Demo notes that update the deal in your CRM.

Capture what they reacted to, what they pushed back on, and what they need next — without taking your eyes off the screen during the demo.

Skip the typing — try AI Copy the template ›

Who uses this template

›Sales engineers running technical demos
›AEs running first-call demos
›Product marketers training reps on demo structure

The template

Copy this structure into Word, Google Docs, Notion, or your favorite notes app. Or skip the manual work and let Note Genie generate the product demo notes for you from a recorded meeting.

Demo Setup

Who attended, what they wanted to see, and the agenda you confirmed up front.

Feature Reactions

Which features got the strongest positive reactions — and which got silence.

Questions Asked

Every technical or business question, with the answer you gave (or owe them).

Objections

Concerns raised during the demo and how you handled them.

Use Cases Surfaced

Specific workflows or scenarios they want to see again or test themselves.

Next Steps

Trial, follow-up demo, technical deep dive, or proposal — with dates.

Tip: Copy the plain-text version below into your document, then save as .docx or .pdf. Or download the AI version that fills it in automatically — see the example below.

Plain text — copy & paste

PRODUCT DEMO NOTES
==================

Meeting: ___________________________
Date: ___________________________
Attendees: ___________________________

1. DEMO SETUP
   (Who attended, what they wanted to see, and the agenda you confirmed up front.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

2. FEATURE REACTIONS
   (Which features got the strongest positive reactions — and which got silence.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

3. QUESTIONS ASKED
   (Every technical or business question, with the answer you gave (or owe them).)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

4. OBJECTIONS
   (Concerns raised during the demo and how you handled them.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

5. USE CASES SURFACED
   (Specific workflows or scenarios they want to see again or test themselves.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

6. NEXT STEPS
   (Trial, follow-up demo, technical deep dive, or proposal — with dates.)
   
   ___________________________________________
   ___________________________________________
   ___________________________________________

AI-generated example

What the AI gives you back

Here's what Note Genie produces when you record a meeting and apply the Product Demo Notes template. No manual typing.

Demo — Northwind Logistics — Routing Module

Strongest reaction: Live re-routing on the map view — Operations Director said 'we'd buy this for that alone.'

Question (owed answer): Can routing rules be tenant-scoped per warehouse? — AE: confirming with SE by Thursday.

Objection: 'Looks complex to set up.' — Showed the 12-min setup wizard, but they want to see a live setup in their own environment.

Next: Schedule a guided sandbox setup for next Wednesday with the Ops Director and IT lead.

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