Book More Demos That Actually Convert
Demo Request Form
Let qualified prospects schedule personalized product demos with context—so your sales team walks in prepared and walks out with next steps.
About This Template
Generic demo requests tell you nothing. A name and email doesn't help your SE prepare a relevant presentation. Prospects sit through features they don't care about, and the call ends with "we'll think about it."
This template captures what matters before the call: Company Size for segmentation, specific feature interests, and a detailed use case description. Your sales engineer knows exactly what to demo and what pain points to address.
Demos become conversations, not presentations. Prospects see their exact use case solved. Sales teams close faster because they're addressing real needs from minute one. No-shows drop when prospects invest time describing their situation.
Key Features
- Contact information
- Use case capture
- Preferred date/time selection
- Specific interests
Use Cases
SaaS Product Demos
Your SDRs book demos but prospects don't show, or show up expecting something completely different. Sales engineers waste time on generic walkthroughs.
Pain point: Demo-to-opportunity conversion is low because presentations aren't tailored to prospect needs.
Enterprise Sales Cycles
Enterprise deals involve multiple stakeholders. You need to understand who's attending and what each person cares about before the call.
Pain point: First demos are discovery calls in disguise; real evaluation doesn't start until the second meeting.
Technical Product Evaluations
Technical buyers want to see specific integrations, API capabilities, or security features. Generic demos bore them.
Pain point: Developers leave demos unimpressed because the presenter didn't understand their technical requirements.
Multi-Product Platform
Your platform has multiple modules. Showing everything overwhelms prospects; showing the wrong thing loses them.
Pain point: One-size-fits-all demos don't resonate with prospects who only need specific functionality.
Form Fields (10)
Full Name
Work Email
your@email.comPhone
(555) 123-4567Company
Job Title
Company Size
Select company size...What features interest you most?
Describe Your Use Case
What problem are you trying to solve?Preferred Demo Time
Select preferred demo time...Your Timezone
Select your timezone...Customization Tips
Add Calendar Integration
Replace time preference fields with embedded Calendly or HubSpot meetings link. Let prospects book directly into rep calendars.
Include Decision Timeline
Add a field asking when they need to make a decision. Helps sales prioritize and adjust urgency.
Capture Current Solution
Ask "What are you using today?" to help sales prepare competitive positioning and migration talking points.
Add Multi-Attendee Support
Include fields for additional attendees with their roles. Helps SE prepare for multi-stakeholder calls.
Enable Demo Recording Consent
Add a checkbox asking if the call can be recorded for internal training. Useful for coaching and quality.
Suggested Workflows
Auto-Schedule Demo
Trigger: On form submissionBased on preferred time and timezone, send a calendar invite with available slots. Integrate with Calendly, HubSpot, or Google Calendar.
Send Pre-Demo Content
Trigger: On form submission based on interestsAutomatically send relevant case studies, feature guides, or videos based on their interests selection.
Alert Assigned SE
Trigger: On form submissionPost to #demo-requests with prospect details, use case, and interests. Tag the assigned sales engineer.
Send Demo Reminder
Trigger: Scheduled based on demo timeEmail prospect 24 hours and 1 hour before scheduled demo with meeting link and what to expect.
Developer Notes
Schema Highlights
Interests stored as array enables filtering for specialized SE routing
Use case text field allows full-text search for similar past demos
Timezone stored for scheduling logic and multi-region team routing
Integration Hints
Webhook to calendar API (Calendly, Chili Piper) for automated scheduling
POST to CRM to create or update contact with demo context
Connect to conversation intelligence (Gong, Chorus) to tag recorded demos with use case
MongoDB Considerations
Index on {interests: 1} for feature-based demo analytics
Text index on useCase field for similarity matching
Compound index on {companySize: 1, createdAt: -1} for segment-based reporting
Tags
Get Started
Create a new app from this template. You can customize all fields, add your branding, and publish in minutes.
Complexity
Form Type
Est. Completion
~3 min
Total Fields
10
Category
Business & Sales