Pucho.ai
PARTNER BRIEFING DOCUMENT
Pre-Demo Discovery Checklist
Prospect Pre-Demo Briefing
FOR IMPLEMENTATION PARTNERS
Prospect Pre-Demo Briefing
To be filled by the Implementation Partner before scheduling the demo or prospect call.
A well-prepared brief ensures a sharper, faster, and more impactful demo. Please complete this briefing at least 24 hours before the scheduled demo. The more context you share, the more we tailor the demo to the prospect's exact world — and shorten the sales cycle.
A

Business Profile

Snapshot of the company
As known in market
Company name is required.
e.g. Pharma, Garments, FMCG Trading
Helps gauge complexity & scale
Total staff & likely system users
Offices, branches, godowns, factories
Local / State / Pan-India / Export
B

Current Systems & Tools in Use

Map the existing stack
Accounting / ERP
Prime / ERP 9 / Prime 3.x / not used
Silver / Gold · who enters vs views
Single entity or group?
Customisations already running
Active TSS / Expired / Perpetual
SAP / Zoho Books / BUSY / Marg / NA
Channels & Tools Already In Use
Tick all that apply — this tells us how leads, orders & approvals flow today.
Name the tool & what it's used for
C

Current Business Pains

Tick all that apply · mark Priority H / M / L on the right
Grouped by business function. Capture every pain the prospect confirms — it shapes exactly what we demo.
In the prospect's own words — mark H / M / L beside it
D

Automation & Efficiency Opportunities

What tasks eat the most time or get repeated daily?
What did the prospect flag as their #1 daily pain?
E

What Triggered This Enquiry?

Helps us lead with the most relevant story
Why now? What changed for the prospect that brought us to the table?
F

Who Will Attend the Demo?

Identify each attendee's role & influence
Who has the final yes / no?
Can this person approve? If not, who?
When does the prospect want to go live?
G

Partner's Observations & Winning Angle

The one thing that will resonate most
Your name
Partner code & company
Date & time
🔒 INTERNAL USE ONLY — Do not share with prospect. Submit at least 24 hours before the demo.