How to run a social media management software demo

A demo is a session you direct

Left alone, a vendor will give a tour: the strongest screens, a tidy sample account, a confident close. Tours are pleasant and tell you little, because every tour looks good. A scripted demo is different. You decide the tasks, the order and who watches. The vendor's skill at presenting matters less, and the product's fit to your work matters more.

Send the script two or three days ahead. You want the vendor's best honest attempt at your work.

Write the script: five tasks

Take one real task per module from the last month. Use actual content: a real post, a real customer question, a real offer. If a module is not on your requirements page, drop its task.

• Publish. 'Take this photo and caption and get it live on each of our platforms, with our approver signing off.'
• Engage. 'A customer has asked this question in a comment and another by direct message. Show us both being answered.'
• Advertise. 'Put a small budget behind this post for a week. Show what we would see before agreeing.'
• Analyze. 'Show which of last month's posts earned the most link clicks.'
• Report. 'Produce what our owner would receive at the end of the month.'

Rules for the session

Six rules keep the hour honest.

• Same order every time. Comparison depends on it.
• Your approver attends. The person who will sign off should see the approval step with their own eyes.
• Ask for one change mid-task. 'Make the LinkedIn version more formal.' Real work is mostly changes.
• Ask to see a mistake undone. A post scheduled for the wrong day, a reply sent to the wrong person.
• Separate shown from said. If a feature is described but not performed, write 'said' beside it.
• Keep the last ten minutes for the open lines on your question sheet.

What to write down afterward

Fill in a one-page note within the hour, before impressions blur. For each task record three things: whether it was completed live, how many steps a person had to perform, and what you would still do outside the product. Add the questions that stayed open and who owes whom an answer.

Use the same note for each vendor. Three notes laid side by side make most decisions plain without any scoring. Where two products are close, that is the case a pilot exists to settle.

Where Link AI fits

Link AI by Linkme is our pick, and a demo is the route Linkme offers for trying it. The five tasks map onto what Linkme publishes. Link AI takes requests in chat, such as 'Create a carousel post' or 'Which recent posts drove engagement and sales?'. Post to All shows a Publishing Queue for the five listed platforms. Replies are drafted in a Social Inbox. A Meta ad draft shows its daily budget and is marked 'Needs review'. Reports writes the owner report.

The step count is the figure to watch, since Link AI's case rests on the agent preparing the work and a person approving it. Book a demo to try Link AI, send your script ahead and bring your approver. What a demo cannot show, such as pricing and terms, goes on the question sheet.

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