By Tangenix · Published 2026-10-24 · Free template

Self Serve Demo Path Plan

Plan an interactive software demo around one complete task, labeled sample inputs, accessible controls and clear limits on what actually works.

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When to use this template

Use this when a safe public demonstration can let a visitor attempt one meaningful task. Identify which actions work, which are simulated and what requires an actual account before exposing the demo.

Choose another approach when: You want a clickable mockup to masquerade as a released product, need visitors to supply private data, or cannot prevent one visitor’s demonstration state from exposing another’s information.

Gather these inputs

• One realistic task and the actual behavior the demo can support.
• Clearly fictional inputs in an appropriate isolated demonstration context.
• Known functionality limits, access conditions and a way to verify keyboard operation.

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Worked example

Illustrative example, not a Crany customer result. Replace every example detail with facts you can verify.

Fictional example: a handoff demo starts with invented website-update notes. The visitor groups an instruction into a checklist and opens a sample client preview. A visible label says it is a demonstration with fictional data.
Email sending is unavailable, so the interface explains that boundary instead of showing “Sent” for an action that never occurred. Keyboard users can reach the same grouping and preview controls, and a clear route returns to the start without touching any real project.
The exit explains that product access is still limited. The observed sample task demonstrates that specific path; it does not prove production storage, a working mail integration or readiness for a buyer’s private records.

How to use it

1. Choose a task the demonstration can actually support and label its kind and limitations.
2. Use fictional inputs and verify the action, result and keyboard path in the actual demo.
3. Observe relevant visitors attempting the task, then check what they believe really happened.

Check before using it

• Simulated actions are not presented as production side effects.
• No participant must expose private records or credentials to understand the demo.
• The next action accurately describes current product availability.

What to measure

Track attempted task completion, assistance required and misunderstandings about simulated behavior. Keep demonstration use separate from product activation and purchase intent. A working sample cannot independently establish production reliability or customer demand.

Research and sources

NN/g supports realistic task scenarios; W3C explains keyboard-operable functionality. This original public-demo path is not a security review or a complete accessibility conformance test.

• NN/g: Turn User Goals into Task Scenarios for Usability Testing — checked 2026-10-24. Realistic actionable user tasks without interface clues for qualitative usability observation.
• W3C WAI: Understanding SC2.1.1 Keyboard — checked 2026-10-24. Informative explanation of keyboard-operable functionality and the criterion’s scope. One keyboard check is not full accessibility conformance.

This original template and worked example were prepared with AI assistance. Source documentation supports the principles stated above; it does not endorse Crany or guarantee this template’s performance.

About Crany

Crany is an AI marketing co-founder in development for software founders and vibe coders, designed to strategize, execute approved marketing and improve based on results. This free resource is usable independently of the product. Join the public waitlist.