# Demo prep for solutions engineers

Before a demo: a timed, role-aware run-of-show mapped to what the buyer asked to see, a talk track, proof points, the objections they raised with responses from your knowledge base, an environment checklist and a fallback path. It changes nothing and invites no one.

Category: Meetings. For: Sales.

## What it's for

Every demo shows what this buyer asked to see, to the people in the room, and survives a broken environment.

Suited to:

- Solutions engineers
- Founders running their own demos

## What you get

- Timed run-of-show by role
- Talk track and proof points
- Objections with responses
- Environment checklist
- Fallback path
- Discovery questions

## When it runs

- When you run it
- A day before a demo

## What it uses

- Your Closefinch records

When you run it yourself, you choose (an event fills these in):

- Deal
- Meeting (optional) (optional)

## Its steps

1. Read the deal
2. Deal conversations
3. Product knowledge
4. Plan the demo (the model works this out)

## Approvals

Read-only: it writes nothing, changes no demo environment and invites no one.

## Checked before release

The template's eval suite must pass these:

- The run-of-show follows the buyer's asks
- Timed, role-aware segments with a checklist and a fallback

## Questions

**Where do objection answers come from?**

Your knowledge base (Knowledge → products, proof points, positioning): keep those sections current and the handling stays accurate.

Use this template: https://app.closefinch.com/app/agents/templates/se-demo-prep (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).
