Training Details
B2B SaaS Sales Demo Training
Great discovery sets the stage, but the demo seals the deal. Our 2.5-hour SaaS demo training helps teams turn generic walkthroughs into buyer-focused, story-driven presentations that close deals. Reps learn to connect pains to value, structure impactful demos, and apply proven frameworks through roleplays and live feedback.
Common Challenges
Too many demos overwhelm prospects with every feature instead of showing only what matters. Presentations lack structure, feel rushed, or fail to connect the product to the buyer’s specific needs. The story gets lost in the tech. As a result, prospects leave without clarity on the value, and deals stall. Without a compelling narrative, your product becomes just another option—not the obvious choice.
Feature Overload
Reps show everything the product can do instead of focusing on the 2–3 problems that actually matter to the buyer.
Lack of Relevance
Demos aren’t tied to the pains uncovered in discovery, leaving prospects thinking, “Nice tool, but not for us.”
Low Engagement
Reps talk too much (no 50/50 talk ratio), screenshare endlessly, and fail to ask questions and tell stories - leading to passive, disengaged prospects and a demo that is forgotten after hours, not months.
No Clear Next Step
Demos end with “any questions?” instead of confirming the decision criteria, next steps, and securing buy, deals stall or go dark.
What’s Included
A 2.5-hour practical session that transforms average demos into compelling buyer-focused presentations. Covers how to use discovery insights to shape a narrative, prioritize features, and use storytelling to create emotional connection. Includes demo structure templates, storytelling frameworks, persona-based playbooks, and real-time feedback to make every demo engaging and memorable.
Sales Demo vs. Product Demo
Participants learn the critical difference between a product walkthrough and a sales demo that wins deals, focusing on solving the customer’s pain, not just showing features.
Pre-Demo Preparation
We cover everything that happens before the call:
• Researching participants and company news
• Preparing context-driven questions and use cases
• Sending agendas and reminders to secure attendance
Demo Delivery Framework
Step-by-step training on running a structured demo:
• Building rapport and confirming goals
• Getting buy-in on next steps early
• Prioritizing pains from discovery
• Showing only 5–6 key features linked to those pains
Storytelling in the Demo
Participants practice telling mini customer stories while showing features, making the product memorable and demonstrating real-world outcomes.
Anchoring & Next Steps
We teach how to:
• Confirm that pains are solved (“Does this address your challenge?”)
• Get agreement to proceed
• Build a reverse timeline to keep control of the sales process
Practice & Roleplay
Participants create demo storyboards, run full demo simulations, and receive feedback to make their demos engaging, structured, and repeatable.
Other [optional] focus points:
- Storytelling
- Active listening
- Controlling the conversation flow
- Presenting and discussing pricing
1
Analysis of current situation
Based on a 16-part pre-filled questionnaire, we hold a 1–2 hour session to discuss your current process, key challenges, target personas, and desired outcomes.
2
Training and activity customization
The insights from the analysis phase form the foundation for tailoring the training materials and creating realistic, team-specific role-play scenarios.
3
Group training (First Discovery Training, then Sales Demo Training)
Our Sales Demo Training is offered only in combination with the Discovery Training, because a great demo is built on great discovery, it’s the cherry on top of discovery, not a standalone step. We start with a 2.5-hour Discovery session (onsite or remote), followed by a 2.5-hour session on a separate day focused entirely on delivering impactful sales demos.
4
Knowledge embedding sessions
Research shows that 83% of training knowledge is forgotten within 30 days. The best way to counter this is through practice and repetition. That’s why we schedule deep-dive sessions and assign role-play homework to reinforce key concepts and embed them in the sales team’s day-to-day behavior.
FAQs
Everything You Need to Know
Find answers to your most pressing questions about SaaS growth and AI compliance.
Suited for both. However, Account Managers should be comfortable embracing customer success as the north star of their efforts, as this focus will ultimately lead to more upsell opportunities.
As we explain in the training, Customer Success Managers should view upsells as a primary objective in customer interactions. A successfully upsold client is far more likely to renew their service, whereas a client without an upsell has a much higher likelihood of not renewing (around 50%). Proactively guiding customers toward an upsell is therefore the strongest predictor of renewal success.
No. Beginners can take this course and use its essence as guiding principles for effective CSM work. We cover most facets of a CSM’s role, always with a focus on maintaining a commercial and proactive approach to the customer–company relationship — ultimately benefiting the customer as well.
Past training participants have measured success using KPIs such as:
Manageable:
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More than 75% of participants agree that the training increased their confidence in upselling.
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More than 50% of accounts (over 100k) have clear desired outcomes and white space maps by the end of the year.
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Of the 3–4 accounts named/discussed per key account manager, 75% have new revenue-creating activities or agreements set within three months of the training.
Revenue-focused:
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25% increase in CSQLs within three months.
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50% increase in upsell revenue within six months.
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The minimum number of training participants is 5, which is an amount that also justifies the tailoring of content and preparation for the training for Nils. The maximum classroom size is around 12 participants. For larger groups, we'd simply split the groups.
FAQs
Everything You Need to Know
Find answers to your most pressing questions about SaaS growth and AI compliance.
Not at all. It’s valuable for anyone conducting early-stage conversations — SDRs and even founders. However, since I believe the discovery phase is the most important part of the sales process, I personally advocate designing sales processes so that AEs own the majority of the discovery phase, while SDRs focus only on a light pre-qualification.
Yes, we align our framework with your preferred methodology for seamless adoption. MEDDIC and similar frameworks are primarily about data collection, but the discovery process still relies on certain evergreen skills. That said, we will also address specific topics — for example, how to ask about the competition and how to clarify the decision-making process — as these questions can be challenging for some.
Definitely. Reviewing playbacks from such tools enhances learning and helps pinpoint areas for improvement. Nevertheless, Gong and Chorus still require manual setup to define which questions should be tracked in the first place — which is why, in this training, we first need to establish what we want to ask those systems. Moreover, I believe in using role-plays as a kind of sandbox environment, a safe testing ground for new questioning techniques that won’t cost thousands of dollars if a sales rep makes a mistake. That’s why AI role-play tools like Jam (affiliated) are also highly recommendable.
FAQs
Everything You Need to Know
Find answers to your most pressing questions about SaaS growth and AI compliance.
No, the Discovery course and the Demo course are closely linked, simply because a good demo should focus solely on the pain points uncovered during the discovery call. Moreover, in many real-world sales processes, discovery and demo calls are often merged. This training provides guidance for handling those situations — which, while not ideal from a sales theory perspective, occur frequently enough that they cannot be ignored.
This training focuses on delivering the most relevant information in a memorable way. It covers techniques such as storytelling (stories stick 22x better than facts), anchoring, repetition, prioritizing pains, engaging customers to maintain their attention, and many more.
The minimum number of training participants is 5, which is an amount that also justifies the tailoring of content and preparation for the training for Nils. The maximum classroom size is around 12 participants. For larger groups, we'd simply split the groups.
FAQs
Everything You Need to Know
Find answers to your most pressing questions about SaaS growth and AI compliance.
The minimum number of training participants is 5, which is an amount that also justifies the tailoring of content and preparation for the training for Nils. The maximum classroom size is around 12 participants. For larger groups, we'd simply split the groups.
AI SDRs flood all channels with noise, making it more difficult to stand out. Luckily, the best-practices taught in this training are evergreen and prevail in times of increasing white-noise. We will make use of AI for lead research and automation of non-essential task, but keep the outreach human.
Account executives and SDRs in B2B SaaS companies.
Outbound is most effective for companies with an annual contract value (ACV) above €7.5K. For lower ACV brackets, the focus should be on efficiency and scalability through streamlined processes and automation. For higher, enterprise-level ACVs, the emphasis shifts to deeper account research, developing buying hypotheses, and highly targeted engagement strategies.
As part of the analysis we look at current tooling, incentives, focus and also individual performances. An expert advice on the current setup and improvements thereof are also included.
What Our Clients Are Saying
Our partners trust us to drive real, measurable growth—and we deliver.
Nils has supported us in building a data-driven outbound process that fuels the growth of our business.
Mike Keyzer
Scalability & Growth Manager - Taxibutler 🇳🇱
The sales team enjoyed the training and got both new ideas and confirmation.
Michel Rasing
Michel Rasing - Channable 🇳🇱
I really loved how real world examples were brought forward in the training.
Matthias Wolf
CCO/Co-Founder - Firstbird 🇦🇹