Reverse Demo
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Reverse Demo
Here’s what to expect and how to prepare for your Reverse Demo call
Reverse Demo Guidance
The Reverse Demo is a live call where you walk us through your systems so we can see how things actually work day to day.
Think of it as looking under the hood together - guided by what you’ve already shared in your questionnaire.
🔗 Connect intake answers with your actual GTM setup
🔍 Validate workflows, spot hidden friction, and surface data quality issues
📊 Ensure the Diagnostic reflects your real operating environment
How to Prepare
1️⃣ Review the list of Process below - we’ll only cover what applies to your setup.
2️⃣ Invite tool owners or admins for Salesforce, HubSpot, or other platforms.
3️⃣ Be prepared to share screen and walk through processes.
4️⃣ Have any key dashboards/reports handy.
✨ No pressure — this isn’t about a “perfect” demo. Just show us how things run day to day.
Processes We May Cover
CRM
How do you add leads to your CRM?
How do you route leads in your CRM?
How do you move leads through lead stages?
How do you convert leads to opportunities?
How do you create opportunities and quotes?
How do you manage contracts?
How do you manage customers?
What reports do you use today?
CRM
How do you add leads to your CRM?
How do you route leads in your CRM?
How do you move leads through lead stages?
How do you convert leads to opportunities?
How do you create opportunities and quotes?
How do you manage contracts?
How do you manage customers?
What reports do you use today?
CRM
How do you add leads to your CRM?
How do you route leads in your CRM?
How do you move leads through lead stages?
How do you convert leads to opportunities?
How do you create opportunities and quotes?
How do you manage contracts?
How do you manage customers?
What reports do you use today?