We designed this guide to provide you with a checklist for your first steps in Demodesk after you received an invite from your team. We added all kinds of resources such as help center articles, product tours, and videos to guide you. Make sure to save this treasure as a bookmark, so you can check the resources whenever any questions come up.

The Article consists of 6 parts:

Are you ready to bring your demos to the next level?

All sections will guide you with tasks, detailed content, videos, and interactive tours to make your journey fun and efficient! Let's start:

1. Setup your Demodesk Account

It might not be too exciting but the setup is a key step for a successful Demodesk experience. Thus, you need to make sure that you are done with the first four setup tasks before having your first Demos.

Task 1: Connect your Google/Outlook account



You can schedule meetings, send out calendar invites, and email invites from Demodesk. In order to ensure everything works as intended, connect your account

Task 2: Connect your CRM

Important: If you do not work with Salesforce, Pipedrive, or Hubspot, or if your team does not yet work with the Integration, skip this task.



With our CRM integrations, you can make sure that your CRM is always up to date and that your customer interactions are logged.

Task 3: Update your Profile



The profile information is used in the emails and calendar invites send from Demodesk (especially in the email signature). Moreover, we recommend uploading a profile picture. This will show up if the customer schedules a call and enters a meeting.

Task 4: Check your Default Setup

What's a Playbook? A Playbook is a ready-made structure for your meetings that is prepared once and can be used as a template for all Demodesk meetings. This makes meetings consistent and repeatable since and your team are able to use shared templates.

What's a Meeting type? Meeting Types are templates for the different kinds of Meetings you are hosting. The Meeting type is connected to a playbook, a standardized calendar invitation, a standardized email invitation, reminder emails, and a booking link (a link that allows the customer to book a call on your calendar).



Whenever you start an instant meeting the default Meeting type and default playbook is used. Also if you schedule a meeting in Demodesk the default Meeting type is selected by default.

2. How to schedule a Demodesk meeting

There are several ways to schedule a Demodesk Meeting. Within this section, we will outline the three most common ways to do so. You will learn in which case the one or the other way of scheduling makes sense.

Precondition: In order to schedule Meetings via Demodesk you need to connect your Google/Outlook account (see section 1, task 1)

1. Schedule a meeting via Demodesk

Use case


You want to schedule a Demo with a customer while talking to him on the phone or texting with him via mail? The scheduling functionality in Demodesk is powerful. It is the perfect place for SDRs to book Demos for Account Executives.

If you use HubSpot or Salesforce as a CRM you can directly schedule out of the CRM:

2. Schedule a meeting via a Demodesk booking link

Use case


You are exhausted from the back and forth needed to schedule an appointment with a customer or prospect? Booking links allow your customers and prospects to pick a date and time in your calendar and schedule a meeting with you or your team.

3. Schedule a Demodesk meeting via Google calendar

Use case


You want to schedule a recurring appointment or structure your day via Google calendar? Our Chrome Extension allows you to schedule one-time or recurring Demodesk meetings directly in the Google calendar.

3. How to host a Demodesk meeting

Within meetings, you can master your meeting while having all the needed content at hand, being able to collaborate with your prospect or customer, and receiving guided by speaker notes or battlecards.

Moreover, we can include Battlecards that help you how to use Demodesk directly in the meeting. Just reach out, in case you are interested.

Frequently Asked Questions


How can I keep my customer engaged? How can I let my customer interact with my product during a demo?

How can I let my customers share content?

How to chat with participants?

How to speed up joining the meeting?

You can shorten your audio onboarding process here by turning off Check my audio before meeting. Then we will not check your mic and speaker for every meeting.

Tasks to practice:

  • Start a meeting yourself:

  • Schedule a meeting with one of your colleagues.

  • Once you are ready, schedule a customer call to close the first deal with Demodesk!

4. Documentation with Demodesk



After the meeting, you can either copy your meeting notes or directly sync them to your CRM.

In case you are using Salesforce, Hubspot, or Pipedrive and have connected your CRM (see section 1) your notes are directly stored there. Depending on your Setup you can find the notes in the Meeting Description (possible with Salesforce, Hubspot, Pipedrive) or in a note attached to the Meeting (possible with Salesforce).

5. Troubleshooting



A great meeting experience is always dependent on the internet connection. Thus, we provided help on how to deal with a bad connection.

Your customer or prospect is having a tricky question? You do not remember how something works?

Demodesk Battlecards are a great advisor.

6. The Participant View



In case you want to know how Demodesk looks for your guests, check out the relevant articles. This helps in case your guests have questions on how to join the meeting.

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