Demo
A great demo isn’t just showing the platform — it’s helping the client see themselves using it.
CEO Kylee will do this Demo with clients until you are ready to do.
Key Demo Principles:
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The platform itself is simple — but the magic is in how you frame it.
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Make it relevant: change the names of the groups or decision panels to reflect the client’s world.
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Come prepared with a really good question that fits their context.
Demo Setup Checklist:
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Log in before the meeting. Make sure you’re comfortable moving through the platform.
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Change the group names to match the client.
→ Example: Change “Leadership Team” to “ABC Corp Strategy Group” or “DEI Steering Group.”
→ ⚠️ Do not create new groups for the demo — or you’ll lose your data. Just rename existing ones.
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Have a decision question ready to drop into the system.
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Make it relevant to their work — strategy, stakeholder engagement, inclusion, transformation.
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Examples:
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“What is the most important thing we need to achieve in our next strategic cycle?”
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“Which stakeholders should be prioritized in our next project?”
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“What’s the biggest opportunity to improve employee experience?”
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What Clients Love to See in a Wizer Demo:
1. Their Individual Decision Profile
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This is always a highlight.
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People are curious about how they think, how they contribute to decisions, and where their blind spots are.
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It instantly makes the demo personal and meaningful.
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2. How Easy It Is to Add People and Create Groups -
Show how simple it is to build a decision group — internal teams, external stakeholders, or mixed panels.
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Clients are often surprised by how quick this is compared to traditional stakeholder management.
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Pro tip: Rename groups to match their world (“ABC Project Team”, “Sustainability Working Group”, etc.).
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3. The Aggregated Data View -
Show how individual profiles roll up into group profiles.
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Clients love seeing:
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How balanced (or unbalanced) their group is.
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What thinking styles are dominant or missing.
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How this data can inform decisions beyond the immediate project — it becomes part of their organizational intelligence.
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4. The Live Decision Process -
Take them through a sample decision workflow:
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How to frame a question.
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How it gets pushed to the right people.
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Show them a decision answer and click on the different categories for those answers
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5. Spend the Most Time on the Recommendation Page
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This is where the demo clicks:
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Show the Panel Strength Meter.
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Point out when it’s low — highlight what’s missing (e.g., “This group is heavy on strategic thinkers but light on delivery or risk perspectives.”)
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Walk them through the Recommendation Engine:
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How the system suggests the right people to improve the decision strength.
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Add those missing profiles live and show how the panel strength improves in real time.
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Clients love seeing how blind spots are made visible — and fixable.
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🏁 Final Tip:
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“Don’t try to show everything. The moment of magic is when they realize: ‘Ah — this shows me who’s missing from my decision.’ That’s when the demo lands.”
