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SaaS Factory: Demo & Discovery Session Playbook

What this playbook does for you: Follow this guide to run a consistent, high-impact scoping session that captures the right requirements and always closes with a booked next meeting.

Purpose of this meeting

This is a light-touch feature walkthrough — not a detailed product demo. The goal is to show enough of the system to prompt a reaction and capture requirements in real time. The customer is the expert in their domain. Your job is to listen, note what fits, what is missing, and what should be removed.

The output of this session is a feature list that feeds directly into the next build cycle.

 

  1. Opening — establish credibility

Land the following three points in the first two minutes.

 

VOLARIS

agentOS is owned by Volaris, part of Constellation Software International — one of the biggest software companies you've never heard of. Over 1,000 companies worldwide, a buy-and-hold-forever model, with a core focus on investing in people and talent so that products and services develop to add real value back to their clients.

THE AI TEAM

Glyn and Dylan focus on the AI programme because agentOS was ahead on AI. The result is SaaS Factory — backed by CSI globally.

THE PRODUCT

SaaS Factory takes your requirements and builds enterprise-grade, cloud-hosted software at a pace that was not previously possible. What you are about to see was built in days, not weeks or months.

 

  1. Frame the session

"What we're going to walk through today has already been built based on what we know about your requirements. It's not finished and it's not meant to be. As we go through each area, just tell us — does that look right, is something missing, does that feature belong? You are the expert."

 

This shifts the dynamic. The customer stops evaluating and starts contributing.

 

  1. The build loop — how to explain it

Avoid technical jargon. Use this framing:

 

"Everything you tell us today gets captured in the transcription. SaaS Factory AI takes that transcription and builds out the feature requests — including improvements and features to be removed — and carries on with the next build from all of these. The next time we meet, you will see your feedback already in the product."

 

  1. Running the light-touch feature walkthrough

Move through each section at pace. For each area, prompt with three questions only:

  • Does this look right for how you work?
  • Is anything missing?
  • Does this belong, or should we remove it?

 

Keep it moving. If a feature triggers a deeper conversation, note it and return to it — do not let one area consume the session.

 

Note: A customer may want to screen-share their existing system to explain a requirement. This can be useful context, but gently steer back to your system as soon as the point is made.

 

  1. What you are listening for

 

ADD

A feature or workflow that is missing from the current build.

REMOVE

Something the AI built speculatively that is not relevant to this customer.

REFINE

Something close but needing adjustment — terminology, logic, or hierarchy.

 

Every signal captured becomes a feature card in the next build cycle.

 

  1. Show the release overview

Before closing, scroll back to the SaaS Factory build section and select Releases. Scroll down to highlight the dates — when the AI was briefed, when it started building, when it stopped. This provides proof of the speed of development.

 

No explanation needed. The dates speak for themselves.

 

  1. Close — book the next meeting

"Everything we've discussed today goes into the build overnight. In about a week we'll have a new version that already reflects your input. That next session will be more detailed — we'll go feature by feature through what's changed so you can validate it properly. Can we book that now?"

 

The close is a single action: a follow-up demo in approximately one week where the customer's own requirements are already visible in the product. That is the proof point no traditional software company can match.

 

 

Session checklist

Before the call — have two browser tabs open:

 

☐

Tab 1 — SaaS Factory build section

Navigate to the project build section, ready to scroll to Releases at close.

☐

Tab 2 — SaaS Factory product

The live product you are walking through in the session.

 

During the call:

 

☐

Volaris and AI team credibility landed in the first two minutes

☐

Session framed as discovery — customer positioned as the expert

☐

Build loop explained without jargon

☐

Light-touch walkthrough completed — Add / Remove / Refine captured

☐

Release timeline shown — scroll to Releases, highlight the dates

☐

Next meeting booked before the call ends