Demo Checklist

In an SOP demo, have all active Checklist hidden. Focus on their primary need of having a central repository for their SOPs. Layer on Checklists later in the demo as an upsell after demonstrating the value/ease of using PS for SOPs. There is no need to talk about CL now, focus on the needs they told you in the Quali call first and sell them of CLs later. 

****Inspiring interest in Checklists is a big win as the Prospect will gain more value for Process Street and it may lead to them paying for additional members****

For SOP use case, most Prospects will store SOPs for each department in folders corresponding to the department name (Marketing SOPs in the Marketing Folder). Show Process Street as the Prospect would use it when their account is fully set up. When you click into a department folder, have no checklists running, just have Templates as SOP's.

Open Groups page and talk to the below points:

Talk to: Activity Feed, @mentions, subscribe (?)

"PS is amazing for managing/centralize your SOP's but you can go a step further and assign your SOPs as Checklist to your users..."

"A template is a static collaborative doc - you can take it a step further - and make it a living procedure document..."

2 min CL Demo - sell them on the value -> treat it as an upsell as it gives them more value (easier to get budget approved), and could lead to more seats. 

Talk to Zapier, and see if there is interest - You should have good knowledge of the other systems involved in the process at this point, if you don't ask them. If there a lot of interest transition to a short Zapier demo.

In Checklist demo, take into account how many Templates they need. If it's a small number, they will likely not have much use for folders, to you talk to Folders, and demo with Templates not in Folders. 

The focus is making it easy for their Users to follow the process and for management to see progress and have a full audit trail. Having a central location for their procedures, will likely, also be important. 

Talk to the Checklist process (and the platform as a whole) from the perspective of their users following their procedures. "So Tom will work through the process of onboarding XYZ Corp". Make sure you have a video to show in your example checklist.

It is easy to create Templates and use the Editor. Just talk to the points below. If they are struggling with any part of the Editor then show it. Try to keep the flow to lead into running checklists. 

Show the points below, and go into more detail as required

Talk to other features, show if there is interest:

For a workflow demo, work through a Checklist Demo as documented above, but adjust pitch to talk about how Zapier will automate along the way