#Request a software demo form how to#

We simply shared our blog content, which had information on industry trends, news, analysis, and action items that weren’t related to our product (but that our product could help do much faster). Our nurturing emails were easy to create. They would reach out 6 months or even 2 years after their initial contact to schedule a demo (again). This last step – the educational messaging – got us new business all the time! People who weren’t ready for the demo, even though they requested one, would learn all sorts of handy insights from our nurture emails. This was the best follow up we ever implemented! Still no response? They got put onto our email drip nurture campaign, which was mostly educational tips from our blog that would help with their business.Still no response? We sent a follow up email the week after they initially requested the demo.Still no response? We called 3 days later to see if they were still interested.

If we got their voicemail, we immediately sent a second email with calendar link to set up the time.

If the requestor didn’t set up a time within a day, we called to set it up manually.

We used one of those calendar services where you can connect your calendar and set times of availability.

This included a mention that we looked at their website and a comment about it if appropriate (nice blog, great design) and link to set up a demo time – including 3 slots that were open in the next day or two. Within 1–2 hours of the request, we emailed a very short email thanking them for requesting a demo.Those who passed the initial prospect qualification test got the following messaging, which we tracked using our CRM tool. While you might miss one or two opportunities to schedule a demo using this quick qualification process, you will be able to spend your valuable time on prospects who can really move the needle for your business. Don’t waste your precious daytime cycles on prospects who will clearly not buy your product.

#Request a software demo form how to#

It’s important to know how to spend your time wisely. Just filling out the Request a Demo form isn’t enough to warrant a response. The goal here is to determine whether or not the prospect is worth the time to follow up. It did not determine whether a prospect was truly ready to buy our products. The reason we requested phone number even though we could see it on their web page was that adding a phone number meant they were more serious about seeing a demo.The reason we split first and last name was so that our CRM could send personalized emails automatically.From the email’s domain, we could look them up and get the company name, address (usually), and other pertinent details to see if they looked like a qualified lead.So, for us, anyone who used a generic email was not a qualified prospect. We used to contact these people, but not a single one ever went past the first conversation. If the email was gmail, yahoo or other generic address, we ignored the demo request.Just below the heading, the Request a demo form had these four fields: first name, last name, email address, phoneįrom these demo request form fields, we deduced a lot of qualifying information to help us schedule a demo.Actual demo request form on the right side with the words “Grow Your Business! Get a Demo:”.1-minute video about the product on the left side of the “Request a demo” landing page.We structured our landing page as follows to make it easy to request a demo. We tested many variations and finally settled on a layout that balanced lead quality with quantity. Provide enough information to pique their interest, but don’t distract them. To get a prospect to request a demo in the first place, your landing page must be as simple as possible.