A ready-to-use conversational form

Demo request form template

Qualify demo requests by company size, role and timeline, and learn what each prospect wants to see, whether integrations, security or a migration.

13 questionsAbout 3 min5 branches2 endingsRead the template guide

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Demo request

0% complete

Let's set up your demo. Two minutes of questions so we can show you what matters and skip what doesn't.

Who should we be speaking to?

First nameLast nameEmail

What's inside

Every question, and where it leads

Contact info
Short text
Single select
Multi select
Long text

The conversation

What a respondent is asked, in order.

Let's set up your demo. Two minutes of questions so we can show you what matters and skip what doesn't.

Who should we be speaking to?

Contact inforequired

Which company are you with?

Short textrequired

How many people work there?

Single selectrequired

What's your part in the decision?

Single selectrequired

What would you most like to see?

Single selectrequiredsplits the flow

What does it need to work with?

Multi selectrequiredif demo focus is How it connects to our tools

Which of these will you be held to?

Multi selectrequiredif demo focus is Security and compliance

Who runs the security review on your side?

Short textoptionalif demo focus is Security and compliance

What are you moving off?

Short textrequiredif demo focus is Moving over from what we use now

Roughly how much data would come with you?

Single selectoptionalif demo focus is Moving over from what we use now

What's prompting the search right now?

Long textoptionalif demo focus is The basics, end to end

Anything the demo should definitely cover?

Long textoptional

When would you want this live?

Single selectrequiredsplits the flow

Endings

Thanks, we'll set up your demo

You're at the front of the queue 🚀

The flow

Where each answer leads. Every route here is editable once the form is yours.

Let's set up your demo. Two minutes of questions so we can show you what matters and skip what doesn't.

2Who should we be speaking to?*

Contact info

3Which company are you with?*

Short text

4How many people work there?*

Single select

5What's your part in the decision?*

Single select

6What would you most like to see?*

Single select

What would you most like to see?

The basics, end to end

How it connects to our tools

Security and compliance

Moving over from what we use now

7What does it need to work with?*

Multi select

8Which of these will you be held to?*

Multi select

9Who runs the security review on your side?

Short text

10What are you moving off?*

Short text

11Roughly how much data would come with you?

Single select

12What's prompting the search right now?

Long text

13Anything the demo should definitely cover?

Long text

14When would you want this live?*

Single select

When would you want this live?

This month

otherwise

Thanks, we'll set up your demo

You're at the front of the queue 🚀

A labelled route is taken only by answers matching the label

A little guidance

Make the most of your next ask.

Questions to consider for your demo request form

Which parts of your product do prospects most often ask to see, and do the demo focus options match them?
Do you want to accept personal email addresses, or only work ones?
Which company sizes or timelines should go to a senior rep rather than the general queue?
Who calls the prospects who want to go live this month, and within how many hours?

How to use the responses

Before each demo, read the focus answer and its follow-up, then cut the script to fit: an integrations prospect wants to see their tools connected, not a tour of settings. Use company size and decision role to decide who takes the call and whether to invite a solutions engineer. Anyone who picked this month should hear from you the same day, while prospects with no date yet can get a shorter demo and a follow-up plan.

How to customize and share this template

1Replace the integration and compliance options with the ones your product really supports, and delete any focus you would never demo.
2Rewrite the priority ending with your real response time, and share it only if your team can keep that promise.
3Embed the form on your book-a-demo page and check the dashboard each morning, sorting by timeline so urgent prospects come first.

Frequently asked questions

What should a demo request form ask?

Name, work email, company, company size, the person's role in the decision, what they want to see and their timeline. Anything beyond that should earn its place by changing how you run the demo.

How many fields should a demo request form have?

As few as you can use. This one asks everyone eight questions, and only the prospects who pick a specific focus see the extra follow-up for it.

Should a demo form require a work email?

It filters out many students and competitors, but it also turns away some genuine buyers at small firms. This template requires one; switch it off in the contact question if your buyers often use personal addresses.

How fast should sales follow up on a demo request?

As fast as you reasonably can, ideally the same working day. Interest fades quickly, which is why this form sends the most urgent prospects to their own ending.

A few more possibilities