Agent template · Sales
Every demo request becomes a researched deal
Demo requests deserve a fast, informed response. This agent researches the company from public sources, opens a deal, notes how well they fit, and sets a task to book the demo within a working day.
How it works
- 1
Someone submits your demo request form.
- 2
The agent researches the company (what they do, size, recent news) and notes its sources.
- 3
It creates a deal, adds a fit note and sets a task to book the demo.
- When it runs
- When a form is submitted
- Works with
- Forms, Contacts and deals, Web research
- You fill in
- Demo request form, What makes a good-fit company
Why it helps
- Your pipeline fills itself, with context
- Sales starts every call informed
- Sources noted for every fact
Greenleaf Physio: 3 clinics in Manchester, about 25 staff. Opened a third clinic in September (local news). Fit: strong. They already run Instagram ads and want booking automation. Task: book demo by Wednesday.
What the agent is told
No black box: these are the instructions it starts with, and you can change any of them. Anything it writes for someone else waits for your approval until you say otherwise.
More sales templates
Sales · When a form is submitted
New enquiry → fast first reply
When someone fills in a form, it drafts a reply to what they asked and sets a follow-up task.
Works with Forms, Email, Contacts and deals
Sales · When a meeting is booked
Meeting booked → call prep brief
When someone books a meeting, it writes a one-page brief on them before the call.
Works with Bookings, Contacts and deals
Sales · When a contact is added
New contact → check fit and flag good ones
When a contact is added, it checks them against your ideal customer and flags the good fits.
Works with Contacts and deals
Set up “Demo request → researched deal” in two minutes
Create a free account, fill in a few blanks, and it starts working.