# B2B demo page best practices for an informed buyer. - working worksheet

Reviewed alongside the Eli guide: https://hireeli.io/resources/b2b-demo-page-best-practices

## Decision to make

Set expectations and improve the quality of booked product demos

Owner: ____________________
Review date: ____________________
Canonical page or destination: ____________________

## Buyer questions

- [ ] B2B demo page best practices for an informed buyer?
- [ ] What should a B2B startup do first to set expectations and improve the quality of booked product demos?
- [ ] Which evidence shows that set expectations and improve the quality of booked product demos is working?
- [ ] What is the most common mistake when teams try to set expectations and improve the quality of booked product demos?

## Evidence-led work plan

### 1. Why this decision appears: a button labelled book a demo provides no reason to invest time or indication of what will happen next

A button labelled book a demo provides no reason to invest time or indication of what will happen next.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 2. Explain the audience, agenda, preparation, duration, people involved and what the buyer will leave with

Explain the audience, agenda, preparation, duration, people involved and what the buyer will leave with.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 3. State who the demo fits, then show the workflow that will be covered

State who the demo fits.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 4. Measure track booking completion

Track booking completion, attendance, qualified rate, time to next step and no-show reasons.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

### 5. Do not cross this boundary: do not promise a bespoke consultation when the session is a standard product walkthrough

Do not promise a bespoke consultation when the session is a standard product walkthrough.

Evidence or artifact: ____________________
Status: [ ] not started  [ ] working  [ ] verified  [ ] blocked

## Source ledger

- [ ] Google Search Central: optimizing for generative AI features: https://developers.google.com/search/docs/fundamentals/ai-optimization-guide
- [ ] Google Search Central: people-first content guidance: https://developers.google.com/search/docs/fundamentals/creating-helpful-content
- [ ] OpenAI: publishers and developers FAQ: https://help.openai.com/en/articles/12627856-publishers-and-developers-faq
- [ ] Eli AI Visibility Index methodology: https://hireeli.io/ai-visibility-index/methodology

## Measurement boundary

Baseline date and exact context: ____________________
7-day observation: ____________________
14-day observation: ____________________
30-day observation: ____________________
Known limitations: ____________________

Keep technical eligibility, citations, recommendations, visits, leads and revenue as separate evidence. This worksheet does not guarantee an external ranking or commercial result.