Give your team the framework they need for winning Discovery/Demo calls 🚀

This is a SALES Playbook. It is meant to be used by SDR's and AE's as they begin the discovery process with a prospect.

When filling out this Playbook, put yourself in the shoes of a Sales Rep. What should Sales Reps say on the phone? Give them room to add their own flavour, but these cards are meant to be used while on a phone call potentially with a screen-share.

discovery demo playbook screenshot

This Disco-Demo template is the perfect starting point to:

👉 Help prep for calls, emails and demos

👉 Structure a five min demo to introduce the product

👉 Customize interactions with prospects while still following a consistent framework

1. Create

Start with this template to create your workspace.

2. Remix

Make the cards yours by adding your micro-content.

3. Share

Invite your team and start benefiting from your masterpiece!

"We actually pull up different cards during our sessions, and our reps talk about what they’ve learned, they ask clarifying questions, and then we modify cards as we go so that current best practices are captured and immediately available to all. Reps add content that they want to refer to in the future, because of how easy Kiite is to use."


Head of Sales

"Being able to create playbooks and add several dimensions to the content while making it EASIER to navigate is amazing. The constraints of a spreadsheet have been lifted, and you don't have some of the ridiculous attributes of [other tools] that make them a nightmare."


Managing Director


Create your new workspace from this template and start unlocking your team’s best knowledge.