SaaS Demo Readiness Check
Route every demo request to the right lane — AE demo, guided trial, or self-serve — in 5 questions your buyers actually want to answer.
Best for: PLG and SaaS sales teams protecting AE calendars.
Question 2 of 5
How many people on the team would use this?
The problem it solves
Half your booked demos would have converted better on the self-serve trial — and your AEs know it before the intro slide.
Built for lead-driven businesses that want qualified leads, not just email addresses.
A short pre-demo assessment that replaces the raw 'book a demo' calendar. Enterprise-fit lands on an AE; the rest start a guided trial with a follow-up plan.
Every submission becomes a scored lead in your dashboard.
- Contact name, company, and role.
- Score, band, and full answer set.
- Recommended lane and the pre-read pack for that lane.
- Source tag: pricing · docs · outbound · marketplace.
Questions that surface real signal.
- 1What are you trying to solve or evaluate right now?
- 2How many people on the team would use this?
- 3What's your evaluation timeline?
- 4Are you already using a similar tool today?
- 5Is anyone else involved in the buying decision?
Every prospect gets a scored, useful outcome.
Book AE demo
Team-sized, in-market, and multi-stakeholder — route to an AE with a pre-read pack.
Start guided trial
Product-curious with real intent — auto-provision a trial workspace and follow up in 48 hours.
Self-serve first
One-user exploration or research-only — send to docs, pricing, and a self-serve signup with a lightweight follow-up.
A branded, personalized result — not another PDF.
Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.
- Score + result band with a clear one-line summary
- Recommended next steps tuned to the answers
- A booking CTA that goes straight to your calendar
Book AE demo
10-seat team, replacing a competitor this quarter, and procurement already looped in — worth an AE hour.
Recommended next steps
- Book onto an AE calendar with a security pre-read
- Skip the SDR triage step
- Attach the competitor migration one-pager
One link — share it everywhere it fits.
This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.
The 'Book a demo' page CTA
Pricing page's 'Talk to sales' link
In-app upgrade prompts for free-plan users
Outbound sequences instead of a raw calendar
Webinar and product launch follow-ups
Partner and integration marketplace listings
Questions about this template
Launch this assessment funnel today.
Customize the questions, wire it to your booking link, and start capturing scored leads.
This template scores demo-request routing against the criteria you set. It is not a guarantee of demo-to-close conversion, ACV, or trial activation.