Adding Speaker notes to your templates will push your demo to the next level! They are your digital cue cards that help to lead the conversation and ensure you are always on point. Moreover, you can save time when preparing a meeting since those notes will reload in each new meeting where this Playbook is used.
And do you want your customer to feel well addressed? Just add a little personal note when scheduling the following demo to build up an even better relationship.
For setting up speaker notes, go to your Playbooks and select the desired one. When you choose to edit a template, you will have the option to set up and edit individual notes for each presentation slide. Since the notes will always be saved automatically, it is no problem to hand over your meeting to a team member.
Be aware; it is only possible to put custom Tokens in your speaker notes, as system Tokens are read-only.
When giving a Product Demo, you can open the speaker notes by clicking the icon in the top right corner. Simply click on the Token to include information. If you have integrated your CRM account, the data you enter will instantly be synced with your CRM after the meeting.