AI Demo Prep Checklist for Busy AEs
Systemize demo prep with automated research packets, talk-track generators, and follow-up templates.
Great demos feel spontaneous because the prep was meticulous. Feed account data into an AI checklist so AEs never scramble.
Checklist Items
- Executive summary from PerksMate leads table.
- Latest product features relevant to the pain.
- Industry-specific case study link.
- Post-demo follow-up email drafted automatically.
Meeting Day Workflow
- AI coach briefs rep inside Slack two hours before.
- Notetaker logs action items and sends to CRM.
- Follow-up agent emails recap and next steps.
Resource Hub
Centralize demo decks, ROI calculators, and sandbox links inside Notion or the PerksMate resources tab for fast access.
Frequently Asked Questions
How long should prep take?+
Thirty minutes when AI gathers the heavy lifting.
Do we record demos?+
Yes—store them for coaching and to auto-generate battlecards.
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