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How to structure my Demodesk Meeting account?
How to structure my Demodesk Meeting account?

This article explains the important steps to take when starting with Demodesk Meeting and introduces its key features

Demodesk Support avatar
Written by Demodesk Support
Updated over a week ago

In this article, you'll receive guidance on how to set-up your Demodesk Meeting account as well as a comprehensive explanation on how to smoothly move your processes to Demodesk.

The article is structured as follows:

πŸ†• How to get started guide

Establishing your Demodesk account requires the adaptation of your existing workflow into the Demodesk framework. Achieving a seamless setup mandates a clear focus on each step within your intended process. To facilitate this, we've formulated the subsequent questions.

These questions are designed to guide you in identifying the essential tools and components necessary for configuring your account. Please ensure that you possess all the necessary information prior to the account set-up, as this will enable you to harness the platform's features to their fullest capabilities.

1. Specify your essential Integrations

Initially, it's crucial to define the technical context of the fundamental setup. This ensures the seamless functioning of all integrations as planned. In other words, please highlight the tools you wish to integrate with Demodesk. To be more precise:

  1. Which CRM are you using?

  2. Which collaboration and communication tool do you use in your workplace?

2. Establish your workflow process

Moving on to the second phase, it's recommended to outline the key interaction points with your leads. This information will prove valuable in designing appropriate meeting types and playbooks that align with your desired outcomes. More specifically:

  1. How do you generate leads? Is it primarily through Inbound or Outbound methods?

  2. What are the usual types and durations of calls with prospects and customers?

  3. Which calls would you like to start using Demodesk?

  4. Do you intend to allow leads to book calls directly from your website?

  5. Would you like to provide prospects and customers the ability to schedule meetings on their own throughout their customer journey?

3. Examine your content-sharing practices

Thirdly, it's advisable to specify the nature of the content typically shared during meetings. This step assists in outlining the suitable Demodesk sharing approaches to employ and determining whether interactivity is generally required.

  1. What kind of content do you typically show in your video conferences? (e.g. Powerpoint slides, Google slides, Websites, our Software product...)

  2. Does this shared content vary significantly between meetings?

4. Define your Demodesk goal

We have a strong inclination towards establishing objectives, as they serve as a primary means to track performance. Consequently, we recommend highlighting the envisioned achievements stemming from the utilisation of Demodesk. These may involve team coaching, enhanced deal closures, streamlined workflow optimisation, and an array of other potential outcomes.

  1. What would you like to achieve using Demodesk?

  2. What is your highest priority using Demodesk?

🚧 How to transition to Demodesk

At Demodesk, our objective revolves around automating and enhancing your sales process. As a result, our features are designed to address distinct aspects of this journey. We employ custom-built functionalities, so we encourage you to refer to our glossary for a better understanding of the Demodesk terminology.

Make sure to understand the following features, before working with them:


For optimal automation, Demodesk offers integration with various CRM tools. If you happen to use any of the following platforms, please refer to their instructions by clicking on the provided links to ensure a seamless setup:

Meeting Types

Every meeting is categorised with a Meeting Type. These Meeting Types automate various tasks prior to, during, and after a meeting, reducing preparation time and no-shows. You can find comprehensive information about Meeting Types, which serve as a pivotal component within Demodesk, in this article.

⚑ Pro Tip: We advise creating a distinct Meeting Type for each customer touchpoint, such as an initial demo or a check-in. Collectively, these Meeting Types provide a comprehensive overview of your complete sales process, seamlessly linking together its various components.


Playbooks serve as the essential assets required for specific meetings. Once prepared, they can be used as templates for upcoming meetings seamlessly. To learn more about Playbooks, refer to this article.

Utilising Playbooks ensures that your meetings become both replicable and standardised. This approach guarantees that you always have a presentation ready for delivery at any time for any customer.

⚑ Pro Tip: Create only one Playbook for all meetings with similar content, which can function rather as a collection of resources. It does not necessarily need to include a strict structure and talk track at the beginning, to make it applicable for several situations.


Employ Battlecards to stay unfazed by objections in any situation. With Battlecards, you can establish your personal knowledge base right within the meeting. To learn more, refer to this article.

⚑ Pro Tip: Prepare your Battlecards in advance and effortlessly access them during the meeting by entering a keyword in the Demodesk search bar. Prior to your demo, ensure that you've documented all the essential information in your presentation deck, and you'll be all set to proceed!


There are two primary methods for scheduling meetings with Demodesk. The first involves using the Demodesk Scheduler, which allows you to choose the suitable meeting type, check your team members' availability, and ultimately select the suitable timeslot. Alternatively, customers can directly book meetings using your unique booking link, displaying your available timeslots.

⚑ Pro Tip: If you intend to have multiple team members attend a meeting, you can send your customers tandem links. These links consider the availability of all members and display timeslots when all of the desired team members are free.


Define your priorities, clearly outline your intentions for using Demodesk, and establish your initial configuration based on these priorities. It's important to recognise that you may not require the complete suite of features right from the start. Begin with the functionalities that hold the highest significance for you!

πŸ†˜ Do you need support? We've got you covered!

Access Demodesk Live Support by utilising the chat feature located in the bottom right corner of your Demodesk dashboard, or reach out via email to for any inquiries. Our usual response time is within a few hours, but we kindly ask for a 24-hour window before requesting expedited assistance.

⚑ Pro Tip: Prior to contacting support, we recommend checking out our help center here. Our articles encompass the key aspects of Demodesk, potentially saving you a significant amount of time & effort.

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