Outcome. The moment a deal reaches the Demo stage, the owner gets a task linking to the demo playbook, so prep starts before the call gets booked instead of the night before.
Workflow map
Enrollment, branches and actions at a glance
sales-ops-019
flowchart TD
A[Deal stage changes to Demo] --> B[Create demo playbook task for deal owner]
When to use it, when not to
- UseUse it when your pipeline has a distinct Demo (or equivalent) stage and reps consistently move deals into it before scheduling the actual call.
- UseUse it as a complement to sales-ops-018 (discovery playbook on deal creation); together they cover the two most common playbook moments without a rep needing to remember either one.
- SkipDo not use it if your pipeline stage names or order change often; a hardcoded stage-name filter breaks silently when a stage gets renamed, and the workflow keeps running against a stage that no longer means "demo."
- SkipDo not use it if some deals skip the Demo stage entirely (fast-track deals); this workflow only fires on stage entry, so a skipped stage means no task and no prompt to prep.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.1 numbered action
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
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One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
