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Custom Demo Custom demos are a powerful way for your Sales team to follow up with prospects with relevant content based on their interests. It strikes the right balance between sharing a standardized experience while still allowing reps to customize based on the needs of the prospect. There’s nothing more empowering for teams than feeling like they have control of what’s included in demos and can iterate themselves — Custom demos makes this easy! While it takes some prep work to create the templates, it’s a time investment that will pay dividends for your sales team. Sales reps will be able to quickly re-arrange template flows in a way that best suits their needs. This saves you time and effort in the long run from having to building seperate demos for all variations of features.

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How to create an interest flow

Interest flows are the building blocks of custom demos. They allow reps to create a custom demo by assembling pre-built templates. It’s highly recommended to create interest templates for your reps so that when they join the workspace they can create custom demos quickly for their deals.
1

Create a New Template

Navigate to Interest Templates and click on + Add Template. Choose either to create a blank template or start from an existing flow.If you already have some demos built out, we recommend you use an existing flow so that you have a starting place to work from.
Interest templates empty
2

Enter template details

Select an Interest for the type of content you want to include and enter. Enter a checklist task name and description (optional). These will be displayed on the checklist if one is generated for the demo so it’s helpful to use friendly public names.Create interest template
3

Edit the template

Select an Interest for the type of content you want to include and enter.Create interest template
4

Publish the template

Once you’ve finished editing the template, click the Publish button to make it available for use in custom demos.Publish interest template

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How reps share demos

Once you’ve created interest templates, reps can use them to create custom demos. To create a custom demo, follow these steps:
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Sharing demos

Sharing demos from Launchpad

Congratulations — you’ve finished building your first Custom demo. Custom demos are a powerful way to follow up with a relevant demo once you know a prospect’s interest. Learn more about how to use custom demos as a Post-call follow-up.

Once you’ve prepared your workspace with initial demos, you’re ready for your sales team. Learn what steps to follow to invite your sales team to the workspace:
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Adding the sales team

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