What to send prospects
Send a follow-up email that includes a link to the personalized demo. Set expectations around time commitment (e.g., “This will only take 10–15 minutes to explore”) and reinforce the main points discussed on the call. Encourage the prospect to share the demo with others involved in the buying process. This helps extend your reach and ensures your message stays consistent as it moves through their organization.How to follow up
Following up with the prospect after sending the demo helps reinforce key takeaways and keep the deal moving forward. Even if a prospect was engaged during the call, they may forget to revisit the demo, so timely follow-up is critical. We recommend setting a reminder to follow up two days after sending the post-call demo if there hasn’t been any activity. After two days:If the prospect has viewed the demo
This is a great chance to ask your champion to share it internally with other decision-makers or stakeholders who couldn’t attend the call.If the prospect hasn’t viewed the demo
Send a gentle reminder encouraging them to check it out, framing it as a helpful recap and resource for sharing with their team.What to do when a prospect views the demo
When a prospect engages with a post-call demo, you’ll receive an Email alert shortly after their session ends. This alert includes insights into which parts of the demo they explored, helping you understand what stood out most. We recommend reaching out promptly by email or phone to build on that momentum. Reference the specific areas they showed interest in, and use that information to guide the next conversation or share additional resources relevant to their priorities.
Custom demos
Custom demos allow reps to assemble tailored demos based on what they learn about the prospect’s interests and priorities. Learn how to create Custom Demos:
Custom demos
Enable your sales team to assemble custom demos from pre-built templates.
Explore example emails for post-call followups
Try some of our example email templates we created to get started. We recommend tailoring them to your product, industry, and use case.Recap: Here’s the demo we discussed
Recap: Here’s the demo we discussed
Let your team see {Product} in action
Let your team see {Product} in action
Your personalized demo of {Interest A}, {Interest B}, and {Interest C}
Your personalized demo of {Interest A}, {Interest B}, and {Interest C}
Click through this tailored interactive demo
Click through this tailored interactive demo
Follow-up from our chat – try the demo
Follow-up from our chat – try the demo