What's this about?
Proaction's COO connects call recordings, email and spreadsheets to Codex, which builds an HTML demo reflecting a prospect's own vehicles and workflow. Engineers later use that demo as a concrete implementation reference.
What exactly is a personalised demo?
Instead of showing every customer the same generic screens, the sales team presents a disposable version filled with that customer's data and process—like staging a house around the buyer before construction begins.
Why does this matter?
OpenAI customer case study; figures are estimates supplied by Proaction.
- Four to six monthly demos reportedly take 30–45 minutes rather than about ten engineering hours each.
- The company estimates 50–60% more prospects move from first contact into solution development.
- The workflow handles customer data across several plugins, making permissions and retention as important as speed.