Pre-Demo Setup Checklist
Complete before you hit record. Every item matters.
0%
✓
Close all unnecessary tabs and apps
Notifications off. Slack on Do Not Disturb. Email minimised. Only Demo Pad and the Native Teams platform open.
Critical
✓
Set screen resolution to 1920×1080 or highest available
Native Teams platform looks best at full resolution. Blurry demos lose deals.
Critical
✓
Open Native Teams platform — log in and navigate to Dashboard
Pre-load the page. Don't make the prospect watch you type your password. Have the dashboard ready before you share screen.
app.nativeteams.com
Critical
✓
Open your deck in presentation mode — do not share yet
Have the deck ready on a second monitor or alt-tab away. Slide 1 visible. Don't share screen until you say "let me pull this up."
Critical
✓
Research the prospect — 5 minutes on LinkedIn and their site
Know: headcount, countries they're in, any recent funding or hiring news. Reference one specific thing during the open. Makes it feel personal, not template.
Important
✓
Know their use case — EOR, COR, or Payroll?
Check the call notes from whoever booked the meeting. Set the use case selector at the top of this page so the right script loads.
Important
✓
Type the company name in the Prospect field above
It auto-fills into the scripts and talking points so you don't have to remember it mid-demo.
Important
✓
Start the timer when the call begins
15 minutes goes fast. The timer turns amber at 10 minutes — that's your signal to start closing. Red at 13 minutes — wrap up.
Nice
Open & Set the Agenda
Minutes 0:00 — 2:00 · Deck on screen
1
The 30-second open
Before you share screen. Camera on. No slides yet.
0:00
"Thanks for making the time — I know 15 minutes is tight so I'll keep it sharp. Quick plan: I'll spend the first half on where we typically fit and why it matters for a company like [Company], then I'll pull up the platform so you can actually see it working. And I want to leave the last few minutes for your questions. Sound good?"
★ Getting a yes here means they've agreed to the structure. You control the time.
2
Validate your prep — one specific thing
Reference what you researched. Shows you did the work.
0:45
"Before I dive in — I had a look at [Company] ahead of this and noticed [specific thing: hiring activity / recent expansion / open roles / funding]. I want to make sure what I show you is actually relevant to where you are right now — is that the right read?"
★ This opens a discovery loop before you even start the deck. Let them correct you — both answers are useful.
Listen for
"Yes, we're expanding into [country]" → note the country, use it in the pitch
"Actually we're more focused on [X]" → pivot the use case selector above
Silence or vague answer → ask "What's the most pressing international hiring challenge for you right now?"
Discovery
Minutes 2:00 — 5:00 · Deck on screen — slide 2
🟢 Buy signals
Describes a slow or manual process
Mentions contractors overseas
References a compliance scare
"Legal keeps flagging it"
Expanding into a new market
🟡 Probe deeper
"We manage it fine" → ask how long it takes
"We use a provider" → ask about coverage gaps
Vague on countries → ask which markets
🔴 Red flags
Only hiring locally → pivot to future growth
Happy with current setup → challenge gently
Positioning
Minutes 5:00 — 7:00 · Deck on screen — slide 3-4
Switch to Platform
Minute 7:00 · Stop sharing deck, start sharing platform
💻 Screen share transition — exact sequence
1
Stop sharing the deck. Don't close it — just stop sharing. Say: "Let me pull up the platform so you can actually see this."
2
Share your browser window only — not your entire screen. This prevents them seeing your taskbar, other apps, or notifications.
3
Navigate to the Dashboard. It should already be open and logged in from your prep checklist.
app.nativeteams.com/dashboard
4
Zoom browser to 110%. Ctrl+Plus once. Text and UI elements are easier to read on their screen.
5
Say the transition line before anything else.
T
Transition line
Sets expectations before they see anything
7:00
"What I'm going to show you is the actual platform — not a sandbox, not a mockup. You're going to see how a hire in [their country] actually flows from contract to first payslip. I'll keep it focused on what's relevant to [Company] — stop me if you want to go deeper on anything."
Platform Walkthrough
Minutes 9:00 — 13:00 · Platform on screen
Close & Next Step
Minute 13:00 — 15:00 · Camera back on, platform closed
1
The recap close
Mirror what they said in discovery
13:00
"So based on what you told me earlier about [their pain point] — what you saw today directly addresses that. We can have [Company]'s first hire live in under two weeks, compliant, on local payroll, without you needing to touch the legal setup. What's your reaction?"
☀ Pause after this. Let them respond. Do not fill the silence.
2
The close — four branches
Pick the branch that matches their response. Never say "I'll follow up."
14:00
🟢 Yes — let's do the proposal
▼
Best outcome. Lock the timeline before they hang up.
"Perfect. I'll have a proposal specific to [Company]'s markets to you by [day]. Before we close — is there anyone else who needs to see this before a decision, or is it just you?"
Micro-commitment: Get a specific review date — "Can you come back to me by [day+5]?"
🔵 Yes — but need to loop in stakeholders
▼
Good signal — they're serious. Get the introduction, not just the promise.
"That makes sense. Who specifically needs to be involved — is it Finance, Legal, or your CEO? Can we get a 20-minute call with that person in the next two weeks? I'll prep a numbers comparison so we're not wasting their time."
Micro-commitment: Name the person and book the date on this call. Don't leave without a calendar slot agreed.
🔷 Interested — want to start with a pilot
▼
Often the fastest path to a signed deal. Remove the risk of commitment.
"Completely understand — a pilot makes sense. We can start with one hire in one country, full platform access, live in 14 days. You see exactly how it works before committing to scale. Do you have a hire in mind that we could use as the pilot?"
Micro-commitment: Get the pilot country and role confirmed on this call. That's the deal opener.
🟠 "Send me something" / need to think
▼
Most common response. Never accept it without a specific next step attached.
"Of course. What specifically do you need to think through — is it cost, coverage, or getting others involved? I want to make sure what I send actually addresses it. And can we put 20 minutes in the diary for [day+7] to pick this back up once you've had a chance to review?"
Micro-commitment: Book the follow-up call before you send anything. The send is the excuse — the call is the close.
Post-Demo Actions
Do these within 10 minutes of the call ending
10:00
10-minute window open.
Send the invite before this runs out — no-show rates drop 60% when sent within 5 minutes.
Send the invite before this runs out — no-show rates drop 60% when sent within 5 minutes.
✉
Follow-up email template
Copy, personalise, send within 10 minutes
"Hi [Name], great speaking with you. To recap — we covered how Native Teams can get [Company] compliant and on payroll in [their country] in under two weeks, without a local entity. Based on what you shared about [their pain point], this should remove that friction entirely. Next step: [specific thing agreed]. I'll send the [proposal / invite / one-pager] shortly. Let me know if anything changes."
Demo Notes
Live capture during the call
Their pain — exact words they used
Countries / markets mentioned
Stakeholders mentioned
Next step agreed
Objections raised
Demo debrief — rate yourself
Did I control the time?
★★★★★
Did discovery reveal the real pain?
★★★★★
Did I leave with a committed next step?
★★★★★
Did I pitch only after confirming pain?
★★★★★
📋 Compiled demo summary
Auto-builds from your notes above — copy and paste into HubSpot