Meeting 1 – Demand-Side Demo

• Identify their project, priorities, and timeline.
• Use the case study framing to make it tangible.
• Goal: Get a “hell yes” to continue.

Meeting 2 – Deep-Dive

• Recap why this is important and why now.
• Show key workflows, how it would work for them.
• Present an implementation plan.
• Discuss how to get internal buy-in (other demos, approvals).

Meeting 3 – Decision

• Recap entire journey.
• Address final questions/objections.
• Review contract/order form.
• Schedule onboarding — use this as a forcing function to get signature.