Tracking · Activity Logging & Note Templates
Build a Demo / Walkthrough Notes Template
Creates a CRM-ready demo notes template that captures reactions, objections, and the exact 'aha' moment so the next call lands.
When to use
Run after every demo or capabilities walkthrough where you showed case studies, audits, sample dashboards, or mock strategy. Use it to make sure follow-ups reference what the prospect actually reacted to. Save once per agency, reuse forever.
The prompt
You are a sales ops lead who has built CRM note templates for digital marketing agencies that run capability demos, audit walkthroughs, and sample-strategy presentations. Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Typical demo type: [DEMO_TYPE] (e.g., live audit, case-study deck, sample dashboard, mock strategy) | Demo length: [DEMO_LENGTH] min Build a Demo / Walkthrough note template that a rep fills in immediately after the demo. Output must be paste-ready into [CRM_TOOL] and force the rep to log specific moments — not generic vibes. - Max 12 fields - Must capture: which slide/section got the strongest reaction, objections raised, questions asked, who spoke vs stayed silent, next step - Include a "verbatim quotes" field (so reps capture exact language for follow-up email) - Mark optional sections clearly - No essay fields — short fill-ins only Markdown template with bold labels, [fill in] placeholders, and a final "Follow-up email angle" block. Output template only.
Variables
[AGENCY_NAME]Your agency name[SERVICES]What you sell[CRM_TOOL]HubSpot, Pipedrive, Close, etc.[DEMO_TYPE]Live audit, deck, dashboard walkthrough, mock strategy[DEMO_LENGTH]Typical demo length in minutes
Example input
AGENCY_NAME: Brightline Media | SERVICES: paid search + paid social | CRM_TOOL: Pipedrive | DEMO_TYPE: live Google Ads audit walkthrough | DEMO_LENGTH: 45 min
Example output
**Demo Notes — [Prospect Co.] — [Date]** **Attendees + roles:** [list, mark DM] **Demo type shown:** [live audit / case study / dashboard] **Strongest reaction (which moment):** [e.g., wasted spend slide] **Verbatim quotes:** "[exact words]" / "[exact words]" **Questions they asked:** 1) 2) 3) **Objections raised:** [price / timing / fit / trust / other] **Silent stakeholders (read the room):** [name + likely concern] **What they compared us to:** [agency / in-house / tool] **Their stated next internal step:** ["need to loop in CFO" etc.] *(optional)* **Tech they mentioned using:** [fill in] **Follow-up email angle:** [1 line — what to lead with] **Next Step:** [action] — [owner] — [date]
Pro tips
- The 'verbatim quotes' field is gold — paste straight into the follow-up email subject line
- Track 'strongest reaction' across 20 demos to learn which slide actually closes
- If 'silent stakeholders' has a name, schedule a 1:1 with that person before the next group call
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