Objective
After a successful demo, move aggressively through evaluation to close. Build the business case, handle objections with data, multi-thread the buyer group, and create urgency with competitive intelligence.
Outcome
Deals move from demo to close in weeks, not months. Higher win rate on demoed deals.
When
Post-demo
Duration
20 min
Steps
4
Prompts
4
Build the business case
5 minThe AI creates a personalized business case using the prospect's own words and metrics from discovery, not generic ROI claims.
Prompt
Create a business case document for [Company]. Based on what they told us in discovery (they said [pain point] is costing them [impact]), build a ROI framework showing how we solve this.
Expected result
A business case document with: current state costs, proposed solution impact, expected ROI, and implementation timeline.
Map and engage the full buyer group
5 minDeals stall when you're only talking to one person. The AI maps the full committee and drafts role-appropriate outreach for each gap.
Prompt
Show me everyone involved in the [Company] deal. Who's the champion, who's the economic buyer, who haven't I engaged yet? Draft emails to the people I'm missing.
Expected result
Complete buyer group map with engagement status, plus drafted emails for unengaged stakeholders.
Handle competitive threats
5 minArm your champion with ammunition. The AI creates a competitive brief your champion can share internally to build consensus.
Prompt
We're competing against [Competitor] in this deal. Create a battle card and draft an email to my champion with 3 key differentiators they can use internally.
Expected result
Battle card document plus a forwardable email with 3 clear differentiators and proof points.
Create urgency
3 minThe AI analyzes deal momentum, identifies the right urgency lever (competitive, timeline, budget cycle, business impact), and drafts the push.
Prompt
What closing acceleration tactics should I use for this deal? Check the deal health, timeline, and buyer signals. Draft the next email that moves this toward a decision.
Expected result
Deal health assessment with recommended closing tactic and a drafted email that creates natural urgency.