Product Demo Debrief Capture Form

Product Demo Debrief Capture Form — Form Fields

This sales template includes 11 fields. Document key insights from product demos to improve demo quality and advance deals effectively. Free to customize and use on ZenBuild.

• Sales Rep Name (text, required)
• Prospect Company (text, required)
• Demo Date (text, required)
• Demo Type (dropdown selection, required) — options: Discovery demo, Deep-dive demo, Custom demo, POC walkthrough
• Number of Attendees (dropdown selection, required) — options: 1, 2-3, 4-6, 7-10, 10+
• Prospect Engagement Level (1-5) (rating, required)
• Most Engaged Feature (dropdown selection, required) — options: Feature A, Feature B, Feature C, Reporting, Integrations, Security, Other
• Key Questions Asked (long text, required)
• Objections Raised (long text, optional)
• Agreed Next Step (dropdown selection, required) — options: Follow-up call, Send proposal, Second demo, Trial access, No next step defined
• What would make the next demo stronger? (long text, optional)