Glossary · Sales & procurement

Finalist Demo (PEO Selection)

A scheduled, scripted product and service demonstration by short-listed PEOs to a buying committee, usually following the RFP scoring step.

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Finalist demos are typically 60–90 minutes per PEO, structured around the buyer's scenarios (onboarding flow, benefits enrollment, manager workflows, reporting). Demos that go off-script frequently distort selection decisions.

Disciplined finalist processes use a consistent demo script across all finalists to ensure comparability.

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