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Fill a demo brief for the sales engineer

  • For Sales and customer success
  • You practice Asking for a format you can use
  • Time about 5 minutes
  • Level Beginner

About this exercise

Fill a demo brief for your sales engineer, Kofi, from the discovery notes. Write five plain-text lines starting exactly Audience:, Pain to show:, Must not show:, Competitor in play:, Success looks like:. Use only the notes, and write "Not discussed" for anything missing. Under 90 words.

Common mistakes when you ask AI for this

  • Showing unfinished features. The AI suggests demoing payments or Salesforce sync. Try: Add: "Must not show: features in beta or not available."
  • Missing labels. The AI writes a narrative brief. Try: Add: "Five plain-text lines with exactly these labels."
  • Generic pain. The AI says 'improve efficiency'. Try: Add: "Pain to show uses the pain described in the notes."
  • Too long. The AI adds demo flow suggestions. Try: Add: "Under 90 words."

What a strong prompt includes

  • Lists the labels
  • Uses the notes only
  • Handles unknowns
  • Names the exclusion idea
  • Caps length

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