| name | discovery-and-demo-structure |
| description | Build discovery flows and demo structure for a specific sales motion. Use when asked to create or improve discovery guides, question ladders, or demo sequencing for a role or segment. Route discovery scoring to discovery-rubric-auditor and single-call coaching to call-review-coach. |
Discovery And Demo Structure
Build discovery and demo structure that helps reps learn the right things, show the right proof, and close on a clear next step.
Confirm Inputs First
- If a current
revenue-enablement-context exists, use it first for persona language, stage goals, and approved proof expectations.
- Confirm target audience: role, segment, and deal complexity.
- Confirm use case and product scope for the conversation.
- Confirm stage objective: qualification, evaluation, alignment, or commercial progression.
- Confirm known buyer risks: competition, timing, budget, technical constraints.
- Confirm current failure pattern if available: weak discovery depth, feature dumping, or poor next-step conversion.
Ask for only missing essentials. If details remain unknown, proceed with labeled assumptions.
Read The Right Reference
Default Workflow
- Define the call goal and the decision the buyer should be ready to make next.
- Build a question ladder that moves from context to pain, then to impact, then to commitment.
- Map the main buyer roles, what each one cares about, and what proof they need to see.
- Design the demo around buyer outcomes, not feature order.
- Add transitions that connect what the buyer said in discovery to what the rep shows in the demo.
- Pick the right version for the situation: executive discovery, technical demo, or multi-stakeholder meeting.
- Close with a concrete next step, owner, and date.
Tool Notes
- Keep workflow tool-agnostic by default.
- If CRM fields or CI tags are available, align structure to those fields only when useful.
Output Contract
Discovery Guide: objective, question ladder, and red-flag checks.
Stakeholder Map: likely concerns and validation prompts by role.
Demo Flow: sequence, proof points, and risk-handling moments.
Transition Prompts: how to move from discovery to demo naturally.
Next-Step Script: commitment language and meeting close structure.
Variant Notes: adjustments for executive, technical, or multi-stakeholder contexts.
What To Avoid
- Using one discovery path for every stakeholder profile.
- Running feature-order demos disconnected from agreed buyer outcomes.
- Ending without clear owner/date commitments for the next decision step.
Quality Bar
- Tie every step to a buyer outcome or decision point.
- Keep the question path natural, not like a checklist.
- Make the demo proof match the buyer concern being addressed.
- Include a path for pushback, uncertainty, or a technical concern.
- End with a next step that has an owner and a date.