--- title: "Presenter playbook" slug: "/help/resources/playbooks/presenter-playbook" last_updated: "2026-03-24T23:06:43Z" zendesk_id: 47243998861075 zendesk_url: "https://help.walnut.io/hc/en-us/articles/47243998861075-Walnut-Presenter-Playbook-Deliver-Share-and-Scale-Interactive-Demos" locale: "en-us" category: "Resource Packs & Playbooks" section: "Playbooks" product: "resources" displayed_sidebar: "resourcesSidebar" sidebar_position: 4 topic: "playbooks" --- ## **Overview** This guide is a **practical** **playbook** designed to help teams understand how to use the Presenter role effectively inside Walnut and turn product content into polished, customer-facing experiences that are easy to deliver, easy to share, and easy to measure. Presenters are built for activation. They help teams create demo instances from approved templates, personalize those experiences for specific audiences, present them live, and extend their value through follow-up, campaigns, playlists, Deal Rooms, and offline workflows, without needing template editing access or workspace-level admin permissions. In practice, this makes the Presenter role especially valuable for teams who need to move quickly, stay on message, and confidently deliver the right asset in the right moment across both pre-sales and post-sales workflows. This guide outlines the **core workflows presenters use to prepare, deliver, share, and measure powerful product experiences across the customer journey.** :::note[Playbook Takeaway] The **Presenter** role is built for teams that need to deliver without over-editing. Use it to turn approved content into flexible, audience-ready experiences that support live storytelling, personalized follow-up, passive discovery, and measurable engagement across the customer journey. ::: --- ## **What the Presenter Role Is Designed to Do** The **Presenter role** is designed for team members who primarily **share, present, personalize, and track engagement with Walnut demos** without needing to edit templates or manage workspace settings. Instead of building demos from scratch, presenters activate content that has already been created. They take approved templates and turn them into audience-ready experiences that can be used in live conversations, shared as follow-ups, included in campaigns, or explored asynchronously by customers and prospects. This role is commonly used by **Business Development Representatives, Demand Marketing teams, onboarding coordinators, Account Executives, Customer Success teams, and other customer-facing presenters** who need to deliver polished demo experiences while maintaining a controlled creation workflow. In practice, presenters shape the experience for the moment. That can mean using a demo for focused storytelling, a hybrid demo for both live delivery and leave-behind follow-up, a playlist for broader passive discovery, or offline assets when reliability matters in the field. This model works especially well when organizations want to: - Scale consistent demo delivery across more users - Keep source templates controlled by Admins and Editors - Empower go-to-market teams to personalize, share, and present quickly - Give customer-facing teams visibility into viewer engagement and follow-up signals The result is a cleaner operating model: builders create and maintain the source content, while presenters turn that content into flexible, audience-ready experiences that support live conversations, follow-up motions, campaigns, onboarding, and ongoing engagement across the customer journey. --- ## **Core Presenter Workflows** Presenters are most effective when they focus on a simple progression: **prepare the right asset, deliver it in the right moment, and extend its value after the interaction**. In practice, that means choosing the asset type that best fits the workflow in front of you. Sometimes the goal is a guided live walkthrough. Sometimes it is a clean leave-behind. Sometimes it is broader passive discovery across multiple stakeholders. The sections below break down how presenters typically use each asset type in real workflows. - [Create a Demo from a Template](#h_presenter_create_demo) - [Personalize the Demo Before You Publish](#h_01KKERFKG8X6XWGPYH6QGYNSZ7) - [Present a Demo Live](#h_presenter_live_demo_workflow) - [Use Hybrid Demos for Live + Leave-Behind Workflows](#h_presenter_hybrid_demo) - [Use Leave-Behind Demos & Playlists to Extend the Conversation](#h_presenter_leave_behind_workflow) - [Share a Direct Demo Link](#h_presenter_direct_link_workflow) - [Use Playlists for Automated Discovery](#h_presenter_playlist_workflow) - [Use Demos in Email Follow-Ups](#h_presenter_email_followup_workflow) - [Use Demos or Playlists in Email Campaigns](#h_presenter_email_campaign_workflow) - [Add Demos and Playlists to Deal Rooms](#h_presenter_deal_room_workflow) - [Use Embedded Demos for Self-Serve Exploration](#h_presenter_embed_workflow) - [Use Offline Demos & Playlists for Reliability in the Field](#h_presenter_offline_workflow) --- ### **Create a Demo from a Template** Presenters can create demo copies from approved templates to personalize an experience for a specific meeting, prospect, onboarding flow, or campaign. This is one of the most important presenter habits. Instead of reusing a generic shared link, creating a fresh demo instance gives you a cleaner asset to present, share, and measure. **Use this workflow when you need:** - A dedicated asset for a specific prospect or customer - Cleaner engagement tracking per meeting or audience - A shareable demo instance based on an approved template **To create a demo:** 1. Open the **Walnut Library**. 2. Select the template you want to use. 3. Click **Create Demos**. 4. Name your demo, configure settings, and save it. Once created, that demo instance can be used live, shared afterward, added to a Deal Room, or included in a broader content journey. :::note[Important] For a Presenter to see and use a template in their Library, an **Editor or Admin must** [**add them as a collaborator on that template**](/help/account/users/collaborator-access)**.** If the template is not shared with the Presenter, it will not appear in their Library and they will not be able to create demo instances from it. ::: --- ### **Personalize the Demo Before You Publish** Once a presenter creates a demo from a template, the next step is often **personalization**. This is where Presenters can make the experience feel more relevant to the person, account, or audience they are about to share it with, without needing to edit the underlying template itself. Personalization is one of the easiest ways to make a demo feel more intentional. Instead of sending a generic experience, presenters can tailor the demo to reflect a prospect name, company name, team, region, date, or other contextual details that make the experience feel more specific and more actionable. **Use this workflow when you need:** - A more tailored demo experience for a specific prospect or customer - A cleaner publishing workflow without editing the template itself - A scalable way to personalize demos across multiple audiences Personalization can happen manually at publish time or dynamically through URL-based workflows, depending on how your team is set up. :::note[Common personalization examples] - Prospect or customer name - Company or account name - Role, team, or industry context - Relevant dates, regions, or business details - Dynamic tracking values passed through URLs ::: **Go deeper with these resources:** - [**Variables**](/help/demos/personalize/variables/create-variables) Learn how to use variables to personalize demos at publish time without changing the source template. - [**Smart Personalization**](https://help.walnut.io/hc/en-us/articles/28697364380435) Explore more dynamic personalization workflows for scaling tailored demo experiences across audiences and campaigns. - [**Track Demos with URL Parameters**](/help/demos/personalize/variables/url-parameters) Use URL parameters to pass tracking values, support attribution, and connect demo engagement to campaign or audience context. :::note[Publishing Takeaway] Personalization is one of the biggest-impact steps in the Presenter workflow. A small amount of tailoring at publish time can make a demo feel significantly more relevant, while URL-based personalization and tracking help teams scale that relevance across campaigns, accounts, and follow-up motions. ::: --- ### **Present a Demo Live** Presenters can guide viewers through a product workflow during live calls, training sessions, webinars, field meetings, and customer conversations. This workflow is strongest when you want to control the narrative in real time, keep the conversation focused, and walk someone through a clear product story. **Use this workflow when you need:** - A guided live walkthrough - A more consistent alternative to static slides - A repeatable way to present the same story across audiences Common live use cases include: - Sales discovery calls - Prospect product walkthroughs - Customer onboarding sessions - Webinars and product presentations - Field conversations and in-person meetings Demos can be launched directly inside the Walnut platform or from the [**Walnut Chrome Extension**](/help/demos/getting-started/chrome-extension) during a meeting. **Learn more:** [**Play Demos & Playlists from the Chrome Extension**](/help/playlists/play-from-chrome) --- ### **Use Hybrid Demos for Live + Leave-Behind Workflows** [**Hybrid demos**](/help/demos/getting-started/interactive-experiences#h_01KG06NQJBPSQMSBGMTECR4QB0) are one of the most flexible presenter assets in Walnut. They work especially well when you want one asset to support both a **live conversation** and a **post-meeting leave-behind**. In live settings, a hybrid demo helps presenters guide the narrative with structure. After the meeting, that same asset can continue working asynchronously as something stakeholders can revisit, share internally, or review later. **Use this workflow when you need:** - A single asset for both live presentation and follow-up - A structured story that still feels flexible after the meeting - A stronger bridge between synchronous and asynchronous engagement This is often the best fit when you want the asset to keep working after the call ends, without needing to build a separate follow-up experience. #### **Example of a Hybrid Demo Experience** [**Open demo in a new tab**](https://app.teamwalnut.com/player/?demoId=14d70e3a-452c-4158-a3e3-a9b833a83e00&screenId=ae551aaf-328a-49f8-891b-0a5fe325bb3b&showGuide=true&showGuidesToolbar=true&showHotspots=true&openGuidesToolbar=false) :::note[Presenter Tip] When in doubt, hybrid demos are often the most versatile choice. They give you a strong live demo asset and a clean post-call share experience from the same source. ::: --- ### **Use Leave-Behind Demos & Playlists to Extend the Conversation** One of the most valuable Presenter workflows is using Walnut assets as **leave-behinds** before and after a live conversation. Before a meeting, a demo or playlist can act as a form of [**automated discovery**](#h_presenter_playlist_workflow). It gives prospects a way to explore on their own time and helps your team gather signals on what they care about most before you ever meet live. During the meeting, those engagement signals can help you **fine-tune the conversation**, focus face-to-face time on the workflows that matter most, and avoid spending valuable meeting time on content the prospect has already self-explored. After the meeting, the same asset can continue working asynchronously as a **stakeholder-friendly follow-up** that buyers can revisit, share internally, and use to keep momentum moving between meetings. **Use this workflow when you need:** - A pre-call asset that helps prospects self-educate before a meeting - Better signals to shape discovery and prioritize face-to-face discussion - A post-call resource that keeps engagement warm between meetings - An asset that can be forwarded internally to stakeholders and decision-makers - A more scalable follow-up motion than sending static recap notes alone #### **When to Use a Demo vs. a Playlist as a Leave-Behind** - [**Use a demo**](#h_presenter_hybrid_demo) when you want to reinforce one focused product story, one workflow, or one key value moment. - [**Use a playlist**](#h_presenter_playlist_workflow) when the audience needs broader exploration across multiple workflows, supporting resources, videos, documents, or role-based paths. In practice, demos are often best for **tight reinforcement**, while playlists are best for **broader stakeholder discovery**. #### **Why This Workflow Works** :::note[It improves pre-call readiness] Prospects can explore in advance, giving your team stronger context going into the meeting. - **It sharpens live conversations:** Insights help presenters focus live time on the product areas that generated the most interest. - **It keeps the engagement warm:** The asset continues working after the meeting instead of letting momentum drop between touchpoints. - **It supports stakeholder sharing:** Buyers can pass the experience along internally without needing to retell the story from scratch. - **It creates measurable follow-up:** Presenters can see what was opened, revisited, or shared and use that insight to guide next steps. ::: **Best-fit examples:** - Share a focused [**hybrid demo**](#h_presenter_hybrid_demo) after a discovery call so champions can revisit the core story and circulate it internally. - Send a [**playlist**](#h_presenter_playlist_workflow) **before a meeting** to let prospects explore key workflows in advance and surface interest areas before the conversation. - Use a [**playlist**](#h_presenter_playlist_workflow) **after a meeting** when multiple stakeholders need access to demos, supporting content, videos, and documentation in one place. :::note[Leave-Behind Takeaway] The strongest leave-behinds do more than recap a conversation. They help prospects discover before the meeting, help presenters focus the live discussion using engagement signals, and keep the product story working after the meeting through stakeholder sharing and measurable follow-up. ::: --- ### **Share a Direct Demo Link** Direct demo links are the fastest and most tactical way to warm up or extend a conversation. This workflow works best when you want to send a single focused experience right after a meeting or quickly share one story with one audience. Use this workflow when you need: - A fast post-meeting follow-up - A simple asset to send over [email](/help/demos/personalize/variables/url-parameters#01K1GWJWWT4HEYS44VK7NK7F9P), Slack, or LinkedIn - A single workflow-focused experience rather than a content hub Many presenters use direct demo links as a recap asset after a call, especially when they want to reinforce one specific value story or workflow. --- ### **Use Playlists for Automated Discovery** Playlists allow presenters to package multiple assets into one structured, shareable experience. Unlike a single demo, which is typically designed to guide one story, a playlist creates a broader destination for exploration. It gives viewers room to browse, compare, and engage with the content most relevant to them. **Use this workflow when you need:** - A curated multi-asset experience - A passive discovery flow for stakeholders - A resource hub for follow-up, onboarding, or education A playlist can include demos, videos, PDFs, documentation, and supporting resources. This makes playlists especially effective for broader exploration across buying groups, onboarding cohorts, or self-serve learning audiences. Learn more: - [Use Engagement Signals to Automate Discovery](#h_01KKETSJB1KF47HKHJ0V5PNBH3) :::note[Best for] Sales follow-ups, solution overviews, onboarding journeys, and stakeholder sharing - **Why it matters:** Playlists reduce link sprawl and make passive discovery easier ::: --- ### **Use Demos in Email Follow-Ups** One of the highest-impact presenter workflows is sending a demo or hybrid demo immediately after a live conversation. This turns the recap into something interactive instead of purely written. It also gives additional stakeholders a way to engage, even if they were not on the call. **Use this workflow when you need:** - A stronger post-call follow-up - A clean way to reinforce what was discussed - A stakeholder-friendly asset that can be shared internally This workflow is especially powerful when paired with Insights, since it gives presenters visibility into what happened after the email was sent. **Learn more:**  - [Track and Identify Viewers with URL Parameters (Email, UTM, and Custom)](/help/demos/personalize/variables/url-parameters) - [Email Parameters: Quick Reference](/help/demos/personalize/variables/url-parameters#h_01K1H9NKAJ383617MHK5G0NAYZ) --- ### **Use Demos or Playlists in Email Campaigns** Marketing and demand generation teams often use [demos](/help/demos/getting-started/interactive-experiences#h_01KG06Q599NX2MWZYPBZ7B42K2) or [playlists](/help/demos/getting-started/interactive-experiences#h_01KG074WY1Y67BV3Y9101Q8CAM) inside outbound, nurture, launch, or event follow-up campaigns. This workflow is most effective when you want to create a more hands-on experience than static content alone can provide. **Use this workflow when you need:** - An interactive outbound prospecting asset - A stronger product launch or webinar follow-up experience - A campaign asset that encourages deeper product exploration In general, use a demo when the message centers around one story or workflow. Use a playlist when the campaign should open the door to broader passive discovery. **Learn more:**  - [Track and Identify Viewers with URL Parameters (Email, UTM, and Custom)](/help/demos/personalize/variables/url-parameters) - [Email Parameters: Quick Reference](/help/demos/personalize/variables/url-parameters#h_01K1H9NKAJ383617MHK5G0NAYZ) --- ### **Add Demos and Playlists to Deal Rooms** [Deal Rooms](/help/deal-rooms/getting-started) create a centralized space where prospects can revisit all of the resources related to a specific opportunity. For presenters, this workflow is especially valuable when multiple stakeholders need to access the same materials over time. **Use this workflow when you need:** - A shared hub for opportunity-related content - A cleaner way to organize demos, playlists, docs, and videos together - A more scalable experience for multi-stakeholder evaluation Presenters often add demos, playlists, documentation, videos, and implementation resources to Deal Rooms so the buyer journey continues in one place. **Learn more:** - [Deal Rooms Resource Pack](/help/resources/packs/deal-rooms) --- ### **Use Embedded Demos for Self-Serve Exploration** [Embedded demos](/help/playlists/embed-demos) can be placed inside web pages, landing pages, resource libraries, and Help Center articles so viewers can explore without leaving the page. While embedding is often managed by other roles, presenters still benefit from understanding this workflow because embedded demos can support awareness, education, and self-serve discovery before or after direct conversations. **Use this workflow when you need:** - A self-serve product experience on a webpage - A stronger educational layer inside resource content - A way to support discovery without requiring a live meeting Common embed locations include marketing pages, Help Center articles, training portals, and resource libraries. **Learn more:** - [How to Embed a Walnut Demo or Playlist](/help/playlists/embed-demos) - [Win With Embedded Demos: Drive Engagement, Accessibility, and Discoverability](/help/resources/playbooks/embedded-demos-engagement) - [Embedded Demos Resource Pack](/help/resources/packs/embedded-demos) --- ### **Use Offline Demos & Playlists for Reliability in the Field** [Offline demos and playlists](/help/demos/publish/offline-demos) help presenters deliver smooth experiences when internet connectivity may be limited or unpredictable. This workflow is especially valuable for field teams, trade shows, conference booths, executive presentations, and travel-heavy use cases where reliability matters. **Use this workflow when you need:** - A presentation-ready asset that does not depend on live connectivity - More confidence in event or field settings - A backup plan for high-stakes meetings Demos can be downloaded in advance and opened locally for smoother delivery in on-site environments. :::note[Workflow Takeaway] The strongest presenters do not rely on one asset type for every situation. They choose the right asset for the right job: demos for focused storytelling, hybrid demos for live + leave-behind flexibility, playlists for passive discovery, and offline experiences when reliability matters most. ::: --- ## **Choose the Right Way to Share** Once a presenter has the right asset prepared, the next step is choosing the right **sharing motion** for the audience and moment. This section is designed to help you quickly decide which Walnut asset type fits best. For step-by-step workflow guidance, use the linked sections in [**Core Presenter Workflows**](#h_presenter_core_workflows). **Think of it this way:** the asset stays the same, but the delivery motion changes depending on whether you are presenting live, following up after a meeting, supporting stakeholder exploration, or preparing for a field or event setting. | **If your goal is to...** | **Best asset / motion** | **Best fit** | **Go to workflow** | | --- | --- | --- | --- | | Guide one focused story live | **Demo** | Discovery calls, walkthroughs, onboarding sessions, webinars | [**Present a Demo Live**](#h_presenter_live_demo_workflow) | | Use one asset both during and after the meeting | **Hybrid Demo** | Live demos plus stakeholder-ready leave-behinds | [**Use Hybrid Demos for Live + Leave-Behind Workflows**](#h_presenter_hybrid_demo) | | Send a quick recap after a call | **Direct Demo Link** | Fast follow-ups, single-workflow reinforcement | [**Share a Direct Demo Link**](#h_presenter_direct_link_workflow) | | Give viewers multiple assets to explore at their own pace | **Playlist** | Passive discovery, onboarding journeys, solution overviews | [**Use Playlists for Curated Passive Discovery**](#h_presenter_playlist_workflow) | | Reinforce a conversation through email | **Demo or Hybrid Demo in Follow-Up Email** | Post-call recap, stakeholder sharing, next-step momentum | [**Use Demos in Email Follow-Ups**](#h_presenter_email_followup_workflow) | | Add product exploration to a campaign | **Demo or Playlist in Email Campaign** | Outbound, launches, webinar follow-up, nurture programs | [**Use Demos or Playlists in Email Campaigns**](#h_presenter_email_campaign_workflow) | | Centralize opportunity resources in one place | **Deal Room** | Multi-stakeholder deals, complex evaluation cycles | [**Add Demos and Playlists to Deal Rooms**](#h_presenter_deal_room_workflow) | | Support self-serve exploration on a page | **Embedded Demo** | Marketing pages, Help Centers, portals, libraries | [**Use Embedded Demos for Self-Serve Exploration**](#h_presenter_embed_workflow) | | Ensure a reliable experience without depending on connectivity | **Offline Demo or Playlist** | Events, field meetings, travel, executive presentations | [**Use Offline Demos & Playlists for Reliability in the Field**](#h_presenter_offline_workflow) | :::note[Sharing Takeaway] Choose the asset based on the motion you need. Use **demos** for focused storytelling, **hybrid demos** when one asset needs to work both live and after the meeting, **playlists** for broader passive discovery, and **offline experiences** when delivery reliability matters most. ::: --- ## **Track & Nurture Engagement with Insights** Once a demo or playlist has been shared, the next step in the Presenter workflow is understanding **how viewers actually interacted with the experience**. [**Walnut Insights**](https://help.walnut.io/hc/en-us/articles/32107248394643) provide a feedback loop that helps presenters see what happened after a demo was delivered or shared. Instead of guessing whether someone explored the experience, you can see how viewers moved through it, which workflows resonated most, and where engagement concentrated. For presenters, this turns demos and playlists into more than presentation assets. They become **measurable engagement touchpoints** that help prioritize follow-up, guide discovery conversations, and continuously refine your product story. **Learn more:** - [**Track Demo Engagement and Performance with Built-In Walnut Insights**](https://help.walnut.io/hc/en-us/articles/32107248394643) - [**Walnut Impact & ROI Playbook: Turning Demo Engagement into Measurable Business Outcomes**](/help/resources/playbooks/roi-playbook) - [**Walnut Full-Funnel Analysis Quick Start Guide**](/help/resources/playbooks/full-funnel-playbook) --- ### **What Insights Help You Understand** Insights provide visibility into how viewers interact with demos and playlists after they are shared. - **Who viewed the experience** Identify known viewers or domains interacting with the demo. - **How long viewers spent exploring** Longer engagement often signals deeper interest or active evaluation. - **Which screens or assets received the most attention** Helps highlight the product workflows that resonated most. - **Where viewers dropped off** Useful for identifying friction points or areas where the narrative can be refined. - **Which demos inside a playlist were opened** Reveals what topics or product workflows stakeholders prioritized. --- ### **How Presenters Use Insights in Practice** The most effective presenters review Insights before their next conversation. These engagement signals can help shape follow-ups and guide the next step in the engagement. - **Prioritize engaged accounts** If someone spent several minutes exploring a demo or revisited the experience, it may indicate active evaluation. - **Tailor your next conversation** If viewers spent time on a specific workflow or feature, you can focus the next conversation there. - **Identify internal stakeholders** Additional viewers may indicate the demo is circulating across a buying team. - **Improve your demo narrative** Consistent drop-off points can reveal where your story may need to be simplified or reorganized. --- ### **Use Engagement Signals to Automate Discovery** Engagement insights can also function as a form of **automated discovery**. When viewers explore demos or playlists on their own, they leave behind behavioral signals that help presenters understand what matters most to them before the next conversation even begins. Instead of starting discovery from scratch, presenters can walk into the next discussion already informed by what the viewer chose to explore. #### **What Engagement Signals Can Reveal** - **Feature interest** High-engagement screens often highlight the workflows prospects care about most. - **Stakeholder priorities** Exploration across multiple playlist assets may indicate what different stakeholders are evaluating. - **Evaluation depth** Repeat visits and longer viewing times often signal active product evaluation. - **Story friction** Consistent drop-off points may indicate areas where the narrative should be simplified or reorganized. #### **How Presenters Apply This** - **Focus the next conversation** Start where the viewer already spent time exploring. - **Ask more informed discovery questions** Engagement patterns help frame more relevant follow-up questions. - **Prepare deeper context** If viewers revisited a specific feature, you can prepare a deeper walkthrough or example. - **Identify internal champions** Repeated views or internal sharing may indicate that the demo is circulating across the buying team. Over time, this feedback loop helps presenters refine their demo narratives, improve discovery conversations, and align product storytelling with what audiences are actually exploring. :::note[Presenter Insight] The strongest presenters treat engagement signals as conversation preparation. Reviewing Insights before your next meeting helps you align the conversation with what your audience already explored. ::: --- ### **Insights Become Even More Powerful with Playlists** When demos are shared through a **playlist**, Insights provide visibility across the entire experience, not just a single asset. Presenters can see which assets viewers opened, how long they explored each section, and where engagement concentrated across the playlist. This is especially useful for **multi-stakeholder discovery**, where different viewers may explore different product workflows or resources. Learn more: - [Playlists & Advanced Playlists](/help/demos/getting-started/interactive-experiences#h_01KG074WY1Y67BV3Y9101Q8CAM) - [Playlist Insights](https://help.walnut.io/hc/en-us/articles/32107248394643-Track-Demo-Engagement-and-Performance-with-Built-In-Walnut-Insights#h_01K8RKMNS68CK6CFXM3EJ1ZDMC) --- ### **Use Engagement Signals to Understand Impact** At a broader level, engagement insights can help teams understand how interactive demos influence pipeline progression, customer education, and deal momentum. When demos are shared consistently across meetings, campaigns, and playlists, engagement data can reveal patterns such as: - Which product stories drive the most engagement - Which workflows prospects revisit most frequently - How interactive experiences support deal progression For a deeper look at measuring demo impact, see: - [**Walnut Impact & ROI Playbook: Turning Demo Engagement into Measurable Business Outcomes**](/help/resources/playbooks/roi-playbook) Explore how engagement metrics and viewing patterns connect interactive demos to pipeline and customer outcomes. :::note[Insights Takeaway] The best presenters treat demos as more than presentation assets. Engagement signals help prioritize accounts, guide discovery conversations, and continuously refine the product stories that resonate most with your audience. ::: --- ## **Presenter Best Practices** The most effective presenters do more than send demo links. They use Walnut intentionally across the full arc of a conversation, from preparing the right experience, to delivering it live, to extending its value through follow-up and engagement insights. The practices below can help presenters create more consistent experiences, stronger follow-ups, and better-informed conversations over time. - **Create a new demo instance for important meetings** Instead of reusing a generic demo link, create a fresh instance from the template. This allows you to track engagement separately for each prospect, customer, or workflow. If the demo will be shared more broadly, consider adding a lead capture gate so viewers identify themselves before entering the experience. You can also use URL parameters to pass campaign, account, or audience identifiers when sharing links through email campaigns, marketing automation, or CRM workflows. These approaches help attribute each session to the right viewer, campaign, or opportunity while keeping engagement insights clean and actionable. - **Use demos for both live storytelling and follow-up** Present the demo during the conversation, then share the same experience afterward so stakeholders can revisit the product story and explore it on their own. - **Choose hybrid demos when one asset needs to do both jobs** Hybrid demos are especially useful when you want the same asset to support a guided live walkthrough and function as a clean leave-behind after the meeting. - **Use playlists to support broader discovery** When audiences need to explore multiple workflows, resources, or product stories, playlists provide a curated experience that reduces link sprawl and makes passive discovery easier. - **Use gates, lead forms, and URL parameters to maximize attribution** When sharing demos publicly or through campaigns, consider using lead capture gates or form integrations to identify viewers before they explore the experience. URL parameters can also be used to pass tracking values such as campaign, account, or audience identifiers.  Together, these signals help teams connect demo engagement to specific outreach, campaigns, or opportunities, making it easier to understand where engagement is coming from and which initiatives are driving the most interaction. - **Review Insights before your next conversation** Viewer engagement signals can highlight which workflows, features, or assets resonated most, helping you tailor your next conversation and ask more informed discovery questions. :::note[Best Practice Takeaway] Strong presenters treat demos as part of an ongoing conversation. By preparing the right asset, sharing it intentionally, capturing engagement signals, and learning from viewer behavior, you can continuously refine how you present and follow up with your audience. ::: --- ## **Tactical Guide for Pre-Sales Presenters** Pre-sales presenters typically use Walnut demos and playlists to introduce product workflows, guide discovery conversations, reinforce value after meetings, and make it easier for buying groups to revisit what they saw. For teams such as **BDRs, Account Executives, and Solution Engineers**, Walnut helps transform product explanations into interactive experiences that prospects can explore before, during, and after conversations. --- ### **Common Pre-Sales Workflows** - **Discovery & Intro Calls** Use a short demo to visually guide prospects through key workflows while asking questions about their current processes. - **Live Product Walkthroughs** Guide prospects through a structured product narrative during a call using interactive demo steps. - **Hybrid demo leave-behinds** Use hybrid demos when you want the same asset to support the live meeting and continue working afterward as a stakeholder-ready follow-up. - **Playlist-based solution stories** Share a playlist that includes multiple demos, videos, and supporting resources for a broader passive discovery experience across the buying team. ### **Pre-Sales Power Plays** - **Personalized demo follow-ups** Create a new demo instance for each prospect so engagement can be tracked separately. - **Outbound prospecting demos** Include a short demo in outbound email or LinkedIn campaigns to give prospects a hands-on product preview. - **Deal Room experiences** Add demos and playlists to Deal Rooms so stakeholders can revisit product workflows throughout the sales process. - **Event and conference demos** Use offline demos or playlists at trade shows or field events to ensure smooth presentations even without reliable internet access. :::note[Pre-Sales Takeaway] For pre-sales teams, the best Presenter workflows combine live clarity with post-meeting momentum. Use hybrid demos when you want one asset to drive both. Use playlists when you want broader passive exploration across stakeholders. ::: --- ## **Tactical Guide for Post-Sales Presenters** Post-sales presenters typically use Walnut demos and playlists to support customer onboarding, product education, training, and ongoing adoption. For teams such as **Customer Success Managers, onboarding specialists, and training teams**, Walnut helps transform documentation and enablement into interactive learning experiences that are easier to revisit and easier to scale. --- ### **Common Post-Sales Workflows** - **Customer onboarding walkthroughs** Guide new customers through initial product workflows during onboarding sessions. - **Training & enablement** Share demos or playlists with new users so they can learn the product through guided exploration. - **Feature education** Send short demos highlighting specific features when customers ask questions or need help completing a workflow. - **Customer resource hubs** Package demos, videos, and documentation into playlists that customers can use as a self-serve learning experience. ### **Post-Sales Power Plays** - **Interactive onboarding journeys** Use playlists to guide customers through a structured onboarding experience across multiple product workflows. - **Hybrid demos for training + reinforcement** Use hybrid demos when you want to guide a live onboarding moment and leave behind the same asset for later review. - **Customer enablement libraries** Create playlists that function as training hubs for new users or teams. - **Support follow-ups** Share a quick demo to visually answer a customer question instead of sending long written instructions. :::note[Post-Sales Takeaway] For post-sales teams, Walnut helps turn product education into something more reusable and scalable. Use hybrid demos for guided live moments plus reinforcement, and use playlists when customers need a more self-serve learning path. ::: --- ## **Quick Summary** The **Presenter role** empowers teams to deliver interactive demo experiences at scale without needing template editing permissions. It is best suited for teams that need to activate approved content across **live meetings**, **follow-up workflows**, **campaigns**, and **customer education moments**, while still keeping template governance centralized with Admins and Editors. In practice, Presenter gives customer-facing teams the flexibility to take existing content and turn it into audience-ready experiences that can be personalized, shared, measured, and reused across the customer journey. :::note - Create demos from approved templates - Personalize demos before publishing - Present demos live during calls, meetings, and training sessions - Use hybrid demos as flexible live + leave-behind assets - Share demos and playlists through follow-ups, campaigns, and Deal Rooms - Use playlists for broader passive discovery and curated exploration - Deliver demos in offline environments when reliability matters - Track engagement with Insights to guide smarter follow-up ::: :::note[Final Takeaway] The Presenter role is not just for showing demos. It is for activating them. When used well, presenters turn approved content into repeatable, measurable, customer-facing experiences that support live storytelling, personalized follow-up, passive discovery, and ongoing engagement across the customer journey. :::