Creating Trackable Demo Leave-Behinds
Learn how to create and share trackable demo leave-behinds that reinforce your pitch and reveal buyer engagement.
What
Trackable demo leave-behinds are interactive demos shared after meetings to reinforce key points and enable internal sharing.
Who
Sales teams running mid-to-late funnel deals, account executives, and customer-facing teams.
Why
Leave-behinds extend your pitch beyond the call, create internal champions, and provide visibility into buyer engagement through tracking and analytics.
When to Use Leave-Behinds
Leave-behinds are most effective immediately after discovery calls, demos, or trials. They reinforce what was discussed and help buyers share context internally.
Tips
- Send within 24 hours of the call
- Align content to call objectives
Common Pitfalls
- Sending generic marketing demos
- Waiting too long to follow up
Recommendations
- Tie leave-behinds directly to pain points
- Reference next steps clearly
Recording and Personalization
Record leave-behind demos that mirror the sales conversation—highlight relevant workflows and skip onboarding or generic setup steps. Personalize with the prospect's name, industry, or data examples to increase relevance. Even small customizations like a personalized opening step significantly boost engagement without requiring manual rework for every deal.
Tips
- Reference the prospect's specific use case
- Keep demos focused and under 7 minutes
- Personalize the opening step with their name or company
Common Pitfalls
- Reusing generic website demos
- Over-customizing for every deal
- Skipping personalization entirely
Recommendations
- Build a modular library of reusable demo segments
- Use templates with personalization fields
- Focus on outcomes discussed on the call