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Resources / Conversion & Lifecycle

Checklist

The demo journey test checklist

Test the route from interested visitor to attended demo. Check the page, form, booking process and follow-up using this practical demo booking checklist.

How to use this resource

Enter your details to open the checklist. Work through the checks, record the evidence and assign the unresolved items before releasing the change.

The first checks

  • The demo promise is specific
  • The next step is predictable
  • Each required field has a reason

The full checklist opens after you enter your name, email, company and location.

Explore the approach: Conversion & Lifecycle or read the related guide.

What you can do inside

  • Twelve evidence-based checks, including critical blockers
  • Pass, unresolved and not-applicable states with reasons
  • A downloadable review that preserves unresolved issues
  • Worked implementation cases, decision notes and an editable capability workbook

For B2B founders and teams planning a launch, improving the buyer journey or entering a new market. Use your own records and assumptions; the tool supports a decision rather than making it for you.