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Plan a product demo for a prospect

A demo script built on the prospect's own problems, with screens, sample data and questions.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Read the discovery notes and e-mails for company in HubSpot, and the company's website. List the 3 problems they care about most, in their words. For each problem, pick the features of my product that solve it, the screen to show and sample data that looks like their business. Check each feature in our docs at docs url, and do not use a feature that is not live. Write a demo script for minutes minutes in a new Google Doc: the opening, each problem with its screens and talk points, the questions to ask, and the close.

  • It works in HubSpot and Google Docs, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
companyThe prospect's company name in HubSpotPellam Insurance
my productYour product's nameClaimdesk
docs urlYour product docs, to check which features are livehttps://docs.claimdesk.io
minutesThe length of the demo in minutes30

What you get back

An example run with the example values above. Your run uses your own data.

Demo script: Pellam Insurance, 30 minutes (Google Doc)

Their problems:

1. 'We type claims from e-mail into 3 systems' (call on 14 October)

2. Adjusters cannot see the claim status on the phone

3. Monthly reports take 2 days

Flow: 0 to 3 min agenda; 3 to 12 e-mail intake with 5 sample car claims; 12 to 20 mobile status; 20 to 26 report builder; 26 to 30 next steps

Questions: Who signs off on a new tool? How many claims do you get each month?

Left out: offline mode on mobile, which is in beta

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 4 blanks

    Type company, my product, docs url and minutes. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Read the discovery notes and e-mails for Pellam Insurance in HubSpot, and the company's website. List the 3 problems they care about most, in their words. For each problem, pick the features of Claimdesk that solve it, the screen to show and sample data that looks like their business. Check each feature in our docs at https://docs.claimdesk.io, and do not use a feature that is not live. Write a demo script for 30 minutes in a new Google Doc: the opening, each problem with its screens and talk points, the questions to ask, and the close."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Plan a product demo for a prospect" template with company = Pellam Insurance; my product = Claimdesk; docs url = https://docs.claimdesk.io; minutes = 30.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Read the discovery notes and e-mails for Pellam Insurance in HubSpot, and the company's website. List the 3 problems they care about most, in their words. For each problem, pick the features of Claimdesk that solve it, the screen to show and sample data that looks like their business. Check each feature in our docs at https://docs.claimdesk.io, and do not use a feature that is not live. Write a demo script for 30 minutes in a new Google Doc: the opening, each problem with its screens and talk points, the questions to ask, and the close."
  }
}

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