You’ve done the hard part - nailed discovery, uncovered pain, and got your prospect nodding along. Then comes the demo… and everything falls flat. Most demos turn into feature dumps that bore prospects into checking Slack. The truth? Discovery doesn’t end when you click “Share Screen.” The best reps keep discovering through their demos - asking sharp, strategic questions that make prospects picture your product in their world.

Today’s playbook breaks down the 3 types of demo questions that keep buyers engaged and move deals forward: Past, Present, and Future.

SPONSORED BY MASTERWORKS

3 Tricks Billionaires Use to Help Protect Wealth Through Shaky Markets

“If I hear bad news about the stock market one more time, I’m gonna be sick.”

We get it. Investors are rattled, costs keep rising, and the world keeps getting weirder.

So, who’s better at handling their money than the uber-rich?

Have 3 long-term investing tips UBS (Swiss bank) shared for shaky times:

  1. Hold extra cash for expenses and buying cheap if markets fall.

  2. Diversify outside stocks (Gold, real estate, etc.).

  3. Hold a slice of wealth in alternatives that tend not to move with equities.

The catch? Most alternatives aren’t open to everyday investors

That’s why Masterworks exists: 70,000+ members invest in shares of something that’s appreciated more overall than the S&P 500 over 30 years without moving in lockstep with it.*

Contemporary and post war art by legends like Banksy, Basquiat, and more.

Sounds crazy, but it’s real. One way to help reclaim control this week:

*Past performance is not indicative of future returns. Investing involves risk. Reg A disclosures: masterworks.com/cd

SALES

The 3-question framework behind great software demos

You do all this work to get your prospect talking during discovery.

You recap the problems they want to solve.

And now it's time to demo...

9/10 times, the demo is a one-way monologue with the occasional "any questions?"

Most software demos absolutely suck -- they're longwinded feature monologues that make your prospect completely tune out and start multitasking on Slack.

Discovery doesn't end at the demo. The demo allows you to deepen your discovery.

That said, asking good questions during a demo is easier said than done. You can't just ask "any questions?" or ask "how do you do this today?"

So today I'm breaking down 3 types of questions I ask in every software demo:

  1. Past Questions

  2. Present Questions

  3. Future Questions

Let's roll.

Use Past Questions to Validate Problems

Past questions allow you to validate the pain that they shared during discovery.

For this reason, I see them as the most important demo question to master because they connect your discovery to your demo.

There are three steps to constructing a past question:

  • Recap the problem (ie: the past state)

  • Demo the solution (ie: the future state)

  • Ask how it compares

An example from when I sold compensation software at Pave might sound like this:

[RECAP PROBLEM] You mentioned employees were leaving because they didn't understand the value of their equity.

[DEMO SOLUTION] Inside of Pave, they're able to see what their equity is worth today, but also in a 2x, 5x, or 10x scenario.

[VALIDATE] How does this compare to what they're seeing today?

I use past questions for nearly every major demo riff. When you recap the problem, you orient your prospect around the problem they want to solve, which allows them to picture the solution in their "day in the life."

Use Present Questions to Deepen Discovery

Present questions help you to understand more about how they're doing something today so you know you're demoing the right thing.

They sound like this:

[EX 1] Before I go through the ARR reporting, how do you reconcile ARR today?

[EX 2] Next up we've got the total rewards portal. Before we dive in, how do you communicate equity to your employees today?

[EX 3] Before we let the bot screen all those resumes, what are some of the top criteria you look for when you're hiring software engineers?

Sellers often ask too many Present Questions. Notice that these don't actually reveal or validate any problems -- so only use them to get the minimum information you need to give an accurate demo, otherwise you'll feel like you're going through a doctor's checklist.

(How do you do this? How do you do this? How do you do... this?)

Use Future Questions to Make It Real

Future questions make your solution feel "real" by forcing your prospect to think about how they'd roll it out at their company.

They sound like this:

[EX 1] Let's just pretend you were rolling out a pipeline dashboard today, how would you want to configure it for your VP of Sales?

[EX 2] If we were rolling out total rewards statements for your employees today, what would be the biggest benefits you'd want to highlight at the top?

[EX 3] Let's say you were planning a content launch with B2B Whales, what would be something that you'd really want to make a splash about?

I often like to use them toward the back end of the demo after they admit that they like the solution. So lead with more Past Questions upfront to get problem-solution-agreement, then finish with Future Questions to make it real.

And that’s a wrap folks!

HEADLINES

Hot picks from the web

AI search strategy: A guide for modern marketing teams

SOFTWARE

Tool of the day

Y Interval: Go from idea to launch in under 90 days. No bloat, no endless sprints - just clean design, sharp code, and a product you can actually launch. Trusted by 100+ founders who shipped faster and smarter with Y Interval.

That’s all for today.

Until next time,
Team B2B Whales

P.S. If you’re serious about scaling, join our Whales Club - our premium B2B community with weekly expert sessions, deal feedback, and the resources we actually use to close. Membership starts at $100/month only - cancel anytime.

Keep Reading

No posts found