Online Demo
Best Practices
A field guide for authors presenting live software demos over the internet — from setup and screen sharing to contingency plans and post-demo follow-up.
Internet & Connection Preparation
Your internet connection is the lifeline of an online demo. Treat it accordingly.
- Use a wired ethernet connection wherever possible. Wi-Fi introduces variability that causes stuttering video, laggy screen shares, and dropped calls.
- Test your speed beforehand. Aim for at least 10 Mbps upload for a smooth stream.
- Bring a mobile hotspot as a backup and confirm it works before the demo starts. Keep it charged and ready to switch to instantly.
- Close bandwidth-heavy background apps: cloud backups (Dropbox, Google Drive sync), OS updaters, video streaming, and torrent clients.
- If others share your network, coordinate so no one is downloading large files during your demo window.
- Disable automatic OS and application updates for the day — these can trigger mid-demo and saturate your connection.
Verifying Webpages & External Services
Any external dependency is a potential point of failure. Audit every one before going live.
- Open every URL your demo touches and confirm each page loads — the day before and again within 30 minutes of starting.
- Check the status pages of third-party services you rely on (APIs, cloud platforms, auth providers).
- Log into every account, dashboard, or admin panel in advance. Never type passwords live.
- Verify that embedded content — maps, iframes, widgets, media players — renders correctly in the browser you'll share.
- Confirm API keys are valid and you haven't hit a rate limit or quota cap.
- Pre-load and pin all tabs you'll visit so they're cached and ready to switch to instantly.
Status Pages to Bookmark
Screen Sharing & Presentation Setup
Phones and tablets limit navigation, reduce visible screen real estate, and make it difficult to demonstrate a full-featured program. Your audience should see the program at full size in a desktop browser or native app, with all menus, panels, and controls fully visible.
- Present the program at full size. Maximise your browser or app window before sharing. Partial windows or zoomed-out layouts make content hard to read and give a poor impression of the interface.
- Test screen sharing before the call on the same platform your audience will use (Zoom, Meet, Teams, etc.).
- Choose: full screen, single window, or browser tab. Browser tab sharing is often the cleanest and most stable.
- Set your resolution to 1080p. Ultra-wide or 4K scales poorly for attendees.
- Hide the browser bookmarks bar before sharing — it exposes personal sites, saved password hints, and browsing habits that are distracting and unprofessional on camera.
- Enable Do Not Disturb to suppress all notifications, calls, and pop-ups.
- Hide desktop icons and wallpaper. A clean desktop looks professional and avoids exposing personal files.
- Use a dedicated browser profile for demos — clean bookmarks, no autofill surprises, no personal history. The bookmarks bar can be hidden within that profile specifically.
- Close your email client, Slack, and any chat apps not needed for the demo.
Contingency Planning
Never have a single point of failure. Every critical component should have a fallback. Ask yourself: "If this breaks, what do I do?"
Backup Strategies by Failure Type
| What Breaks | Contingency Plan |
|---|---|
| Internet drops | Switch to mobile hotspot immediately |
| Live service unreachable | Use pre-recorded responses or mock/seeded data |
| Screen sharing crashes | Rejoin the call and reshare; have the meeting link handy |
| Browser freezes | Have a second browser open with the same tabs pre-loaded |
| API returns an error | Have a hardcoded fallback response ready to demonstrate |
| Code crashes on edge case | Steer the demo through a tested "happy path" only |
| Conferencing platform goes down | Have a backup platform link ready (e.g., Zoom backup if using Meet) |
Pre-Recorded Screencast
Record a full walkthrough of your demo in advance — both as a backup if anything breaks live, and as a rehearsal tool to catch pacing issues before the real thing. Store the recording locally, not only in the cloud, so it's accessible even if your internet drops.
Setting Up Your Demo Account
Your demo account serves a dual purpose: it's where you author your marketplace content and the account you present from during live demos. It needs to be carefully prepared and kept in a clean, presentation-ready state at all times.
Your demo account must never contain real client information of any kind — not now, not previously, not "just temporarily." This is not about hiding data before a demo; it means the account should never have been used for real client work in the first place. If real data has ever been entered, the account is compromised and a new one should be created. This rule protects your clients and protects you.
Populating with Dummy Data
- Fill every user-facing area with realistic but entirely fictional content — invented names, placeholder companies, made-up addresses, and fake amounts that look plausible on screen.
- Use a consistent fictional persona or organisation (e.g., "Acme Corp") throughout so the account feels coherent, not randomly assembled.
- Add dummy users and clients ahead of time. Populate the account with a realistic roster of fictitious users, contacts, and clients so that user lists, client directories, and participant views look active and well-used rather than empty or sparse.
- Execute program units and workflows in advance to generate historical data. Run through the core actions your program supports — completing units, submitting forms, logging activity, processing records — so that your dashboard and reporting screens are rich with data by demo day. Charts with real-looking history and full reporting tables are far more compelling than blank dashboards.
- Seed enough records that lists look populated. Aim for at least 5–10 rows in any list you'll scroll through, and enough activity to make trend charts meaningful.
- Pre-fill any forms or inputs you'll demonstrate so you aren't typing live.
Hiding Private or Sensitive Areas
- Audit every screen you might accidentally navigate to — identify anything that shouldn't be visible: billing details, admin settings, API keys, real credentials, or real usage data.
- Collapse, hide, or blur sensitive panels before the demo. Use role-based permissions to restrict visibility where possible.
- Remove or replace any real email addresses shown in account profiles, notification settings, or connected services.
- Review browser autofill settings to ensure no real credentials can accidentally surface while typing live.
Keeping the Account Demo-Ready
Undo any changes made during the presentation so the account is ready for the next run.
Keep a written record of exactly what dummy data is in place so you can recreate it quickly if anything is accidentally changed.
Treat the demo account like a stage set — everything in it is a prop, placed intentionally for the audience.
Rehearsal & Run-Through
- Do a full dress rehearsal in the exact setup you'll use — same machine, same network, same platform. A mental walkthrough is not enough.
- Click every button and trigger every feature in sequence. If something breaks in rehearsal, it will almost certainly break live.
- Time yourself. Most demos run over — cut accordingly and identify what can be skipped if you're running long.
- If presenting with others, rehearse handoffs explicitly to avoid awkward silences or overlapping audio.
Prepare Your Recovery Lines
Day-of Checklist
Complete this checklist at least 30 minutes before the demo:
During the Demo
- Start with the outcome. Tell your audience what they're about to see before diving into setup screens.
- Narrate what you're doing at all times — don't let loading screens create silent dead air. Say "This is fetching data from our backend — normally about two seconds" rather than waiting silently.
- Avoid live typing of complex commands, long URLs, or credentials. Use pre-written scripts, copy-paste, or keyboard shortcuts.
- If something breaks, stay calm and pivot to your contingency without over-apologizing. Audiences forgive hiccups when presenters stay composed.
- Keep an eye on the chat — your co-host can flag if attendees can't hear you or your screen share has frozen.
- Stick to the happy path. Avoid demonstrating features that are unstable or still in progress.
- ✓Start with the outcome, not the setup
- ✓Narrate loading screens and transitions
- ✓Use copy-paste for commands and URLs
- ✓Stay calm and pivot when things go wrong
- ✓Stick to the happy path
- ✗Type credentials or long URLs live
- ✗Leave silent pauses during loading
- ✗Over-apologize for technical hiccups
- ✗Demo unstable or unfinished features
- ✗Ignore the chat while presenting
Video Conferencing Platform Setup
Confirm audio, video, and screen sharing all work before attendees arrive.
Use a headset or external mic — built-in laptop mics pick up keyboard noise and room echo.
Turn off virtual backgrounds if they cause video stuttering or slow your machine mid-demo.
They manage the waiting room, admit attendees, monitor chat, and handle technical issues while you present.
Know how to mute all participants instantly if unexpected background noise disrupts the demo.
Post-Demo
- Share a link to a recording, live version, or repository while interest is high — ideally in the chat before the call ends.
- Note anything that didn't go as planned and update your checklist and contingency plan for next time.
- Reset your demo account to its baseline state — ready for the next presentation.
- Send a follow-up to attendees with resources, links, and next steps within 24 hours.
The best online demo isn't the flashiest — it's the one that runs smoothly, tells a clear story, and leaves your audience confident in what you've built. Preparation is what makes that possible.