Top Tips for Successful SaaS Sessions, Demos and Webinars

Sureswift Capital
3 min readDec 13, 2022

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Woman running a SaaS demo from a home office

SaaS webinars are live, remote sessions that go over a relevant topic to the audience or showcase a company’s product including features and how to use it. Demos are similar but are presented in individual sessions. And both types of presentations can be extremely useful as a marketing tool for your business. If you’re considering running your own SaaS demo or webinar, whether it’s your first or fortieth, check out these tips for successful SaaS sessions that convert attendees into paid users.

Tips to Run a Converting SaaS Demo or Webinar

Follow these simple steps to get going with your SaaS demo or webinar.

Choose your tools wisely

A design tool like Canva is super helpful for creating slides and making your presentation pop with your branding and logo. Throughout the session, you’ll need to reference your notes and script, for which Google Docs is ideal. And, for delivering the session itself, Zoom works well as it has specific plans with webinar functionality. For individual demos, try the regular Zoom platform or Google Meet.

Plan around your community and engage its members

All aspects of your demo or webinar should focus on and engage with a chosen target audience or community. This includes considering what your audience wants or needs to know most and delivering quality content to them on those topics. If you’re unsure, try polling them with a free tool like Jotform to gather insight and ideas.

Keeping this in mind at all times will help to position your product as an industry-leading expert and establish your brand as credible and trustworthy. This goes well beyond the specific functions and features a product offers.

Use email marketing to invite attendees

Your invitations should be short and attention-grabbing with a direct link to your demo or webinar, nice imagery or media, and your contact information. And using an email marketing tool, like Customer.io or Mailchimp, makes tracking metrics easy. You can then use these metrics to help tweak and improve future invitations and communications.

Create a script

Your demo or webinar script is the specific content you’ll share and is informed by your audience — who they are, what they need to know, and the problems they’re hoping to solve. Always keep your objective or purpose top of mind, and optimize your script for SEO purposes so that you can turn it into marketing content later and boost your rankings on Google or other search engines.

Promote on your blog or social media

If you don’t get the word out there about your demo or webinar, you won’t get the attendance needed to make an impact on your community or your business. There’s no shame in tasteful self-promotion through a blog post or social media including with a short video. This can really help boost traffic and sign-ups. Be sure to include a link to the demo or webinar.

Use partnerships to gain exposure

By forming relationships with other businesses and brands that offer complementary products to yours, you can boost one another’s exposure and reach, ideally resulting in more leads and, eventually, sales. Running cross-promotions on each other’s blogs or social media sites is a win-win since you’ll each be introduced to an audience already in the industry and at least somewhat interested in the demo or webinar topic and product.

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Sureswift Capital
Sureswift Capital

Written by Sureswift Capital

Dream exits for bootstrapped SaaS founders. We acquire SaaS businesses from independent founders and take them to the next stage of growth.

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