What should happen after someone requests a demo

What are the steps

1. List the steps on the pageSalesloft shows Quick intro call, Tailored walkthrough and Follow up.
2. Book a time right awayChili Piper says Pick a time on the next screen.
3. Confirm the lengthHiBob and Appcues both name 30 minutes.
4. Say who they will meetUserpilot shows photos of the team and Contentsquare promises the right expert.
5. Point other requests elsewhereGem sends account support questions to its Help Center.

How do the options compare

Where do these numbers come from

1. Salesloft talk to sales

Which real examples show it

Salesloft

1. Show the next steps after booking

Showing the three steps after the form tells buyers exactly what they are signing up for, which makes the first step easy.

1. Start the form with email only
2. List what happens after they submit
3. Promise you will skip the generic pitch

Full breakdown · Source

Chili Piper

2. Ask for three fields and say how long it takes

A short form with a stated time cost removes the main reason people abandon demo forms, and booking the meeting on the next screen keeps the momentum.

1. Cut the form to the fields you route on
2. Say how long the form takes under the button
3. Let people pick a time right after submitting

Full breakdown · Source

HiBob

3. Ask for only two fields

Two fields feels like no effort at all, so more people start the request, and the rest of the details can come on the call.

1. Start with email and name only
2. Put the call length in the headline
3. Add a customer count under the form

Full breakdown · Source

Userpilot

4. Show the faces of the people they will meet

Real faces make the call feel like help from a person, and the promise of expert advice gives value even before buying.

1. Put team photos on the form
2. Promise advice, not just a walkthrough
3. Keep the form to three fields

Full breakdown · Source

Gem

5. Send support seekers somewhere else

Pointing existing customers to the help center keeps the demo queue clean for new buyers and saves sales time.

1. Add a support link under the headline
2. Ask about the buyer goal, not their budget
3. Show a customer count with logos

Full breakdown · Source

Contentsquare

6. Promise to match them with the right expert

Promising a matched expert and a fast, focused call answers the fear of a generic pitch from a junior rep.

1. Promise who they will talk to
2. Name the use cases you can cover
3. Show review scores above the headline

Full breakdown · Source

What else do people ask

Related answers