Demo Delivery & Storytelling
Purpose
Turn a working prototype into a convincing demo. A working prototype and a
good demo are not the same thing — many technically competent prototypes
fail at demo time because they're presented as a feature list ("let's look
at everything this can do") instead of concretely proving the customer's own
critical business issue. This skill applies Peter Cohan's Great Demo!
methodology (an established framework in the sales-engineering literature)
to an AI consultant's demo situation.
Anchored in research
- Cohan, Peter E. — Great Demo! How To Create And Execute Stunning
Software Demonstrations (third edition) and Paul Pearce's "Great Demo!
Five Imperatives" application: Discovery, Demo Prep, Demo Delivery,
Documentation, Debrief. Core concepts: the Situation Slide (a concise
summary of the customer's situation before the demo), the critical
business issue (CBI), and "do the last thing first" / the inverted
pyramid (show first the thing that produces the "wow" effect — don't
build the demo chronologically as a product walkthrough).
Method
Applied Great Demo! Five Imperatives structure:
- Discovery — before you build anything for the demo. Establish the
customer's critical business issue (CBI): what concrete pain do
they have today, who owns it, when does it need to be solved, and how
much value would a solution create. If you can't answer these, you're
not ready to build a demo yet — go back to
../../../opportunity-recognition/skills/pattern-and-analogy-connector/SKILL.md
or
../../../ai-strategy-and-governance/skills/ai-capability-pattern-matching/SKILL.md
to sharpen the situation first.
- Demo Prep — write the Situation Slide before the demo. One
slide/paragraph summarizing: the customer's situation, the CBI, the
capabilities needed, the value sought, the timeline. Also assemble: the
demo's outline and agenda, possible side paths in case the customer
asks something unexpected, demo data that resembles the customer's OWN
data (generic sample data is noticeably weaker), and reference stories
from similar situations.
- Demo Delivery — apply "do the last thing first." Don't start with
an overview or the technical architecture — start with the one thing
that concretely resolves the CBI and produces a "wow" reaction. The
inverted pyramid: the most important thing first, background and
detail only if interest holds up. Ask questions during the demo instead
of delivering a monologue — this reveals in real time how the audience
is experiencing the value and what they still need to decide.
- Always tie the demo back to the frame already set in
../demo-framing-and-expectation-setting/SKILL.md:
remind the audience what this demo proves and what it doesn't, and
don't let the drama of the demo carry the frame away (an excited
audience easily over-interprets).
- Documentation — share the Situation Slide and a demo summary
immediately after the demo. Research (see References) shows that most
of a demo's content is forgotten within a week — the written summary is
what the audience actually takes away and shares within their
organization. Record the CBI, what was proven in the demo, and the
agreed next steps.
- Debrief — review what worked and what didn't right after the demo,
while it's still fresh: which questions were surprising, which part of
the demo produced the most reaction, what should be done differently
next time. This matters especially for an AI consultant who runs
several similar demos back-to-back for different customers — learnings
compound quickly if the debrief is done systematically.
- A special note for vibe-coded prototypes: never improvise, in a live
demo, paths that haven't been tested in advance — the failure modes of
an AI-assisted prototype can be unpredictable. Keep the demo strictly to
the 2-3 tested paths confirmed to work during Demo Prep (see
../rapid-prototype-and-vibe-coding-craft/SKILL.md
step 4).
What this skill does NOT do
- Doesn't build the prototype itself — see
../rapid-prototype-and-vibe-coding-craft/SKILL.md.
- Doesn't set the demo's frame (the PoC/Pilot/MVP term, the
proves/doesn't-prove pair) — that's done before this skill in
../demo-framing-and-expectation-setting/SKILL.md.
- Doesn't replace the sales process as a whole — it focuses on one demo
event following the Great Demo! methodology, not the entire sales cycle.
- Doesn't guarantee that a good demo leads to a deal or advancement — a
good demo removes obstacles, but the decision is always the customer's.
Refinement notes
Areas to keep deepening with real practice:
- your own Situation Slide templates (into
../../references/)
- concrete examples of demos that worked especially well — and what made
them work
- rules of thumb for how to react when a demo goes wrong live (e.g. the AI
gives a wrong answer mid-demo)
This is an internal working note, not a claim about the skill's current
usability. Track depth privately via the maturity field in
skills_index.json (see
../../../meta/maturity_levels.md).
Don't add new fields to the frontmatter — name and description are
the only ones allowed (see
../../../meta/frontmatter_schema.md).
Continue from here
References
- Cohan, Peter E. — Great Demo! How To Create And Execute Stunning
Software Demonstrations
- Pearce, Paul H. — "Great Demo! Five Imperatives" application (Discovery,
Demo Prep, Demo Delivery, Documentation, Debrief)
- Research on demo content being forgotten without written documentation
(sales engineering literature)
../../references/ — the pack's shared background material
../../CLAUDE.md — the pack's shared guardrails
1---2name: demo-delivery-and-storytelling3description: Builds and delivers a demo following the Great Demo! methodology (Situation Slide, critical business issue/CBI, "do the last thing first"/inverted pyramid): Discovery → Demo Prep → Demo Delivery → Documentation → Debrief. Use when a prototyped solution needs to be presented to a customer or leadership so that it genuinely convinces rather than just showcasing features.4---56# Demo Delivery & Storytelling78## Purpose910Turn a working prototype into a convincing demo. A working prototype and a11good demo are not the same thing — many technically competent prototypes12fail at demo time because they're presented as a feature list ("let's look13at everything this can do") instead of concretely proving the customer's own14critical business issue. This skill applies Peter Cohan's Great Demo!15methodology (an established framework in the sales-engineering literature)16to an AI consultant's demo situation.1718## Anchored in research1920- Cohan, Peter E. — *Great Demo! How To Create And Execute Stunning21 Software Demonstrations* (third edition) and Paul Pearce's "Great Demo!22 Five Imperatives" application: Discovery, Demo Prep, Demo Delivery,23 Documentation, Debrief. Core concepts: the **Situation Slide** (a concise24 summary of the customer's situation before the demo), the **critical25 business issue (CBI)**, and **"do the last thing first" / the inverted26 pyramid** (show first the thing that produces the "wow" effect — don't27 build the demo chronologically as a product walkthrough).2829## Method3031Applied Great Demo! Five Imperatives structure:32331. **Discovery — before you build anything for the demo.** Establish the34 customer's **critical business issue (CBI)**: what concrete pain do35 they have today, who owns it, when does it need to be solved, and how36 much value would a solution create. If you can't answer these, you're37 not ready to build a demo yet — go back to38 [`../../../opportunity-recognition/skills/pattern-and-analogy-connector/SKILL.md`](../../../opportunity-recognition/skills/pattern-and-analogy-connector/SKILL.md)39 or40 [`../../../ai-strategy-and-governance/skills/ai-capability-pattern-matching/SKILL.md`](../../../ai-strategy-and-governance/skills/ai-capability-pattern-matching/SKILL.md)41 to sharpen the situation first.422. **Demo Prep — write the Situation Slide before the demo.** One43 slide/paragraph summarizing: the customer's situation, the CBI, the44 capabilities needed, the value sought, the timeline. Also assemble: the45 demo's outline and agenda, possible side paths in case the customer46 asks something unexpected, demo data that resembles the customer's OWN47 data (generic sample data is noticeably weaker), and reference stories48 from similar situations.493. **Demo Delivery — apply "do the last thing first."** Don't start with50 an overview or the technical architecture — start with the one thing51 that concretely resolves the CBI and produces a "wow" reaction. The52 inverted pyramid: the most important thing first, background and53 detail only if interest holds up. Ask questions during the demo instead54 of delivering a monologue — this reveals in real time how the audience55 is experiencing the value and what they still need to decide.564. **Always tie the demo back to the frame** already set in57 [`../demo-framing-and-expectation-setting/SKILL.md`](../demo-framing-and-expectation-setting/SKILL.md):58 remind the audience what this demo proves and what it doesn't, and59 don't let the drama of the demo carry the frame away (an excited60 audience easily over-interprets).615. **Documentation — share the Situation Slide and a demo summary62 immediately after the demo.** Research (see References) shows that most63 of a demo's content is forgotten within a week — the written summary is64 what the audience actually takes away and shares within their65 organization. Record the CBI, what was proven in the demo, and the66 agreed next steps.676. **Debrief — review what worked and what didn't right after the demo**,68 while it's still fresh: which questions were surprising, which part of69 the demo produced the most reaction, what should be done differently70 next time. This matters especially for an AI consultant who runs71 several similar demos back-to-back for different customers — learnings72 compound quickly if the debrief is done systematically.737. **A special note for vibe-coded prototypes:** never improvise, in a live74 demo, paths that haven't been tested in advance — the failure modes of75 an AI-assisted prototype can be unpredictable. Keep the demo strictly to76 the 2-3 tested paths confirmed to work during Demo Prep (see77 [`../rapid-prototype-and-vibe-coding-craft/SKILL.md`](../rapid-prototype-and-vibe-coding-craft/SKILL.md)78 step 4).7980## What this skill does NOT do8182- Doesn't build the prototype itself — see83 [`../rapid-prototype-and-vibe-coding-craft/SKILL.md`](../rapid-prototype-and-vibe-coding-craft/SKILL.md).84- Doesn't set the demo's frame (the PoC/Pilot/MVP term, the85 proves/doesn't-prove pair) — that's done before this skill in86 [`../demo-framing-and-expectation-setting/SKILL.md`](../demo-framing-and-expectation-setting/SKILL.md).87- Doesn't replace the sales process as a whole — it focuses on one demo88 event following the Great Demo! methodology, not the entire sales cycle.89- Doesn't guarantee that a good demo leads to a deal or advancement — a90 good demo removes obstacles, but the decision is always the customer's.9192## Refinement notes9394Areas to keep deepening with real practice:9596- your own Situation Slide templates (into97 [`../../references/`](../../references/))98- concrete examples of demos that worked especially well — and what made99 them work100- rules of thumb for how to react when a demo goes wrong live (e.g. the AI101 gives a wrong answer mid-demo)102103This is an internal working note, not a claim about the skill's current104usability. Track depth privately via the `maturity` field in105`skills_index.json` (see106[`../../../meta/maturity_levels.md`](../../../meta/maturity_levels.md)).107**Don't add new fields to the frontmatter** — `name` and `description` are108the only ones allowed (see109[`../../../meta/frontmatter_schema.md`](../../../meta/frontmatter_schema.md)).110111## Continue from here112113- Before this (prototyping): [`../rapid-prototype-and-vibe-coding-craft/SKILL.md`](../rapid-prototype-and-vibe-coding-craft/SKILL.md)114- Before this (framing): [`../demo-framing-and-expectation-setting/SKILL.md`](../demo-framing-and-expectation-setting/SKILL.md)115- A deeper narrative for leadership: [`../../../change-and-communication/skills/executive-narrative-and-storyline/SKILL.md`](../../../change-and-communication/skills/executive-narrative-and-storyline/SKILL.md)116- If the demo succeeds: [`../demo-to-business-case-bridge/SKILL.md`](../demo-to-business-case-bridge/SKILL.md)117- A ready-made skill chain for this situation: see [`../../../playbooks/`](../../../playbooks/)118- This pack's shared guardrails: [`../../CLAUDE.md`](../../CLAUDE.md)119120## References121122- Cohan, Peter E. — *Great Demo! How To Create And Execute Stunning123 Software Demonstrations*124- Pearce, Paul H. — "Great Demo! Five Imperatives" application (Discovery,125 Demo Prep, Demo Delivery, Documentation, Debrief)126- Research on demo content being forgotten without written documentation127 (sales engineering literature)128- [`../../references/`](../../references/) — the pack's shared background material129- [`../../CLAUDE.md`](../../CLAUDE.md) — the pack's shared guardrails