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OCM-Focused Demo Script (30 minutes) ​

Target Audience: Change Management Leaders, HR Directors, OCM Consultants Duration: 30 minutes Objective: Show how PulsePlus accelerates change adoption and reduces resistance

Pre-Demo Setup ​

Customize Demo Environment:

  • Company name: [CUSTOMER NAME]
  • Change scenario: "ERP Migration Quest" or "Digital Transformation Journey"
  • Sample employees with adoption progress
  • Team challenges: Department vs. Department adoption race

Open Tabs:

  • Change Adoption Dashboard
  • Active quest: "ERP Implementation Quest"
  • Achievements gallery (OCM-focused badges)
  • Team leaderboard (departmental adoption rates)
  • Analytics dashboard

Opening (3 min) ​

"Thanks for joining. Before we dive in, let me confirm what you're working on..."

Recap Their Change Initiative:

  • "You mentioned you're rolling out [NEW ERP/CRM/PLATFORM/PROCESS]"
  • "And your biggest concerns are [RESISTANCE/SLOW ADOPTION/INVISIBLE PROGRESS]"
  • "Is that still accurate?"

Set Agenda: "Today I'm going to show you exactly how PulsePlus addresses those challenges. We'll cover:

  1. How we make change adoption visible and measurable (5 min)
  2. Change adoption quests that guide employees through transformation (7 min)
  3. Behavioral achievements that reward desired behaviors (5 min)
  4. Real-time analytics that show who's adopting and who needs support (5 min)
  5. Team challenges that create peer accountability (3 min)
  6. How you'd implement this for [THEIR CHANGE INITIATIVE] (5 min)"

Part 1: Change Adoption Visibility (5 min) ​

Show Dashboard: "This is what your change leaders would see..."

Point out:

  • Overall Adoption Rate: "87% of employees have started the transformation journey, 62% completed"
  • Department Breakdown: "Finance is at 95%, Sales at 78%, Operations at 52%—now you know where to focus"
  • Trending: "Adoption increased 15% this week—momentum is building"
  • At-Risk Employees: "These 47 employees haven't logged into the new system in 7 days—intervention needed"

Key Message: "Instead of guessing who's adopting, you have real-time visibility. You can celebrate wins (Finance) and intervene early (Operations)."

Tie to Pain Point:

  • If they said "invisible progress" → "This solves that. You see exactly where everyone is."
  • If they said "change failure rate" → "With this visibility, you catch problems before they derail initiatives."

Part 2: Change Adoption Quests (7 min) ​

Show Quest: "ERP Implementation Journey"

"Now let me show you how we guide employees through change..."

Open Quest:

  • Quest Name: "ERP Implementation Journey: From Legacy to Future"
  • Narrative: "You're embarking on a transformation that will modernize how we work. This 10-step journey will guide you from first login to mastery."
  • Progress: Show employee at Step 5 of 10 (50% complete)

Walk Through Steps:

  1. ✅ "Watch: Why We're Changing" (training video)
  2. ✅ "Complete: ERP Login Setup" (system access)
  3. ✅ "Practice: Navigate the New Dashboard" (guided tour)
  4. ✅ "Learn: Key Workflow Changes" (micro-lesson + quiz)
  5. 🔄 IN PROGRESS: "Complete Your First Transaction" (hands-on practice)
  6. 🔒 "Master: Monthly Close Process" (advanced workflow)
  7. 🔒 "Collaborate: Cross-Department Integration" (teamwork)
  8. 🔒 "Train a Colleague" (knowledge sharing)
  9. 🔒 "Provide Feedback for Improvement" (continuous improvement)
  10. 🔒 "Achieve ERP Mastery Badge" (final certification)

Key Features to Highlight:

  • Sequential unlocking: "Can't skip steps—ensures foundational knowledge"
  • XP rewards per step: "300 XP for completing each step, 1000 XP bonus for finishing quest"
  • Achievement unlocks: "Completing the quest unlocks 'Change Champion' badge"
  • Progress visibility: "Employees see exactly how far they've come and what's next"

Show Quest Completion:

  • Click "Complete Step 5"
  • Watch XP award animation (+300 XP)
  • See progress bar update (50% → 60%)
  • Next step unlocks automatically

Key Message: "Quests break overwhelming change into manageable steps. Employees aren't paralyzed by complexity—they focus on one step at a time."

Generate Quest with AI (Quick Demo): "And here's the best part—we can generate these quests with AI..."

  • Open AI Quest Generator
  • Input: "Create change adoption quest for SAP implementation, 12 steps, focus on finance team"
  • Watch AI generate complete quest in 10 seconds
  • "You customize this and launch in minutes, not weeks"

Part 3: Behavioral Achievements (5 min) ​

Show Achievement Gallery:

"Now let's look at how we reward specific behaviors during change..."

Highlight OCM-Specific Achievements:

Common Tier:

  • "First Login" - Logged into new system for first time
  • "Early Adopter" - Completed first quest step within 48 hours
  • "Training Complete" - Finished all required training modules

Rare Tier:

  • "Change Champion" - Completed full transformation quest
  • "Power User" - Used new system 30 days consecutively
  • "Knowledge Sharer" - Created 5 knowledge base articles

Epic Tier:

  • "Transformation Leader" - Completed quest AND helped 10 colleagues
  • "Zero Legacy" - Haven't used old system in 60 days
  • "Culture Shifter" - Achieved 100% team adoption as manager

Legendary Tier:

  • "Change Agent" - Led department to 95%+ adoption
  • "Innovation Pioneer" - Identified 5 process improvements in new system

Unlock Achievement (Live):

  • Show employee achieving "Change Champion" badge
  • Celebratory animation
  • Badge appears on profile
  • Activity feed notification: "[NAME] just became a Change Champion! 🏆"
  • Other employees see it and get motivated

Key Message: "Achievements create viral adoption patterns. When Sarah earns 'Change Champion,' her colleagues see it and want to earn it too."

Configuration: "You define what behaviors matter for your change initiative, and we auto-award achievements based on activity."

Part 4: Real-Time Analytics (5 min) ​

Open Analytics Dashboard:

"Let me show you how change leaders use data to drive adoption..."

Show Key Metrics:

Adoption Funnel:

  • Started journey: 87%
  • Mid-journey (50%+ complete): 62%
  • Completed journey: 41%
  • "You see exactly where drop-off happens"

Engagement Score:

  • Overall: 78/100
  • By department: Finance 92, Sales 81, Operations 58
  • "Operations needs attention—their change champion should check in"

Leading Indicators:

  • Daily active users trending up
  • Quest completion rate accelerating
  • Knowledge base contributions increasing
  • "These predict long-term adoption success"

At-Risk Identification:

  • "These 23 employees haven't logged in for 7+ days"
  • "These 15 employees started but haven't progressed past Step 2"
  • "Proactive intervention list ready for change team"

Export Report: "Download weekly adoption report for leadership team—Excel or PDF format"

Key Message: "You're not managing change blind. You have data to make informed decisions and interventions."

Part 5: Team Challenges (3 min) ​

Show Team Leaderboard:

"Finally, let's look at how we create peer accountability..."

Department Adoption Challenge:

  • Leaderboard:
    1. Finance: 95% adoption, 8,500 team XP
    2. Marketing: 89% adoption, 7,200 team XP
    3. Sales: 78% adoption, 6,100 team XP
    4. Operations: 52% adoption, 3,800 team XP

How It Works:

  • "Departments compete for highest adoption rate"
  • "Team XP = collective progress"
  • "Top department gets recognition from CEO + team reward (lunch, bonus, etc.)"

Create Collaboration:

  • "Finance team members are helping each other because team standing depends on collective success"
  • "Instead of isolated change, you have peer support and accountability"

Show Team Chat:

  • Finance team channel celebrating milestones
  • Employees helping each other with quest steps
  • Social reinforcement of desired behaviors

Part 6: Implementation for [CUSTOMER] (5 min) ​

"Now let me show you how this would work specifically for [THEIR CHANGE INITIATIVE]..."

Customize to Their Scenario:

If ERP Implementation: "We'd create a 'SAP Implementation Quest' with these steps:

  1. Complete SAP login setup
  2. Navigate new procurement workflow
  3. Complete first purchase order
  4. Master month-end close process
  5. Train a colleague ... [continue with their specific workflows]"

If Digital Transformation: "We'd build 'Digital Transformation Journey' covering:

  1. Cloud platform onboarding
  2. New collaboration tools adoption
  3. Data migration validation
  4. Workflow automation setup ... [their specific tech stack]"

If Process Change: "We'd create 'New Process Mastery Quest':

  1. Understand why process is changing
  2. Learn new workflow steps
  3. Complete first transaction in new process
  4. Achieve 90% compliance for 30 days ... [their specific process]"

Integration: "We'd integrate with [THEIR SYSTEMS] to track:

  • System logins → Auto-award XP
  • Transactions completed → Trigger achievements
  • Training completions → Update quest progress"

Timeline: "Week 1-2: Configure quests, achievements, integrations Week 3-4: Pilot with 50-100 early adopters Week 5-6: Rollout to remaining employees Week 7+: Monitor, optimize, and scale"

Closing & Next Steps (2 min) ​

Recap Value: "So to summarize, PulsePlus gives you: ✅ Real-time visibility into adoption (no more guessing) ✅ Guided quests that prevent overwhelm ✅ Behavioral recognition that drives engagement ✅ Data to make informed interventions ✅ Peer accountability through team challenges"

Address Their Specific Pain:

  • If resistance: "This makes change rewarding instead of threatening"
  • If slow adoption: "40-60% faster adoption with gamification"
  • If invisible progress: "Dashboard shows exactly where everyone is"

Propose Next Steps:

Option 1: POC/Pilot "I'd recommend a 60-day pilot with [DEPARTMENT]. Measure adoption rate, engagement, and time-to-adoption. If it works, expand company-wide."

Option 2: Custom Quest Design Workshop "Let's schedule 2 hours to map your change initiative to quests and achievements. I'll show you exactly what employees would experience."

Option 3: ROI Analysis "I can build a custom ROI model based on your employee count, change investment, and current adoption challenges. Show you projected value."

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

Schedule Follow-Up: "Let's book 30 minutes next week to [NEXT STEP] and answer any additional questions."

Key Talking Points ​

✅ 70% of change initiatives fail - This reduces failure rate by making change engaging ✅ 40-60% faster adoption - Get to ROI faster with gamification ✅ Real-time visibility - Know who's adopting and who needs help ✅ AI-powered setup - Launch in days, not months ✅ Research-backed - 226% training completion, 89% happiness improvement

Objection Handling:

"Our employees won't respond to gamification" → "89% of employees report higher happiness with gamification. It's human psychology—we all like progress, achievement, and recognition."

"This seems like a lot of work to set up" → "AI generates quests in seconds. Most implementations are live in 2-4 weeks."

"How do we measure success?" → "We track adoption rate, engagement score, quest completion rate, and time-to-proficiency—all compared to your baseline."

Demo Owner: Sales Team Review Cadence: Monthly based on OCM demo feedback and win rates

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