events daily automatically"
  • "Near real-time recognition (within minutes)"

Quick Feature Mentions (2-3 min)

Real-Time Chat: "Built-in messaging so teams celebrate wins together" Team Collaboration: "Shared objectives align departments" Micro-Learning: "3-7 minute lessons with instant quizzes" Analytics: "Track engagement, productivity, ROI in real-time"


ACT 3: Customization & ROI (10 min)

Customization (5 min)

"Now let me show you how this would work specifically for [CUSTOMER NAME]..."

Customize to Their Use Case:

If OCM: "You'd create a 'Digital Transformation Quest' with 15 steps..." If Recruiting: "Your recruiters would earn XP for calls, interviews, placements..." If IT Service Desk: "Agents get rewarded for CSAT scores and first-call resolution..." If Sales: "Reps see real-time leaderboards tied to pipeline activity..."

Show Admin Panel:

  • Configure objectives
  • Set XP values
  • Design achievements
  • Customize branding

ROI Calculator (5 min)

"Let's talk about business impact..."

Open ROI Calculator:

  • Input their employee count
  • Current engagement/turnover/training metrics
  • Show projected improvements:
    • Productivity: 90% increase
    • Training: 226% completion improvement
    • Retention: 25-40% turnover reduction

Calculate Dollar Impact: "Based on your 1,000 employees at $75k average salary:

  • Turnover reduction saves: $500k-$750k annually
  • Productivity gains worth: $1.5M-$2M annually
  • Training efficiency saves: $150k-$300k annually
  • Total ROI: 5-10x your investment"

ACT 4: Q&A & Next Steps (5-10 min)

Handle Questions

Common Questions:

Q: "How long does implementation take?" A: "Typically 2-4 weeks: 1 week config, 1 week pilot, 2 weeks rollout"

Q: "What integrations do you support?" A: "Salesforce, Jira, ServiceNow, Greenhouse, Workday, GitHub - and custom APIs"

Q: "What about data privacy?" A: "Privacy-first: no tracking, no data selling. SOC 2, GDPR compliant"

Q: "What's the pricing?" A: "$10-25 per user per month depending on features and volume"

Propose Next Steps

Option 1: POC/Pilot "I'd recommend a 30-60 day pilot with one department. Let's get 50-100 users engaged, measure results, then expand."

Option 2: Technical Deep Dive "Let's schedule a technical session with your IT team to discuss security, integrations, and data flows."

Option 3: Proposal "I can send you a detailed proposal with pricing, implementation timeline, and ROI projections by end of week."

Close

"What makes the most sense as a next step for you?"

Schedule Follow-Up: "Let's book 30 minutes next week to review the proposal and answer any additional questions."


Demo Best Practices

DO:

  • Customize demo to their industry
  • Use their terminology and pain points
  • Show, don't tell (live demo > slides)
  • Leave space for questions
  • Tie every feature to business value

DON'T:

  • Show every single feature (focus on their needs)
  • Use generic examples
  • Rush through without pausing
  • Skip the ROI conversation
  • Leave without clear next steps

Post-Demo Follow-Up

Within 2 Hours:

  • Send thank-you email
  • Attach demo recording
  • Include personalized one-pager

Within 24 Hours:

  • Send detailed proposal (if requested)
  • Schedule next meeting

Within 48 Hours:

  • Follow up if no response
  • Offer additional resources

Document Owner: Sales Enablement Review: Monthly based on demo feedback

PulsePlus Sales Enablement Library