Sales

Every demo request is qualified, routed, and booked on a rep's calendar within minutes

A sales automation that turns demo request form submissions into qualified, booked meetings without manual routing. When a prospect submits a demo request, an agent researches their company, qualifies them against your ideal customer profile, and assigns them to the right sales rep based on territory, deal size, and availability. It checks the rep's calendar, proposes 2-3 time slots, and sends a personalized calendar invite. The rep gets a Slack notification with the prospect's company profile and a recommended talk track.

How it works

TriggerRuns when a demo request form is submitted
  1. 01
    Agent

    Research the prospect and qualify

    Pull the form submission data (name, email, company, use case). Research the company: size, industry, funding stage, tech stack, recent news. Score against your ideal customer profile on:
- **Company fit**: right industry, size, and budget signals
- **Use case match**: does their stated need align with your core product?
- **Intent strength**: did they reference competitors, mention budget, or ask about pricing?

If the score is below threshold, draft a polite decline email with self-serve resources instead.
  2. 02
    Agent

    Route to the right rep and find open slots

    Match the prospect to a sales rep based on territory, deal-size tier, and current pipeline load. Check the rep's calendar for open slots in the next 5 business days. Propose 2-3 time options with a preference for morning slots.
  3. 03
    Tool

    Send calendar invite and rep notification

    Create a calendar event with the prospect's email, a video call link, and an agenda based on their use case. Send the invite from the assigned rep's calendar. Post a notification to #sales with: prospect summary, company profile, qualifying score, and a recommended talk track for the rep.
ResultQualified demo requests are booked on a rep's calendar with a customized talk track within minutes