Demo Preparation Sheet
Complete this before your demo so the session is built around your real business.
About your business
| Business type | |
|---|---|
| City / branches | |
| Number of users | |
| Current system (register, Excel, other) |
Your top pain points
Scenarios to see in the demo
- A normal sale or booking from start to finish
- A return, cancellation or correction
- A partial payment or advance
- A stock, room or item search
- A report we need every week
Reports we must have
- Daily sales / cash summary
- Stock or availability report
- Customer or supplier balances
- Profit and expense summary
- Other: ____________________
Bring along
- Sample invoices or documents we use today
- Sample customer, supplier or item list
- The people who will use the software daily
Questions we want answered