Implementation BlueprintExecution layer

Demorta White-Label Demo Retainer (7-10 days)

Agencies build and maintain branded interactive product demos for SaaS clients using Demorta's Chrome extension capture, branching paths, and lead gates, then resell the work as a recurring demo retainer. Time: 7-10 days.

By InnovaAI ResearchPublished

Sales Enablement

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Blueprint

Demorta White-Label Demo Retainer (7-10 days)

Agencies build and maintain branded interactive product demos for SaaS clients using Demorta's Chrome extension capture, branching paths, and lead gates, then resell the work as a recurring demo retainer.

Prerequisites
  • Demorta Chrome extension installed and a workspace created on the Growth plan ($39.99/mo) so white-label branding is available
  • Client product access with a test account that can click through the core workflow without touching live customer data
  • Client brand assets: logo, brand colours, and approved copy for callouts and step text
  • Agreed list of 3-5 demo flows to capture, ranked by which pages convert website visitors
  • A landing page or iframe slot on the client site where the published demo will be embedded
Execution Timeline
  • 1.Install the Demorta Chrome extension and create the workspace on the Growth plan ($39.99/mo) to confirm white-label branding is active
  • 2.Record two internal sample demos on your own product to learn the capture, edit, and publish flow before touching client work
  • 3.Confirm the client test account can reach every screen in the agreed demo flows
  • 1.Capture the first client flow by clicking through the app with the extension, one click per step
  • 2.Edit captured steps: blur any customer names or pricing, apply search-replace for stale copy, and add callouts on the two highest-friction screens
  • 3.Set zoom levels on steps where the UI is dense so viewers can read the interface
  • 1.Capture the remaining 2-4 agreed flows and edit each one to the same standard
  • 2.Insert branching choices where the product splits into different user paths, so viewers pick their own route
  • 3.Add a quiz step at the end of the onboarding flow to test whether viewers understood the setup
  • 1.Place a lead capture gate before the demo starts on the sales-page flow and after completion on the onboarding flow
  • 2.Apply the client logo and brand colours so Demorta branding is removed from every published demo
  • 3.Write the step text in the client's voice, not a generic product description
  • 1.Publish each demo and embed it on the client landing page via iframe, plus generate direct links for sales outreach
  • 2.Test every branch path and the lead gate on desktop and mobile before handoff
  • 3.Verify the lead capture form routes submissions to the client's CRM or inbox
  • 1.Walk the client team through the Demorta workspace and show them how to read per-step analytics
  • 2.Hand over the embed snippet and direct links with a one-page guide on where each demo is placed
  • 3.Agree the monthly update cadence and who supplies product changes
  • 1.Review first-week analytics: views, completion rates, and per-step drop-off
  • 2.Rebuild the two steps with the highest drop-off, usually the longest or most text-heavy screens
  • 3.Re-publish and confirm the embed still renders after edits
  • 1.Deliver the first monthly performance summary covering views, completion rate, and leads captured per demo
  • 2.Flag any flow that needs a new branch because the client shipped a product change
  • 3.Confirm the retainer scope for the next month: how many demos get updated and how many new flows get captured
$39.99/mo Growth plan for a single client account, or $99.99/mo Business plan when the agency runs 3-5 client accounts from one workspace; setup labour of 8 hours plus 2 hours per month per client.7-10 days
ROI Logic

A single client retainer at $399/mo against a $39.99/mo Growth seat leaves roughly $359/mo gross before labour, and the 2 hours of monthly maintenance is mostly re-recording steps the client changed. Running 3-5 clients on the $99.99/mo Business plan pushes tool cost per client down to about $20-33/mo, so the same $399/mo retainer clears over 90% margin on tool spend. The margin only holds if the agency keeps demo updates inside the retainer scope rather than treating each product change as a new project.

Deliverables
  • A published Demorta demo library with 3-5 branded interactive flows, each with branching paths and edited steps
  • Embedded iframe demos live on the client landing page plus direct share links for the sales team
  • Lead capture gates wired to the client's CRM or inbox, with a test submission confirming delivery
  • A one-page analytics summary covering views, completion rates, per-step drop-off, and leads captured
  • A monthly update log recording which steps were re-recorded and which flows were added
Definition of Done

Every agreed demo flow is published under the client's own branding, embedded on the live site, capturing leads, and reporting per-step analytics that the client can open without agency help.

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