A demo call is intended to demonstrate the value that the Paystand product offers and should be tailored to the specific needs and pain points of the prospect.
Before the Demo Call
Here are the steps to accomplish ahead of the discovery call (with more details):
Confirm Scheduled Time 1-2 Days Before
Reach out to the prospect(s) 1-2 days before the scheduled time to confirm and remind them of the upcoming demo call. A Hubspot task should remind you of this.
Prepare theCustomer Payment Interfaceswith Codepen & Branded Slide Deck
Create a custom payment interface that includes unique attributes of the prospect company (logo, industry images, etc.) with Codepen. Additionally, the slide deck used for demos should be customized to incorporate the prospect company’s logo along with touching on how Paystand can solve for their unique pain points.
Review Notes from Discovery Call to Prepare for a Successful Demo
Go through all discovery call notes to ensure that relevant areas of the product are going to be covered in the demo that clearly depicts the value that would lead to a closed-won deal. Make sure that everything in Hubspot is up to date.
During the Demo Call
After the Demo Call
Paystand Proposal Questionnaire
Projected Annual Revenue:
Domestic % vs. International %:
# of Subsidiaries (if any):
Payment Method Breakdown: __% CC, __% ACH, __% Paper Checks
Current CC Rate: Please include 2-3 past statements
Current ACH Fees:
Other Payment License/Monthly/Flat Fees (if any):
# of CC Transactions per Month:
# of ACH Transactions per Month:
# of Paper Checks per Month:
Average Invoice Amount:
Hours Spent on Manual Reconciliation/Processes/Duel Entry per Week:
Automatic/Recurring/Subscription Payments: ___ yes, ___ no
SMART Lockbox: ___ yes, ___ no