At InVision, I led the creation of a scalable demo environment for Freehand—our collaborative whiteboard product used by cross-functional teams. Designed around a relatable, fictional company, this environment cut prep time by over 50%, aligned messaging across teams, and empowered our broader GTM org to run more effective, self-serve demos. It became a foundational asset for both internal enablement and customer engagement.

The Challenges

My Solutions Consulting team faced two key challenges that impacted our efficiency in customer engagements:

1. Long and Resource-Intensive Prep Times – Preparing for demos often took 3–5 days, especially when tailoring content to different personas and industries.
2. Inconsistent Talk Tracks – Despite strong collaboration and feedback-sharing, we lacked alignment on messaging and key demo highlights, leading to varied customer experiences.

The Solution

Goals

To solve these issues, we set out to build a scalable demo environment that would:

• Significantly reduce prep time for customer engagements
• Align the team on consistent, high-impact messaging
• Be flexible enough to adapt to different personas and industries
• Remain customizable for unique use cases

The Solution

We created a comprehensive demo environment modeled around a fictional company, Atlas—a web and mobile platform for booking accommodations, flights, and activities. The scenario centered on Atlas launching a new rewards program, a relatable, cross-functional initiative involving product, engineering, design, QA, and business teams.

Every asset in this environment was tied to this narrative, ensuring a cohesive story regardless of which feature or use case was being demoed. Key features of the solution included:

• Pre-built Freehand content tailored to customer personas
• A fully designed Figma design file and interactive prototype (which I built) to enhance product storytelling
• Collaboration with Engineering to build a space duplication feature, allowing team members to quickly spin up tailored versions of the environment without starting from scratch

Rather than overwhelming prospects with unnecessary content, the environment was designed to be modular—easy to duplicate and trim down based on each engagement’s needs.

Broader Impact

This wasn’t just a tool for the Solutions Consulting team—it became a GTM-wide resource. As the Solutions Consulting Manager, one of my goals was to empower AEs, AMs, and CSMs to run confident, value-driven demos. With the right tools finally in their hands, we enabled our go-to-market partners to:

• Run customer calls independently when SCs weren’t available
• Use the environment for onboarding, learning, and internal enablement
• Build a stronger, more unified story across all customer-facing functions

Outcomes

• Prep time reduced from 3–5 days to 1–3 days
• Improved team alignment on demo messaging and key value props
• Increased coverage as GTM partners confidently ran basic demos
• Scalable storytelling that addressed a range of personas—from PMs to designers to engineers
• Clear articulation of Freehand’s value in use cases like project kickoffs, design handoffs, PI planning, and more