A 5-minute discovery demo script for automation agencies

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I’m Shrawan, DemoPop’s founder. Here’s a short script you can adapt when a prospect says, “Can you show me what this would actually look like?”

0:00–0:45 — Pick one recurring task.

Ask: “What arrives, who handles it today, and what should happen next?” Use a fictional example. Keep real customer records out of an early sales demo.

0:45–2:00 — Show the proposed normal path.

Walk through one input, the proposed steps, and one visible outcome. Say which parts are prepared examples and which parts would need to be built.

2:00–3:00 — Change one assumption.

Try a missing detail or an exception. Ask: “Should this stop, request more information, or go to a person?” This is where a vague automation idea becomes a useful scope conversation.

3:00–4:00 — Name the handoff.

Ask who owns the exception, what they need to see, and what the system must never do without approval. Write down the answer.

4:00–5:00 — Agree on a testable next step.

Recap: one workflow, one exception, one responsible person, and one acceptance criterion. For example: “A request without an order reference must ask for that reference before proceeding.”

Try the customer-support example here (no account required):

DemoPop lets you customize and share these authored simulations. They illustrate a proposed experience; they do not run live AI, connect to customer systems, or prove production performance. The free Pilot includes 3 showrooms and 10 template options, with no card required.

Which question would you add before quoting an automation project?

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