Sales and marketing template

Demo script template

Plan a demo around the buyer’s problem: the story you tell, the moments to show, the questions to ask and the close.

Free · Editable · Works with Claude and ChatGPT · Also in Product

Preview of the Demo script template: its layout as it lands on the board
The template as it lands on your board, drawn from the template itself. Every part is editable.

How to use the Demo script template

  1. Start a board from it

    Use this template opens a new Freero board with the Demo script template on it (sign up free first). On a board you already have, open Templates in the toolbar and search for “Demo script”.

  2. Follow the instruction on the board

    “Show three moments that solve their stated problem, in their words. Stop and ask a question after each one.”

  3. Fill in each part

    • Recap: what you told us matters most
    • Moment 1: the weekend gap is filled in two taps
    • Moment 2: payroll export with no retyping
    • Moment 3: every shop at a glance
    • Close: what would you need to try this next week?
  4. Bring your team and your agents

    Invite people to the board or share a link, and work on it together live. The timer is in the top bar, private mode and voting in the board menu, and Claude or ChatGPT can join through Freero’s MCP server.

Use this template

Work on it with an AI agent

Connect an assistant once and it works on the board with you, with your permissions: by default it reads and proposes, and people decide.

  1. You ask: “Fill in the Demo script board from these notes.”

    What happens It reads the board, then proposes sticky notes for it. Nothing changes until someone on the board accepts them.

  2. You ask: “Group what we wrote into themes and list the actions.”

    What happens It proposes clusters with a title each and task cards for the actions, labelled with its name and yours.

Set it up for Claude, ChatGPT or any MCP client.

Bring your team and your agents to one board

Free to use, open source, and yours to host. No credit card, no seat count.